Organizing Courses into Categories

Divide courses into categories to better organize your training.

Last Updated

May 21st, 2019

Reading Time

2 min

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DISCLAIMER: Some content in this article outlines how to use functionalities with the new Course Management. Check out this article for further info.

Introduction

In your platform, you can create course categories to divide and organize your courses. Categories can be created and used to filter courses in the course management area and in the Central Repository, as well as while to assign courses to Power Users and to sort data in custom reports.

This article outlines how to create and manage course categories.

Creating a Category

To create a category, access the Admin Menu from the gear icon in the top right corner of the page. Click on the Course Management item in the E-Learning section. Press the plus button in the top right corner of the main courses page and select New Category.

In the slideout panel, select a language from the dropdown menu, then type the category name and the category code and select a destination for your category. You can translate the category name into multiple languages by pressing the globe icon in the top right part of the panel. Refer to this article to learn more about using the multi-language tool to create multi-language content.

Please remember you cannot create categories at the same level as the root. The root category represents the platform, it is the default category for new courses and must be unique. Press Create to finalize the creation of your category.

Please note: categories are shared with the Central Repository (CLOR) meaning that if you add new categories in the course management area of the platform, it will automatically be replicated in the CLOR (and vice-versa: if you create a new category in the CLOR it will automatically be replicated in the course management).

In order to see your newly created category, click on the folder icon on the left side of the course table. From this panel, you can edit, move, delete and add subcategories to your category by clicking on the ellipsis button at the end of the category row and selecting the corresponding option. Please note that the root category cannot be moved or deleted.

Tip: If you are using Power Users to manage courses, you can add the courses into a specific category so you as the Superadmin can easily view which categories are assigned to which Power User profile. You can also assign entire categories to Power User profiles.

Associating Courses to Categories

Courses are assigned by default to the root category. In order to assign a course to a different category, click on the course description in the course management table and move to the Advanced Properties tab.

In the Details tab, find the Select Category section. Select a category from the dropdown menu, then select Save Changes.