Tags: edit, delete, and view tags in use on the course catalog level

Introduction

Adding tags to a course or training plan will help users easily find relevant courses or training plans on the course catalog page while using the Search field. Unlike categories, tags aren't visible to users. This allows for adding multiple tags to training or, for example, adding tags in different languages, which will enhance a user's search experience.

In this article, we'll provide you with an overview of how to create, search for, and manage tags.

 

Create a tag

Required role: catalog admin or course admin.

Tags can be created while creating or editing courses or training plans. This is done from the Basic Details section of the training configuration panel for e-learning courses, instructor-led training, and training plans.

 

NOTE   

Tags that are created in courses or training plans will be added to both the list of all tags of the current catalog, and the course or training plan they've been created in. The catalog admin manages tags from the LMS365 Admin Center > Catalog Settings > Tags.

 

Where to manage tags

Required role: catalog admin.

To manage tags, navigate to the LMS365 Admin Center > Catalog Settings > Tags. Here, you can see the list of all tags added to courses and training plans of the catalog.

 

Tags_page

 

On the Tags page, you'll find the following information:

  • In the Name column, a list of all tags of the current catalog is displayed. By default, tags are ordered alphabetically. Select the Name column heading to arrange tags alphabetically in ascending or descending order.
  • In the Courses(s) used in column, each tag shows the total number of courses and training plans that the tag is used in. Select the Courses(s) used in column heading to arrange tags in ascending or descending order.
  • To find the relevant tag, in the Search field, type in all or part of its name.

 

View what training a tag is used in

Required role: catalog admin.

To see courses or training plans that use this tag, select the eye iconmceclip2.png next to the relevant tag. Tags that aren't used in any training have no eye icon and "0" is displayed in the Course(s) used in column.

 

Training_the_tag_is_used_in

 

On the opened Course(s) using this Tag panel, you'll see a list of courses and training plans this tag is used in, with the training type shown in the Type column. 

Selecting the course or training plan title will redirect you to the course or training plan home page.

 

View_training_the_tag_is_used_in

 

Edit a tag

Required role: catalog admin.

To edit the tag, follow these steps:

1. Navigate to the LMS365 Admin Center > Catalog Settings > Tags.

2. On the Tags page, select the tag to open the Edit Tag panel.

3. On the Edit Tag panel, make the necessary changes to the name on the tag.

4. Save to apply the changes.

The tag name will be updated in all courses and training plans where it's used and can be tracked in the configuration panel of the course or training plan.

 

Delete a tag 

You can delete tags either at catalog level or directly from a course or training plan.

If you delete a tag at catalog level, this tag won't be listed in the drop-down menu when creating or editing courses and training plans. 

If you delete a tag directly from the course or training plan, it'll impact only this course or training plan.

 

NOTE   

You can delete a tag from the current catalog only if the tag isn't used in a course or training plan.

For tags that are used in a course or training plan, the Delete Tag option is disabled (greyed out).

To delete these tags from the catalog, you first need to remove them from the course or training plan they are used in. To remove a tag from a course or training plan, navigate to the Basic Details section of the relevant course or training plan configuration panel.

 

To delete a tag from the catalog, follow these steps:

1. In the LMS365 Admin Center, go to Catalog Settings > Tags > select the relevant tag. The Edit Tag panel opens.

2. On the opened Edit Tag panel, select Delete Tag.

3. In the confirmation window, select OK to confirm the action. This action can't be undone.

To cancel the action, select Cancel.

Any changes in tags will be automatically updated in the course catalog.

 

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