In this article, we go through the search and filtering options available to users on the course catalog page to help them find the relevant training.
Search and filter options
To easily find relevant courses and training plans on the course catalog page, users may apply the search field and the following filters: Categories, Training Type, Course Session Dates, Course Session Type, and Skills.
By default, only published courses and training plans are available for users in a course catalog.
A user's role in LMS365 determines the relevant permissions that define which courses and training plans in a catalog the user has access to. Catalog admins can access all courses and training plans in a catalog.
For more information on roles and permissions in LMS365, see this article.
Search via the search field
Users can search for courses and training plans using the Search Course Catalog field.
The search feature looks for words that contain the search terms and not just words that start with them. The following course and training plan information can be used in a search:
- Training type
- Short or Long Description
- Course admin name
- Instructor name
Users can enter more than one word in the search, with each word separated by a space, to search for courses and training plans that contain all the words entered. A space acts as an AND command when a user enters search terms in this way.
- The search feature doesn't support wildcards.
- AND and OR aren't supported as user commands.
If a user enters in the search field "welcome admin", the Security administration in the company course is returned because this course has the Administration word in the Title field and the Welcome word in the Long Description field.
Search via filters
If the Show Filters option is enabled in the web parts of the course catalog, users can filter courses and training plans by category, training type, course session dates, course session types, and skills. The number of courses and training plans that match the filters set is displayed in brackets next to the relevant filter name.
The Categories filter in the left-side menu enables users to filter courses and training plans in the catalog by category, subcategory, or No Category by selecting the relevant checkboxes. The No Category option is displayed only if there is at least one course or training plan in the catalog without an assigned category.
If a user selects a parent category, its subcategories will also be automatically selected. This rule also applies to filters set using with the Browse by Category buttons (if the Category Options (Browse Buttons) is enabled in web part settings). User can clear the checkboxes of subcategories to show only the relevant training.
Additionally, users can selecting the categories filter icon to modify the category filtering logic. This is done by selecting the relevant Category filtering logic radio button:
Match any. The filtered results will display courses and training plans that match any of the selected categories.
Match all. The filtered results will display courses and training plans that match all of the selected categories. In this case, if one of the selected categories is No Category, the filtered results won't display any courses or training plans.
This setting will be applied to the left-side categories and when filtering using the Browse by Category buttons (if the Category Options (Browse Buttons) is enabled in web part settings).
To see a full list of available categories in the catalog, users select Show more + at the bottom of the Categories list.
Catalog admins can choose which filters users can apply on the catalog page. For more information, see this article.
The Training Type filter in the left-side menu enables users to filter courses and training plans by training type. Catalog admins can configure which training types are available as filters by modifying the course catalog web part settings. For more detailed information on configuration of the web part settings, see this article.
Course Session Dates
The Course Session Dates filter in the left-side menu enables users to filter instructor-led training courses by course session dates that fall within a date range. To set a date range, the user will select the Course Session Dates field, select a Start Date and End Date from the relevant panels, then select the X icon to close the date selector.
If a course has no active sessions, this filter is hidden. Instructor-Led Training courses are filtered by course session start and end dates. The courses without sessions aren't filtered. To clear the filter, select Reset above the Course Session Dates field.
Course Session Type
Using the Course Session Type filter, users can filter session-based courses by the type of active course sessions:
- Onsite. Requires a location for a physical classroom.
- Virtual. For virtual meetings only.
Instructor-led training courses may have a combination of Onsite and Virtual sessions so it's possible to select both filter parameters at once.
Using the Skills filter, users can select to view only the courses and training plans that grant the associated skills. To see all available skills, the user will select Show more +. To clear the filter, the user will select Reset in the Skills section.
When filters are applied and/or the search is used, the search query is placed automatically in the URL of the course catalog home page, for example: