The Goal: Create category lists and category items to organize your certification programs into groups of shared characteristics.
Before You Begin:
- Setting up category lists is a two-step process: first add the list, then add the individual category items to that list.
Step-by-Step Instructions
Part 1 — Create the Category List
- Go to Settings in the left-hand rail.
- Click Category Lists in the Categories section.
- Click the Add button.
- Select Certifications for the Category Type.
- Enter a Name for the category list.
- Enter an optional Description.
- Enable Can Be Used Publicly? if you wish to display this category list publicly.
- Is Active is enabled by default.
- Click Done.
Part 2 — Add Category Items to the List
- Click the hyperlink for the category list you just created. The Category Items window will appear.
- Click Add to add an individual category item, or click Add Multiple to add several items at once.
- Enter the names of your category items (one per line when using Add Multiple).
- Click Done. Your categories will now appear in the category list.
Common Pitfalls
- Wrong Category Type: Be sure to select Certifications as the Category Type. Selecting a different type will make the list unavailable when configuring certification programs.
- Not visible publicly: If you want categories visible to members in the Info Hub, ensure Can Be Used Publicly? is enabled on the list.