Managing Training Categories

As an Admin, you can manage access to your courses within a category or section by configuring specific permissions at each level. These permissions can be tailored based on job roles and your academy’s organizational structure, allowing you to define access rules according to each user’s job within a given category or section.

To navigate to your Course Catalog, hover over Training in the upper navigation bar, then select Courses.

Select the Edit Categories button on the right.

Then, select the cog icon in front of the category's title. A set of functions will appear allowing you to

1. Edit Permissions

2. Edit (Rename) the Category

3. Create a subcategory 

4. Delete the category

Select Edit Permissions for category to add or modify permissions for the category. Admins and Training Managers have access to all categories with no specific permissions required.

Give the permissions you want to Content Managers or All Employees by clicking on the relevant checkbox.

Note: Read permissions only grants access to public courses and courses the user already enrolled in.

You can also choose specific jobs and give permissions to specific units and above units. To do so, click on the Add More Rules option and select the desired Job(s), Above unit(s) and Unit(s).

Notes:

1. Click on "view selected" to easily filter only the selected values.

2. If you click on the "All" option one time, you will select all current and future items. By clicking twice on the "All" option, you will select all the current options allowing you to deselect some of the selected options if needed.

Finally, save to update the category.

 

Write Permissions in Training Categories

Admins are also able to give managers (Head of, Unit Manager, Editable Job) the ability to categorize their training objects (courses, curricula, events, OJT) in specific training categories.

There are several options when granting permissions that allow this - Create Course, Create Curriculum, Create Event, and Create Standalone On the Job Training. Select the appropriate checkboxes for each permission set.

In your academy's training categories, select the gear icon in the appropriate category, and select Edit Permissions for category.

Then specify who has write permissions in that category by selecting the appropriate write checkboxes. 

Organizing Categories Within Sections

To enhance the organization of your training content, you have the option to group categories within sections. 

You can create new sections by clicking the 'Add New Section' option.

This structure provides greater flexibility when managing and presenting your materials.

Each section includes configurable visibility settings, which allow you to define specific criteria that determine who can view the content.

By selecting the gear icon next to a section, you can perform the following actions:

• Delete the section (if it is no longer needed)

• Edit the section name

• Adjust permissions to control visibility

• Reorder the section’s position within the list

To view or manage the categories within a section, select the arrow icon to the right of the section name. This will expand the section and display all associated categories. From here, you can also add new categories.

To create a new category:

1. Click on the Add new category option.

2. A pop-up window will appear.

3. Enter the desired title for the new category.

4. Click Save to finalize the creation.

Updating Permission Rules with Additional Jobs

Important Tips to Remember

• Creating a subcategory places it automatically under its category.
• When a subcategory is created, it inherits its parent’s permissions. However, permissions can be adjusted for both categories and subcategories whenever needed. Editing the main category's permissions after the subcategory's creation will not pass down those changes to the existing subcategories.

• If users are granted permissions to a sub-category but lack access to its parent (main) category, the sub-category will not appear in the category list.

• Selecting the parent (main) category will display all items within that category, along with items from sub-categories that are accessible to the user (i.e., sub-categories for which the user has read permissions and that appear in the category list).

• If you delete a category, all courses included will be listed in the "Without Category" section under Categories.
•  If you delete a subcategory, all courses included will be listed in the parent category.
• A decentralized category (Library/Training) always has the same name with the Above Unit that it refers to. Otherwise it would be impossible to know which De-centralized is connected with which Above Unit. If you want to edit the name then you have to edit the name of the Above Unit itself.
• When you add a job, you need to select a related above unit. If you do not select a related above unit, the job won’t be saved.
• The Write permission applies exclusively to Jobs, which is why it does not appear in the pop-up window alongside the organizational roles.
  

• The management options available to an instructor for an event depend on the permissions associated with the event’s category. If an event belongs to a category where the instructor does not have “Manage Event” permissions, their available actions will be limited. To grant full management access, ensure that the event is assigned to a category in which the instructor has the appropriate permissions through their role.

• Content Managers do not have the ability to create courses, learning paths, events, or On-the-Job Trainings (OJTs).
• Training Managers who are granted the Create Courses, Create Learning Paths, Create Events, or Create Standalone OJT permissions can create training across all categories.

• Custom Roles assigned the Create Courses, Create Learning Paths, Create Events, or Create Standalone OJT permissions also have the ability to create training in all categories.