Let learners view courses and enroll themselves
Set up the internal course catalog, or catalogue, at the portal level. Then choose which courses, learning paths and learning journeys to offer through the catalog.
Availability: all customers
You can add and apply categories for browsing: this option supports learners finding their own courses and learning paths.
You can also limit access for courses and learning paths to specific groups: for example, if courses are applicable only to a department, or to a region.
The catalog provides a lot of course information in a small space. To make the most of its features, LearnUpon recommends you provide as many details as possible about courses, including descriptions, images, course lengths, ratings and reviews. See:
- Course settings overview: details, learner access and messaging options
- Courses: Additional Settings to manage learners' access to a course
This procedure has 2 parts:
- turning on the catalog for the portal
- choosing the content to offer through the catalog
Note: You need to turn on the internal catalog to access the public catalog. See Public catalog: share selected courses outside your portal.
Access permissions
Internal catalog
- admins with full portal permissions: can set up the catalog for the portal, and can add courses, learning paths and learning journeys
- admins with limited permissions: can add courses, learning paths and learning journeys
- managers with correct permissions: can add courses
- instructors with correct permissions: can add courses
Public catalog
- admins with full portal permissions: can set up the public catalog and add courses, learning paths and learning journeys
See Public catalog: share selected courses outside your portal
Enable course catalog for the portal
The portal-level Settings turns on the course catalog for the whole portal, and controls what your learners see and can access in the catalog. After you turn on the catalog, the remainder of the settings are optional. For details see Options for the catalog, in detail.
- From main navigation go to Settings > Course Catalog > General Settings.
- From the General options, select Catalog Enabled?
- Optional settings:
- select Public catalog enabled? as required
- from Order catalog items, select Alphabetically or Newest first (legacy catalog only)
- select Enable Live Learning calendar browsing on your catalog? if required (legacy catalog only)
- select Allow users to re-enroll on completed courses and learning paths? to let users re-enroll as described
- select Hide course release dates on your catalog if required
- select Copy your catalog settings to sub-portals when licensing, if required
- Save to finish.
The following screenshot shows the catalog General options.
Options for the catalog, in detail
Public catalog enabled?
See Public catalog: share selected courses outside your portal
Order catalog items: Alphabetical or Newest first
Applies to legacy catalog only.
Enable Live Learning calendar browsing on your catalog?
Legacy catalog only: If you set up the Live Sessions Calendar widget, this option lets users access the catalog and choose Live Learning sessions using the widget.
Allow users to re-enroll on completed courses and learning paths
By default, the catalog blocks users from enrolling on completed courses and learning paths again. This option lets you override the default to allow re-enrollments: for example, if your users must complete courses yearly for compliance reasons.
Hide course release dates on your catalog
In this context, "release date" refers to the date you publish a course, rather than the date you add it to the catalog.
If your courses do not require frequent updates, you can hide the course release dates. Hiding the release dates could prevent potential customers thinking that course listings are dated or no longer relevant.
Copy your catalog settings to sub-portals when licensing
If you license a course to a sub-portal, LearnUpon copies the settings from Courses > my course > Catalog to the sub-portal's course. See Add a course or a learning path to the catalog in the following sections.
Add a course or a learning path to the internal catalog
From Courses settings, add a course or a learning path to the catalog, where learners can find it by browsing, or by searching. Set whether learners can enroll themselves, or need to request enrollment.
If you license a course to a sub-portal, LearnUpon can copy these settings to the sub-portal's course, through the portal-level settings for Internal Course Catalog. See Enable course catalog for the portal.
- From main navigation:
- for courses: go to Courses > your course name
- for learning paths: go to Courses. From secondary navigation select Learning Paths > your learning path name
- From Info select Catalog.
- Select Display course in catalog?
- Optionally:
- set Enrollment must be requested if you want an admin or group manager to approve enrollments
- set Enable notifications for user requests if you want group managers to receive notifications about these requests
- Save to finish.
Notifications of user requests aren't available for learning paths: for courses only.
The following screenshot shows Add course to catalog, with enrollment requests enabled.
Note: An admin or group manager can approve requests.
See Enrollments: manage enrollment requests from learners
Add a learning journey to the internal catalog
Your learning journey can use both cataloged and non-cataloged courses.
When your learning journey includes courses that aren’t cataloged, learners can access the non-cataloged courses only through the learning journey.
Non-cataloged courses in a cataloged learning journey are not added to the catalog, and learners can’t take them as standalone courses.
Note: categories and group restrictions are not currently available for learning journeys.
- From main navigation go to Learning journeys > your learning journey.
- From the learning journey canvas select More (aka 3-dot menu) > Settings.
- From Settings select Display learning journey in the catalog.
- Save to finish.
The following screenshot shows a sample learning journey Settings with the catalog setting selected.
Add categories to help users find courses and learning paths
You need to create categories for your portal first. Categories apply across the portal. See Categories: create and assign searchable categories for your portal. When the categories are available you can add them to a course or learning path.
- From main navigation:
- for courses: go to Courses > your course name
- for learning paths: go to Courses. From secondary navigation select Learning Paths > your learning path name
- From the Info page select Catalog.
- In the Course Categories card, enter the first few letters of a category to prompt the dropdown. Select Enter to add a category to a course.
- Save to finish.
Note: When learners use the catalog, they can only filter courses by 1 category at a time.
The following screenshot shows Course Categories applied to a course.
Restrict access to groups in the catalog
This step allows only specific groups to view and enroll on a course or a learning path in the catalog.
If you leave this field blank, the course or learning path is available to all users from the catalog.
- From main navigation:
- for courses: go to Courses > your course name
- for learning paths: go to Courses. From secondary navigation select Learning Paths > your learning path name
- From the Info page, select Catalog.
- In Further restrict access by Group? start typing the group name to prompt the dropdown.
- Select the group name and Save.
The following screenshot shows an example learning path's Further restrict access by Group?
See:
- Course settings overview: details, learner access and messaging options
- Courses: Additional Settings to manage learners' access to a course
- Enroll groups on a learning path
- Learning path settings: details, enrollment access, and credits
- Categories: create and assign searchable categories for your portal