Catalogue Item Scoping

Catalogue Item scoping allows you to restrict who can access your Catalogue Item in the library and in the Catalogue manager.

Note that the user that created the Catalogue Item always has author and learner access. This cannot be removed.

Limiting access to Catalogue Items has usually been achieved using Catalogue Access Rules for learners but no functionality has been available to restrict authors. Restrictions can be based on the membership of an organisation, organisation unit, group or user.

There are three types of restrictions available:

Author Access Restrictions

Author restrictions limit who can:

• Access create forms, edit forms and details in the Catalogue Manager.
• Assign learning in the Catalogue Item.
• Include the Catalogue Item in a user enrolment rule.
• Access the Catalogue Item in customisable reports.

Learner Access Restrictions

Learner restrictions limit who can self-enrol in Catalogue Items. These restrictions do not limit an administrator who has author access from assigning enrolment to a user.

Age Restriction

Age restrictions are calculated based on the enrolling user’s date of birth. If there is no date of birth on the user’s record, they are assumed to be too young to access the item and it will be denied.

Settings

There are two settings that need to be active before you can use Catalogue Item Scoping.

1. Activate Catalogue Item Scoping.
2. Make visible in Catalogue Item Templates.

Activate Catalogue Item Scoping

Browse to Settings > Catalogue Item Settings

1. Select Authoring Settings.
2. Select Enable Scope Restrictions.

3. Select Save Settings.

Make visible in Catalogue Item Templates

You can find out more about this feature in our document on Catalogue Item Templates.

Browse to Settings > Catalogue Item Settings.

1. Select the  icon for the required template.

2. Expand Optional Inclusions.

3. Select Access Rules.
4. Select Update.

Restrict Access to a Catalogue Item

Browse to Manage Learning > Manage Catalogue.

1. Select Add Catalogue Item.

2. Select the Catalogue Template with Access Rules activated.
3. Select Confirm.

The New Catalogue Item form will be displayed. Complete the form as required.

1. Select Access Restrictions.
2. Select values for one or more fields.

Author Access Restrictions

Select the Organisation, organisation unit, group and/or user(s) you would like to give access to the Catalogue Item.

Note that when this field is blank, all users with edit permissions and scope over the author will have author access.

Learner Access Restrictions

Select the Organisation, organisation unit, group and/or user(s) you would like to give access to the Catalogue Item.

Note that when this field is blank, all users will have self-enrolment access to this Catalogue Item.

Age Restriction

Select the age a user must be to enrol. When this is zero or blank, all users will have self-enrolment access to this Catalogue Item.

If a user does not have a date of birth recorded in their user record, they will be restricted from enrolling in the Catalogue Item.

You can find out full details on how to create a new Catalogue Item in our document on Add Catalogue Item.

3. Select Save Catalogue Item.