Storyline 360: Publishing a Course to Reach 360
Want to "reach" more learners? Reach 360—a frictionless LMS—lets you easily deliver training to a broad range of learners and quickly analyze training data. How to Access Reach 360 To publish courses to Reach 360, install the April 2023 update or later for Storyline 360. Your Articulate 360 team must also activate Reach 360, or the option will be grayed out. Note that Articulate 360 Teams admins are not Reach 360 admins by default. Learn more about permissions in Reach 360 and Articulate 360 Teams. Read on to learn how to publish your course directly to Reach 360. Publish a New Item or Update an Existing Item Enter Title and Description Enter Additional Project Info (Optional) Adjust the Player Properties and Quality Settings Choose to Publish a Slide, a Scene, or the Entire Course Adjust the Course Settings Choose Reporting and Tracking Options Publish Distribute Your Published Course FAQs Step 1: Publish a New Item or Update an Existing Item Go to the Home tab on the ribbon and click Publish. When the Publish window appears, select the Reach 360 tab on the left. If this is your first time publishing the course to Reach 360, the status will show "No submissions," as above. Once a course has been published to Reach 360, the status will display the date and time of the last publish. Step 2: Enter Title and Description Enter the Title text as you want it to appear in Reach 360. (If you have a title placeholder on the first slide, the title defaults to the text entered in that title placeholder. If you don't have a title placeholder on the first slide, the title defaults to the name of your project file. You can change the title of your published course here without affecting the name of your project file or the title placeholder on the first slide.) The maximum length for a project title is 80 characters. Use the Description field to define the purpose of your course. This displays on the cover page for your course in Reach 360. Step 3: Enter Additional Project Info (Optional) Click the ellipsis button (...) next to the Title field to define additional project info. This info is for your reference only. Only the title and description will be visible in Reach 360. The Title and Description fields are the same as those on the Publish window (see the previous step). The image below the Title field is the course thumbnail. Note that the course thumbnail and course cover photo you set in Storyline 360 won't display in Reach 360. You can, however, set a cover photo for your course in Reach 360. Enter values for Author, Email, Website, Duration, Date, Version, and Keywords if you'd like. These values won't display in Reach 360. The Identifier is a unique string of characters assigned by Storyline 360 that Reach 360 and your LRS use to identify your course. If you're republishing a course that's already in Reach 360 and your LRS, don't change the value in this field. When you're finished customizing the project information, click OK to return to the Publish window. Step 4: Adjust the Player Properties and Quality Settings Use the Properties section of the Publish window to make last-minute changes to your course player and quality settings. The Player property shows the name of the player currently assigned to your project. (The player is the frame around your slide content.) To make adjustments to your player, click the player name to open the player editor. Note: Don't set your course to launch in a new browser window. This can lead to inconsistencies in the report data. The Quality property lets you choose adaptive or static video quality and control the compression settings for audio clips, static videos, and JPG images. The quality settings default to whatever you used the last time you published a course. To change them, click the Quality property, make your adjustments, and click OK. There are now two video quality options. Select Adaptive to automatically adjust the video quality (high, medium, or low) to the learner's internet speed and prevent buffering. Learn more. Choose Static to deliver videos with the same quality to all learners, which could cause buffering. Drag the Static slider to change the video compression. Note that higher values give you higher-quality output but also larger file sizes. That can mean longer download times for learners with slow connections. Lower values give you smaller file sizes and faster download times, but the quality will be lower as well. Drag the Audio Quality slider to adjust the compression settings Storyline 360 uses for audio. Mark the Optimize audio volume box to normalize audio throughout your course for consistent volume across all slides. Tip: If your course audio already has consistent volume, you can speed up the publishing process by unchecking this option. Drag the JPG Quality slider to adjust the compression settings Storyline 360 uses for JPG images. Click Reset to standard optimization to use the default settings: adaptive video quality, audio bitrate of 56 kbps, and JPG image quality of 100%. Step 5: Choose to Publish a Slide, a Scene, or the Entire Course By default, Storyline 360 will publish your entire course. However, you can publish a specific scene from your course or even just a single slide. This is helpful when you want to publish multiple courses from the same project file. Click the Publish property, then choose