Review 360
42 Topics15 Ways to Collaborate on Projects and Manage Your Team with Articulate 360 Teams
If you have a team of e-learning developers, you probably have two basic goals: to create beautiful, effective courses and to manage your team as efficiently as possible. And we want to help you do just that! That’s why we’re always adding new features to Articulate 360 Teams. Check out the following 15 features that’ll have you collaborating on projects and managing your team with ease, no matter how big your team grows. Collaboration Features Collaborative Authoring in Rise 360 Work together on Rise 360 courses with members of any Articulate 360 team. Create and edit different lessons simultaneously or take turns fine-tuning the same one. Changes happen in real time, so everyone always works on the most recent version. You can even give collaborators different levels of access by making them authors or admins. Learn more about collaborative authoring. Question Banks in Rise 360 Create repositories of questions that can be used in any course you create. Share them with your team so everyone can quickly create quizzes with consistent questions, answers, feedback, and media. Knowledge checks and quizzes draw from these banks rather than displaying the same static questions whenever a learner takes the course. When you share a question bank, team members can use your questions and, with the proper permissions, modify them or add their own. Learn more about question banks. Shared Block Templates in Rise 360 Build Rise 360 courses faster by saving existing blocks and their content as templates. Share those templates with your team, then everyone can reuse them in other Rise 360 courses. Learn more about block templates. Shared Team Slides in Storyline 360 Easily collaborate on Storyline 360 projects with a library of shared team slides. Team members upload and download slides, scenes, and entire projects right within Storyline 360. It’s perfect for sharing project templates, slides that need to be in every course, and reusable slide content, such as interactions and quiz questions. Learn more about team slides. Shared Team Folders in Rise 360 and Review 360 Create shared team folders in Rise 360 and Review 360 to organize your content, assign permissions, and invite collaborators. You can even allow multiple authors to publish new versions of a course to the same Review 360 project. Project Reviews in Review 360 Speed up project reviews. Publish e-learning projects from Storyline 360 , Rise 360, and your other Articulate 360 apps to Review 360 to gather feedback from stakeholders. Collect in-context feedback, follow threaded discussions, and resolve comments in one easy-to-use web app. Learn more about Review 360. Request Reviews in Review 360 Keep your team on track without the hassle of spreadsheets or phone calls. Send and track requests for specific stakeholders to review a content item right from Review 360. With email notifications, due dates, visible statuses, and completion buttons, you’ll never miss another deadline. Learn more about requesting reviews. Integrated Comments in Rise 360 and Storyline 360 Streamline review processes even further. Get Review 360 comments in context as you work in Rise 360 and Storyline 360, eliminating back-and-forth toggling between apps. Browse through feedback from various stakeholders, see comments for multiple Review 360 items, reply to and resolve comments, and add suggested images in real time—all in one place. Cloud Backup in Storyline 360 and Review 360 Work with confidence, knowing your files are safe and easy to access anywhere, anytime. Access your Storyline 360 project files from anywhere and share them with team members by uploading your source files to Review 360. Learn more about cloud backup. Admin Features Consolidated Billing Management Articulate 360 Teams makes billing management simple. You get one annual bill that covers all your team seats. You have the flexibility to pay via credit card or purchase order. And as your team grows, you can add more seats using your account management console. Learn more about account management. Easy User Management Easily add and remove users as your team evolves. For example, when users leave the company or their roles change, remove them from your team and assign the seats to new users. You can even upload all your users at once using a simple CSV file. And you can add as many admins as you’d like to manage your team. Learn more about managing your team. Group Admins Manage your team with ease. Organize users in groups, such as departments or locations, and assign admins to manage each group. Watch this video for a brief overview and check out this article for details on managing users, groups, and admins. Manage Team Slides and Block Templates Admins who have user seats can rename and delete all Storyline 360 team slides and Rise 360 shared block templates. This is helpful when the original content owners aren’t available to make changes. Transfer Content Maintain control of your content and intellectual property. When someone leaves your team, keep shared content within the subscription and choose what happens to their personal content. Content includes Rise 360 courses, microlearning, label sets, and block templates; Review 