Manage learning resources

Learn how to create, edit, and delete categories, resource types, and learning resources

In this article:

Managing categories

To create a category

For example, you might create one category called “Learning Resources” to store all of our resource types. You can create multiple categories, but keep in mind that users filter by type and not by category when searching for learning resources. 

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Click Create and select Category.
  5. Enter a name, description, and leave the status Enabled.
  6. Click Create.

To edit a category

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Click the 3-dot icon on the top right of a category.
  5. Select Edit Category in the drop-down.
  6. Make your changes and click Save.

Editing a learning resource category

To delete a category

The resource types and resources in that category will also be deleted. If the resources have been added to a plan or suggested on an assessment report, the category cannot be deleted.

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Click the 3-dot icon on the top right of a category.
  5. Select Delete Category in the drop-down.
  6. Click OK to confirm.

Managing resources types

To edit a resource type

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Point to a resource type and click the 3-dot icon.
  5. Select Edit Type in the drop-down.
  6. Make your changes and click Save.

Caution: The custom form can’t be changed after a type is created.

Editing a learning resource type

To disable a resource type

Disabling removes this type from the filters and its resources won’t show up in search results.

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Point to a resource type and click the 3-dot icon.
  5. Select Edit Type in the drop-down.
  6. Change the status to Disabled and click Save.

To delete a resource type

All of the resources of that type will also be deleted. If the resources have been added to a plan or suggested on an assessment report, the resource type cannot be deleted.

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Point to a resource type and click the 3-dot icon.
  5. Select Delete Type in the drop-down.
  6. Click OK to confirm.

Managing learning resources

To edit a learning resource

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Click the name of a category to open a list of resources.
  5. Switch between the resource types in the drop-down.
  6. Point to a resource and click the 3-dot icon.
  7. Select Edit Resource.
  8. Make your changes to the fields on the resource and click Save.

Editing a learning resource

To associate a competency to a learning resource

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Click the name of a category to open a list of resources.
  5. Switch between the resource types in the drop-down.
  6. Point to a resource and click the 3-dot icon.
  7. Select Edit Resource.
  8. Scroll to the bottom of the page and click Associate Resource to Library Items.
  9. Select a library and browse the competencies. Filter by group or search for a competency.
  10. Click a competency to add it to the resource and close the window.

Note: If you’d like to associate resources to specific proficiency levels on a competency, contact your Client Success Specialist at HRSG. Keep in mind that levels below the selected level are not automatically associated. For example, to associate a resource to the first three levels, select level 1, level 2, and level 3.

Associating a competency to a learning resource

To delete a learning resource

A resource cannot be deleted if it’s added to a plan or suggested on an assessment report.

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the top right of the page.
  3. Select Manage Resources in the drop-down.
  4. Click the name of a category to open a list of resources.
  5. Switch between the resource types in the drop-down.
  6. Point to a resource and click the 3-dot icon.
  7. Select Delete Resource. Click OK to confirm.