Missing something- Creating org structures and adding user

if you're able to capture the users’s grade level via your user import or creation process...seems this might be the best way forward for you. Are your coaches aligned to grade levels?

Essentially, if you want to give yourself more options when it comes to managing, reporting and assigning, the more info you can capture on the user profiles the better. With this info you can create groups which are very powerful in Docebo. Incidentally, channels also works with Groups + they have another great feature called Cohorts.

https://help.docebo.com/hc/en-us/articles/360021595739-Managing-Cohorts

https://help.docebo.com/hc/en-us/articles/360020124219-Creating-and-Managing-Channels

We are collecting grade by an additional field drop down that auto enrolls to the corresponding learning plan + the previous ones (i.e. if Senior, enrolls Jr learning plan, sr. learning plan). I think coaches would primarily be aligned to grade levels. 

Additionally, adding a layer of complexity to this, would students who don’t have a coach be in a different branch?

So then, do the learning plans become the channels? Or do learning plans go into channels go into learning plans, i.e. High School Channel > Sr. learning plan, Jr. Learning plan?

still not entirely clear on what you are trying to solve though...if you are auto-enrolling based on user attributes, what do you need the channels for? Is mostly for user/coach interactions?

I’m trying to understand your use case, but to answer the question about channels, don’t need channels for any assignment or visibility.  You can get away with using catalogs. 

For automatic enrollment, create groups for each grade level and have the users automatically assigned to the group based on the user additional field for the grade.  Then create an automatic enrollment rule for the Group to the Learning plan.  The moment someone is placed into a group, they will automatically be assigned to the learning plan. 

https://help.docebo.com/hc/en-us/articles/360020084100-Managing-Groups

https://help.docebo.com/hc/en-us/articles/360020128579-Activating-and-Managing-the-Enrollment-Rules-App

@lrnlab I was trying to figure out what I needed channels for based your previous reco.

@Annarose.Peterson that makes sense, thank you. How do you then enroll them to the next course (i.e. a jr. to a sr.?)

Also, is there a reason that auto enrollment wouldn’t be working?

What the student would see on the Catalog widget

What the student sees in the Catalog menu item

How the course is assigned to the catalog and group

Additional field

the user selected

Ahh, it was that check box. What a weird place to put something like that, thank you. I would have never found that.

I think this is exactly what I am trying to achieve. Is there a way to get the catalogs to not stack vertically and instead lay out like cards?

I don’t think we have control over how those catalogs are stacked either on the Docebo built in page. 

If you are using the catalog widgets on your own built page, you can assign one catalog to each widget and have them arranged how you would like on the page.

Alternatively, you can use like the custom content or image widget and link them to each individual catalog.  This way the catalog will have like it’s own card, and when the user clicks it, they are taken to a separate designated catalog page. (I have done this and it works pretty well, it provides access to all of our available catalogs in a nice organized way).