Creating and managing categories for offline training

To add new categories for your offline activities, you will need access to the Management Console and Offline Activities. 

In your portal within the Management Console, select Offline Activities then Categories. To add a new category, you will need to complete the following fields:

Category - ensure it is set to New category. You can use the dropdown to review previously created categories

Title - give the category a title

Domain - select the domain from the drop down

Status - ensure it is set to Live, although you can suspend any categories that you no longer need

Audience - select the audience group that will need to have access to this category. Only users within the audience group can select training record forms of the categories they are allocated to.

Select Add category

When you start building your training record template, you will be required to select the category - for details of how to create a form template go to Creating an Offline Activity template