Configure types, categories, teachers, job roles and duties
Prepare the company reference data used by courses and organisation.
Task 1
Company training catalogues
Before you start
- catalogs.read to view, catalogs.manage to write; current metadata permission for job roles and duties.
Steps
- Choose Types, Categories, External teachers, Job roles or Duties and filter by search and availability.
- Create or edit code and name; enter provider for external teachers or description for job roles and duties.
- Deactivate to prevent new links while preserving history; delete only when available and after confirmation.
What to check
The item and its state have been reviewed, including existing uses.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support