the entire project, a single scene, or a single slide. Step 6: Adjust the Course Settings Use the Course Settings section of the Publish window to manage the following: Show Duration: Mark this box to show the estimated course duration to the learner, then manually set the time on the right. (The default value for Storyline 360 courses is 30 minutes, which you can modify.) Show completion certificate: Mark this box to provide learners with a certificate they can download when they meet the completion parameters. Due date: Mark this box to set how long a learner has to complete the training after they've enrolled. Then manually set the date on the right. You can set a specific date or a custom timeframe. When an interval for a set number of days is selected, the time period begins when the learner is enrolled in the training. Notify admin: Use the searchable drop-down arrow to select a specific admin to notify by email. Note for admin: Use this field to add a note for Articulate 360 Teams admins who publish courses in Reach 360. For example, you could tell them whether this course should be visible in the Reach 360 library. Step 7: Choose Reporting and Tracking Options Click the Reporting and Tracking button to open the Reporting and Tracking Options window. From there, you can choose how Reach 360 reports and tracks learners' progress. You can also send learner data to your LRS in addition to Reach 360. Note: Storyline 360 always uses SCORM 2004 4th Edition when you publish courses to Reach 360—that means the standard option can't be changed. If you plan on reporting to an LRS as well, click the LRS tab on the left side of the window. Mark the box to Report to an external LRS, then choose one of the following options in the LRS Configuration section. Supplied at launch: Select this option when you don't want to store authentication credentials in your Storyline 360 project file or when you need the option to update the LRS endpoint or credentials without republishing the project. Learn more about supplying credentials at launch. Manual: Select this option to enter the LRS endpoint and credentials right in Storyline 360. The configuration details will be stored in your project file, and you'll need to republish the project if you change them later. Learn more about the manual option. Click the Tracking tab on the left side of the window and choose any combination of the following options. You can choose one, two, or even all three tracking options. Whichever option a learner completes first gets reported to Reach 360 and your LRS. Learn more about tracking multiple completion criteria. When the learner has viewed # slides: Mark this option to trigger completion when learners view a certain number of slides. You can choose a percentage or a fixed number. Then decide which slides get counted—all slides or just those with slide numbers. Learn more about tracking slides viewed. When the learner completes a quiz: Mark this option to track learners based on their quiz results. You can let Storyline 360 keep track of multiple quizzes and send results to Reach 360 for the first quiz each learner completes. Learn more about tracking quizzes. (This option will be grayed-out if your course doesn't have any result slides.) Using triggers: Mark this option to track learners based on course completion triggers you added to your course. (This option is grayed-out if your course doesn't have any completion triggers.) Step 8: Publish When you're finished making selections, click the Publish button to upload your course to Reach 360. The upload time depends on the size of your course and your internet speed. After submitting a course, you'll see the following Publish Successful window, depending on your permissions. If you're an Articulate 360 Teams admin, you’ll see two follow-up options: Manage in Reach 360: This opens the course you just submitted to Reach 360 in your default browser. Copy Link: This copies the link of your submitted course in Reach 360 to your clipboard. Articulate 360 Teams Admin Articulate 360 Teams User Publishing Tips Problems with a firewall blocking you from publishing directly to Reach 360 or want to customize the published output? Here's what to do: Publish your course for LMS/LRS using SCORM 1.2 or any edition of SCORM 2004 on your local computer. An admin can then upload the zipped file to Reach 360. Follow the same steps if you need to upload a new version of the course in Reach 360. Note that Reach 360 has a maximum size limit of 5 GB per project. If you'd like to check the size of your course before publishing to Reach 360, publish it on your local computer first. That will allow you to check the file size of the generated zipped package. Step 9: Distribute Your Published Course Now for the fun part! Once you've submitted your course to Reach 360, an Articulate 360 Teams admin can publish your training and enroll learners in it. FAQs What's the difference between “submitting” and “publishing” courses to Reach 360? Articulate 360 Teams admins and users can submit Storyline 360 projects to Reach 360. That allows admins to review the course before it's available for learners. Once reviewed and approved, admins can publish the course within Reach 360. Then admins can enroll learners and groups, or learners can discover it for themselves within the account library. How do I update an existing project in Storyline 