Categories

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



After creating a category, you can fill in the field for users, groups, learning journeys, course modules, or offers.

Why categories?

By default, you can already filter learning materials, users, groups, and offers based on certain criteria, but by creating categories, you can completely personalise this. For example, if you've added the field 'Organisation' to user categories, you can also filter by this field and only show participants from a specific organisation.

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

Fixed values, for example, for the question: Which department do you work in? Here, under 'Options', you can enter possible departments, 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 title?
Checkboxes, for example, for the question: Do you agree with the terms and conditions?

Creating a new category

Do you want to create a new category? Go to Administration → Settings → Categories. Here, you can immediately start creating a category for Groups, Offers, Course Modules, or Videos. Do you want to create a category for learning journeys or users? Then you can click on the reference in the text.

User category

Let's first look at the settings for a user category, as you will see some different fields here compared to the other categories. We will go through them one by one.



Tick 'Public' if you want users of your academy to also see which categories/labels you assign to users, groups, learning journeys, or course modules.
Tick 'User editable' if you want your learners to fill in a field you've created in their profile. They will also be asked this question via the introduction screen upon entry.
Tick 'Mandatory for user' if you want new users to be required to fill in the field before they can enter your academy. They will fill in the field on the introduction screen.
Learn more about the introduction screen? Check out this helpdesk article.
Tick 'Mandatory for administrator' if you want administrators to be required to fill in the fields. For example, if you've created a user category 'organisation', an administrator will have to enter the organisation name in this field before creating a new user.

Tip! Do you want users to tick or fill in something upon entry? Then you must tick both 'User editable' and 'Mandatory for user'.

The image below is an example of an introduction screen with four user categories. All are 'User editable' and 'Mandatory for user'. The types are an open field, fixed value, and two checkboxes.

Category types

When you decide to create a 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 the learning journeys based on this category. In the screenshot above, a category called 'type' is created. The filter is enabled, so a participant can now filter by the type of learning journey on the homepage:



Label: If you enable the 'label' option, the category is used to provide participants with additional information about the learning journey on the homepage. Below, you can see an example label 'statistics' on the learning journey "Advanced Training".



Adding categories for groups, course modules, and offers works largely in the same way. Do you have any questions about this? Feel free to contact us via chat!

Assigning a category

You can assign a category to users, groups, course modules, videos, or learning journeys.

Assigning a category to a user.
Click on 'Users' under the cogwheel.
Select an existing user.
Click on 'Profile' and scroll to the categories you've created.

Assigning a category to a group.
Click on 'Users' under the cogwheel, then on 'Groups'.
Select an existing group.
Click on 'Settings' and scroll to the categories you've created.

Assigning a category to a course module.
Click on 'Administration' and then on 'Course Modules'.
Select an existing course module.
Click on 'Settings' and scroll to the categories you've created.

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

Assigning a category to offers.
Go to your offers from the homepage (this is the icon with a graduation cap). Note: this is only available from the Team subscription and higher.
Open the offer and select a part of it, such as a learning journey or webinar.
Click on the three dots to edit.
Click on 'More settings' and then go to categories.

Assigning a category to a video.
Click on 'Videos' under the cogwheel.
Select an existing video.
Click on 'Profile' and scroll to the categories you've created.

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

Updated on: 27/09/2024