Managing Training Categories

You can control who has access to the courses in a category by adding specific permissions in your category. These permissions can be set per course category, based on jobs and your academy’s organizational structure. Simply put, you are able to create rules per user’s job in each category.

To navigate to your Course Catalog, select Training Admin in the Workspace Launcher.  Under Manage Training on the left, select Training Categories. Then select Go to categories.

Select the Edit Categories button on the right.

Course_Catalog_Refactor-02.png

Then, select the cog icon in front of the category's title. A set of functions will appear allowing you to

1. Edit Permissions

2. Edit (Rename) the Category

3. Add a subcategory 

4. Delete the category

Course_Catalog_Refactor-05.png

Select Edit Permissions for Category to add or modify permissions for the category. Admins and Training Managers have access to all categories with no specific permissions required.

course_cat_1.png

Give the permissions you want to Content Managers or All Employees by clicking on the relevant checkbox.

You can also choose specific jobs and give permissions to specific units and above units. To do so, click on the Add Job/ Unit Criteria option and select the desired job(s), above unit(s) and unit(s).

course_cat_2.png

Notes:

1. Click on "view selected" to easily filter only the selected values.

2. If you click on the "All" option one time, you will select all current and future items. By clicking twice on the "All" option, you will select all the current options allowing you to deselect some of the selected options if needed.

Finally, save to update the category.

Write Permissions in Training Categories

Admins are also able to give managers (Head of, Unit Manager, Editable Job) the ability to categorize their training objects (courses, curricula, events, OJT) in specific training categories.

There are several options when granting permissions that allow this - Create Course, Create Curriculum, Create Event, and Create Standalone On the Job Training. Select the appropriate checkboxes for each permission set.

Write_Perms-01.png

 

In your academy's training categories, select the gear icon in the appropriate category, and select Edit Permissions for Category.

Write_Perms-01_5.png

Then specify who has write permissions in that category by selecting the appropriate write checkboxes. 

Write_Perms-02.png

 

Important Tips to Remember:

  • Creating a subcategory places it automatically under its category.
  • When a subcategory is created, it inherits its parent’s permissions. However, permissions can be adjusted for both categories and subcategories whenever needed. Editing the main category's permissions after the subcategory's creationwill not pass down those changes to the existing subcategories.
  • If you delete a category, all courses included will be listed in the "Without Category" section under Categories.
  •  If you delete a subcategory, all courses included will be listed in the parent category.
  • A decentralized category (Library/Training) always has the same name with the Above Unit that it refers to. Otherwise it would be impossible to know which De-centralized is connected with which Above Unit. If you want to edit the name then you have to edit the name of the Above Unit itself.
Was this article helpful?
0 out of 0 found this helpful