Managing Training Categories

As an Admin, you can manage access to your courses within a category or section by configuring specific permissions at each level. These permissions can be tailored based on job roles and your academy’s organizational structure, allowing you to define access rules according to each user’s job within a given category or section.

Navigation

In the left navigation, make sure you are in the Academy Workspace.

When in the Academy Workspace, select Training Admin for all Training Administration options. 

Select Manage Training and then select Training Categories.

From here, you can add new sections or categories, or manage the existing ones.

Organizing Categories Within Sections

To enhance the organization of your training content, you have the option to group categories within sections. 

You can create new sections by clicking the 'Add New Section' option.

This structure provides greater flexibility when managing and presenting your materials.

Each section includes configurable visibility settings, which allow you to define specific criteria that determine who can view the content.

Next to the section's title, you can see the available options you can configure.

Specifically, you can:

• Reorder the section’s position within the list

• Create a category
• Change permissions to control visibility

• Edit the section name

• Delete the section (if it is no longer needed)

Managing Training Categories

Next to the category title, you'll see the available options.

Specifically, you can:

• Create a sub-category
• Pin the category to the top
• Change section
• Change permissions
• Edit/Rename the category

Select Change permissions (the lock icon) to add or modify permissions for the category. Admins and Training Managers have access to all categories with no specific permissions required.

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

Note: Read permissions only grants access to public courses and courses the user already enrolled in.

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

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, Custom Jobs) the ability to categorize their training objects (courses, learning paths, 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.

In your academy's training categories, select the lock icon in the appropriate category.

Then, you can create rules and set the Write permissions.

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

Important Tips to Remember

• You can prioritize or reorder the sections as needed by dragging the crossed-arrows icon or by using the up and down arrows on the right.
  

  

• By default, newly created categories are automatically sorted alphabetically. To display a category higher in the list, click the pin icon. Once multiple categories are pinned, you can adjust their order by dragging the crossed-arrows icon or using the up and down arrows on the right.
• 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 creation will 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 (Resources/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.
• When you add a job, you need to select a related above unit. If you do not select a related above unit, the job won’t be saved.
• The Write permission applies exclusively to Jobs, which is why it does not appear in the pop-up window alongside the organizational roles.
  
  
  
• Content Managers do not have the ability to create courses, learning paths, events, or On-the-Job Trainings (OJTs).
• Training Managers who are granted the Create Courses, Create Learning Paths, Create Events, or Create Standalone OJT permissions can create training across all categories.

• Custom Roles assigned the Create Courses, Create Learning Paths, Create Events, or Create Standalone OJT permissions also have the ability to create training in all categories.