Categories: create, edit, and manage

Introduction

A category is one or more words added to a course or training plan to enhance learners' search experience on the course catalog page. For admins, the practical use of categories is in the ability to configure the LMS365 course catalog web parts and create custom catalog pages.

In this article, we provide you with an overview of where and how to manage categories and subcategories in LMS365 (Learn365): create, edit, remove a category or subcategory from a course or training plan, or delete a category from the course catalog. 

 

Create categories and subcategories

Required role: catalog admin.

Categories can be created either at course catalog level or from the Basic Details section of the configuration panel for e-learning courses, instructor-led training, and training plans.

Subcategories can be created only at course catalog level.

 

NOTE   

Categories that are created in courses or training plans are added to both the list of categories of the current catalog, and the course or training plan in which they were created.

 

To create a category or subcategory in the course catalog, follow these steps:

1. Go to the LMS365 (Learn365) Admin Center > Catalog settings > Categories > Add category.

2. On the opened Add category panel, complete the fields:

  • The Name field is used when creating both categories and subcategories. Enter the Name. This must be unique and can contain up to 256 characters.
  • From the Parent Category drop-down list, select Top Level to make this a new parent category.
  • From the Parent Category drop-down list, select the name of the category under which you want to place a new subcategory.

3. Select Save.

 

Add_category

 

When users filter courses and training plans by category on the course catalog home page, the results include courses and training plans that are assigned this top level category, as well as those with any of its subcategories. If a subcategory is selected as a filter, only courses and training plans that are assigned this subcategory are displayed in the results.

For more detailed information about how users can search and filter courses and training plans on the course catalog page, see this article.

 

Categories Highlight

 

Manage categories

Required role: catalog admin.

Categories are managed by catalog admins from the LMS365 (Learn365) Admin Center > Catalog settings > Categories.

On the Categories page, you can see all the categories and subcategories in the current course catalog.

If a category contains subcategories, select the expand arrow next to the parent category to see them.

 

Categories_page

 

Select the eye icon to show which courses and training plans are assigned this category or subcategory.

On the opened Courses and training plans using this category panel, the Name and Type of each course and training plan that uses this category or subcategory is displayed.

 

courses_and_training_plans_using_this_category

 

Edit a category

Required role: catalog admin.

A category or subcategory can be edited only at course catalog level.

To edit a category, follow these steps:

1. Go to the LMS365 (Learn365) Admin Center > Catalog settings > Categories > select the category or subcategory you want to edit.

2. On the opened Edit category panel, you can rename the category or subcategory, or change its level. For example, you can convert a Top Level category to a subcategory.

 

Edit_category

 

NOTE   

If a Top Level category contains subcategories, the Parent Category drop-down list is inactive and can't be changed. To change the Parent Category in such cases, you must change the level of all its subcategories to Top Level then change the Parent Category. Once you've done this, you can reinstate the subcategories.

 

Remove a category from a course or training plan

Categories can be removed from courses and training plans at both course (by course admin) and catalog levels (by catalog admin).

  • To remove a category directly from a course or training plan at course level, navigate to the Basic Details section of the course configuration panel for e-learning courses, instructor-led training, and training plans.

  • To remove one or more categories from a course or training plan at catalog level, follow these steps:

1. Go to the LMS365 (Learn365) Admin Center > Catalog settings > Categories.

2. Select the eye icon to show which courses and training plans are assigned this category or subcategory.

3. On the opened Courses and training plans using this category panel, select the red cross icon of the course or training plan from which you want to remove the selected category or subcategory.

 

courses_and_training_plans_using_this_category

 

4. On the confirmation message, select OK to remove the category or subcategory from the course or training plan, or select Cancel.

 

Delete a category from the catalog

Required role: catalog admin.

 

NOTE   

This action can't be undone.

 

To delete a category from the course catalog, follow these steps:

1. Go to the LMS365 (Learn365) Admin Center > Catalog settings > Categories. 

2. On the Categories page, select the category you want to delete.

3. On the opened Edit category panel, select Delete category. Categories that are in use or have subcategories can't be deleted so the Delete option will be disabled in this case.

 

Delete_category.png

4. On the confirmation message, select OK to proceed or Cancel.

 

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