360 items and request reviews; and Storyline 360 team slides. Single Sign-On Don’t worry about remembering (or forgetting!) another password. Control authentication for your Articulate 360 team using your own identity provider and our single sign-on (SSO) solution. Start a Free Trial Experience these Articulate 360 Teams features for yourself! Sign up for a 30-day free trial of Articulate 360. You can invite up to 10 users to join your team during the trial period. You’ll get the exclusive collaboration and admin features described above, as well as award-winning authoring apps, 22+ million course assets, as well as live and on-demand online training. See these FAQs to learn more about free trials and let us know if you need help!695Views0likes0CommentsReview 360: Use Comments to Give Feedback
While viewing a Review 360 item, use the sidebar to post feedback and participate in discussions along the way. Learn more about working with comments below. Read Comments Post Comments Edit Comments Delete Comments Resolve and Reopen Comments Export Comments to CSV and PDF Files Disable and Re-Enable Comments Read Comments All reviewers can view comments. You can respond to or otherwise interact with comments using the comments sidebar or the feedback page. Read on to learn about each option. Comments Sidebar Feedback Page How to Use the Comments Sidebar The comments sidebar is in the default view for Review 360 items. This view allows you to see course content and watch videos. The comments sidebar displays comments for the content that’s currently displayed on the screen. For Storyline and Studio courses, comments are tied to specific slides, so the comments you see in the sidebar change as you move from one slide to another. For Rise courses, comments are lesson-specific, so the comments in the sidebar change as you switch lessons. For video content, all comments display in the sidebar simultaneously, with the newest thread on top. To see a comment in context, click its hyperlinked timestamp to jump directly to that point in the video. Brilliant! Collapse or expand the comment sidebar by clicking the arrow in the upper right corner. Sometimes it’s helpful to collapse the sidebar to have more space to view the content, especially on small screens. Hover your mouse over the edge of the sidebar and click and drag it to adjust the size. Reviewers who sign in with an Articulate ID see helpful badges for unread comments. A blue dot appears next to individual unread comments in the sidebar, and a red badge with the total number of unread comments appears next to the feedback tab at the top of the screen. Mark comments as read by clicking them, replying to them, or using the More (•••) icon in the top right corner of the screen to Mark All as Read. How to Use the Feedback Page Click the Feedback link on the top right to launch the feedback page. This page lets you see all comments for a Review 360 item on one screen. Each thread has a screenshot to show you exactly how the content looked when the first comment was posted. These screenshots let you see feedback in context so you know what changes are needed. Click the screenshots to zoom in and out. You can change how comments are sorted for Storyline, Studio, and Rise courses. Click the sorting dropdown on the top right of the first comment to toggle between slide/lesson order and chronological order. Tips: Video content always displays comments in chronological order, with the newest thread on top. Comments for deleted Storyline 360 slides display below a "Scene not found" section. Post Comments All reviewers can add comments, emojis, @mentions, and attachments. The process is the same for both the review and feedback tabs. How to Post Comments It’s super-easy to comment on a Review 360 item. Place your cursor in a comment box or reply field, type your comment or paste text from your clipboard, then press Enter on your keyboard or click the Post button. If you change your mind, click Cancel. When you start a new discussion thread, a screenshot of the content as it currently appears is automatically generated and attached to your comment. If you’re watching a video, the screenshot is captured as soon as you start typing. You’ll see these screenshots on the feedback page. Reviewers who subscribe to all comments will receive email notifications for new comments you post. And when you reply to an existing thread, you’ll see a list of reviewers who will be notified of your comment below the text-entry field. Tip: If you aren’t signed in to Review 360 with an Articulate ID, you’ll be prompted to enter your email address when you click inside a comment field. This allows you to receive notifications when other reviewers reply to your comments. (If you have an Articulate account, you’ll be prompted to enter your password.) How to Insert Emojis into Comments Give your comments more personality with emojis. If you’re using a device with an emoji keyboard, simply tap the emojis you want to add to your comments. Or, click the emoji icon in the comment field and select emojis from the list. How to Tag Other Reviewers in Comments Direct your comments to specific reviewers by tagging them. Here are two ways to tag people. Type @ followed by the person’s name or email address. A list of reviewers