360 and republish it to Reach 360? Here's how to publish updates to existing training in Reach 360: Open the original .story file or a copy of it, make your changes, and save them. Then republish it to Reach 360 by following the steps above. Note: To publish your project as a new training in Reach 360, save your project as a new file. Then publish it by following the steps above. What format does the publishing process use when publishing to Reach 360? Storyline 360 uses the SCORM 2004 4th Edition when you publish a course to Reach 360. What's the recommended workflow for collaborating on and publishing Storyline 360 projects to Reach 360? Make a copy of a project's .story file on your desktop and send it to other developers for collaboration. Copies of the original .story file contain the same project identifier, so publishing the copy updates the current version of the training in Reach 360.Reach 360: Manage Users and Groups via CSV
Good news, admins! You can import your learners all at once rather than inviting them individually. Just add their information to a CSV file and upload the file to your account. Keep reading to learn more. Get the Import Template Create a CSV File Upload the CSV File Manage Groups via CSV Step 1 - Get the Import Template To ensure your import is seamless, we recommend using our template. Here’s how to download it. In Reach 360, navigate to Manage > People > Users. Click Import. Click Download our template to download the template. Alternatively, you can create your own, but it’ll need to match the example below. Tip: If you've used our template previously and encountered upload issues, ensure you're using the latest version by downloading a fresh copy. Step 2 - Create a CSV File Now that you have a template, you'll need to create a CSV (comma-delimited) file that lists your learners' information. Note: Only learners can be added via CSV import. You can bulk upload authors and admins in your Articulate 360 Account Management Console. Add learners' first names, last names, email addresses, and groups to a spreadsheet as shown: Then save the spreadsheet as a CSV file. (Excel might warn you that some features won't work in a CSV file and ask you to confirm that you want to keep using this file format. Click Yes.) Here are some tips for working with CSV files: Don’t worry about importing large numbers of learners at once. Keep in mind that, for Reach 360 trials, you can't have more than 250 pending invitations at a time. Reach 360 ignores entries for duplicate and already-registered emails. If you include an email more than once in the spreadsheet or a user on your account is registered with that email, that learner won't receive additional invites, and changes you make in the CSV to their group enrollments won't be updated. The information in the first name, last name, and email address cells can't exceed 50 characters each. The groups cell can have no more than 100 characters. A first name, last name, and email address are required for each entry. The Groups column isn't mandatory. Updating Custom Learner Profile Fields To update custom learner profile fields for existing learners, add columns labeled Custom: Name of Field to your CSV, substituting the name of your custom fields in each column. This option is available for existing learners only. You can't add learner profile field values for learners being added via CSV. For example, a custom Birthday field was added to your learner registration page after Sally registered for Reach 360. James is being added to Reach 360. Add the column Custom: Birthday to the CSV and enter Sally's response. James will provide this information when he registers, so leave his column empty. Step 3 - Upload the CSV File In Reach 360, navigate to Manage > People > Users. Click Import. Click Upload CSV file, browse to your CSV file, and click Open. The number of new learners to be added and changes to existing learners displays. Click Import Changes to continue. You can also replace the CSV with another. Click Done. After uploading a CSV file, you’ll see how many learners were imported and how many existing learners were modified, along with how many errors (if any) occurred. ClickSee Details to download an annotated CSV with the import errors. When you click Done, all imported learners receive an invitation to join your account. You can track their invitations via the Pending tab. If a pending learner is resent an invitation email, they can disregard the duplicate invite. 4. Manage Group Membership with CSV You can also manage your group memberships via CSV. On the Group tab, select a group from the list and click the Import button. To add users, click Upload CSV file, browse to your CSV file, and click Open, just like on the Users tab. If the user doesn't have an account, they'll receive an email invitation.Pending users are added to the group once they accept their invite. If they already have an account, they'll receive an email with information on the training in which they've been automatically enrolled. You can also remove users from the group via the CSV import method. Before you browse for your file, select the Remove all users… option. When the CSV is uploaded, any group members that aren't listed in the file are removed (this doesn't delete them from your Reach 360 account).Reach 360: Manage Your Training Settings
