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Last Post 13 Feb 2018 06:48 PM by  Dylan Atkinson
Janison CLS - Catalogue Access Rules
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Dylan Atkinson
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13 Feb 2018 06:48 PM

    Janison CLS - Catalogue Access Rules

    NOTE - This guide makes the following assumptions:

    • You will need to be at least a 'Tenant Administrator' to access these settings in the CLS.
    • You already know how to create a tag on the CLS
    • You understand how to apply filters on the CLS

    What problem does this solve?

    Catalogue Access Rules allow a CLS Administrator to control who can enrol into specific catalogue items. This is often most useful when a certain catalogue item should only be available to learners that meet specific criteria (i.e. current financial membership and over the age of 18).


    How do I use this feature?

    Catalogue Access Rules basically use specified filters attached to tags to determine criteria for enrolment, any catalogue item that includes this tag will require any these criteria to be met prior to enrolment

    The steps for implementing Catalogue Access Rules are as follows:

    1. Create a new tag to apply criteria for enrolment
    2. Go to 'Settings' in the main menu, then 'Catalogue Access Settings' from the menu on the left.
    3. In the top right of the screen, select the 'Add User Catalogue Access Rule' button.
    4. Enter the name/id of the rule (It's a good idea to prefix the rule with your organisation name (i.e. Netball Australia - Member AND over 18)
    5. Select a primary contact (Normally defaults to current user)
    6. Select the tag you created in step 1 and then click the 'Add' button
    7. Set the relevant criteria as necessary using the filters
    8. Select 'Save User Catalogue Access Rule' at the bottom of the screen

    This should set up the Catalogue Access Rule, so just apply the tag to the relevant catalogue items and it should be ready to go!


    Anything else?

    It's important to remember that a catalogue item can only have a SINGLE Catalogue Access Rule tag applied at any one time, these rules are mutually exclusive. This means that when creating a rule, you may need to add multiple filters to account for several criteria options (i.e. financial member AND over 18).


    It's also very important that all other settings/rules are not changed, the tenant/subdomain model in some circumstances is used across multiple organisations, which may mean that changing existing settings and rules could effect existing configurations.


    Can you help me out?

    Catalogue Access Rules can be complicated, most of the time an issue is caused by either incorrect filter settings on the rule, or multiple rule tags being applied to the catalogue item. However, if you ever get stuck and feel like you need our help, feel free to email us at support@canopi.com.au.

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