Tracks - bulk enrollment and tracking
A track is a category marked as a pathway: instead of enrolling the person class by class, you enroll them once in the track and the platform creates the enrollment in every class that is part of it. The track also brings tracking together, showing how much each participant has already completed of the set.
Tracks are configured alongside the other categories, on the Home Screen tab of the institution’s settings.
Where the controls are
Section titled “Where the controls are”Each category appears as a row, with the action buttons on the right. Three of them are the track’s: Enroll in track, Progress, and Certificate. Certificate only appears when the category is marked as a track.
Enrolling people or groups
Section titled “Enrolling people or groups”The Enroll in track button opens the bulk enrollment window.
Choose the enrollment’s target:
- Specific people - search for each person by username and use Add to list. The list accepts several people before you confirm.
- Team - enrolls every participant of a group at once. The group holding every participant of the institution is not listed: to offer the track to everyone, turn on Public and Approve Enrollments Automatically in the settings of each class in the track. Each participant is then enrolled only when they open the class. If the institution has no other group, the Team option does not appear, and the integration API also refuses enrollment of the all-participants group.
- Division - enrolls every participant of a division at once. It only appears when the institution uses divisions.
The Send e-mail? option notifies each person about the new content released. It applies to every target and comes off: turn it on when participants do not yet know the track has been released, and leave it off for a correction or a reprocessing, so as not to notify everyone again.
Confirm with OK. The platform creates one enrollment per class in the track and returns the result in four numbers: enrolled, already enrolled, skipped (class full) and failed. Repeating the operation is safe: anyone who already has an enrollment falls under “already enrolled”, with nothing duplicated, which is what makes the action repeatable after adding new content to the track. In large batches (more than 50 people, or more than 200 enrollments to create counting people times classes), instead of the four numbers a notice appears saying the enrollment started in the background: check the result afterward in Progress.
Deadline for each class
Section titled “Deadline for each class”Inside the category’s configuration, each class that is part of the track appears as a row, with one extra button: the calendar icon, Edit deadline. It opens the Edit step deadline window, with a single field, Deadline (days), accepting a number between 0 and 3650. The starting value for every new class is 0, which means no deadline.
The count starts on the date the participant’s enrollment in that class was created - the request date, for an enrollment that waited for approval, or the original date, for a transfer. Once the deadline passes, the class shows as overdue in the progress report (see the section below). An administrator resetting a participant’s enrollment restarts the count for that person only.
On a category that is a mirror of distributed content, deadlines come from the source institution and cannot be edited there directly - edit them at the source. When you duplicate a track, the copy keeps each class’s deadline, but it stays inactive until the copy is marked as a track again.
Tracking progress
Section titled “Tracking progress”The Progress button opens the track’s tracking view.
Each row is a participant, with a progress bar and the total in the format completed/total (for example, 0/32 for someone who has not started yet). Use the Search participant field to find someone in a long list, and the arrow at the end of the row to open that person’s detail. The list is paginated (20 participants per page) when the track has many participants; when the institution uses divisions, an All divisions selector lets you filter by division.
In each participant’s detail, a class with an overdue deadline shows a calendar icon next to that class’s status icon. This icon only appears for an active person, on a class that is in progress or awaiting evaluation: a class already completed, a class blocked by an earlier one still pending, or an inactive enrollment never show as overdue.
When a participant opens a class that is still blocked by an earlier pending class of the track, it shows the message “This class is part of a learning path. Complete the earlier classes of the path to unlock its content.”
Track certificate
Section titled “Track certificate”Anyone who completes every piece of content in the track receives a certificate for the whole track, in addition to each piece of content’s certificate.
- On the track’s row, click Certificate.
- In the Track certificate window, configure the background image, the layout (Certificate Model), the text color, the security information, and the second page - or choose a certificate template in Custom Certificate Template.
The participant downloads the track certificate from the Certificates tab (or My development, once the institution enables the feature) of their profile. The step-by-step for the artwork and each field is in Online customization and issuance of certificates.
Access through the integration API
Section titled “Access through the integration API”An external system with access to the API documentation can also read a track’s classes and each participant’s progress in it, including each class’s deadline and the overdue flag. Reading progress requires the reports:read scope (granted separately, because it carries CPF) and has its own limit of 120 requests per minute.