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  1. Xenegrade
  2. Understanding the Data
  3. Select Lists

Course Categories

Course Categories are used across multiple areas, including Courses, Conferences, Products, Memberships, Prepaid, and Donations, to help categorize and organize offerings. Proper setup enhances the ability to search and improves the filtering of results within XenDirect

Course Subcategories are a subset of Course Categories and are linked to specific Course Categories. If Course Subcategories are used, clients using the Group By Category option on WebReg 3.0 and above will have an additional option to expand the Category into each of it's Subcategories. This categorization option serves no other purpose than as a subset of Course Categories.

Navigation

Main Menu → Selects → A-D → Course Categories

Main Menu → Selects → A-D → Course Subcategories 

Applies To: Enterprise, Plus, Basic

Category Field Details

  • Category

    • Name of the Category.
    • Required field; must be unique.
    • Used extensively as a search field option throughout XenDirect.
    • Well-thought-out category names improve search efficiency and flexibility.
  • Description
    • Text content to describe the Category.

  • Display Online

    • If checked, course sections and products under the category will be visible in the WebReg module, provided all other conditions are met.
    • If unchecked, they will not display in the WebReg module.

  • Approval Code

    • If an Approval Code is entered, clients must enter the code before adding course sections under this category to their cart in WebReg.

  • Search Type

    • Determines which category lists and product type searches the category will appear in.

  • Image

    • Used as a display enhancement for category searches within the WebReg module.
  • Inactive
    • If enabled, the value will display in Select lists at the end of the list. Note that any existing uses of the Course Category will still display in WebReg 3.0 search results unless the Display Online feature disables that display.

Subcategory Field Details

  • Category

    • Select the name of the Category. Required.

  • Subcategory

    • Enter a name of the Subcategory.
    • Subcategory names can be duplicated in other Categories but not within the same Category.

  • Description

    • Text content to describe the Subcategory.

  • Inactive

    • If enabled, the value will display in Select lists at the end of the list. However, any existing uses of the Course Subcategory will still display in WebReg 3.0 search reasults.

Suggested Use

Proper categorization ensures efficient search filtering and user-friendly navigation in XenDirect and WebReg. Configure Category Names, Approval Codes, and Display settings carefully to optimize search and registration workflows.

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