How to use content groups in Crunchtime Learning & Development

This article explains how administrators can manage and apply content groups in the Manage Content dashboard. By categorizing learning materials into relevant groups, you can filter and target specific content allowing for a more manageable and tailored view of your training resources. Learning Program Groups are another way to filter dashboards, visit our other article to learn How to use learning program groups in Crunchtime Learning & Development.

What are content groups?

Content groups are administrative tags used to filter content items when viewing the Manage Content dashboard.

When to use content groups

Content groups make it easier to isolate and manage a larger number of materials based on shared characteristics.

Limitations of content groups

Review the following limitations, as they may influence your naming conventions and overall setup.

Filtering only: content groups cannot be used to automate recurring module assignments or content delivery schedules
Dashboard scope: content groups filter only applies to the Manage Content dashboard
Languages: The same groups are used for all languages
A content item can be in only one group
Campuses and Sub Campuses:
- Campus-Level Groups: Available for use at the sub-campus level, but locked and only editable from the top campus
- Sub-Campus-Level Groups: Exclusive to the sub-campus where they were created. They are not visible or editable at the campus level or by other sub-campuses

Note: The following content types do not support content groups: Certification Trackers and Sign-off Forms

How to use content groups?

Use content groups to easily organize individual content items by shared characteristics. For example, you can group related training materials by role, such as 'Manager' or 'MIT'.

How do I assign content to an existing content group?

Content groups makes filtering and sorting content on the dashboard easy.

Navigate to Campus Home and then Manage Content
Select the content item you want to group
Locate the Groups control on the settings tab
Select an existing content group from the dropdown
Click Save

How do I add, edit, or delete a content group?

The steps below outline how to add, edit, or delete a content group.

Navigate to Campus Home and then Manage Content
Select the content item you want to group
Locate the Group selection box on the settings tab
If the group already exists, select it from the list. If you need to add, edit, or delete a group, click the gear icon
Click Save

How do I filter the Manage Content dashboard by content group?

Filter your dashboard view to isolate content items by a specific group.

Navigate to Campus Home and then Manage Content
Click the filter icon which opens the Filter Content menu
Select the group from the Content Groups dropdown menu
Click Apply

How to fix issues with content group filtering

If the dashboard does not display expected data after applying a content group filter, follow these basic troubleshooting steps.

Verify content assignment: Confirm that the content is assigned to the correct content group and that the content type is supported by content groups
Check filters: Clear any active dashboard filters that might restrict the results
Refresh dashboard cache: Reload the browser tab to ensure the latest saved content group metadata is loaded

Note: Dashboards have “sticky filters”. This means that a previously selected filtered will be retained. Check which filters are applied.

Get additional help from Crunchtime support

If the dashboard filters continue to display inaccurate data after checking your setup, contact Crunchtime support for further assistance.

What information does Crunchtime support need to help troubleshoot?

Provide the following details when submitting a support ticket:

Full Name of the impacted content item(s) and Content group(s)
Title of the specific dashboard you are viewing
Exact steps taken to apply the filter
Screenshots of the current filter settings and the unexpected result