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Overview: As a training manager, mastering the most frequently used tasks in Flow Learning is crucial for efficiently managing learner progress and supporting organisational learning goals. This guide outlines key functionalities and common tasks that will help you navigate the platform effectively.

Understanding Flow Learning’s Key Functionalities

Flow Learning is a comprehensive platform designed to help you create, assign, and manage various types of training content. Its functionalities allow for seamless content creation, assignment, and progress tracking, which are essential to maintaining a well-rounded learning and development programme.

Understanding the platform's core tasks ensures that you can efficiently manage learning across your team.

Creating and Managing Content

Creating learning content is a core responsibility in Flow Learning, and the platform provides multiple tools to support this:

  • Creating Modules, Workbooks, Appraisals, and Other Training Materials: You can create dynamic, customisable training materials such as workbooks, appraisals, and competences.
  • Editing and Updating Content: Flow Learning allows you to make adjustments to existing content as needed. Whether it’s updating an appraisal or refining a workbook, the process is straightforward, ensuring content stays relevant.
  • Importing External Training: External training data can be imported in bulk, allowing you to efficiently integrate learning that takes place outside the Flow Learning platform.
  • Organising Content into Collections or Learning Paths: Organise multiple learning resources into cohesive collections or paths to ensure learners are guided through their learning journey in a structured way. This helps streamline the delivery of training materials and enhances learner experience.

To learn more about how to create and manage content, refer to the articles in Flow Learning > Learning / Formation / Formación OR Flow Learning > Development / Développement / Desarrollo.

Assigning Training to Learners

Assigning content is an integral part of ensuring your team receives the necessary training:

  • Assigning Workbooks, Appraisals, and Notices: You can assign content to learners individually or to groups based on roles, branches, or jurisdictions. The platform offers flexible options for distributing content across your team.
  • Manual vs Automated Assignment Rules: Flow Learning allows for both manual and automated assignment. Manual assignment is ideal for ad hoc or one-off training needs, while automated rules trigger the assignment of appropriate training content depending on the completion of other tasks.

For a detailed guide on assigning content, refer to Assign Learning. Also, to understand the difference between creating and assigning tasks, see Create vs. assign tasks in Flow Learning.

Tracking Learner Progress

Monitoring progress is essential to ensuring learners are on track to meet their training objectives.

  • Monitoring Individual Progress: Flow Learning provides intuitive tools for tracking each learner’s progress, including completion statuses and due dates. That way, managers can see where learners may need additional support or intervention. To track learners individually, see View assigned content by learner
  • Accessing Learner Training History and Performance Reports: The system generates detailed reports, allowing you to review learners’ training progress, compliance, and the status of communication items. These reports are invaluable for appraisals and planning future development. For more information about reporting, see Generating reports for the first time.

Gamification Features

Gamification plays a pivotal role in increasing learner engagement through friendly competition and rewards. Research shows that gamification can enhance learner motivation and retention by making learning more interactive and enjoyable. Flow Learning incorporates these principles into its design.

Features like Leaderboards and Challenges allow learners to see how they stack up against their peers and motivate them to achieve their learning goals. These features are integrated across different learning modules to add a competitive edge to the learning experience.

For more information about Leaderboards, refer to Manage Challenge Leaderboards.

Managing Compliance and Refresher Training

Compliance is critical in many industries, and Flow Learning ensures that you can meet regulatory and internal training requirements.

  • Scheduling Refresher Training: Managers can schedule periodic refresher content, especially for compliance-based training, ensuring that learners stay updated on crucial regulations and certifications. To know more about refreshers, read Add and edit refresher rules.
  • Tracking Compliance Across Jurisdictions: Flow Learning’s tools allow you to track completion of required courses across different locations or departments, making it easier to manage compliance across multiple jurisdictions. To know more about how to track Compliance, see View the Flow Learning compliance report.

Communications and Announcements

Flow Learning enables managers to stay connected with learners by delivering timely updates and messages.

  • Using the Noticeboard: The Noticeboard feature is ideal for sharing important updates, such as new learning opportunities, organisational changes, or policy updates, with the entire team.
  • Sending Emails: Managers can send insights and custom emails directly through Flow Learning, prompting learners to complete their assigned tasks and providing them a general overview of their content.
  • Distributing News Items: You can create News Items to keep learners informed about upcoming training, changes in procedures, or general company announcements. These are highly visible to learners and can be set to expire after a certain period.

To know more about the communication tools in Flow Learning, see Flow Learning > Communications and documents / Comunicaciones y documentos.

Understanding the most common tasks in Flow Learning is essential for training managers who want to efficiently manage learning content and track learner progress. By mastering the tools for content creation, assignment, and learner monitoring, you can ensure that your team remains engaged, compliant, and continually improving.