Workflow Builder — Admin Guide

Pathiva · For organization administrators · Version 1.0

What is a workflow?

A workflow is a structured, step-by-step learning journey that a learner follows after they enroll in a product. Organization admins design these journeys in the Workflow Builder: each step is a piece of content, an activity, or a service the learner must work through, and steps unlock in sequence — a learner cannot start a step until its prerequisites are complete.

Once a workflow is published, every new order for a linked product is driven by it. Admins can watch learner progress in real time and step in with interventions when a learner gets stuck.

How steps work

Every step has:

• Step name and instructions — shown to the learner at the top of the step.
• Step type — what the learner must do (see step types).
• Assignee — who the step is assigned to (usually the learner).
• Available after — prerequisites: other steps that must be completed first.
• Hidden — whether the step is shown in the learner’s journey overview.

Assignees

Each step is assigned to one of:

• User — the learner themselves (homework steps must be assigned to the learner).
• Advisor — a specific advisor.
• Advisor pool — any advisor in a pool.
• Organization — the organization.
• Admin — a Pathiva admin.