The Courses section of the Manage tab is where you view your team's training list, view training settings, and publish training. Keep reading to learn more. Managing Training Previewing Training Exploring Training Details Managing Publish Settings Sharing Training Adding and Removing Groups Adding and Removing Learners Managing Training The Courses tab lists all of the individual training items in your account library, sorted by the date they were last updated. Unpublished training is at the top of the list, followed by training with submitted changes. The total number of training items you currently have in your account is above the list. Training can be Rise 360 or Storyline 360 courses, Rise 360 microlearning, or imported third-party training. Use the search bar to find specific training items. From here you can also, import third-party training. Click Export to download a spreadsheet containing the ID (for support purposes), title, owner, number of enrolled learners, and date of last activity for your training (the exported file reflects any filters you've applied to the list). Click individual titles to view and publish training. Previewing Training Hover over an item in the list and click the eye icon that appears. You’re provided two choices: Current Published Version and Latest Submitted Version (if there’s a pending update). Selecting an option opens the training in a separate tab. Note: Launching content previews from the Training tab isn't logged in activity reports or considered an active learner event. Exploring Training Details Click an item in the list to see its details. Here you can see which groups and learners are enrolled in the training, access the course report, manage publish settings, and more. Click the arrow next to the title to return to the full list. Enrollee Numbers Under the title, you’ll see the number of enrolled learners. This count includes group members as well as individual learners. View the Training Just like you can from the training list, view the last published or latest submitted version by clicking View Training. Share Training If sharing is enabled, click to display the share URL and download the QR code. Edit Source Content If you're the author or a collaborator on the training in Rise 360, you'll see a link to Edit in Rise. Reach 360 admins with no Articulate 360 access won't see the link. View the Course Report Click View Report to go to the relevant report in the Reports tab. Delete the Training Click Remove and verify your decision to cancel all enrollments and delete the training from the library. This completely removes the current published version from the library and discards any pending submitted changes. If users were enrolled, the Course Deleted tag is added to the relevant course report and activity report entries. The author must submit the training and the training be published for it to appear again in the library. A re-published training doesn't retain the statistics of the removed version. Select and Remove Topics The Library Topics section lists all topics assigned to the current course. Click Choose Topic to access the available topics. Use the search bar in the pop-up menu to filter your results. Select as many topics as apply and click the X to close the pop-up window. Remove an already-added topic by clicking its X icon. Add Cover Photo and Description (Storyline 360 only) For Storyline 360 training, add a cover photo by clicking Add Image and either uploading your own or selecting from the Content Library. Once added, add an alt tag or delete the image altogether by hovering over the image and clicking Edit Image. You can also enter a cover page description. The LMS export settings used for the training displays below the description field. Managing Publish Settings The dashboard for each training provides easy access to its publish settings. From here you can: Use the Status switch to take a published training offline or make it live. This section also displays the date it was last modified. Modify the completion requirements (Rise 360 courses only), toggle the completion celebration, select and manage certificates, and adjust the training duration. Modify the default due date period, make the training visible in the library, add or remove the course from multiple libraries, and disable direct sharing. If there are pending updates, a Publish Updates button displays. For more information on publish settings, click here. Sharing Training Direct sharing is enabled for all new content published to your Reach 360 library. Click Share Course to display the shareable URL and QR code display. Click Copy to copy the URL and Download QR Code to download an image file of the QR code with the same name as the training. Existing Reach 360 learners and users can use the links to go directly to the shared training. If self-registration is enabled for your account, these options also act as self-registration links for new learners. If self-registration isn't enabled, only currently registered users can access the linked training. Any self-registration page customizations are also reflected in direct sharing self-registration pages. Adding and Removing Groups An easy way to enroll lots of learners at once is by adding a group. Click the Add Groups button (or Enroll Groups if there aren’t any groups enrolled in the training). In the enrollment window, you'll see the groups already enrolled and can select additional