Adding and managing Categories is for Premier and Enterprise account holders. For Pro account holders, Categories are provided, to add a new category, please contact C4EBridge support for approval.

Categories and tags are used to make it easier for you to filter your courses. It’s up to you whether you have Categories and/or Tags or not.

Categories are like your lessons table of contents, and Tags are for your lessons index.

WHAT IS A CATEGORY?

Categories is a hierarchical taxonomy. This means that you can create a tree structure, with parent categories and child categories.

For example, if you had a Recipes Category, you could have children such as Starter, Main Course, and Dessert.

For Premier and Enterprise account holders, LMS Managers can manage and edit Categories. Pro account holders do not have the privileges to manage categories.

Overview

Each course can be filed under one or more Categories. This aids in filtering and allows courses and to be grouped with others of similar content.

Each Category may be assigned to a Category Parent so that you may set up a hierarchy within the Category structure. In creating Categories, recognize that each Category Name must be unique. Thus, even if two Categories have two different Parents, they must still have different names.

Managing Categories allows you to create new Categories, edit or delete existing ones, and organize your Categories hierarchically.

In the top navigation go to COURSES > MANAGE COURSES > COURSE CATEGORIES

SCREEN OPTIONS

The screen options, in the upper right corner, allows you to select what and the number of items you want to show on the page select Screen Options to expand it, select it again to minimize it:

• On the right side of the page, you can add a new category. Type in the name, add a slug, decide if it is a parent or child and add a description. Select the ADD NEW COURSE CATEGORY button at the bottom.
• To the right is a search box where you can enter a word, or series of words, and click the “Search Tags” button to search and display all the Categories meeting your search words.
• To delete multiple categories at one time, select the check box for the categories you want to delete, then select the dropdown for Bulk Actions and then select the Apply button.
• If you already have categories, you will see a table of categories and when you scroll your mouse over the title you can choose to Edit, Quick Edit, Delete, or View the category:

There are four pieces of information associated with each new Category: the name, slug, category parent, and description.

Category Name

To reiterate, the Category Name must be unique.

Category Slug

The Category slug must be unique. The Category Slug is used in the URL. For example, setting a Category Name of “Recipes” and a Category Slug of “food” would show all “Recipes” posts with a URL like example.com/course/food/.

Category Parent

Use this drop-down if you want to make this Category a sub-Category; you will select the sub-Category’s Parent here. For example, you may have a category called “Photos” but want to add further clarification about the subject of a particular “Photos” post. You could add “Oregon Coast” and “Ice Storm” as sub-Categories to the “Photos” Category; “Photos” would be the Parent of these two new sub-Categories.

Description

Category Descriptions are optional. You may still find them useful from an administration point of view.

Add Category

The most important part is the Add New Category button. Once you’ve entered in all the information about your new Category, use this button to save it.

This table (on the right) lists all your categories by row. Subcategories are displayed beneath their parents and are prefaced by long dashes. These dashed are not part of a category’s name; they are there only to show hierarchy.

The table of categories contains the following columns:

A checkbox that when clicked (checked), ‘selects’ that particular Category to be deleted when the Delete button is clicked.

EDIT CATEGORY

This part of the Sub-panel only displays when you click on a Categories’ Name. It is possible to edit four pieces of information associated with each Category: the name, the slug, the parent, and the description.

Category name

To reiterate, the Category name must be unique.

Category Slug

Again, the Category slug must be unique.

Category Parent

Use this drop-down if you want to make this Category a sub-Category; you will select the sub-Category’s Parent here. For example, you may have a category called “Photos” but want to add further clarification about the subject of a particular “Photos” post. You could add “Oregon Coast” and “Ice Storm” as sub-Categories to the “Photos” Category; “Photos” would be the parent of these two new sub-Categories.

Description

Category descriptions are optional. Some themes take advantage of Category descriptions, others do not, so having Descriptions may or may not modify the way Categories are displayed for your site.

Update

Once you’ve changed the Category information, use this button to save the changes.

View Category

Select the View Category button in the upper left corner of the page to view the courses that are associated with that category. From that page, you can return to Edit Category (upper left corner)

QUICK EDIT

Quick Edit allows you to quickly change the category name and/or slug if desired:

VIEW CATEGORY

Select the View action link to view the courses that are associated with that category:

From that page you can return to Edit Category (upper left corner)

In the CREATE COURSE OR EDIT COURSE SETTINGS page, (if you are an LMS Manager), you can quickly

add a new course top level category in the Course Categories panel.

For an existing course, go to COURSES > ALL COURSES > find the course and select EDIT COURSE SETTINGS. Or if you are creating a brand-new course, go to COURSES > CREATE COURSE.

In the Course Categories panel, select ‘Add New Course Category.

Or select one of the categories that are already in the list.

When done, in the Publish panel, select Publish or Update.

On the ALL COURSES page, you can view and filtered by your Course Categories. Every Course Category is a hotlink, making it easy to filter:

For Premier and Enterprise account holders, the LMS Manager can manage and edit Tags. Instructors can add tags to a course when they create or edit it in the Create Course/Course Settings page.

Tags are a non-hierarchical taxonomy. This means that there are no parents and children, but the information is presented as flat. A post in the Dessert Category might have the tags baking, chocolate, cake, and nuts:

On the ALL COURSES page, you can view and filtered by your Course Tags. Every Course Tag is a hotlink, making it easy to filter: