Categorise Courses
Steps to link Categories to Courses
Related Helpguide Pages
Learn how to group your Course Templates into Categories to support your customers searching for the right Course for them, and to support your reporting
When my customers search for Courses, I would like them to be able to search per Category so that they can find the Courses that they need without needing to know the exact name of the Courses.
Follow this page to learn the steps to assign Course Templates to Categories
Optional: Create Course Categories
This step will take you through adding a new Course Category into your platform
Open the ‘Administration’ menu from the Profile options at the top-right of your platform
This will open the Administration menu
Click on Categories from the list of options
The menu options are in alphabetical orderThis will open the ‘Categories’ DataGrid
Click the ‘Add Category’ button
This will open the Category Maintenance page
From here, add a ‘Label’ for your Category
Then select the ‘Category Type’ of ‘Course Template/Award’
Communication = used to categorise the communications recorded in your accessplanit platform
Course Template / Awards = used to categorise the Courses and Awards recorded in your accessplanit platformFinally, select the colour of your Category using the pre-set selector options or by clicking the tile and using the colour picker
This colour can be used within your Course Calendar to easily see when Courses in this category are runningClick the ‘Save’ button
Once you have saved your new Category, two additional options will become available for your Category, you can assign Awards or Course Templates
Ticking the box ‘Keep corresponding awards/Course Templates updated’ will automatically associate any Course Templates/Awards with the Category that are related to the Award or Course Template you have added to the Category.
Using the ‘Add’ Button you can add your Awards and Course Templates
Click the ‘Save’ button once completed
Categorise Courses
This step will take you through assigning Categories to your Course Templates
Open the ‘Course Templates’ DataGrid from your main navigation menu on the left
This will open the Course Templates DataGrid
You can search for the Course Template you wish to add a Category to by using the DataGrid search bar or following our dedicated page to create a filter
Once you have located your Course Template, right-click on it and select the ‘Categories’ option from the context menu
This will open the ‘Categories’ form for this Course Template
Click the ‘Add' button
This will open the ‘Category’ DataGrid in a pop up box, select the categories that you would like to assign to your Course Template
Click 'OK'
This will add the selected Categories to your Category form
Ticking the box ‘Keep corresponding Awards updated’ will automatically associate any Awards with the Category that are related to the Award you have added to the Category.
Click the ‘Save’ button to apply your changes
Top Tip
If you need to assign a Category to a group of Course Templates, you can do this using the Bulk Edit option on your Course Templates DataGrid!