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How to create and use Catalog rules

Use Catalog rules to allow groups of learners to see or not see specific course offerings in your course Catalog.

Note: If you desire to display all of your course offerings in the catalog by using Catalog Rules you must be sure to set the Exclude option on all course offerings to YES.

Before you start – keywords in Offerings/tags in Users

To create a Catalog Rule:

  • Log in as an Organization Administrator.
  • Click the Administration tab, then click Catalog on the System Management menu.
  • The Catalog Rules list is displayed.
  • Click Add. The Add a Catalog Rule window is displayed.
  • Using the Add tab will allow you to add course offerings to your catalog based on specific conditions that you specify. Click the Add tab and then click the desired add condition button to add course offerings to the Catalog.
  • Using the Remove tab will allow you to remove course offerings from your catalog based on specific conditions that you specify. Click the Remove tab and then click the desired remove condition button to remove course offerings from the catalog.
    • Any condition button you select will offer different options that allow you to establish specific qualifications for which course offerings are displayed (or not displayed) within the Catalog. Each condition button will have a Details and Options tab.
      • Details – On this tab you will name your Catalog Rule and set the qualifying conditions for the rule
      • Options – On this tab you can set a scheduled time for the rule to run as well as a rule priority.
  • Advanced settings
  • Click the Save button to save any changes that you have made.
  • To make changes to a Catalog Rule…..
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