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How to Efficiently Manage Content

This article describes how to filter and manage your content.

Nick Thayer avatar
Written by Nick Thayer
Updated over a week ago

Managing Courses


When navigating to Admin > Learning > Courses, you have multiple options to manage your Courses. Clicking the three dots (...) when hovering over any Course will show you a dropdown of Course Management options:

  1. Edit

    1. Click to Edit the Course

    2. You can also click to Edit the Course by simply clicking the Course name

  2. Message users

    1. Messaging option allowing you to send a notification to your Users via email. This will be in addition to any automatic reminders that might be set for the Course in question

  3. Assign

    1. Click to open the Assignment modal and assign Users

  4. Duplicate

    1. Note the name of the Duplicated Course and Confirm

    2. The Duplicated Course will not pull over previous Assignments/Completions

  5. See insights

    1. Shortcut to access Reporting for the Course

  6. Archive

    1. By archiving the Course it becomes unavailable for New Assignments and further progress by the already assigned Users

    2. All associated Completion data remains in Reporting

    3. You can always Unarchive the Course at a later point in time

  7. Delete

    1. Option to Delete the Course

    2. This action is permanent and cannot be reversed

You also have easy access to filter Courses. Once you click Filter in the top-right corner of the Course list, you will see the following options:

  1. Course Types

    1. Standard, SCORM, AICC, Content Store, or LinkedIn Learning

  2. Categories

    1. Any of the Categories that you created for the Courses

  3. Topics

    1. Any Topics linked to the Courses

  4. Skills

    1. Any Skills linked to the Courses

  5. Authors

    1. Course Author

  6. Course status

    1. Active or Archived

  7. Enrollment

    1. Open for Self- or Manager enrollment

  8. Languages

    1. Any available Course Languages

Clicking any of these will bring you to a sub-filter page where you can apply the filters that are more closely aligned with your search/filter criteria.


Managing Learning Plans


Similarly to Courses, you have multiple options to manage your Learning Plans by navigating to Admin > Learning > Learning plans. Clicking the three dots (...) when hovering over any Learning Plan will show you a dropdown of options:

  1. Edit

    1. Click to Edit the Learning Plan

    2. You can also click to Edit the Learning Plan by clicking the name directly

  2. Message users

    1. Messaging option allowing you to send a notification to your Users via email. This will be in addition to any automatic reminders that might be set for the Learning Plan in question

  3. Assign

    1. Click to open the Assignment modal and assign Users

  4. Archive

    1. By archiving the Learning Plan it becomes unavailable for New Assignments and further progress by the already assigned Users

    2. All associated Completion data remains in Reporting

    3. You can always Unarchive the Learning Plan at a later point in time

  5. Duplicate

    1. Note the name of the Duplicated Learning Plan and Confirm

    2. The Duplicated Learning Plan will not pull over previous Assignments/Completions

  6. Delete

    1. Option to Delete the Learning Plan

    2. This action is permanent and cannot be reversed

You also have similar filter options for Learning Plans. Once you click Filter in the top-right corner of the Learning Plan list, you will see the following options:

  1. Learning Plan Types

    1. Standard or Content Store

  2. Categories

    1. Any of the Categories that you created for the Learning Plans

  3. Topics

    1. Any Topics linked to the Learning Plans

  4. Skills

    1. Any Skills linked to the Learning Plans

  5. Authors

    1. Learning Plan Author

  6. Enrollment

    1. Open for Self- or Manager enrollment

  7. Languages

    1. Any available Learning Plan Languages

When filtering, the selected filters will persist even if you leave the page—creating a seamless experience between filtering and managing content.

Keep in mind that when filtering Courses/Learning plans, you are able to use more than one filter, to more accurately sort through and manage your content.

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