Managing counseling expertise categories

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Managing Counseling Expertise Categories

The Counseling Expertise module in PrepBase allows admins to organize, expand, and maintain the areas of expertise offered by counselors. Each expertise category can have multiple sub-expertise entries, making it easier to classify counselor skills and match them with student needs.

This guide walks you through:
  • Viewing counseling expertise categories
  • Adding new sub-expertise
  • Editing sub-expertise
  • Deleting sub-expertise
  • Exporting sub-expertise data

1. Navigating to Counseling Expertise

To manage counseling expertise categories:

  1. Go to Subjects & Expertise from the left-side menu.

  2. Click Counseling Expertise.

You will see a list of expertise areas added by your organization such as:

  • Mentorship

  • Counseling

  • University

  • Scholarships

  • Admissions

Each row displays:

  • Expertise Area Name

  • Number of Sub-Expertise Items

  • Created On date

2. Viewing Expertise Entries

To see the detailed sub-expertise under any category:

  1. Click the three-dot menu beside the expertise category.

  2. Select View.

A popup opens displaying:

  • Expertise Name

  • Expertise Name In (Arabic)

  • Show In

3. Viewing Sub-Expertise Entries

 

To see the detailed sub-expertise under any category:

  1. Click the expertise area name.

  2. You will be redirected to sub-expertise detail page.

 

4. Adding New Sub-Expertise

 

To introduce a new specialization within a counseling expertise area:

  1. Click the + (Add Sub-Expertise) button on the top-right.

  2. Fill out the form:

    • Sub-Expertise Name (English)

    • Sub-Expertise Name (Arabic)

  3. Click Save.

Typical sub-expertise examples include:

  • Professional Skills

  • Public Speaking

  • CV Building

  • Scholarship Guidance

  • Career Transition Support

This keeps counselor assignments structured and searchable.

5. Editing an Existing Sub-Expertise

If you need to update or correct a sub-expertise name:

  1. Open the three-dot menu beside the sub-expertise entry.

  2. Select Edit.

  3. Modify the English or Arabic name as needed.

  4. Click Save to apply changes.

6. Deleting Sub-Expertise

You can remove outdated or unused sub-expertise entries:

  1. Click the three-dot menu beside the sub-expertise.

  2. Select Delete.

  3. Confirm the action.

7. Exporting Sub-Expertise Data

Admins can download all sub-expertise into a CSV file for reporting or planning purposes.

  1. Click the Export (Download CSV) button.

  2. A file containing all sub-expertise details will download to your device.

This is ideal for:

  • Internal audits

  • Counselor performance reviews

  • Training content planning

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