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Categorising Resources in Learn

  • Updated

This article explains how a Content Administrator or Learn Administrator categorises Resources (non-scored reference materials available to learners at any time in the Learn App) within Evotix Learn (the Evotix training and learning platform). Without categorisation, Resources appear as an unorganised list, making it difficult for learners to locate the content they need. The workflow covers three tasks: assigning a Resource to an existing category, creating a new Resource category with a description, and translating category names and descriptions for multilingual Learn deployments. This workflow is scoped entirely within Evotix Learn and does not require any configuration in Assure.

This video explains how to effectively categorise resources within the Learn system. It covers tagging, structuring, and organising content to improve discoverability and accessibility for learners.

You can watch this video for an overview to learn about this topic or keep reading the article below. 

Prerequisites

  • Administrator or Content Creator role with access to the Learn Admin Area
  • Existing Resources created within Learn 
  • For multilingual categorisation: multilingual support enabled on the Learn platform

Why Categorisation is Required

Categorisation is unique to Resources and must be completed to present the Resource in the learner interface. A published Resource that has not been assigned to at least one category will not appear correctly in the Learn App. 
 
Categories appear when a learner clicks the Resources section in the left-hand navigation menu. Categories are displayed as headings or sections, with Resources grouped beneath each category.
 

Assigning a Resource to a Category

  1. Log in to the Learn Admin Area.
  2. Navigate to the Resources > All Resources section in the left sidebar.
  3. Select Edit on the Resource you wish to categorise.
  4. On the Resource admin page, navigate to the right hand side tool bar, and ensure the Resource tab is selected at the top.  Navigate to the Resource Categories section
  5. Check the checkbox next to each category you want to assign to the Resource.
    • Resources can be assigned to multiple categories.
    • The Resource will appear under each selected category in the learner interface.
    • You have the opportunity to add in a New Category if needed from this page.
  6. Click Save or Update to apply the changes.
Expected result: The Resource now appears under the selected category (or categories) when learners navigate to Resources in the left-hand menu of the Learn App.
 

Creating a New Resource Category

If a category is created directly from a Resource admin page (rather than via the Resource Categories page), a description cannot be added at the time of creation. The recommended approach for creating categories with descriptions is to navigate to Resource Categories separately. 
  1. Log in to the Learn Admin Area.
  2. Navigate to Resource Categories.
  3. Click Add New Category.
  4. Enter the Category Name.
  5. Click the newly created category in the list on the right side of the page.
  6. In the category detail view, add a Description that explains what type of Resources belong in this category.
    • Descriptions help learners understand the category's purpose in the learner interface.
  7. Click Save to confirm the new category.
Expected result: The new category is now available for assignment to Resources and appears in the learner interface with the description visible to learners.
 

Translating Resource Categories for Multilingual Platforms

  1. In the Learn Admin Area, navigate to Resources > Resource Categories.
  2. Click Edit on the category you wish to translate.
  3. Locate the Language dropdown in the top right corner of the page.
  4. Select the target language from the dropdown.
  5. Enter the translated Category Name.
  6. Enter the translated Category Description.
  7. Click Save to store the translation.
Expected result: When a learner views the platform in the selected language, the category name and description appear in that language. 
 
Note: The translation process for Resource Categories is the same as for Pathways, Levels, and Missions.
 

Notes and Warnings

  • If a category is created directly from a Resource admin page rather than via the Resource Categories page, a description cannot be added at the time of creation. Navigate to Resource Categories separately to add the description later. 
  • Category descriptions are displayed to learners in the learner interface and provide context about what type of content belongs in each category. Providing clear descriptions improves the user experience. 
  • Resources can belong to multiple categories. If a Resource is relevant to more than one topic, assign the Resource to all applicable categories to maximise discoverability. 

Troubleshooting

Symptom: A Resource does not appear in the expected category in the learner interface
Cause: The category checkbox was not checked, or changes were not saved.
Resolution:
  1. Return to the Resource admin page.
  2. Verify the correct category checkbox is selected in the Categories panel.
  3. Click Save to confirm changes.
  4. Refresh the learner interface and navigate to Resources to verify the Resource appears. 
Symptom: A newly created category does not have a description visible to learners
Cause: The category was created from the Resource admin page rather than the Resource Categories page, or the description was not added.
Resolution:
  1. Navigate to Resource Categories in the Learn Admin Area.
  2. Select the category from the list on the right.
  3. Add or edit the description field.
  4. Click Save. 
Symptom: Translated category names do not appear in the learner interface
Cause: The translation was not saved, or the learner's language preference does not match the translation language.
Resolution:
  1. Navigate to Resource Categories.
  2. Select the category and verify translations are saved for the correct language using the language dropdown.
  3. Verify the learner's language preference is set correctly in their profile or system settings.

FAQ

Q: Can a Resource be assigned to multiple categories? 
A: Yes. A Resource can be assigned to as many categories as applicable by checking multiple category checkboxes on the Resource admin page. The Resource will appear under each selected category in the learner interface.
 
Q: How do I remove a Resource from a category? 
A: Navigate to the Resource admin page, uncheck the checkbox for the category you wish to remove, and click Save.
 
Q: What happens if I delete a category that has Resources assigned to it? 
A: The Resources will no longer appear under that category in the learner interface. The Resources themselves are not deleted, but they will lose the association with the deleted category. Reassign them to other categories if desired.

 

AI Metadata

  • Product Area: Evotix Learn, Content Management, Resource Organisation
  • User Role: Administrator, Content Creator, Training Manager
  • Tags: Learn, Resources, Categories, Resource Categorisation, Content Organisation, Reference Materials, Multilingual, Learn Admin Area, Content Discovery, Learner Navigation, Resource Categories, category description, translate categories
  • Version/Region: All supported Learn platform versions; applicable across all regions
  • Important Synonyms: Resource Categories = category management = Resource tagging; Learn Admin Area = admin back-end; Learner Interface = front end = Learn App; Category Description = category guidance text; Multilingual = multi-language = language support
  • Suggested Embedding Keywords: categorise resources Learn, resource categories Learn, organise resources Learn, assign resource to category, create resource category, category description Learn, translate resource categories, multilingual categories Learn, resource discovery Learn, learner navigation Learn, resource not showing in category, add category Learn, Resource Categories page
  • Relevant Modules: Evotix Learn (Content and Resource Creation)
  • Cross-Module Implications: This workflow is scoped entirely within Evotix Learn. No Assure configuration is required. Resources and their categories are managed and displayed within Learn only. Resources are non-scored and do not feed into compliance tracking in Assure.

 

 

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