Categories

You can use categories to add fields to users, groups, learning paths, lesson modules, or offerings. For example, you can add the 'subject' field to learning paths. As an option, you could add 'E-learning.' Then, you can easily search for learning paths related to E-learning.




After creating a category, you can fill in the field for users, groups, learning paths, lesson modules, or offerings.

Why Categories?

By default, you can filter lesson material, users, groups, and offerings based on several criteria. Still, by creating categories, you can personalize this entirely. For example, if you have added the 'Organization' field to user categories, you can filter based on this and only show participants belonging to a specific organization.

Depending on the type of category you create, you can choose from up to four different category types:

Fixed values, for example, for the question: What department do you work in? In this case, you can fill in the possible departments under the 'Options' section, such as HR, Marketing, Sales, Production.
Dates, for example, for the question: How old are you?
Open fields, for example, for the question: What is your job?
Checkboxes, for example, for the question: Do you agree to the terms?

Creating a New Category

To create a new category, go to Administration → Settings → Categories. Here, you can start creating a category for Offerings or Groups directly. If you want to create a category for learning paths, lesson modules, or users, you can click on the reference in the text.

User Category

We first look at the settings for a user category because you will see some different fields here than in the other categories. We will go through them below.



Check 'Public' if you want users of your academy to see the categories/labels you assign to users, groups, learning paths, or lesson modules.
Check 'User adjustable' if you want your students to fill in a field created by you in their profile. They will also be presented with this question via the introduction screen upon entry. Want to learn more about the introduction screen? Check out this helpdesk article
Check 'Required for user' if you want to require new users to fill in the field before they can enter your academy. They will fill in this field on the introduction screen.
Check 'Required for administrator' if you want administrators to fill in the fields. For example, if you have created a user category 'organization,' an administrator will have to fill in the organization name before creating the new user.

Tip! If you want users to check or fill in something upon entry, you must click both 'user adjustable' and 'required for user.'

Learning Path Category

When you decide to create a learning path category, you will be asked how you want to use this category: as a filter, label, or both.



Filter: If you enable the 'filter' option, your participants can filter learning paths based on this category. In the screenshot above, a category named 'type' is created. The filter is checked, so a participant can now filter learning paths by type on the homepage:



Label: If you check the 'label' option, the category is used to give participants additional information about the learning path on the homepage. Below, for example, you see a label 'statistics' for the Advanced Training learning path.



Adding categories for groups, lesson modules, and offerings works mostly the same way. If you have any questions about this, please contact us via chat!

Assigning a Category

So, you can assign a category to users, groups, lesson modules, or learning paths.

Assign a category to a user.
Click on 'Users' under the gear icon.
Select an existing user.
Click on 'Profile' and scroll to the categories you created.

Assign a category to a group.
Click on 'Users' under the gear icon, then click on 'Groups.'
Select an existing group.
Click on 'Settings' and scroll to the categories you created.

Assign a category to a lesson module.
Click on 'Administration' and then on 'Lesson Modules.'
Select an existing lesson module.
Click on 'Settings' and scroll to the categories you created.

Assign a category to a learning path.
Click on 'Administration' and then on 'Learning Paths.'
Select an existing learning path.
Click on 'Settings' and navigate to 'Categories.' Here, you can then assign a created category or quickly navigate to create new categories.

Assign a category to offerings.
Go to your offerings from the homepage (this is the icon with a graduation hat). Note: this is only available from the Team subscription and higher.
Open the offering and then open a component in it, such as a learning path or a webinar.
Click on the three dots to edit.
Click on 'More settings' and then go to categories.

Click 'Save' each time, and you're done!

Updated on: 05/04/2024