Customize and Categorize Your Content

There is so much learning to be done in PiiQ, and new courses are added quarterly! With so much to choose from, customizing courses to your organization can help learners and managers to search for and assign them. Creating a standardized categorization process helps you brand our content to make it look like your own, and help drive your organization's values and priorities!

The first thing you want to do is think about how your organization tends to categorize learning. Do you want to call attention to specific business units or teams, difficulty level, or how one course flows into another? Maybe you want to include all of the above! You can easily edit any PiiQ course to reflect your process.

Just a quick recap, why should you consider categorizing your content?

  1. Help make finding and assigning courses regularly used a breeze
  2. Focus on what matters to your organization
  3. Make it easy to run reports

Suggested Customizations/ Category Types

  • Organization Name: Brand it to make it your own
  • Business Unit/Team: make it clear who the course is for
  • Course Parts: pre-determine the path your learners will take with a group of courses
  • Difficulty Level: make sure more senior members take more advanced courses

These are the most common categories we see used in PiiQ, but don't let that limit you! We are happy to help implement any unique process to may use with your organization. 

How to Create a Standardized Process

Scenario 1:

Let's start with the simplest version of customization - organizational branding. PiiQ has many content providers, but in the eyes of your organization, you can look like the driver of that content just by adding your organization name to courses. This is an easy way to vet courses as an admin and ensure that when employees search for your content, they are taking courses that you've approved and align with your company goals.  


With a quick "ACME" search, my users can now see all the courses I have approved or recommended for the organization.

Scenario 2:

You recently found three great sales courses that flow well together, and fit your organization's sales goals. As an admin, you want all current and future employees and managers in your sales department to easily find these courses, and take them in a certain order, so you customize them. You choose to add your organization name, specific team, and course parts:


After customizing these courses, all three now begin with "ACME Sales Course...". Anytime I search for "ACME", "Sales", or "ACME Sales", these courses will immediately show as results. Even better, users will see that each course is one of three, and easily know the order in which to learn the content. 

Scenario 3:

Let's say you are still working with your sales team and find those same three courses from above, but you believe that the course your sales employees take will be based on seniority level. In this scenario, you would customize the courses with your organization name, department, and difficulty level. 


After customizing these courses to match your standard procedure, you see again they immediately show up as the first three courses with my "ACME Sales" search. Additionally, each course has its own level of difficulty, which in my organization is Level 1 being the easiest and Level 3 being the hardest. Based the on level of seniority an employee holds, they can then determine which course to take or assign. 

How to Customize Courses

Every course is PiiQ has the ability to be customized from the Actions drop-down of Course Details:


To customize the course, select Edit Course:


Then, update the Course Name to reflect your standardized process:

You can also click the Camera Icon to edit the image and further brand the course as your own!

And finally, Publish Changes:




Was this article helpful?
1 out of 1 found this helpful