Playlists Overview

AVAILABILITY: Available to Activate and Perform clients. Click here to upgrade.
Please note: This feature is currently in Beta, so you may notice ongoing updates and improvements.

Please contact your Customer Success Manager to enable Playlists.

 

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• Who benefits from Playlists
• Core details
• Statuses
• Assigned Statuses

Playlists bring together multiple courses into a single, organised collection. Instead of managing each course separately, Playlists make it possible to:

• Group related courses into one Playlist

• Assign the whole Playlist in a single action

• Ensure learners get a consistent set of training

• Keep training collections up to date with simple edits

Once a Playlist is set up, it can be:

• Assigned to individual learners

• Assigned to multiple learners at once

• Automatically assigned to new learners based on their organisation

All courses in a Playlist are available to learners as soon as they’re assigned, so they can start training straight away through their My Training page.

Creating a Draft Playlist (see article: Playlists for Administrators)

Who will benefit from Playlists

Playlists are most valuable for organisations who:

• Need to deliver the same set of courses to multiple learners or groups (For example, create a Playlist for onboarding or annual mandatory training) 

• Have role-based or department-based training requirements

• Want to streamline the assignment process and reduce admin time

• Require a clear, consistent way to manage training content at scale

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Playlists Basics

Playlists are made up of a few key components that define how they work and how they appear in the LMS. This section covers the key details of each Playlist, the different lifecycle statuses a Playlist can go through, and how learner progress is tracked.

Core Details

Each Playlist includes:

• Playlist Name: The public-facing name (if surfaced to learners in future updates).

• Internal Name: An internal reference used for versioning and admin purposes.

• Organisation: The organisation the Playlist belongs to.

• Linked Courses: All courses included in the Playlist.

• Automated Assignment: Rules to assign the Playlist automatically to new learners in the organisation.

Statuses

• DRAFT: The Playlist is still being set up and cannot be assigned to learners.

• ACTIVE: The Playlist is published and can be assigned to learners. (Note: Once Active, it cannot be reverted to Draft)

• ARCHIVED: The Playlist is retired and cannot be assigned. (Note: Once Archived, it cannot be returned to Active)

Assigned Statuses

When a Playlist is assigned to a learner, it will show one of the following statuses in admin reports:

• IN PROGRESS: The learner has been assigned the Playlist and has not yet completed all courses. (Note: A learner can only have one “In Progress” assignment for a given Playlist at a time)

• COMPLETED: The learner has completed all courses in the Playlist.

• CANCELLED: The Playlist assignment has been cancelled for the learner.

Statuses update automatically as learners progress through the Playlist.

Playlist Reporting

The Playlist Report provides administrators with an overview of all Playlist assignments across their organisation. Key capabilities include:

• Summary Cards: A snapshot of key metrics (Learners, Playlist Assignments, In Progress, Completed, Cancelled) that update as filters are applied.

• Filters: Narrow down results by organisation, specific playlists, status, date ranges, and failed course enrolments.

• Status Management: Manually cancel In Progress or Failed assignments directly from the report.

• Default Reports: Pre-configured report views for common use cases.

• Saved Reports: Save your current filter configuration as a named report for quick reuse. Private to the creator.

• Scheduled Reports: Automatically email any saved report to nominated recipients on a daily, weekly or monthly cadence.

• Export: Export results to .CSV, with an option to include individual course-level data.