How to add a new catalogue


Catalogues allow you to group related courses, assessments and learning tools together for specific groups or areas of your business.

When you create a catalogue you can organise it into folders. For example, you may put all the courses required for a group of users in a catalogue, then organise them into an 'IT Training' folder, a 'Personal Development' folder and a 'Financial Training' folder. This makes it much easier for the users in the group to follow the training course set for them, rather than having to look at long lists of various types of training.

Adding a new catalogue:

  1. From the main menu select Catalogues 4 Add Catalogue.
    The Add Catalogue page will display.

  2. Enter a Catalogue Name and a Description in the fields.

  3. From the Type listbox, select the type of items the catalogue will contain.

  1. Click Add.
    A message will display at the top of the page telling you the catalogue has been added successfully.

  2. From the main menu select Catalogues 4 Manage Catalogue.
    The List of Catalogues page will display.

  3. Find the new catalogue in the list and click the Manage Contents for Catalogue icon in that row.
    The List of Contents for Catalogue page will display.

  4. If you want to split the catalogue into folders, click the Add Folder icon at the top right of the page, .
    The Add Catalogue Folder page will display.

  5. Enter a Name and Description for the folder then click Add.

  6. Repeat step 8 until you have created all the folders you want in the catalogue, then click Back.

  7. Click on either the 'Top' level of the catalogue or one of the folders that you have created that you want to add items to, then click the Manage Contents for this Folder icon at the top right of the page .
    The Manage {item} for Catalogue page will display.
    This will list all the items in the type selected for the catalogue in the bottom section of the page. For example, if you selected 'Learning Materials' as the type, only the learning materials in the system will be listed here.

  8. To add an item to the catalogue, locate it in the List of {items} not Currently Included area and click the Add button .

  9. To add multiple items at once, you can select the checkbox to the left of each item you want to add, then click the Add Selected link at the bottom of the page. You can also use the Add All link to add all listed items to the catalogue.

  10. Enter a Target Date if required against the items you have added.
     

      

    You can create a new item by clicking the Create New link on the page. You can also preview and edit items by clicking the buttons to the right of an item's name in the list, .

  11. Click OK to return to the List of Contents page.

  12. In the Approval column you can select an approval group for an item if it has to be approved prior to a user completing it.

  13. Click OK when finished to return to the List of Catalogues page.

See also:

Managing Catalogues

How to edit a catalogue