Catalog access groups

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Creating Catalog access groups that are available for everyone
Creating User limited Catalog access groups
Adding a task (or learning path) to a group when creating/editing a task (learning path)

You can assign tasks or learning paths by access level in the Catalog in the Learning - Learning catalog management menu.
The menu is displayed for users who have a role with permission to edit Catalog Access Groups.

By default, the Catalog of tasks displays all tasks and trajectories that have the "Access via learning catalogs" option enabled in their settings (more details Others assign methods users to tasks).
Task (learning paths) distribution is activated by the checkbox Use task access restrictions in learning catalog:

If the checkbox Use task access restrictions in Catalog is selected, the following settings for creating, editing groups are available:

All - tasks (learning paths) are available to all users of the system;
Limited - tasks (learning paths) are available only for users with specified attributes (city, position, department, tags).

To add a new group, click on the button Add .

Also, on the Task catalog management page, there is a button for setting up the display of data in the catalog. In particular, there is an option Keep applied filters when re-entering the page. If the option is enabled, the filters in the catalog that users have configured are saved until the next login and the catalog opens with the applied filters.

Creating Catalog access groups that are available for everyone

To create an access group available to all users you need to:
(1) - specify the title - required field
(2) - add a description - optional field;
(3) - select the Access type option Available for everyone;
(4) - select the tab with the list of Tasks or Learning Paths (it is recommended to create separate access groups for tasks and paths);

The list of tasks (learning paths) (4) includes only tasks (learning paths) for which the"Access via learning catalogs" enabled in their settings (more details Others assign methods users to tasks). In addition, only active tasks (learning paths) can be added to the catalog. Overdue tasks cannot be added to the catalog.

You can add tasks to the access group in one of the following ways:

Individually — click the Add button (5) next to the required task. To remove a task from the group click Remove (6).
In group action — select the required tasks using the checkboxes (7), then click the Action button (8). The Action button becomes available only after one or more tasks have been selected. You can also use this group action to remove tasks from the access group.

To find task available in the Catalog of tasks, you can use the search by Name or sort tasks by Type or Tags.

All tasks already added to the access group will be displayed first in the list and will be highlighted.

After clicking the Save button (9), an access group will be created and displayed on the Learning catalog management page with the access type available to All.

Creating User limited Catalog access groups

To create limited Catalog access groups you need to:

(1) - specify the title - required field
(2) - add a description - optional field;
(3) - select the Access type option Restricted access;
(4) - Levels of access — configure access to the group by selecting the user attributes (City, Position, Department or Tags) that determine which users can access the selected tasks.

You can select several options in one group of User attributes. Selected attributes are highlighted with a colored background.

Please note that you need to make a selection in each column (attribute). If necessary, use the option - Any.

Rules for Levels of access settings, i.e. by user attributes:

(City1 OR City2 OR ...) AND (Department1 OR Department2 OR ...) AND ( Position1 OR Position2 OR ...) AND ( Tag1 OR Tag2 OR ... ).
The option Any allows access for all attributes from the group, as well as for all possible new attributes added to the group.

(5) - select the tab with the list of Tasks or Learning Paths (it is recommended to create separate access groups for tasks and paths);

The list of tasks (learning paths) (5) includes only tasks (learning paths) for which the"Access via learning catalogs" enabled in their settings (more details Others assign methods users to tasks). In addition, only active tasks (learning paths) can be added to the catalog. Overdue tasks cannot be added to the catalog.

You can add tasks to the access group in one of the following ways:

Individually — click the Add button (6) next to the required task. To remove a task from the group click Remove (7).
In group action — select the required tasks using the checkboxes (8), then click the Action button (9). The Action button becomes available only after one or more tasks have been selected. You can also use this group action to remove tasks from the access group.

To find task available in the Catalog of tasks, you can use the search by Name or sort tasks by Type or Tags.

All tasks already added to the access group will be displayed first in the list and will be highlighted.

After clicking the Save button, an access group will be created and displayed on the Learning catalog management page with the access type available to Limited.

Adding a task (or learning path) to a group when creating/editing a task (learning path)

If the Use task access restrictions in learning catalog option is enabled on the portal, then when creating or editing a task (learning paths) in the Assignments block - Other assign methods, you need enable the Access via learning catalogs option and select the Access type, Access groups and Categorys for the task (for more details Others assign methods users to tasks).