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Flow Learning

Flow Learning

Categories

  • Introduction to Learning itemsAccessibility of Flow Learning contentCommon Tasks in Flow LearningAn overview of Flow LearningGenerating reports for the first timeAccess the Flow Management System as a training managerTroubleshoot learner log in issuesAccess Flow Learning as a learnerGet familiar with the Flow Learning Management System
  • Review and complete appraisals as a managerGet the most out of the Flow Learning dashboard
    • Assign a collectionAssign learningAssign individual appraisals (through assigned learning)Create vs. assign tasks in Flow Learning
    • Export analytics from StudioGenerate a lesson using AI in StudioEdit and customise your lesson in StudioTranslate your lessons in StudioPublish and share your Studio lessons
    • Introduction to Learning ModulesCreate quizzes and exams with Module BuilderExport Module Builder files to SCORMBuild training modules using Module Builder
    • External Training and training calendar FAQsUnderstand the training calendarSet up a training session in the training calendar
    • Delete items in Flow Learning by batchIntroduction to Learning ModulesManage modules assigned to learnersCreate a certificate with dynamic fieldsUse the Language Support Tool
    • Upload supporting documents for an External TrainingIntroduction to External TrainingExternal Training and training calendar FAQsSet up training locationsSet up a training session in the training calendar
    • Assign default reviewers by branchIntroduction to Appraisal FormsUnderstand appraisal sign off settingsAssign appraisals (through training structures)Get the most out of annual reviews (webinar)Review and complete appraisals as a managerCreate appraisal formsAssign individual appraisals (through assigned learning)Assign individual appraisals (through a learner profile)Assign a reviewer to scheduled appraisalsReview and reply to appraisals (as a manager)
    • Introduction to workbooksCreate workbooksReissue a workbook to learnersUnderstand workbook sign-off settingsReview and complete a workbookUnderstand workbook categoriesUnderstand workbook sections
    • Manage learner objectives with GoalsIntroduction to Goals
    • Generate a QR code for your competencesIntroduction to CompetencesRate competences as a learnerMark and Rate Competences
    • Introduction to CollectionsAdd a challenge leaderboard to a collectionAdd Knowledge Checks to a collectionEdit the order of collectionsManage a collectionCreate a collection
    • Add Knowledge Checks to a collection
    • Introduction to LeaderboardsView leaderboards as a manager
    • Manage refresher learningIssue refresher learning manually
    • Set up Content locking in Evolve modulesCreate themes for Evolve modulesAdd questions to Evolve modulesCreate and optimise graphics for Evolve modulesIntroduction to Learning ModulesCheck your Evolve module before launchUpload Evolve modules as SCORM filesSet up course completion for Evolve modulesEdit compliance modules with EvolveStandard image sizes for Evolve modulesUse the Game component in EvolveGamify an Evolve module using the Achievements extensionOptimise and upload videos for Evolve modules
    • Disable a workbook templateRe-issue updated appraisal templatesAdd and edit refresher rulesManage classifications for External TrainingCreate check in values for goalsSet up appraisal reviewers by branch and departmentIssue refresher learning manuallyCreate custom challenges with SCORM contentManage Challenge LeaderboardsSet up goal templatesIntroduction to Appraisal FormsCreate workbooksUpload historical External TrainingUpload External Training as a batchReissue a workbook to learnersIntroduction to Career MappingLink a goal to an appraisalIntroduction to CollectionsUnderstand workbook sign-off settingsAdd a challenge leaderboard to a collectionArchive External TrainingSet up leaderboardsCreate rules with Training Record MappingCreate Knowledge Checks (Quizzes)Build external linksAdd Knowledge Checks to a collectionOrganise external learning using classificationEdit the order of collectionsCreate Explore Learning itemsAdd SCORM files to Flow LearningCreate CompetencesUnderstand workbook categoriesUnderstand workbook sectionsBuild a compliance reportSet up training locationsManage a collectionUse the Company Rating ScaleCreate a collectionBuild External TrainingMark an External Training record as completeBuild Career MapsCreate appraisal formsUnderstand action plan settingsUnderstand appraisal categoriesUnderstand appraisal questionsEdit appraisal templatesDelete scheduled appraisals
    • Export learners in CSV formatSmart Analysis for Learning and DevelopmentView assigned content by learnerManage Long-term absences (LTAs)Share learning records between companiesAccess a learner's certificateMark and Rate CompetencesLink a learner (with multiple links)Link a learner (with multiple links) as a managerUnlink a learner (user verification)Add and edit job titlesMerge learnersMark an External Training record as completeAdd individual learners to the systemEdit individual learners' informationRemove individual learners from the systemAssign individual appraisals (through a learner profile)Review and reply to appraisals (as a manager)Edit training dates for a learner
    • Set permissions for training managers
    • Manage jurisdictions in Flow LearningManage branches in Flow Learning
    • Set up new training structuresAssign appraisals (through training structures)Assign External TrainingAssign a collectionEdit training structures
    • Add and edit job titles
    • Build a Job RoleManage job roles
    • Track critical roles with Succession Planning
    • Customise company branding
    • Upload learners (as a batch)Identify and merge duplicate learnersManage permission profilesLink a learner (with multiple links) as a managerSet permissions for training managersCheck for and manage duplicate learnersUse the feed to check updates
    • Add a recipe card in Flow Learning
    • Build news itemsUpload videos on to a news item
    • Understand the insights emailCustomise email content
    • Add or remove job titles and departments from a NoticeboardView a noticeboard item within Flow LearningAdd and remove Noticeboard items to branchesCreate noticeboard categories and subcategoriesRemove or archive a noticeboard itemNoticeboard items FAQsAdd a simple noticeboard Item
  • Flow Learning Release - 12.02.2026Flow Learning Release - 29.01.2026

