Use Categories to create, rename, find, or delete the categories used to organize training in Catalog.
Before you begin
You can access HR Data Management > Training and open Categories.
Review existing categories before creating a new one to avoid duplicates.
Open categories
Go to HR Data Management > Training.
Select Categories.
The Categories window lists existing categories and the number of training items in each category.
Find a category
In the Categories window, select the Search field.
Enter all or part of the category name.
The category list updates to display matching results.
Create a category
In the Categories window, select New category.
In Category name, enter a short, recognizable name.
If needed, select a different color from the available color options.
Select Add to save the category, or Cancel to discard it.
Use the category in the Category field when creating or editing training.
Rename a category
In the Categories window, find the category.
Select the pencil icon next to the category.
Update the category name.
Select the checkmark icon to save the change, or the X icon to cancel.
Delete a category
You can delete a category only when no training uses it. Categories that contain training show only the pencil icon.
In the Categories window, find the category.
Select the delete icon next to the category.
Select Delete category to confirm, or Keep it to cancel.
Category guidelines
Use short, recognizable names.
Organize categories around topics rather than individual courses.
Avoid categories with overlapping or nearly identical meanings.
Use consistent capitalization.
Review existing categories before creating a new one.
Examples include Compliance, Workplace Safety, Equipment, Leadership, and New Hire.
Select Done when you have finished managing categories.