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

  1. Choose Types, Categories, External teachers, Job roles or Duties and filter by search and availability.
  2. Create or edit code and name; enter provider for external teachers or description for job roles and duties.
  3. Deactivate to prevent new links while preserving history; delete only when available and after confirmation.
The result

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