will appear as you type. Select the person you want to tag from the list. Click the @mention icon in the comment field and choose a reviewer from the list that appears. Who’s included in the @mention pick list? Great question! Everyone who has already commented on the current item appears on the list. And if you’re a member of an Articulate 360 Teams account, all your team members also appear in the list. How to Add Attachments to Comments Add attachments to comments to keep your team on the same page. Attach images, videos, audio tracks, and more! To add an attachment, click the paper clip icon in the comment field, then browse to the file you want to attach. To download an attachment, just click it and choose where you want to save it. To delete an attachment, hover over it and click the X that appears. (You can only delete attachments that you uploaded.) You can attach up to five files per comment. Learn more about attachments. Edit Comments All reviewers can edit their own comments. Here’s how. Hover over your comment, click the drop-down arrow that appears, and choose Edit. Change the text, emojis, @mentions, and attachments as needed. See above for details. Press the Enter key or click the Post button to save your changes. Tip: If you don’t see a drop-down arrow when you hover over your comments, you’ll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Delete Comments All reviewers can delete their own comments. Hover over the comment you want to delete, click the drop-down arrow that appears, and choose Delete. Here are some tips for deleting comments: While all reviewers can delete their own comments, the content owner can delete any comment by any reviewer. When you delete the first comment in a discussion thread, the entire thread gets deleted. You can't restore deleted comments. If you need to refer to a comment later, try resolving it rather than deleting it. If you don’t see a drop-down arrow when you hover over comments, you’ll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Resolve and Reopen Comments Avoid confusion by resolving comments that have been addressed or are no longer relevant. How to Resolve Comments All reviewers can resolve comments. It’s easy! Hover over an individual comment or the first comment in a discussion thread, then click the checkmark icon that appears. Depending on your settings, the comment or thread will disappear or fade into the background. Tip: If you don’t see a checkmark icon when you hover over comments, you'll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. How to Show or Hide Resolved Comments By default, resolved comments disappear. To see resolved comments, click the More (•••) icon in the upper right corner of the screen and choose Show Resolved Comments. They’ll reappear with a faded or desaturated look so you can distinguish them from comments that are still open. To make resolved comments disappear again, click the More (•••) icon in the upper right corner and choose Hide Resolved Comments. The show/hide setting is specific to each Review 360 item, so you can show resolved comments in one item and hide them in another. Review 360 remembers your choice, so you don’t have to reset it every time you open an item. How to Reopen Comments Sometimes you need to reopen a comment or discussion that was previously resolved. No problem! First, show resolved comments as described above, then hover over the comment and click the green check mark icon that appears. Export Comments to CSV and PDF Files Export comments from a Review 360 item for analysis, backup, or regulatory requirements. Here’s how. First, make sure you’re signed in to Review 360 with an Articulate ID. Then, click the More (•••) icon in the upper right corner of the screen and choose Export Comments. Use the Comment Order drop-down list to choose how you want to organize comments in your report. Choose either CSV or PDF from the Export Format drop-down list. Click Export and choose where you want to save your report. All comments for all versions of the Review 360 item get exported to a single report. However, to include resolved comments in the PDF export, set the item to Show Resolved Comments first via the More (•••) icon in the upper right corner before exporting. Disable and Re-Enable Comments Only the content owner can turn off comments. Here’s what happens when comments are disabled: The sidebar disappears from the review tab, and the feedback tab disappears altogether. If the review item already had comments, you won’t be able to read them unless you export them to a report. If the content owner enables comments again, all pre-existing comments will reappear. (Re-enable comments by clicking the More (•••) icon in the upper right corner and choosing Enable Comments.)2.1KViews1like0CommentsReview 360: Manage Feedback
