The catalog allows learners to view resources that interest them, without being enrolled in a training session by the L&D team.

 

  

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Customize the catalog

Customize the catalog

To edit your training catalog:

1. On the Homepage, click Catalog
   
   
   
   
2. Go to Settings
   
   
   

 

Populate the catalog with Skills

Skills allow you to center your courses or sessions around general ideas. 

 

To feature a skill in the catalog:

1. On the Homepage, click Catalog
   
   
   
   
2. Go to Settings
   
   
   
   
3. Scroll down to the Displayed Skills section, and click (+)
   
   
   
   
4. Select the skill and click SELECT SKILLS
   
   
   
   

 

Disable the catalog

By default, the catalog is activated on your platform.

To deactivate it (or reactivate it):

1. On the Homepage, click Catalog
   
   
   
   
2. Go to Settings
   
   
   
   
3. Un-tick the Catalog option
   
   
   

 

Share content in the catalog

Access to the catalog is managed via groups. You can decide what learners see in the catalog based on the groups they are part of.

Share courses in the catalog

To add a course to a group's catalog:

1. In the top bar, click Training programs
   
   
   
   
2. In the left sidebar, click COURSES and select a course
   
   
   
   
3. In the course edition mode, click GENERAL SETTINGS
   
   
   
   
4. Scroll down to the Share your course section, and click (+) Group
   
   
   
   
5. Select the group(s) and click CONFIRM
   
   
   
   

 

Share sessions in the catalog

The catalog allows you to share sessions in open access

1. In the top bar, click Training Programs
   
   
   
   
2. In the left sidebar, click PROGRAMS
   
   
   
   
3. Click on a program
   
   
   
   Note: you can only add a session in the catalog. Make sure the program you want to add has a running session.
   
   
4. In the Session box, click on a running session
   
   
5. Scroll down to the Advanced options, and click on the button  next to Catalog
   
   
   
   
6. Select the groups
   
   
7. At the bottom, click CONFIRM

 

Add requirements for content in the catalog

 

Add course requirements 

1. In the top bar, click Training Programs
   
   
   
   
2. In the left sidebar, click COURSES and select a course
   
   
   
   
3. In the course edition mode, click GENERAL SETTINGS
   
   
   
   
4. Scroll down to the Share your course section, and add requirements
   
   

 

Add sessions requirements

To add requirements to a session:

1. In the top bar, click Training Programs
   
   
   
   
2. In the left sidebar, click PROGRAMS
   
   
   
   
3. Click on a program
   
   
   
   Note: you can only add a session of a program in the catalog. Make sure the program you want to add has a running session.
   
   
4. In the Session box, click on a running session
   
   
   
   
5. Scroll down to the Advanced options, and add requirements
   
   

 

Validate registration requests for a session

By definition, your learning catalog is the place where learners can sign up for programs in open access. 

However, you may want to control their access to the training. 

You can set up a validation workflow for sessions in open access that lets you control requests! 

1. In the top bar, click Training Programs
   
   
   
   
2. In the left sidebar, click PROGRAMS
   
   
   
   
3. Click on a program
   
   
   
   
4. In the Session box, click on a running session
   
   
   
   
5. Scroll down to the Advanced options, and tick "Require validation of open access registrations"
   
   
   
   
6. Select the users who will perform the validation (they can be Instructors or managers)

 

Once the validation is set up:

1. Learners who wish to take the sessionb will have to send in a request
   
   
   
   
2. Instructors/Managers will receive a notification. Please note: requests will be sent over to program Instructors in case learners don't have a manager, should you have selected requests to be handled by managers. 
   
   
   
   
3. You will be able to validate or decline the request
   
   
   
   Please note: you can also manage validation requests direction from the Dashboard > Validations > Registration requests menu. 

 

Set up a waitlist for a session

Via the catalog, learners can take sessions in open access. This means that they don't need to be enrolled by a member of the L&D team to start the session.

To help you better manage your audience, you can decide on a maximum number of seats per session.

To create a waitlist:

1. Go to the session's settings and open the Advanced Options menu
2. Tick Limit the number of seats for open registration
   
   
   
3. Choose the number of seats and click SAVE

 

Once the waitlist is up:

1. Learners can sign up to the session as long as there are remaining seats
2. Once the class is full, learners who wish to enroll will be put on a waitlist via the session page
3. You can access this waitlist from the Session Settings:

A seat becomes available:

• When a learner completes the session
• When a learner opts out of the waitlist. The seat will go to the next person on the list (on a first come, first served basis)

You can manage the waitlist from the session settings: 

1. From the Dashboard, go to the session settings 
2. In the top menu, check the waitlists' details
   
   
   
   
3. By clicking the details you can:
   • Email members of the waitlist 
   • Assign them to another session