Administrators in Access LMS Evo can use Finder editor to customise the categories and content available to users in Finder, making it easier for users to discover relevant content.
Categories group related content together, multi-level subcategories help organise content into more specific topics.
📌 Note: Content published to Finder before the release of Finder editor are managed in the administration area of the content. Follow the relevant guidance to do this on LMS Hub or LMS² sites. Establish if a category was created outside of Finder editor by the note and pencil icon.
Watch the video below to learn more about Finder Editor.
Create organisation face
A Face is a custom view of Finder designed for a specific organisation, allowing administrators to personalise the content shown and how it's categorised for learners in Finder. All organisations site require a one-time set up of the organisation face.
To create a Face for a specific organisation follow the below steps.
⚠️ Important: It's not possible to delete a face after creating it.
Switch to admin view.
Click Content then click Finder editor.
Click the + Plus icon.
Enter a title. The title can't be changed after confirming. Click Confirm.
Select the relevant organisation then click Confirm.
Click Confirm.
Category types in Finder editor
The table below details how to manage each category type in Finder editor.
Category | Description |
Finder editor categories | Categories created in Finder editor display a pen icon within the three-dot menu.
Use this to edit details and manage content. |
Preexisting categories | Categories created outside of Finder editor show a note icon labelled Legacy in the three-dot menu and can't be edited in Finder editor.
Use the icon to open Manage Content to publish or remove content.
Follow the relevant guidance on how to do this in Learning Hub or LMS² sites. |
Create categories and subcategories in Finder Editor
Administrators can customise the categories and content available to users in Finder, making it easier for users to find relevant content.
Categories group similar content together, subcategories provide more specific topics. For example, a Health and Safety category including subcategories such as Fire Safety and Manual Handling.
To create a new category in Finder Editor watch the video or follow the steps below.
Switch to admin view.
Click Content then click Finder editor.
Click Add Category.
Enter title and description, then select the colour of the category card.
Select an icon to represent the category, then click Content.
Search for and select the content to include.
Click Visibility, then toggle on Restrict visibility to restrict the visibility as needed.
Select relevant team from the menu, then click Confirm.
Use the
move icon to set position in Finder.
Toggle on category status to make visible in Finder.
Click Save.
Create a multiple level subcategory
Administrators can create additional subcategories within categories that appear as filters in Finder, to organise content into more specific groups, making it easier to manage content and helping users narrow their search using filters.
To create multi level subcategories, follow the steps below.
Switch to admin view.
Click Content then click Finder editor.
Click the + Plus icon then enter a title.
Click Content then select relevant content.
Click Confirm.
Click the + Plus icon to add a second level category.
Enter a title, then click Content.
Select relevant content then click Confirm.
Toggle on Category status, then click Save.
Publish content to a category
Administrators can add content to categories or subcategories created in Finder editor. This publishes the learning to Finder under the selected category, making it easy for users to find.
To add content to a category or subcategory in Finder Editor, follow the below steps.
Click Content then select Finder editor.
Click the pencil icon next to the relevant category or subcategory.
Click the Content tab, then search for and select content.
Click Confirm.
Edit or remove a category
Management of syndicated categories and categories created outside of Finder editor differ depending on site set-up.
To make changes or remove a category, follow the below steps.
Switch to admin view.
Click Content then click Finder editor.
Click the three-dot menu next to relevant entry, then click the pencil icon to edit or the trash icon to delete.
Delete a subcategory
Switch to admin view.
Click Content then click Finder editor.
Click the arrow icon next to relevant entry then click the three-dot menu.
Click the trash icon next to the subcategory to delete.