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Creating a Training Catalog with Categorized Courses

As an administrator, you can create a catalog of training courses which are grouped by categories. To create a catalog of courses, perform the following procedures:

1. Creating a Training Catalog
2. Defining Catalog Categories
3. Assigning Courses to Categories

This task is a step in Process of Setting Up Training Courses.

Creating a Training Catalog

Perform the steps in the following procedure to create a training catalog.

To create a training catalog

1. From the application-level menu, choose Navigate > Site Map > Administration - Catalog.
2. In the Catalogs list, create a new record.
3. In the new record, complete the fields.
   1. Set the value in the Catalog Type field to Training.
   2. Enter an Effective Start Date and Effective End Date.
   3. Select the Active check box.
4. Save the catalog.

Defining Catalog Categories

Using the Categories view, you define logical groupings of training courses within the catalog. For example, one category might be Instructor-Led Classes, and another category might be Media-Based Training.

To set up training categories

1. From the application-level menu, choose Navigate > Site Map > Administration - Catalog.
2. In the Catalogs list, query for the catalog, and then click the link in the Name field.
3. In the Categories list, create a new record and complete the fields.

   Set the value in the Display Template field to Product Basic.

Assigning Courses to Categories

You associate courses with categories using the Categories view. You can also perform this task from the Course Details view.

To associate courses and categories from the Categories view

1. From the application-level menu, choose Navigate > Site Map > Administration - Catalog.
2. In the Catalogs list, query for the catalog, and then click the link in the Name field.
3. In the Categories list, select the predefined category.
4. Click the Categories view tab, and from the Categories form, click the Training link.

   Click the arrow at the end of the row of links to expose additional links.

5. In the Training list, click New and from the Add Courses dialog box, click Go.
6. In the Add Courses list, query for the course, and then click OK.

To specify the category by course

1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Course Details.
2. In the Courses list, select the course and click the Category view tab.
3. In the Category list, click New.
4. In the Add Subcategories dialog box, select the category for the course, and click OK.