TeachMe

Updated on June 23, 2019 Download PDFDownload as PDF
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TeachMe (Courses) is an App that lets you package your WalkMe experiences into learning modules and complete courses. Unlike other learning platforms, TeachMe allows users to learn your site system as they use it, without having to go back and forth between systems and screens. Learning is available to them in your application when it’s most relevant to them.

Custom Feature

TeachMe is a custom-made learning environment. If you would like to offer multiple courses in a central portal for your user, TeachMe may be right for you. Contact your CSM to learn more.

The Short Version

TeachMe allows you to create multiple courses for your users and structure them into a learning path. Courses will appear in a tab on the left hand side of the screen that can be minimized or maximized so that users can launch learning with just a couple clicks directly on your site; alternately, publish TeachMe in a sandbox version of your site if you would like to create a specialized learning environment.

Courses in TeachMe are made using Walk-Thrus and Resource articles and videos, similar to an Onboarding task list. Unlike Onboarding tasks, Walk-Thrus and Resource in TeachMe can be further grouped into modules within the course. If required, a learning path can be enforced so that Courses must be completed in a specific order. At the end of each course, a quiz can assess how well your users are doing.

As the user completes an item in a course the item is crossed off users can easily return to course later and pick up from where they left off. Users are able to see their progress through each course and their progress across all courses in their learning path using the progress bar at the top of the panel.

Use TeachMe to create courses when your users need to go through a self-paced learning process over time. For example, if you would like to train new Sales employees, there might be four different stages to their job (Prospecting, Demoing, Negotiating, Closing). An employee may go through the prospecting course in their first week and the demoing course the next. At the end of each course, add a quiz to engage your users with the training content, or even certify them for their roles. This method of performance-based learning is shown to improve retention and performance.

How It Works

Talk to your CSM to enable TeachMe on your site. To create a dedicated learning environment, place TeachMe on a sandbox version of your site.

For the end users, the first visible screen is the Course Menu which includes all courses as icons and a progress bar of the user’s completion. Lessons are the smallest unit of TeachMe success, and are comprised of Walk-Thrus, Resources and quizzes. Clicking into one of those courses will open up the lesson list with all the items  in that course. Once a TeachMe item is complete, the item will be crossed off the list and the user’s progress in the individual course will be marked in the progress bar at the top.

TeachMe items can be marked as complete either by item’s main Goal completion or by item completion (i.e Resource opened or Walk-Thru ended).

With Unique User Settings enabled, you can track progress and completion of courses for individual users in WalkMe  Insights.

Building TeachMe

Designing courses takes careful planning. Build Walk-Thrus and Resources specifically designed for the courses. Some companies have a learning specialist (Instructional Designer, Trainer, or Learning & Development Specialist) that can help to create the outline for each course. These roles have experience creating course content and will be able to plan out the full course before you start to build.

Tracking User Progress

TeachMe is tracking  user progress on your site on the analytics server, meaning, users can see their learning history and track their progress even when logging in from different browsers.

You must set up a Unique user ID for the account to enable TeachMe to track and report user progress.

Outlining Courses With TeachMe

Designing courses takes careful planning. As a best practice, it is recommended to categorize the different items by Lessons, rather than displaying all the Course items in one long list. Start off by planning the Lessons within each Course.

Creating Courses

After creating and naming a course in the Courses App, click the Course Outline icon to open the course panel. Click +Add and name your Lesson.

Drag the desired Walk-Thrus and Resources you have already created from the Items List on the left, to the Lesson List on the right.

Once added, the new item will appear indented underneath the lesson title:

Courses can be made to be completed in a specific order using the Learning Path settings of the course. Turn both toggles ON to enforce a specific course order.

Adding Quizzes

Once you are ready with the course content, you can add a quiz to your course

A Quiz is comprised of 3 parts:

  • Welcome page – This page will appear as the opening banner of the quiz. You can customize the quiz title and a short description (i.e. the purpose of the quiz, estimated time, total number of questions etc.), as well as the quiz action button;
  • Questions – Choose from Single Selection or Multiple Selection question types;
  • Summary – Customize separate messages for pass and fail that will display as a popup message after the user submits the final question.

In the Quiz settings, configure the required score to pass, whether all course work must be completed before taking the quiz, randomize question order, randomize answers order, and allow users to view correct answers after taking the quiz.

Tip

The quiz is an integral part of the course and is published along with the rest of the course modules. You can keep the quiz in draft mode by keeping the Final Quiz switch on OFF. When you are ready to publish the quiz, turn the switch to ON.

Launching the TeachMe Menu

To increase user engagement with TeachMe you can use a Launcher to open the TeachMe menu.

Place the  Launcher on a strategic place on your site. In the Launcher Options window, choose Open courses menu from the Action drop-down menu:

Segmentation

It’s important to add your courses to only to the relevant Segment of users. Making only applicable items visible to users reduces confusion for other users by providing them with the most relevant results. Segment Courses using the Segmentation Center. Segmentation Rules will apply to all the items within the course. Courses can be Segmented using any of the standard rules in the Rule Engine.

Segmentation for TeachMe items within a Course is set by the Segment originally applied to the Walk-Thru or Resource.

Goals and Progress

Goal Rules are checked once a course is opened. Goal completion is monitored after the user clicks on the specific learning item (i.e. the Walk-Thru or Resource has been launched). Goals can be set to measure the completion or use of a Walk-Thru or Resource, or use the Main Goal assigned to those items.  Unlike Onboarding goal rules, TeachMe goal rules will be checked only after the user has engaged with the item.

Tip

Any changes to Goals or Segmentation require that you re-publish your courses.

The progress bar provides a visual indicator of a user’s movement through lessons. Items are considered complete when the goal set in the associated Walk-Thru or Resource has been reached. Goals will also be tracked in Insights in order to measure if the content in TeachMe helps enhance performance.

Calculating Completion

There are three separate progress indicators in TeachMe:

    • Items crossed off in course’s lesson list: Items will be crossed off as completed either when the item was completed (i.e. Walk-Thru ended or Resource opened), or as defined by the Goal set to  the item. The struck out items remain visible within the lesson list view. The course Progress Bar indicates the percent of the items completed in the Course. Course progress is displayed beneath the course icon in the main TeachMe view and under the course header in the course lesson list view;
    • Course completion progress bar: The course Progress Bar indicates the percent of the items completed in the Course. Course progress for each course will  display beneath the course title and description.
  • The Overall Training progress bar: Overall progress through all assigned courses is indicated in the overall training course progress bar in the header of the TeachMe main view. It represents the percent of all completed Courses (where 100% completion is the completion of all Courses).

Tracking Users

TeachMe requires setting up Unique User Settings.  Once enabled, TeachMe will load and track user progress and Course completion. Talk to your CSM about the best variables to use for your site.

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