Configuration

Content:

1. Creating administrative categories
2. Creating learning categories
3. Creating custom fields
4. Availability of custom fields in user profiles
5. Certificate templates

Creating administrative categories

Most elements on the platform can be categorized. You can choose these administrative categories from the list of already created administrative categories.

Administrative categories help with cataloging elements internally.

To add a new administrative category to the list, go to Configuration > Customization > Administrative categories.

Here you can see administrative categories that are already on the platform. To edit any of them, just click on its name.

To create a new administrative category, click the Add category button in the upper right corner.

All you need is the name of the category. Fill the field and click Add and return.

Your administrative category is already on the list and you can use it when creating new elements.

Creating learning categories

Learning categories help employees navigate through available content. These categories are visible to employees and usually indicate a topic related to an educational element they’re viewing.

To add a learning category go to Configuration > Customization > Learning categories and click Add a category.

Your category will immediately become visible on the list of all learning categories.

To edit or delete the category, click the three dots next to the name of the category. Here you can also add elements to the category.

If you click the plus icon next to the name of the category, you can add a subcategory (you can add two levels of subcategories).

Creating custom fields

You can add your own custom fields to properties of some elements.

To create a field like this, go to Configuration > Customization > Custom fields.

Here you can see a list of elements that can have custom fields. Choose one of them and you will get redirected to the list of already added custom fields. Here you can edit them, delete them and change the order.

To create a new custom field click Add custom field.

Every field needs to have a name and a type. You can choose from three types: text field, date and a list.

If you want to create a selection list, use the plus icon to the right to add values.

Custom fields can be required - the platform will not allow you to create an element until you fill it.

Click Add and return and the field will become instantly available.

Availability of custom fields in user profile

Custom fields added to user profiles have to be made visible for the administrators to be able to fill them.

To do that, go to Configuration > Security > User fields.

Go to the Fields available to administrators tab and choose Default field access.

On the right you can see fields that are already available and on the left you can see fields that are yet to be added. Choose your custom field and click Add in the middle to move it from the left to the right.

Click Save at the bottom and now your custom field will be visible to the administrators.

Certificate templates

Users may have an option to download a certificate after they finish certain elements on the platform. Documentation on how to create a certificate template is shared by an Onboarding Project Manager during the onboarding process.

To upload an already created template, go to Configuration > Customization > Certificates.

Here you can see a list of already uploaded templates. You can set them as default templates for different types of elements.

Click Add in the upper right corner, name your template and upload the package from your computer. Save changes and your certificate is ready to use.