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Learning — post-enable runbook

Learning is now on. The course catalog is empty — the next half hour is about deciding how you will use it (mandatory training? voluntary tracks?), and authoring one starter course so members can confirm the experience works end to end.

For the surface-level overview, see the Learning module reference.

Prerequisites​

Before Learning is useful, confirm:

  • Storage is configured and verified for the org. Course videos, images, and resource downloads live in your storage bucket.
  • Email delivery is configured at the platform level. Assignment, due-date, and overdue reminders all go out by email.
  • You have a draft of your first course content — even a single text lesson and a short quiz is enough for a real test.

Who can enable it​

Only a platform admin can toggle Learning for your org. Org admins request the change through their platform admin.

What gets auto-created​

Enabling Learning does not create any courses, enrollments, or rules. A per-org Learning Defaults record is created the first time you open Org → Learning → Settings and save — it stores the default required-by-default flag, default due window, and the national-course auto-assign toggle.

What appears in the sidebar​

A new Learning group appears for org admins:

  • Dashboard
  • Courses
  • Assignment Rules
  • Grading Queue
  • Settings

Members see a single My Learning item, which is where their assigned courses appear.

First 30 minutes — required steps​

  1. Open Org → Learning → Settings. Set the default due window (commonly 30 days) and pick whether courses should be required by default. Save — this creates the learning defaults record.
  2. Open Org → Learning → Courses. Create a starter course (e.g., "Welcome to the Chapter"). Add at least one text lesson and one short quiz so the full lesson and assessment flow gets exercised.
  3. Publish the course. Unpublished courses do not appear to members.
  4. Open Assignment Rules and create a single rule (e.g., "When a member's status becomes Active → assign Welcome to the Chapter, due in 14 days"). This is what makes enrollments materialize automatically.
  5. As a test, enroll yourself or one volunteer member. Walk through the course on the member side and confirm the quiz, completion, and certificate flow all work.

First 30 minutes — recommended next steps​

  • Decide on a small initial catalog (3–5 courses) rather than trying to author everything at once. Common starters: hazing prevention, financial literacy, risk management.
  • If you are a national org and want chapters to inherit your courses on publish, turn on Auto-assign national courses on publish in Learning Settings and pick the target membership statuses.
  • Set up a single grader account in Settings → Admin Management if you plan to use graded assessments. Without a grader, free-response questions sit in the queue indefinitely.

What happens if you disable​

Turning Learning off hides the Learning sidebar group and returns 403 on the related endpoints. Data is preserved — courses, enrollments, quiz attempts, certificates, and assignment rules all remain in the database. Re-enabling restores access.

Re-enabling does not retroactively replay missed assignment rules. Members whose status changed during the off-period will not automatically receive backfilled enrollments.

Common gotchas​

  • Members see nothing if no course is published and assigned. "Learning is empty" almost always means either no published course or no assignment rule has fired.
  • Quizzes with free-response questions need a grader. Auto-graded multiple-choice quizzes complete on submission; free-response answers wait in the Grading Queue.
  • Certificates are issued on pass, not on completion. A member can finish every lesson and still not get a certificate if they did not pass the final assessment.
  • Videos depend on storage. Large video files can stall the upload progress bar — verify storage in Settings → Storage first if uploads keep failing.
  • National-course auto-assign fires once per course. Toggling the setting after publishing does not retroactively enroll members.

Where to go deeper​

Last verified against v0.62.1 (2026-05-10).