Manage Resource Sections and Categories

You can create content sections, categories, and subcategories for your Resources and control who reads and writes that content via permissions. These permissions can be set per section and category, based on jobs and your academy’s organizational structure. Learners can see and store content in Resources based on their access rules. 

Navigation: UKG Learning > Academy >Training Admin > Resources  

Sections

By default, one uneditable section exists in your Resources: General. You can use this section or add your own.

Add a Section

1. From the Training Admin Resources page, select the Edit button.
2. Select Edit categories. A new page opens.
3. Select the + Add section button.
4. Type a name for your new section.
5. Select Save.

Edit a Section

To edit an existing section, select the icon next to the section you would like to modify. 

• Move up/Move down: Move the selected section up or down on the sidebar.
• Create category: Create a category in the section.
• Change permissions: Add or remove read/write permissions for training managers and all employees.
• Edit section: Change the name of the section
• Delete section: Removes the section from the sidebar.

Edit Permissions

1. Select the lock icon to add or modify permissions for the section. Administrators and content managers have access to all sections.
2. Give the permissions you want (read, write, or both) to training managers or all employees by selecting the relevant checkbox.
3. You can also choose specific jobs and give permissions to specific units and above units. To do so, click on the Add More Rules option and select the desired job(s), above unit(s), and unit(s).
   Note:
   • Choose view selected to filter only the selected values.
   • Select the All option one time to select all items. Choosing All again selects all the currently active options, allowing you to deselect some if needed.
4. Select Save to update the section.

Categories and Subcategories

Your resources have a non-editable category called Shared Content in the General section. This is the category where users can send content if they want to share it with other users of the Academy.

This is a default category that cannot be deleted or edited. The rules about who will have read and write access for this category can be edited from the Content Resources (similar to the other categories), or through the Academy Settings by an administrator. 

Create a Category or Subcategory

Administrators or those with permission can add categories and/or subcategories to sections.

1. From the Resources page, select the Edit button.
2. Select Edit categories. 
3. Locate the section where the category should be added.
4. Select the + icon (Create category).
5. Enter a name for your new category.
6. Select Save.
7. (Optional) To add a subcategory to your new category or any existing category, select the gear icon next to the appropriate category.
   1. Select Add Subcategory to [category name].
   2. Type a name for your new subcategory.
8. Select Save.

Edit a Category or Subcategory

To edit an existing category or subcategory, select the icon next to the category or subcategory.

• Create subcategory
• Pin to top
• Change section
• Change permissions
• Edit category
• Delete (sub)category:

Edit Permissions

1. Select the lock icon to add or modify permissions for the category or subcategory. Administrators and content managers have access to all categories with no specific permissions required.
2. Give the permissions you want (read, write, or both) to Training Managers or All Employees by selecting the checkbox.
3. You can also choose specific jobs and give permissions to specific units and above units. To do so, click on the Add More Rules option and select the desired job(s), above unit(s), and unit(s).
   Note:
   • Choose view selected to filter only the selected values.
   • Select the All option one time to select all items. Choosing All again selects all the currently active options, allowing you to deselect some if needed.
4. Select Save to update the category.

Notes:

• A section presents the content of all its categories and subcategories.
• A category presents the content of all its subcategories.
• If you delete a section, all content included will be moved to the Items in deleted categories folder. In this section, each user is able to see the items that they uploaded and they have the option to either delete them permanently or move them to another section. Administrators are able to see all of the deleted items within this folder.
• If you delete a category, all content included will be moved to the Items in deleted categories folder. In this category, each user is able to see the items they uploaded and they have the option to either delete them permanently or move them to another category. Administrators are able to see all of the deleted items within this folder.
• If you delete a subcategory, all content included will be listed in the parent category.
• A resources category that is linked to a Brand cannot be deleted directly. To remove such a category, you must first disassociate the Brand from the corresponding Above Unit.
  • When an Above Unit is designated as a Brand, the system automatically creates a unique category specifically for that Brand. This category is accessible only to users associated with the Brand, as well as to Admins, Training Managers, and Content Managers.
  • This design ensures that users assigned to a specific Brand, who do not have access to the main academy's categories, have a dedicated space to manage and access content relevant to their Brand.