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Course Categories

Organise your courses into categories for easy navigation

Overview

Course categories help you organise training into logical groups. Categories are used to:

  • Group similar courses together in the catalog
  • Filter courses in reports
  • Help users find relevant training
  • Apply consistent visual styling to related courses

Step-by-Step: Adding a Category

1

Open Admin Settings

  1. Log in as an Admin
  2. Click Admin in the navigation menu
  3. Select Settings
  4. Click on the Categories tab
Open Categories settings
The Categories settings page where you can add and manage course categories
2

Fill in Category Details

FieldRequiredDescription
NameYesThe category name (e.g., "Health & Safety", "Compliance")
DescriptionNoA brief description of what courses are in this category
IconNoChoose an icon to visually identify the category
ColourNoSelect a colour for the category header in the catalog
3

Choose an Icon

Click on the icon selector to choose from available icons:

  • Book (default)
  • Shield
  • Award
  • Briefcase
  • Heart
  • Users
  • And more...
4

Choose a Colour

Select a colour from the palette. This colour will be used:

  • As a header bar on course cards in the catalog
  • To visually group related courses
5

Save

Click Add Category to save. The category is now available when creating or editing courses.

Managing Categories

Editing a Category

  1. Find the category in the list
  2. Click the Edit (pencil icon) button
  3. Update the name, description, icon, or colour
  4. Click Save

Tip

Changes apply immediately to all courses in that category.

Deleting a Category

  1. Find the category in the list
  2. Click the Delete (trash icon) button
  3. Confirm the deletion

Warning

You cannot delete a category that has courses assigned to it. Reassign courses to a different category first.

Suggested Categories

Here are common categories used by organisations:

CategoryTypical Courses
Health & SafetyFire safety, Manual handling, First aid
ComplianceGDPR, Anti-bribery, Code of conduct
IT & SecurityCyber security, Phishing awareness, Password safety
LeadershipManagement skills, Performance reviews, Coaching
InductionCompany introduction, Systems training, Team meet
Professional DevelopmentPresentation skills, Time management, Communication
PolicyCompany policies requiring acknowledgment

How Categories Work in the Catalog

When users browse the Training Catalog:

  1. Category Header: Each course shows its category with the chosen colour
  2. Category Icon: The selected icon appears on the course card
  3. Filtering: Users can filter courses by category
  4. Grouping: Courses are organised by category when viewing the catalog

Best Practices

Keep Categories Broad

  • Good: "Health & Safety"
  • Avoid: "Fire Safety Training Only"

Use Consistent Colours

Consider using a colour scheme:

  • Red/Orange for mandatory compliance
  • Blue for professional development
  • Green for wellbeing
  • Purple for leadership

Limit the Number

Aim for 5-10 categories. Too many categories make navigation confusing.

Troubleshooting

Category not appearing when creating a course

Refresh the page after adding a new category.

Can't delete a category

The category has courses assigned. Go to Course Management and reassign those courses to a different category first.

Icon not displaying correctly

Try selecting a different icon and saving, then switch back to your preferred icon.

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