UKG Pro Learning Help


  1. UKG Pro Learning
  2. Training
  3. The Library
  4. Library Layout

Manage Library Sections and Categories

You can create sections, categories, and subcategories of content for your Content Library and control who reads and writes that content via permissions. These permissions can be set per library section and/or category, and are based on jobs and your academy’s organizational structure. When users enter the library they will be able to see and share content based on their permissions. 

Navigation: UKG Pro Learning > Library  

Sections

Two uneditable sections exist in your academy by default: All and General. You can use these sections and/or add your own.

Add a Section

  1. From the Library page, select the Edit Categories button.
  2. Select Add new section.
  3. Type a name for your new section.
  4. Select Save.

Edit a Section

To edit an existing section, select the gear icon next to the section you would like to modify. There are four options:

  • Move Up/Down: Move the selected section up or down on the sidebar.
  • Edit 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. By clicking the lock icon, you can add or modify permissions for the section. Administrators and content managers have access to all sections with no specific permissions required.
  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:
    • Click on view changes to easily filter only the selected values.
    • If you click on the All option one time, you will select all current and future items. By clicking twice on the All option, you will select all the current options allowing you to deselect some of the selected options if needed.
  • Select Save to update the section.

    • Categories and Subcategories

    Your library has 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 Library (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 library sections.

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

    Edit a Category or Subcategory

    To edit an existing category or subcategory, select the gear icon next to the category or subcategory you would like to modify. There are four options:

    • Edit Permissions for [(sub)category name]: Add or remove read/write permissions for training managers and all employees.
    • Add Subcategory to [category name] (for categories only): Add a subcategory to a category.
    • Edit (Sub)Category: Change the name of the (sub)category.
    • Delete this (sub)category: Removes the (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:
      • Click on view changes to easily filter only the selected values.
      • If you click on the All option one time, you will select all current and future items. By clicking twice on the All option, you will select all the current options allowing you to deselect some of the selected options if needed.
  • Select Save to update the category.

    • Hints:

    • 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.

     

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