L&D settings

47 articles

View or configure settings related to learning and development.

Knowledge checks

Create Knowledge Checks (Quizzes)

Quizzes can make the learning process much more interactive and fun, which in turn increases…

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Refresher

Add and edit refresher rules

Refresher rules automatically allocate learning, often based on recurring compliance requirements. Here, we look at…

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Issue refresher learning manually

Flow Learning allows training managers to issue refresher learning manually so that they can deal…

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Appraisals

Re-issue updated appraisal templates

Flow Learning allows Training Managers to re-issue updated Appraisal templates to learners who have not…

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Set up appraisal reviewers by branch and department

Flow allows learning managers to set up appraisal reviewers by branch and department to speed…

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Introduction to Appraisal Forms

As a training manager, Appraisals in Flow Learning are crucial tools that allow you to…

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Link a goal to an appraisal

The Flow Learning System allows training managers to link a goal to an appraisal so…

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Create appraisal forms

Creating the exact appraisal type you need means you can set more focused questions, action…

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Understand action plan settings

This function allows you to include an action plan as part of your appraisal. Enabling…

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Understand appraisal categories

Appraisal question categories are used to group questions into logical blocks. Categories can be reordered,…

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Understand appraisal questions

Appraisal questions are one of the best ways to find out about your team your…

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Edit appraisal templates

As teams develop, you can create and edit appraisal templates for specific appraisal types. Any…

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Delete scheduled appraisals

As teams develop, you can edit your scheduled appraisals and create different templates. Occasionally, you…

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Career mapping

Introduction to Career Mapping

Career Mapping is a key feature for managers that allows them to ensure that their…

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Build Career Maps

Career mapping is a great way to retain staff by promoting internal positions and showing…

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Workbooks

Disable a workbook template

Training managers can disable workbook templates in Flow Learning so that out-of-date workbooks no longer…

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Create workbooks

Workbooks allow you to gather different types of content all in one place and use…

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Reissue a workbook to learners

Flow Learning allows Training Managers to reissue a workbook so that they can make updates…

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Understand workbook sign-off settings

Workbook sign-off settings in Flow allow learners and reviewers to respond to workbooks. As a…

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Understand workbook categories

To give a Workbook structure, Categories are used to define the main areas you want…

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Understand workbook sections

Once you have added categories to your workbook, Sections can now be included to divide…

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Other

Create rules with Training Record Mapping

as a Training Manager, you may want to create rules with Training Record Mapping in…

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Build external links

external links allow you to provide your learners with additional learning resources beyond the Flow…

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Use the Company Rating Scale

The Company Rating Scale is a ranking system that can be applied to different questions…

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Competences

Create Competences

Competences are quick recordable tasks that help learners understand the practical aspects of their role…

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Compliance

Build a compliance report

Many businesses have a specific set of learning items that they require learners to complete…

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Leaderboards

Manage Challenge Leaderboards

The challenge leaderboard function is a great way to drive motivation amongst learners, enabling them…

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Set up leaderboards

Training managers can set up leaderboards to foster a competitive and motivating learning environment.With our…

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Collections

Introduction to Collections

As a training manager, understanding and utilising Collections in Flow Learning is essential for organising…

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Add a challenge leaderboard to a collection

the challenge leaderboard function enables learners to compete with peers and adds a game element…

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Add Knowledge Checks to a collection

Knowledge checks, or quizzes, can make the learning process much more interactive and fun, which…

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Edit the order of collections

As a training manager, you want to be able to edit the order of collections,…

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Manage a collection

Collections within Flow Learning enable you to compile groups of content that can be assigned…

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Create a collection

Collections within Flow Learning enable you to compile groups of content that can be assigned…

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External training

Manage classifications for External Training

External training classifications are a convenient way of grouping sessions together, to be able to…

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Upload historical External Training

Make use of records from other training providers, using bulk upload historical external training records.…

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Upload External Training as a batch

Add multiple upcoming training sessions quickly and easily, using the batch upload feature. Here we…

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Archive External Training

The external training functionality lets you hold records of any non-Flow Learning within the Flow…

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Organise external learning using classification

As a training manager, you want to be able to make use of classification, so…

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Set up training locations

Training locations are essential when setting up "classroom" training sessions as part of your blended…

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Build External Training

The external training functionality allows you to record non-Flow Learning sessions within the Flow Platform,…

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Mark an External Training record as complete

As a Manager using the Flow platform you will be expected to mark external training…

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Explore learning

Create Explore Learning items

To enhance your team's learning journey, you can create modules, external links, PDFs and images,…

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Modules

Create custom challenges with SCORM content

Flow Learning enables you to create custom challenges, offering your learners fully branded and customized…

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Add SCORM files to Flow Learning

As a training manager, you want to be able to add SCORM files, so that…

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Goals

Create check in values for goals

Training managers can use Flow Learning to create Check in values for goals. These values…

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Set up goal templates

Goals allow managers and learners to set objectives and tasks, and monitor these throughout an…

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Flow Learning

Flow Learning

Categories

  • Introduction to Learning itemsAccessibility of Flow Learning contentCommon Tasks in Flow LearningAn overview of Flow LearningGenerating reports for the first timeAccess the Flow Management System as a training managerTroubleshoot learner log in issuesAccess Flow Learning as a learnerGet familiar with the Flow Learning Management System
  • Review and complete appraisals as a managerGet the most out of the Flow Learning dashboard
    • Assign a collectionAssign learningAssign individual appraisals (through assigned learning)Create vs. assign tasks in Flow Learning
    • Export analytics from StudioGenerate a lesson using AI in StudioEdit and customise your lesson in StudioTranslate your lessons in StudioPublish and share your Studio lessons
    • Introduction to Learning ModulesCreate quizzes and exams with Module BuilderExport Module Builder files to SCORMBuild training modules using Module Builder
    • External Training and training calendar FAQsUnderstand the training calendarSet up a training session in the training calendar
    • Delete items in Flow Learning by batchIntroduction to Learning ModulesManage modules assigned to learnersCreate a certificate with dynamic fieldsUse the Language Support Tool
    • Upload supporting documents for an External TrainingIntroduction to External TrainingExternal Training and training calendar FAQsSet up training locationsSet up a training session in the training calendar
    • Assign default reviewers by branchIntroduction to Appraisal FormsUnderstand appraisal sign off settingsAssign appraisals (through training structures)Get the most out of annual reviews (webinar)Review and complete appraisals as a managerCreate appraisal formsAssign individual appraisals (through assigned learning)Assign individual appraisals (through a learner profile)Assign a reviewer to scheduled appraisalsReview and reply to appraisals (as a manager)
    • Introduction to workbooksCreate workbooksReissue a workbook to learnersUnderstand workbook sign-off settingsReview and complete a workbookUnderstand workbook categoriesUnderstand workbook sections
    • Manage learner objectives with GoalsIntroduction to Goals
    • Generate a QR code for your competencesIntroduction to CompetencesRate competences as a learnerMark and Rate Competences
    • Introduction to CollectionsAdd a challenge leaderboard to a collectionAdd Knowledge Checks to a collectionEdit the order of collectionsManage a collectionCreate a collection
    • Add Knowledge Checks to a collection
    • Introduction to LeaderboardsView leaderboards as a manager
    • Manage refresher learningIssue refresher learning manually
    • Set up Content locking in Evolve modulesCreate themes for Evolve modulesAdd questions to Evolve modulesCreate and optimise graphics for Evolve modulesIntroduction to Learning ModulesCheck your Evolve module before launchUpload Evolve modules as SCORM filesSet up course completion for Evolve modulesEdit compliance modules with EvolveStandard image sizes for Evolve modulesUse the Game component in EvolveGamify an Evolve module using the Achievements extensionOptimise and upload videos for Evolve modules
    • Disable a workbook templateRe-issue updated appraisal templatesAdd and edit refresher rulesManage classifications for External TrainingCreate check in values for goalsSet up appraisal reviewers by branch and departmentIssue refresher learning manuallyCreate custom challenges with SCORM contentManage Challenge LeaderboardsSet up goal templatesIntroduction to Appraisal FormsCreate workbooksUpload historical External TrainingUpload External Training as a batchReissue a workbook to learnersIntroduction to Career MappingLink a goal to an appraisalIntroduction to CollectionsUnderstand workbook sign-off settingsAdd a challenge leaderboard to a collectionArchive External TrainingSet up leaderboardsCreate rules with Training Record MappingCreate Knowledge Checks (Quizzes)Build external linksAdd Knowledge Checks to a collectionOrganise external learning using classificationEdit the order of collectionsCreate Explore Learning itemsAdd SCORM files to Flow LearningCreate CompetencesUnderstand workbook categoriesUnderstand workbook sectionsBuild a compliance reportSet up training locationsManage a collectionUse the Company Rating ScaleCreate a collectionBuild External TrainingMark an External Training record as completeBuild Career MapsCreate appraisal formsUnderstand action plan settingsUnderstand appraisal categoriesUnderstand appraisal questionsEdit appraisal templatesDelete scheduled appraisals
    • Export learners in CSV formatSmart Analysis for Learning and DevelopmentView assigned content by learnerManage Long-term absences (LTAs)Share learning records between companiesAccess a learner's certificateMark and Rate CompetencesLink a learner (with multiple links)Link a learner (with multiple links) as a managerUnlink a learner (user verification)Add and edit job titlesMerge learnersMark an External Training record as completeAdd individual learners to the systemEdit individual learners' informationRemove individual learners from the systemAssign individual appraisals (through a learner profile)Review and reply to appraisals (as a manager)Edit training dates for a learner
    • Set permissions for training managers
    • Manage jurisdictions in Flow LearningManage branches in Flow Learning
    • Set up new training structuresAssign appraisals (through training structures)Assign External TrainingAssign a collectionEdit training structures
    • Add and edit job titles
    • Build a Job RoleManage job roles
    • Track critical roles with Succession Planning
    • Customise company branding
    • Upload learners (as a batch)Identify and merge duplicate learnersManage permission profilesLink a learner (with multiple links) as a managerSet permissions for training managersCheck for and manage duplicate learnersUse the feed to check updates
    • Add a recipe card in Flow Learning
    • Build news itemsUpload videos on to a news item
    • Understand the insights emailCustomise email content
    • Add or remove job titles and departments from a NoticeboardView a noticeboard item within Flow LearningAdd and remove Noticeboard items to branchesCreate noticeboard categories and subcategoriesRemove or archive a noticeboard itemNoticeboard items FAQsAdd a simple noticeboard Item
  • Flow Learning Release - 12.02.2026Flow Learning Release - 29.01.2026
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