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How do I manage the topics in my portal?

Your administrators can manage your organisation's topics in the Knowledge area of your portal.

Written by Joey Halbert

To manage your organisation's topics (including standard and short topics), navigate to Admin → Knowledge → Topics.

For details on other tabs in the Knowledge area of your portal, please review the dedicated support article for each Pathways, Library, Templates or External.

Below is a breakdown of the functions available within the Topics tab:

Available actions:

  • Filter and search your topics - There are various options for filtering your topics. For more information, click here.

  • Create new knowledge - Use the 'I want to...' button to select 'Create new knowledge' or 'Create new pathway'.

  • Export a CSV file of your topics - The download button at the top-right of the page allows you to export a CSV file of the topics available in your portal.

    • Please note, this download may take some time and will be available to you from the Download area of Analytics, when ready.

  • View details specific to each topic - Your list of topics displays information pertinent to each in a table format, including the version number (if applicable), author (or relevant library, if imported), and details of any assigned categories, skills, number of enrolments, incomplete enrolments, overdue enrolments and percentage of completions. Enrolment numbers and completion percentage are clickable and will take you to the enrolments report for that topic, filtered to show the data behind the number or percentage clicked.

    • Please note, the enrolments calculation is based on current enrolments from activated people only. Lapsed enrolments and those of creators, assessors and deactivated users are not included.

  • Access the settings of a topic - By clicking on a topic in the list, you can access the settings area of the topic where you can manage various aspects of the topic (including its access, notifications and settings), view information about enrolments as well as responses and answers to elements within the topic, and access the topic in edit mode.

  • Perform bulk actions - When you select one or more topics on the page, the 'Bulk Action' button becomes available. Click the button to perform bulk actions including delete knowledge, add categories, add skills, move to active/draft, and archive knowledge.

Filtering and searching topics

You can filter and search topics in your portal as follows:

  • Search for topics in your portal using keywords. This will search the title and overview along with categories and skills, if applicable.

  • Filter topics by visibility (i.e. active, draft, active and draft, or archived).

  • Filter topics by assigned categories.

  • Filter topics by assigned skills.

  • Filter topics by creator (including library types).

  • Filter topics by their created date, and their last update date.

Note: Once you select one or more filters, you must then click the Apply Filters button for the topic list to update.

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