As stakeholders review your content, they'll share their feedback by posting comments on your Review 360 item. Here's how to manage feedback by working with comments, exporting comments to CSV and PDF files, disabling and re-enabling the comments panel, and choosing how often you want to be notified. Work with Comments Export Comments to CSV and PDF Files Disable and Re-Enable the Comments Panel Change Your Notification Settings Work with Comments See our user guide on using comments in Review 360 to learn how to add, edit, delete, and resolve comments for an item and other tasks. Review 360 comments also appear in context as you're working in Rise 360 and Storyline 360, so you can act on stakeholder feedback immediately. Export Comments to CSV and PDF Files Export comments from an item for analysis, backup, or regulatory requirements. Here’s how. Click an item on your dashboard to open it. Click the More (•••) icon in the upper right corner of the screen and choose Export Comments. Use the Comment Order drop-down list to choose how you want to organize comments in your report. Choose either CSV or PDF from the Export Format drop-down list. Click Export and choose where you want to save your report. All comments for all versions of the item get exported to a single report. However, to include resolved comments in the PDF export, set the Review 360 item to Show Resolved Comments first via the More (•••) icon in the upper right corner before exporting. Disable and Re-Enable the Comments Panel There are times when it’s helpful to turn off comments for an item. For example, you might not want reviewers to continue posting comments after it's finished and approved. Just open the item from your dashboard, click the More (•••) icon in the upper right corner of the screen, and choose Disable Comments. Here’s what happens when comments are disabled: The comments sidebar and the feedback tab disappear altogether. If the item already had comments, you won’t be able to read them unless you export them to a report. If you enable comments again later, all pre-existing comments will reappear. (Re-enable comments by clicking the More (•••) icon in the upper right corner and choosing Enable Comments.) Change Your Notification Settings As the content owner, you’ll receive instant email notifications for all comments on all your Review 360 items. The good news is you can change your notification settings, including how often you receive emails. Limit or Mute Notifications for an Item By default, you’ll receive email notifications for all comments on an item, but you can limit or even mute comments. Here’s how. Click an item on your dashboard to open it. Click the More (•••) icon in the upper right corner of the screen and choose Project Notifications. Choose one of these options: Your Activity triggers email notifications only when someone replies to your comments or @mentions you. All Activity triggers email notifications for all comments and replies on this item. This is the default setting for content owners. Mute Project never sends email notifications. Click outside the notification settings menu to close it. Change the Frequency of Email Notifications You’ll receive email notifications instantly by default, but you can reduce the frequency to hourly or daily. Click your profile icon in the upper right corner of the screen and choose Notification Settings. Choose how often you want to receive email notifications: Instantly, Hourly, or Daily. Click outside the notification settings menu to close it. Email frequency is a global setting that applies to all your Review 360 content (except items you've muted).370Views0likes0CommentsReview 360: Invite Stakeholders to Review Content
After publishing or uploading an item to Review 360, you can use either a share link or review request to invite stakeholders to review the item and post their feedback. Learn about each process below. Use a Share Link Create a Review Request Use a Share Link To share your content and collect feedback, send stakeholders a direct link to your Review 360 item. From your dashboard, hover over an item, and click the More (•••) icon that appears. Then, choose Share settings. Or select the checkbox in the upper-left corner of the card, and choose the chain link icon from the action toolbar on top. You can also open a Review 360 item from the dashboard and click Share in the upper right corner of the screen. Next, choose who can view your item using the Item Access dropdown. You can select Anyone with the link or Only invited users. The dialog box shows different options depending on your choice: Anyone with the link Only invited users Anyone with the link Select Anyone with the link from the dropdown to share your content more broadly. Then decide if you need these optional settings: If your reviewers don’t have Articulate accounts, select Allow users without Articulate IDs to comment. Stakeholders must enter their email addresses so you can identify their comments, and they can receive discussion notifications. We recommend encouraging stakeholders to sign in with an Articulate ID for the best experience. For example, reviewers who sign in can see badges for unread comments and change their email notification settings. Ask them to create a free account here. To password-protect your content for additional security, select the Set a password checkbox and enter a password in the field that appears. Turn off the password at any time simply by unchecking it. (Only the content owner and team folder editors can add and remove passwords.) Notes: Although share links are public, we prevent search engines from indexing our site so they won’t be searchable. However, if you post these links on a public web page, they may be indexed by a search