Creating and Managing Collections in Your Organization

Collections provide a streamlined way to organize and group related categories, courses, and streams into a unified space. This feature enables Training Managers and Admins to create custom spaces tailored to specific learning needs or objectives.

What is a Collection?

A Collection is a grouping mechanism that allows you to:

• Add entire categories or individual courses/streams.
• Assign a custom name for easy identification.
• Create a Custom Space to provide focused learning for users.

How to Create a Collection

1. Access the Collections Page:

   • Click on Account Managementa and Content Management on the main side bar menu 
   • Select the Collections tab to display the feature.

2. Initiate Creation:

   • Click the Create button to open the Collection setup window.

3. Define the Collection Name:

   • Enter a descriptive name for the collection in the Collection Name field.
   • Example: "Finance" for a collection that includes financial learning materials.

4. Add Categories and Courses/Streams:

   • Categories: Select one or more categories to include in the collection. These will group all associated courses and streams under those categories.
   • Courses/Streams: Add individual courses or streams to the collection as needed.

5. Enable as a Custom Space (Optional):

   • Check the Custom Space box to provide a name for the Custom Space in the Custom Space Name field (e.g., "New employee onboarding") and manage the order of the collection appearance.

6. Save the Collection:

   • Once all fields are filled, click Save to finalize and activate the collection.

Benefits of Using Collections

• Simplified Access: Users can easily locate related content within a single collection.
• Organizational Efficiency: Training managers can organize and assign relevant content in fewer steps.

Editing or Managing Existing Collections

To edit an existing collection:

1. Click the Edit icon next to the desired collection.
2. Make changes to the name, categories, courses/streams, or custom space settings.
3. Save the changes.

Best Practices

• Use clear and descriptive names for Collections and Custom Spaces.
• Group content logically to make it easier for learners to navigate and access relevant materials.
• Regularly review and update Collections to ensure content remains relevant.