How to edit a catalogue

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

Editing a catalogue:

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

2. To change the contents of a catalogue, find the catalogue in the list and click the Manage Contents for Catalogue icon in that row.
   The List of Contents for Catalogue page will display.

3. If you want to add a folder, click the Add Folder icon at the top right of the page, .
   The Add Catalogue Folder page will display.

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

5. Repeat step 4 until you have created all the folders you want in the catalogue, then click Back.

6. Click on either the 'Top' level of the catalogue or one of the folders you want to edit items for, then click the Manage Contents for this Folder icon at the top right of the page .
   The Manage {items} for Catalogue page will display. This will list all the items already in the selected catalogue or folder in the List of {items} Included area. All other items of this type in the system will be listed in the  List of {items} not Currently Included area.

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

8. 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

9. 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 items by clicking the Preview button to the right of an item's name in the list, .

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

11. You can move items between folders in the List of Contents page by selecting the checkbox to the left of an item and selecting the folder to move it to in the Move Selected Objects to Folder listbox, then clicking Go.

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.

14. If you want to change the properties of a catalogue, click the Edit button to access the Edit Catalogue page.

15. Make your changes to the Catalogue Name, Description or Type then click Update.
    Your changes will be made. You will not lose any items already in the catalogue by changing the catalogue type.

16. 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.

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

See also:

Managing Catalogues

How to add a new catalogue