engine. To protect confidential information, set a password or limit access to specific users. When you share Storyline project files with collaborators, they can access any integrated comments linked to the slides unless you password-protect the Review 360 item. Only invited users Choose Only invited users from the dropdown if you want more control over who can view the link. Invited users must have an Articulate ID to access the item you’re sharing. (If the stakeholder you want to invite doesn’t have an Articulate ID, ask them to create a free account here.) Then follow these steps to manage access: To add users, type in the person's email address in the People with Access field, then press Enter or select it from the drop-down list. Or copy a list of email addresses (use any form of separator—commas, semi-colons, spaces, cells in spreadsheets) and paste it to the People with Access field to add them automatically. You can add anyone from your team or outside the organization, as long as they have an Articulate ID. Remove users by clicking the X icon beside their name. Click Save to confirm any changes. Tips when making your item private: If your item is in a team folder, you'll see folder editors listed under "People with Access" with a folder icon beside their names. You can remove them via the folder share settings. Although you can add reviewers without Articulate IDs via request review, only those with accounts are included automatically. You'll see them under "People with Access" with a clipboard icon beside their names. Those without Articulate IDs must create a free account using the same reviewer email address to gain Viewer access. If you want collaborators to see integrated comments linked to slides in your Storyline project files, you must grant them access to the Review 360 item you want to share. Check out this FAQ for more information. Copy the shareable link from the dialog box and send it to your reviewers. Be sure to give them the password if you added one. And if your reviewers have never used Review 360 before, feel free to share this user guide or this downloadable PDF on reviewing content in Review 360. Create a Review Request To set a due date and keep track of your stakeholders' progress, create a review request by following the steps below. Launch the Review 360 item and click the Review Request button on the top right. Type in the reviewer's email address and select it from the drop-down list. Add more reviewers as needed. Or copy a list of reviewer email addresses formatted with any kind of separator—commas, semi-colons, spaces, cells in spreadsheets—and paste it to the Assigned Reviewers field to add them automatically. Enter a custom message for your reviewers if you like. For example, if your content is password-protected, include the password in your message. Make messages easier to read using the formatting options on the toolbar on top. Or, use the keyboard shortcuts below. Icon Function Key(s) Window / macOS Bold Ctrl+B / Cmd+B Italic Ctrl+I / Cmd+I Strikethrough Ctrl+Shift+X / Cmd+Shift+X Hyperlink Ctrl+C / Cmd+C to copy the URL Ctrl+V / Cmd+V to hyperlink the selected text Ordered list Ctrl+Shift+8 / Cmd+Shift+8 Bullet list Ctrl+Shift+7 / Cmd+Shift+7 Clear formatting N/A Add a line break Shift+Enter or Control+Enter / Cmd+Enter Set a due date for sending email reminders to reviewers if they haven't completed their review. Reminders are sent the day before, on the due date, and the day after. Confirm all the details are correct, then click Send Request. The text on the request review button reflects the status of the request, which could be either of the following: Button Text Description Request Review You haven’t assigned any reviewers. In Review You have assigned reviewers who haven’t completed the review. Review Assigned to You Assigned reviewers see this text when they use their personalized URL or are signed in with their Articulate ID. More details in below. Review Complete All assigned reviewers have completed their review. All reviewers will receive an email notification with a personalized URL to launch the Review 360 item. Using this URL, they'll see a Review Assigned to You button on the top right. When they click the button, they’ll see details of the request, including the due date, a list of reviewers, and a Finish Review button to set their status to Review Complete. A Re-Open Review link appears at the bottom right once they’ve completed their review. If they need to reset their status, they can click the link and choose Re-Open when prompted. Note: If your Review 360 item share link is private, reviewers must have an Articulate ID to view it. Ask them to create a free account here if they don't have one. Update Your Request Modify your request after sending it. Change the Due Date Click the In Review button, select a new date from the due-date dropdown, and click Save. All reviewers will receive email notifications of the new due date. Their status doesn't change. Add Reviewers Invite more reviewers to look through your content. Click the In Review button and then the More (•••) icon beside the Request Review header. Select Add Reviewers. Type in their email address and select it from the drop-down list. Click Update Reviewers when you're done. Note: To remove a