groups. Once you’ve selected all the groups you’d like to add, click Enroll Groups. Select a group to see its members in the People tab. Use the Everyone group if you want all current and new users to be enrolled in training automatically. This makes training available to users even if they're excluded from the library it's in. Note: Zero-member groups don't display on the groups tab. When you add at least one learner to a group, they're automatically enrolled in the training and the group displays. Remove a group from training by hovering over its entry and clicking Remove. Adding and Removing Learners To enroll individual learners, select the Learners tab and click the Add Learners button (or Enroll Learners if there aren’t any learners enrolled in the course). In the enrollment window, start typing a name. A pop-up automatically returns learners’ names as you type. Click a name to select it and add the learner to the list. Once your list is complete, click Enroll Learners. Remove a learner from training by hovering over their entry and clicking Remove. Please note, individual learners that are part of groups added to training aren't listed on the Learners tab.Reach 360: Publish Training
To add training to your account library, it must be published. Once it's live, you can enroll learners and groups or learners can discover it for themselves. Keep reading to see how to get training into the hands of your learners. Publish New Training Publish Updates to Existing Training Note: Reach 360 Admins can directly publish training from Rise 360 if they're also an Articulate 360 seatholder on their team. Publish New Training On the Courses section of the Manage tab, newly submitted content is listed at the top of the training list with an Unpublished button. Unpublished items are always listed before content with submitted changes. Note: Reach 360 content creators can select an admin to notify by email when submitting Rise 360 training. Storyline 360 training submissions automatically send a notification email to all admins. Click the item in the list and click the Publish Course button. The author may have modified these values already, but you can change them here before publishing. Above the title, click Preview Course to open the submitted training in a new tab. This doesn't count as an active learner event. For Rise 360 courses, set training completion parameters. Learners can complete the training by viewing a specified percentage, passing a selected quiz lesson in the training, or both. You can also choose to publish the training without a completion requirement. Note: If the author lowers the passing score of a quiz after the training is published, learners will have to take the quiz again in the republished training to gain the benefit of the lowered score, even if their prior score would be a success with the new parameters. The training duration value is how long it takes the average learner to complete the training. The default value is 30 minutes and can be overwritten. Select the Completion Celebration option to display an animated celebration for learners when they meet the completion parameters. You can also provide learners with a downloadable completion certificate. Note: If a user takes training as part of a learning path that has a completion certificate, they'll only be able to download one certificate for that learning path, not the individual certificates of its composite items. Set how long a learner has to complete the training after they've enrolled. You can set a specific date, no due date, or a custom timeframe of your choosing. When selecting an interval of a set number of days, the time period begins when the learner is enrolled in the training. If you’d like learners to be able to find this training in your account library, set Library Visibility to On. If set to Off, only those learners enrolled in the training will be able to take it. Also, we recommended turning off library visibility if the training is part of a learning path. Once library visibility is enabled, you can select the library where users can find it. Click the Choose Topic button, then select as many topics as apply from the pop-up menu. Use the search bar to filter the topic list. Click the X once you’re finished. Remove an already-added topic by clicking its X icon. Click Publish to complete the publishing process and return to the training details. Publish Updates to Existing Training When an author submits changes to training, it moves to the top of the training list under any unpublished training and displays a New Changes button. Click the training to access the training details. Click the Publish Updates button to open the Publish Course window. Review the publish settings as detailed in the previous section, making any changes as necessary. Note: When you republish an existing training where each lesson has been updated, the manually modified training duration value will be overwritten. Click Publish. Learners aren't notified when training is updated, you'll have to let them know there are changes. They'll see your updated content if they're currently taking or retake the training. If they've already completed the previous version of the training, their progress isn't reset. Pro Tip: Want to remove access to training, make it invisible to learners, or remove it from your library entirely? Click here for more information.
