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How do Categories and Skills (or Roles) differ, and when should I use each?
How do Categories and Skills (or Roles) differ, and when should I use each?

Categories and Skills (Roles) allow you to group or label training content and can be used for filtering, however, their use cases differ.

Lou Monsour avatar
Written by Lou Monsour
Updated over a week ago

In Tribal Habits, you can label or group your topics and articles in two key ways - using categories or roles (skills).

Categories

Categories allow you to group content for filtering purposes. For example, you may have a number of topics and articles which fit into your 'compliance' category and others which you label as 'product knowledge'.

Categories can also be used for time or point calculations of training records (Continuing Education, CPD, CLE and similar), if applicable to your organisation.

Roles (skills)

Roles and skills, on the other hand, although also filterable, allow you to define various roles for your organisation, using a set of competencies (which are a collection of skills). These skills are then assigned to your topics and articles to indicate which content must be completed by any users within your portal who have a corresponding role assigned to them in order to become competent in that role.

For example, you may have a 'general manager' role with competencies that include 'leadership' and 'financial management' along with their individual sets of skills which may include 'delegation' and 'P&L management', respectively.

Generally speaking, the roles you assign to your users should be those they're aspiring to or working towards rather than the role they already hold.

Note: The Roles feature is only available on Active 50 or larger plans.

Categories and roles (skills)

Both categories and roles are entirely configurable for your organisation.

Categories and skills are visible to explorers on their dashboard and when browsing content that is available for self-enrolment in their catalogue.

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