Categories: create, edit, and manage categories

Introduction

A category is a word that is added to a course or training plan to improve 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 webparts.

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

 

Create categories and subcategories

Categories can be created either at course catalog level or from the Basic Details section of the create/edit 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 all categories of the current course catalog, and the course or training plan they've been created in. 

 

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

1. Go to the LMS365 Admin Center > Catalog Settings > Categories > Add Category.

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

  • The Name field is used to create both categories and subcategories. Enter the Name. This must be unique. Note that category names are limited 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 the new subcategory.

3. Select Save.

 

 

When filtering courses and training plans by category on the course catalog home page, the filtered 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.

 

 

Manage categories

Categories are managed by course catalog administrators from the LMS365 Admin Center > Catalog Settings > Categories.

 

 

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

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

 

 

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

 

 

On the opened Course(s) using this Category panel, the Name and Type of each course and training plan that uses this category/subcategory is displayed.

 

 

Edit a category

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

To edit a category, follow these steps:

1. Go to the LMS365 Admin Center > Catalog Settings > Categories > Select the category/subcategory you want to edit.

2. On the opened Edit Category panel, edit the category or subcategory. You can rename it or change its level. For example, you can convert a Top Level category into a subcategory.

 

 

NOTE   

If a Top Level category contains subcategories, the Parent Category drop-down list is deactivated 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 and course catalog levels.

  • To remove a category directly from a course or training plan at course level, navigate to the Basic Details section of the create/edit panel for e-Learning courses, Instructor-Led Training, and Training Plans.
  • To remove one or more categories from a course or training plan at course catalog level, follow these steps:

1. Go to the LMS365 Admin Center > Catalog Settings > Categories.

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

3. On the opened Course(s) using this Category panel, select the red cross icon of the course or training plan from which you want to remove the selected category/subcategory.

 

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

 

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Delete a category from the course catalog

NOTE   

  • Categories that are in use or have subcategories can't be deleted. As a result, the Delete button is unavailable in this case.
  • It isn't possible to undo the deletion of a category.

 

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

1. Go to the LMS365 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.

 

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

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