As an admin, you can create, view, and manage categories in your account. Categories can be added to learning content and to groups.
Notes:
All admin roles inherently have permission to create and manage categories.
The Author role does not inherently have permission to create and manage categories; however, this permission can be granted on the Roles and Permissions page.
Categories are not inherited by learning content in subaccounts.
When a category is assigned to a group, all learning items associated with that category are displayed to group members within that category in the Learning Library.
If a learning item is available in the Learning Library but the learner does not have access to the category it belongs to, the item is displayed in the All Others section of the Learning Library.
Open Admin Menu
In the Global Navigation menu, click the Admin icon. Then, click the Learning menu option.
In the Learning menu, select Manage Categories.
Note: The Global Navigation menu may differ based on what is enabled in your account.
View Categories
View the existing categories in your account. To search for a category, enter your search terms in the Search field [1]. To select the number of results to display, click the Results Per Page link [2]. To sort categories in ascending or descending order, click the Sort link [3]. To view the details for an existing category, click the category name [4]. To delete a category, click the Delete icon [5]. To add a new category, click the Add New Category button [6].
Add New Category
For a new category, enter a category name in the Category Name text field.
If you are using a PC, press the Enter key on your keyboard. If you are using a Mac, press the Return key.
Add Category Content
Click the Add Content button.
Search for Content
After clicking the Add Content button, enter the name of a program, course, live training, or checkpoint in the search field [1]. As you type, a list of matching learning items will populate below the search field [2]. You can scroll through the list of learning items using your mouse or the arrow keys on your keyboard. To select a learning item, click its name in the list [3].
Notes:
- In order for the categorized learning items to display in a user's Learning Library, you must also edit the group that contains the user and add the category.
- If a learning item is assigned to more than one category, the learning item will appear in both categories in the Learning Library.
View and Manage Category Content
Content items that have been added to the category will display in the Content list [1]. Each list item displays an icon that indicates whether the item is a checkpoint [2], course [3], live training [4], or program [5]. To remove a content item from a category, click the Remove icon [6].
To delete a category, click the Delete icon [7]. To add a category image, click the Add Category Image button [8]. To sort content alphabetically, click the Sort By link [9]. To filter content by type, click the Filter By link [10]. To edit the category name, click the Category Name field [11]. To return to the Categories and Tags page, click the Back to Categories link [11].
Notes:
- When an admin creates a category, adds learning content to the category, and then assigns the category to a group, the categorized learning content will display in a group member's Learning Library within categorized rows.
- A user's assigned categories will display at the bottom of their My Learning page in the Recommended by [Your Organization] section.
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