Tags - what are they and how do they work?

Title:
Using Tags to group and assign courses in Click Learning

Summary:
This article explains how System Administrators can create Tags, group courses and sessions, and assign them to learners in one action.

Steps:

      1.  Sign in with a System Administrator account.

      2.  Select the “Settings” tab on the left side of the screen.

      3.  Choose “Manage tags”.

 

      4.  Select “Create tag” and enter the name of your new tag.

      5.  Save the tag.

 

      6.  To add courses to the tag, open the tag and select “Add courses”.

 

 

      7.  Search for the courses you want, tick each relevant course, and select “Add courses”.

 

      8.  Search for the courses you want, tick each relevant course, and select “Add courses”.

 

      9.  To assign the tagged courses to learners, go to the “Learners” tab.

 

 

      10.  Tick the learners who need the courses.

      11.  Select “Add courses”.

ADD SCREEN SHOT HERE

      12.  Use the “Tags” filter to find the tag you created and select “Submit”.

      13.  Tick the courses you want to assign.

      14.  Adjust target completion dates and refresher periods if needed.

      15.  Select “Add courses” to finish.

Tips or Common Issues:

• Tags help you group courses by job role, department or training requirement.
• Using tags can save time when assigning multiple courses to many learners at once.
• Make sure course settings, including refresher dates, are correct before assigning.
• Only System Administrators can create and manage tags.

If this article does not resolve your query, please get in touch with us at Support@click-learning.co.uk

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