Admins can create categories to assign to topics, articles and pathways which can be used by both admins and explorers to help filter, sort and search for knowledge. Categories can also be useful when running reports in Analytics related to training and enrolments.
Managing and creating categories
Admins can create categories for their portal in the Admin area.
Navigate to the Accounts page and select the Categories menu.
Click 'Edit Categories' to create, delete and modify categories, including setting their visibility.
When satisfied with your categories, click 'Save'.
Key considerations
Please be aware of the following when setting up categories:
Each category must be unique (new categories which match existing categories will be merged to avoid duplicates).
Each category can be assigned to topics, articles or pathways to assist admins in assigning consistent categories for each type of knowledge.
Each category can be enabled for display on the explorer dashboard (disable if the category is only used by Admins for filtering purposes).
Each category can also be enabled for use in continuing education records by enabling time and points allocation. Learn more about Continuing Education records in this article.
Categories can be deleted using the trash icon.
When assigning categories to topics, article or pathways, you will only be able to select categories which are enabled for the specific type of knowledge.
Once you have created your categories, you can then assign them to topics, articles and pathways. Each topic, article and pathway can have multiple categories assigned to it.
Adding and removing categories
For individual topics, articles and pathways, you can add and remove one or more categories via the settings.
Select a topic, article or pathway and change to the Settings tab.
Click 'Edit General' under the General section and manage the categories assigned to that individual topic, article or pathway as needed.
Click the 'Set Categories' option and tick categories you want to assign and/or deselect any you want to remove, then click 'Set Categories'.
Click 'Save' when satisfied with your category selections.
For topics and articles, you can assign categories to one or more topics or articles using the bulk actions on the Topics or Articles tabs of Knowledge.
Navigate to the Topics or Articles tab in Knowledge, accordingly.
Find and select one or more topics or articles in the list (you can select one or more topics or articles using the checkbox beside the name of a topic/article).
Click the 'Bulk Action' button and select 'Add Categories'.
Tick the categories you want to assign, then click 'Set Categories'.
Note: You cannot remove categories from a topic or article using the 'Add Categories' bulk action. The only way to remove categories from a topic, article or pathway is to edit each individually (via the settings as outlined above). The bulk action 'Add Categories' can only add new categories.
Admins can use categories to filter knowledge
Once categories have been assigned, Admins can then filter their lists of topics or articles by categories using Categories button on the Topics or Articles page. Please note, the button will say 'All Categories' by default. If any category filters are applied, the button will change to the number of selected categories, accordingly (for example, '1 Category').
Explorers can see categories on their dashboard (if enabled)
Categories are visible on the explorer dashboard (and in overviews), if configured to be visible to learners.
For pathways, the categories assigned to the pathway itself will show on the dashboard (with categories for topics and articles within the pathway only showing on the overview).