reviewer, click the X beside their name and select Remove. Delete Delete the current round of review requests to start a new one. Click the In Review button and then the More (•••) icon beside the Request Review header. Select Delete Request, and click Yes to confirm. Note that you can't undo this action. Monitor Status Track your stakeholders' progress. Refer to the table below for more details on each status: Status Description Email Sent The reviewer hasn't viewed the Review 360 item. Item Viewed The reviewer launched the Review 360 item or reopened their review. Commented The reviewer posted their first comment. Completed The reviewer marked the review request as complete. Tips: If your reviewers are new to Review 360, point them to this user guide for stakeholders or share this quick-start guide document (PDF) in your custom message. All seatholders can create or edit a request for any Review 360 item within the subscription. Only the request owner will be notified when reviewers set their status to complete. If a reviewer has an Articulate ID account linked to their email address, they must sign in with their password before posting a comment. Anyone viewing the Review 360 item using the public link can see the Request Review details. Assigned reviewers with Articulate IDs will see the Your Review section using this link when signed in. Select Allow users without Articulate IDs to comment if you want assigned reviewers without Articulate IDs to post comments.1.4KViews0likes0CommentsArticulate 360: Mastering Roles and Permissions in Articulate Platforms
This guide is your comprehensive resource for understanding and implementing roles and permissions across Articulate platforms, including Articulate 360 Teams, Reach 360, and Review 360. It will help you: Distinguish between free and paid roles Assign roles strategically for optimal collaboration and security Streamline team onboarding with step-by-step role assignment recommendations With the right roles in place, your team will be ready to deliver exceptional learning experiences faster and with greater confidence. Let’s get started! Free Roles Free roles—roles that don’t take up a seat on a subscription—are limited to administrative oversight or reviewing functionalities. These users can’t create or edit courses. These are the free roles for each Articulate platform: Articulate 360 Teams—Account Admin, Group Admin Reach 360—Admin, Manager, Reporter Review 360—Reviewers (with or without an Articulate ID) Platform-Specific Roles and Permissions These are the user roles and permissions available across Articulate 360 Teams, Reach 360, and Review 360. Articulate 360 Teams Account Owner—Purchases the subscription and is responsible for key administrative tasks, such as: Billing management, including updating payment methods and making billing decisions (if purchased through a global reseller, contact the reseller directly for billing management) Purchasing additional seats for the team Managing users, groups, and admins, including overseeing all team members and organizational settings Enabling or disabling Articulate AI services Changing the Reach 360 URL Enabling single sign-on (SSO) for learners Note: An account owner can serve as an admin for multiple teams but can only be a user on one team. An account owner must have a user seat if they want to create courses. Account Admin—Manages all users, groups, and admins, including Reach admins. They do not consume a user seat by default. If assigned a seat, they can also manage Storyline team slides and rename and delete shared Rise 360 block templates. Group Admin— Manages users within specific groups. They do not consume a user seat by default. If assigned a seat, they can also manage Storyline team slides and rename and delete shared Rise 360 block templates. User—Creates courses and collaborates on projects using Articulate 360 apps like Storyline 360 and Rise 360. Each user must be assigned a user seat. Note: Users may have different collaborative roles within the various Articulate 360 apps. Reach 360 Owner—The same as the Articulate 360 Teams owner. They manage billing and have full admin rights. Admin—Manages all learners and training settings and has access to the Learn, Manage, and Analyze tabs. Manager—Manages assigned groups. They can invite learners, remove group members, assign training, and view reports for their groups. Reporter—Accesses automatically generated metrics for specific groups or the entire account, as assigned. Learner—Participates in assigned training and has access to the Learn tab. Note: Reach 360 has two available plans: Reach Starter, included in the price of Articulate 360 accommodates up to 300 active learners per annual term Reach Pro, a paid upgrade for 301 or more active learners per annual term Review 360 Content Owner—Uploads content and has full control over the Review item. They must have a paid seat. Editor (in team folders)—Manages shared team folders and items but can’t delete, move, or change their permissions. They must have a paid seat in the same team subscription. Reviewer (with an Articulate ID)—Reads, posts, edits, resolves, and deletes their own comments. They can also access additional Review features. They do not need a paid seat. Reviewer (without an Articulate