A program in Sana allows you to build a learner's journey through a set of steps (courses, lives, or paths) that the user needs to complete.
This article delves into the world of 'Programs' in Sana, a versatile tool designed to enrich your learning and development strategies. In this article, we will cover programs in three steps:
Creating a program
Adding content to a program
Assigning users to your program
What is the value of using programs?
Modelling the learner's journey: Programs effectively model a learner's journey, such as an onboarding process for new employees
Automating enrollment: Programs allow you to automate the enrollment process, saving time and ensuring consistency of content assignment.
Staggered content delivery: Programs allow for different enrollment dates for different users, facilitating staggered content delivery. They also allow for assigning parts of a program based on completion of previous steps, read more about staggered assignments here.
Program use case examples
Onboardings: An onboarding program can include a series of steps (courses or lives) that the user shall go through. By utilising automated enrollment rules and smart groups, you can automate content assignment to new hires such that the need for manual labor and assigning of content is eliminated - and you as an admin can be completely hands-off.
Break down a longer course: by splitting up a longer course into multiple shorter ones and adding them to a program, the content feels more digestible for the user while they still keep all the courses related to the program in the same place.
Step 1: Create a Program
Go to Manage > Programs
Click New program
Add a name and optional image & description & certificate, then click Save
Step 2: Add content
Go to the Content section and click Add content
Search and Add your content and click Save
Each content will become a step in your program
For each step in your program, you can:
Save you outline by clicking Save
If you want to edit your program outline, you can read more about it here
Step 3: Assign learners
To assign a users to a program follow these steps:
Assign learners by clicking on the People tab
Click Enroll and choose Enroll once or Enrollment rules
Click Save
To enroll a user once
Use enroll once if you want to assign learners or a group to your program one time.
💡 If adding a smart group to enroll once, it will only add the current members of the group
To use an enrollment rule
An enrollment rule lets you assign all users matching a rule that you set up.
To create an enrollment rule
Click on the People tab
Click Enroll
Select Create Enrollment rule
Add a name for the enrollment rule
Create a rule to match users. You can filter on groups and custom attributes
Set the Program start date
Preview the users' matching to make sure they match what you expect.
Click Enroll, and the learners will be notified via email or Slack
If you would like to learn more about more advanced enrollment rules, see here
Program start date
Here you can determine when and how learners are assigned to the program:
Now - Learners are instantly enrolled in the program and notified by email
Set a specific start date - Select a specific date that learners will be assigned
Select from specific attribute (see more about this in the advanced guide)
Add a program admin
If you would like to assign a group admin to oversee this a program you can do so by adding them as administrators of the program
Go to Program
Go to Manage admins at the bottom
Type in users name
Click Add
💡 If the user is a group admin they will now have visibility of the users in this program and have the ability to add additional content
💡 If a user's name does not show when typing, please check that their user role has been set to group admin or administrator.
FAQ
What do I need to do to create smart groups and programs?
To take full advantage of the user attributes and automation you will need to set up SSO (see more information here) and link your HR system with Sana via SCIM (see more information here).
For more information, please contact your CSM.