Learncycles need to be carefully configured to ensure the automation does not accidentally trigger undesired activities. We recommend that you follow our Learncycles Best Practices.
Draw a flow chart of a process within your business, for example, Enrolment.
You may like to consider these questions:
- What tasks and subprocesses happen?
- Do you have message and document templates for each step?
- To what extent are you free to change these processes?
- What stakeholders need to be consulted?
- For the processes in step 1, decide which ones you think are best fitted for automation
- If you can already imagine how to set up the learncycle activity, you’re probably on the right track
- Draw or write how the activities would be set up
- Trigger condition, activity type, activity settings
- e.g. When enrolment status reason is changed to pending and status reason is ‘Letter of Offer’, generate a uReport with Letter of Offer template and send to learner immediately with ‘LoO’ message template
- Use sticky notes and put your activities on your process diagram
Set Up a Sandpit
- Sandpit setup
- Create a dummy Course Offer and start setting up the activities from step 2
- Create a test Learner account with an email address you can access
- Enrol your test Learner into your Course Offer, and put them through all the Learncycle Trigger Conditions
- Check that each activity fires as expected
- Note that if you’ve got messages scheduled for the future, you may not be able to test this all in one day – but you can set the message to send sooner and then change that setting for the real live Course Offer
- Update your test Course Offer learncycle as required
- Keep testing until it’s right
- Set Up your Course Offers
- Train your staff