ID)—Reads and posts comments, inserts emojis, @mentions other reviewers, and adds attachments. They do not need a paid seat. Recommendations for Assigning Roles When assigning roles, we recommend following these five steps in order: Assign Administrators First. Begin with the Owner and Account Admin roles to configure account settings and manage the initial setup. Delegate Management. Assign Articulate 360 Teams Group Admin or Reach 360 Manager roles to individuals who lead specific groups or teams. Enable Collaboration. Assign Articulate 360 Teams User roles to content creators and collaborators. Add Learners. Assign Reach 360 Learners once content and training environments are set up. Use Reviewers Strategically. Assign Review 360 Reviewer roles to stakeholders for content feedback. Here are ways to invite reviewers. Learn More To learn more, please see the following user guide articles: Articulate 360 Teams: User Roles Reach 360: Understanding User Permissions and Roles Review 360: Understand Tasks and Permissions Rise.com: Manage User Roles and Permissions255Views0likes0CommentsUpcoming Articulate 360 Training Webinars
Stay ahead of the curve with our free Articulate 360 Training webinars. These weekly sessions are designed to help busy course creators like you enhance your e-learning skills without investing too much time. As an Articulate 360 subscriber, you can grow your expertise through targeted training on the latest techniques and best practices – all at no additional cost. And if you want to view some on-demand training to view at your own time, visit the Articulate 360 training site to see what's available. Check out our upcoming webinars and level up your e-learning game. If you can't attend, that's OK. We record all of the sessions, so just sign up and you'll get a recording emailed to you. Date Title December 17, 2024 ✨ Overview of AI Assistant in Storyline December 17, 2024 ✨ AI Assistant & Rise: Smart Strategies for Efficient E-Learning December 17, 2024 Using Dials to Create Menu Navigation in Storyline 360 December 17, 2024 How to Build Compliance Training in Rise 360 Not yet an Articulate 360 subscriber? Sign up for a 30-day free trial and check out as many as you’d like. And if the live webinar time doesn’t work for you, no worries! Simply sign up anyway and you’ll receive the recording in your inbox so you can watch it whenever you have time. Hope to see you at one of our upcoming webinars!3.5KViews0likes0CommentsHow Owners Manage Review 360
Calling all e-learning developers! Speed up your content reviews with Review 360. Simply publish your content to Review 360 and invite stakeholders to offer feedback in a web app they can access anywhere, anytime. Collaborate with stakeholders in threaded discussions, mark comments resolved, and track version history. Here’s how. Review 360: Publish Content to Review 360 Review 360: Invite Stakeholders to Review Content Review 360: Manage Feedback Review 360: Organize Items on Your Dashboard Review 360: Share Items with Team Folders Review 360: Manage Versions of Your Content434Views0likes0CommentsReview 360: Share Items with Team Folders
Create shared team folders in Review 360 to organize your content and assign permissions. Allow multiple authors to publish new versions of the content you shared in these folders for better collaboration. Share Folders and Items Understand Tasks and Permissions Publish Collaboratively Get Answers to FAQs Share Folders and Items Move Review 360 items to the Team directory to share them with everyone on the team and let them publish new versions. Share them in folders to stay organized and customize the share settings. There are two ways to move folders and items. Hover over a single folder in the sidebar or an item card in the main window and click the More (•••) icon, then select the Move option. Move multiple items and folders by clicking the checkboxes that appear when you hover over them in the main window, then clicking the Move icon on the dynamic action toolbar at the top. Then, you have three where you can move your selected items and folders, each with slightly different steps. Team Root Directory Select Team from the tree directory and click Move. If you're moving a folder, click Set share settings. Add the Everyone group or choose specific team members in the folder share settings, then click Save. Note: Everyone on the team has editor permission for items in the team root directory. See the Understand Tasks and Permissions section below for more details. Existing Folder Select a folder in Team, then click Move. If you're moving a folder, Review 360 adds the share settings of the parent folder to the folder you moved. Learn more about permissions. New Folder Select a location in the Team section and click the Create new folder icon in the lower-left corner. Give your new folder a name, add/remove team members, and click Save. Note: Moving items to different folders or directories does not change their share link. Unshare a Folder or Item Unshare a folder or item by moving it anywhere in your Private directory. Use either of the two ways to move folders and items discussed above, then select a location in the Private section. Only owners can move folders and items they've shared. If you unshare a folder that contains