Search Preferences - Training - Refine Search Options

The Refine Search Options section of the Search Preferences - Training page enables administrators to determine which search refinement options are available to users when the Training tab is selected on the Global Search page. When the redesigned Course Catalog is enabled, this section also applies to Global Search and Course Catalog Search.

When searching for training, the results you receive will differ depending on whether you are using Learning Search or Global Search. For more information about the differences between these two tools: See Learning Search vs. Traditional Search.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Admin Search Preferences - Manage Grants ability to configure preferences for Global Search and Course Catalog within Search Preferences. The constraints of this permission are inherited from the Global Search Preferences - Manage permission. This is an administrator permission. Learning - Administration
Global Search Preferences - Manage Grants ability to configure Global Search Preferences. This is an administrator permission. The availability of this permission is controlled by a backend setting. This permission can be constrained by OU and User's OU. By default, this permission is constrained to the organization. Core Administration

Advanced Filter

When the redesigned Course Catalog is enabled, this section applies to Global Search and Course Catalog Search. Otherwise, this section only applies to Global Search.

Select whether the Additional Search Options section is available to users on the Search page.

  • Show "Refine Search Options" link so users can search using additional search options. - Select this option to allow users and administrators to access Refine Search Options on the Global Search or Course Catalog page. These options enable users to further refine their search results. When this option is selected, the search filters can be configured in the Filters section. At least one filter must be selected.
    • On end-user pages (like Global Search) - Select this option to enable the Refine search link on the Global Search page.
    • On admin pages (like Course Catalog) - Select this option to enable the Refine search link on the Course Catalog Search page.
  • Disable "Refine Search Options" - Select this option to disable Refine Search Options. When this option is selected, the settings in the Filters table are not implemented.

Filters

When the redesigned Course Catalog is enabled, this section applies to Global Search and Course Catalog Search. Otherwise, this section only applies to Global Search.

Select which filters are active and included in the Refine Search Options section for the corresponding pages. Note: Deactivating a search filter removes it from the Refine Search Options section, disabling a user or administrator's ability to use the corresponding search filter. However, the system will continue to search the corresponding field. For example, if the Title filter is deactivated, users and administrators cannot filter the search results by title, but a training item is included in the search results if the title matches the search criteria. The order in which the filters appear in the table is the order in which the filters are displayed to users and administrators.

  • End User Pages - This option controls whether the filter is active on the Global Search page. Up to 5 custom fields or 8 total fields can be selected for end user pages. Note: Only drop-down, multiple checkbox, numeric, short text, and date type custom fields can be added as filters.
  • Admin Pages - This option controls whether the filter is active on the Course Catalog Search page. Up to 10 custom fields or 15 total fields can be selected for admin pages. This column is only available to administrators who have permission to manage administrator search preferences. Note: Only drop-down, numeric, short text, and date type custom fields can be added as filters.

Standard Filters

The Standard Filters section of the Filters table displays all of the standard filters that are available. Select whether the filter is active or inactive for end user pages and admin pages. Up to 5 custom fields or 8 total fields can be selected for end user pages. Up to 10 custom fields or 15 total fields can be selected for admin pages.

The following standard filters are available:

Filter Type Description
Title Text Box User enters a title up to 100 characters.
Description Text Box User enters a description up to 100 characters. Not available when Enhanced Search is enabled.
Subject Pop-up User selects a subject from the Find Subject pop-up.
Provider Pop-up User selects a provider from the Search Providers pop-up.
Keywords Text Box User enters a keyword up to 100 characters. Not available when Enhanced Search is enabled.
Languages Drop-down User selects languages from the drop-down list.
Skills Pop-up User selects a skill from the Search Skills pop-up.
Location Pop-up User selects a location from the Select Facility pop-up.
Subscription Pop-up User selects the name of a content subscription from the Select Subscription pop-up.
Credit Greater Than/Less Than Using the greater than, less than, or equal to symbols, user specifies the number of credits. Credit value must be greater than zero and less than 999.99.
Competency Pop-up User selects a competency from the Add Competency pop-up.
Instructor Text Box User enters an instructor name up to 100 characters.
Session Date Drop-down User selects one of the date ranges to limit the LOs by session start date. This filter is only available if Event is selected as one of the search options.
Course Ratings Slider User uses the rating slider to specify a rating range.

Admin-Only Standard Filters

The Admin-Only Standard Filters section contains filters that are only available for administrator search pages. This section is only available to administrators who have permission to manage administrator search preferences. Up to 10 custom fields or 15 total fields can be selected for admin pages.

Custom Filters

Custom field information is not included in the main search bar and can only be used as a filter. Up to 5 custom fields or 8 total fields can be selected for end user pages. Up to 10 custom fields or 15 total fields can be selected for admin pages.

To add a custom filter, click the plus icon to the right of the Refine Search Options heading and select the appropriate custom fields. Note: Only drop-down, numeric, short text, and date type custom fields can be added as filters. The custom filters can be reordered by dragging and dropping them into the appropriate order.

Example of Refine Search Options on Global Search Page

This image represents an example of how the Refine Search Options section appears.