This article delves into the world of Programs in Sana, a versatile tool designed to enrich your learning and development strategies, allowing you to build a learner's journey through a set of steps that the user needs to complete.
To effectively utilize Programs, it's important to understand when they are most beneficial and when other options might be more suitable.
When to use Programs | When not to use programs |
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Best practices
Maximize automation with enrollment rules Create enrollment rules to automate assignments of the Programs to relevant groups of users using smart groups or groups. For example, you can enroll all new HR employees in New York to a HR onboarding Program automatically based on their start-date/role/department. |
Mix content types Incorporate a variety of content types, including Live sessions, self-paced learning, in person-events and emails, to increase engagement. |
Increase activation with emails Use automated emails to enhance engagement, such as sending pre-reads or welcome messages to provide important course information to the learners as they go through the Program. |
Drop-feed content with staggered assignment Use staggered assignments to maintain engagement by gradually unlocking course steps over time, based on completion or a set schedule. If you set deadlines within the Program steps, users will receive automatic reminders to help them stay on track with each newly unlocked step. |
Organize the Program with sections Use sections to break down the content of longer Programs into more digestible parts. |
Use cases
Svea Solar automated its onboarding, achieving a 100% completion rate
💡 Svea Solar automated their onboarding, allowing new employees to be automatically assigned to the correct programs based on their team and location. This automation reduced manual effort and supported the company's growth from 700 to 1200 employees, ensuring a consistent and efficient onboarding experience. Read more about it in their case study here: https://sanalabs.com/customers/learning/svea-solar.
Get started with Programs
Now, let's dive into the essentials to get started:
Creating a program
Adding content and sections to a Program
Assigning users to your program
1. Creating a Program
Go to Manage > Programs
Click New program
Add a title and click Save
Click on settings in the created Program to add optional cover image, program description & connected certificate, then click Save
Add Program admins
If you would like to assign another user (group admin or admin) to oversee this Program you can do so by adding them as administrators of the program
Go to the Program
Go to Administrators at the bottom right
Click Manage admins
Type in users name
Click Add
💡 If a user's name does not show when typing, please check that their user role has been set to group admin or administrator
2. Adding content and sections to the Program
Adding 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
💡 The course or Live you want to add in your Program needs to be Published and Visible in Manage
Sections within a Program
You have the option to create Sections inside the Program. This makes it easier for the learner to understand and follow the program-overview, offering a more streamlined and organized experience.
Sections have the following characteristics:
A section can have a title and a description
It’s collapsible and expandable for easier browsing through the Program
Each program step within the section still acts as a standalone step, with its own staggering rules, due dates, etc. The section is simply a wrapper for organizational purposes
To add a section, follow the same process as adding a step:
Click Add Step
Select Add Section
Using this feature, you can sub-divide your program into various sections - essentially breaking down a larger program into smaller portions easy to digest from a learner's perspective
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 Create 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 and will not update automatically if new users are added to 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
Choose when learners are assigned to the program:
Now: Instant enrollment with notifications.
Set a specific start date: Choose a future date for enrollment.
Select from a specific attribute: Use advanced features for customized start dates using this guide)
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.
Can I duplicate an existing Program?
Yes, you can duplicate an existing program through Manage > Programs > Click on the three dots in the right hand side of the Program you wish to duplicate > Duplicate Program. When duplicating a Program, we set the title with ” (Copy)” appended, and copy the program image and outline including emails, courses, and sections from the latest program version. Enrollment rules, users or attached certificates will not be copied, and will need to be manually added to the copied Program.