folders or items owned by others, those folders and items are also unshared and moved to their Private directories. Delete a Shared Folder or Item Select folders and items as mentioned above, click the More (•••) icon, and select Delete. Only owners can delete their shared folder or item and move them to their Deleted Items folder. If you delete a folder that contains folders or items owned by others, those folders and items are also moved to their Deleted Items folders. Tip: Folders and items can only be deleted one at a time. Need to delete several items and folders? Move them to a new folder in bulk and then delete the folder. Restore a Shared Folder or Item From the Deleted Items, select the folder or item, and choose Remove from trash. Restoring shared folders or items moves them back to their original location. If the location or folder no longer exists, you'll find them in your Private directory. Understand Tasks and Permissions Everyone on the team has editor permissions to all Review 360 items in the root Team directory. Control who sees your shared items by moving them to team folders and customizing the folder share settings, as described below. Hover over the folder in the sidebar or the folder breadcrumb on top, click the More (•••) icon that appears, and choose Folder share settings. Or select the checkbox in the upper-left corner of the folder, then click the share icon on the dynamic action toolbar on top. In the pop-up that displays, search for specific team members by name or email and click their names to add them as editors. Or add the "Everyone" group to give all seatholders access to the folder. To remove access, hover over selected members and click the trash icon. Permissions can be either explicit or inherited. Explicit permission is manually adding the user or group through the folder share settings. It doesn't change even when you move the folder. Inherited permission is when the folder automatically adds the share settings from the parent folder. If the folder is moved to another location, its inherited permissions are replaced with the new parent folder's share settings. To convert inherited permissions to explicit, remove the permissions and manually add them back. Updating folder share settings applies the change to all subfolders under it. Currently, this also affects folders owned by other members. The permission on the updated folder is explicit, while the permissions on the subfolders are inherited. There are two roles in the folder share settings: owner and editor. See the table below to compare owner and editor permissions: Folders Tasks Owner Editor View the shared folder x x View shared folder permissions x x Create a subfolder in the shared folder x x Add a new item in the shared folder x x Rename the shared folder x x Change shared folder permissions x Move the shared folder x Delete the shared folder x Items Tasks Owner Editor View items x x Download videos x x Publish new versions of an item x x Insert items as Storyline blocks in Rise 360 x x Hide and unhide versions of items x x Download Storyline 360 project backups x x Disable and re-enable comments x x Export videos to an LMS x x Modify share settings x x Copy the shareable link x x Allow users without Articulate IDs to comment x x Set a password to view the item x x Rename item titles x x Duplicate items x x Move items x Delete items x Restore versions x Delete comments x Publish Collaboratively Allow multiple authors to publish new versions of Review 360 items you shared using any Articulate 360 authoring app. Here's how: Publish your content to Review 360. Items are stored in the Private root directory when you first publish directly from authoring apps. Move it to any folder in the Team directory, including the root folder. Make sure co-authors have editor access to the folder. When co-authors choose to publish a new version of an existing item to Review 360 using the same authoring app, they'll see the item you shared on the list. For Storyline 360 items, editors also have the option to upload a new version, as shown below. Learn more about other editor tasks in the Understand Tasks and Permissions section above. To see who made changes to the shared item, click the Version drop-down list in the upper left corner of the screen to switch between versions. Editors can hide or unhide versions, but only owners can restore a version. Get Answers to FAQs Can I transfer ownership of folders and items? No, but editors can duplicate Review 360 items, and they'll own the copies. However, these won't include comments. You can also transfer ownership when removing the owner from the team subscription and selecting a new team member as the owner. As a folder editor, I can publish new versions of Rise 360 content in team folders, even if I'm not a course/microlearning manager in Rise 360. Is this expected? Yes, any seatholder in the same subscription with editor access to the Rise 360 item in Review 360 can publish a new version. This may include content on which you aren't assigned a collaborator role. Assigned collaborator roles in Rise 360 control who can publish the course or microlearning to Review 360. Assigned folder permissions in Review 360 team folders control who can publish new versions of the items in the folder. