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Create/Edit Batch (Team Learning)

This journey walks through the GrowthKit batch editor: opening a batch from a program configuration, adjusting batch settings and the program schedule, configuring surveys when enabled, coordinating coach dates, sharing the overview, managing participants, and publishing or unpublishing.

Personas: Team Learning (primary), Team Sales (draft and configuration where allowed).

Interactive flow​

Select any step to see details, linked features, and processes.

🧭Team Learning Journey

Create / Edit Batch

Team Learning and Team Sales configure a learning group (batch) in GrowthKit: program-derived fields, schedule, surveys, coach dates, and publishing.

GrowthKit batch editor showing program context, batch settings, schedule, and publish controls

Batch editor workspace — replace this placeholder with a current app screenshot (overview.png).

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📂Preparation
Open the batch editorTeam Learning / Team Sales
⚡🔄
Access and route guard checksSystem
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Load configuration and batch contextSystem
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Review title, status, and program informationTeam Learning / Team Sales
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⚙️Batch settings
Set participants per group and SSOTeam Learning / Team Sales
⚡🔄
Set the batch start dateTeam Learning / Team Sales
⚡🔄
Determine draft save pathTeam Learning / Team Sales
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Save draft directlyTeam Learning / Team Sales
⚡🔄🔌
Choose HubSpot draft optionTeam Learning / Team Sales
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Save draft: add to configuration dealTeam Learning / Team Sales
⚡🔌
Save draft: create new dealTeam Learning / Team Sales
⚡🔌
Evaluate persisted-batch capabilitiesSystem
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📅Schedule & surveys
Adjust kickoff and module session datesTeam Learning / Team Sales
⚡🔌
Evaluate survey visibilitySystem
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Configure midterm and endterm surveys (batch)Team Learning / Team Sales
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Check request dates eligibilitySystem
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Request coach appointment datesTeam Learning / Team Sales
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Share the session overview linkTeam Learning / Team Sales
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Manage participants (Team Learning)Team Learning
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🚀Publishing
Check publish eligibilitySystem
⚡🔄
Publish the batchTeam Learning
⚡🔄🔌
Observe published lock stateSystem
⚡🔄
Unpublish (optional)Team Learning
⚡🔄🔌
Legend:
User Action
Decision Point
System Action
Notification
Milestone

Journey summary​

AttributeValue
ActorsTeam Learning, Team Sales, System (autosave, APIs)
Entry pointBatch route under a program configuration in GrowthKit
Exit pointsBatch published; or batch left in draft/unpublished state after edits
Steps12

Placeholders​

TopicStatus
Dedicated process hubProgram configuration & batches — Additional YAML processes (draft save, survey autosave, unpublish as first-class manifests): PLACEHOLDER — planned.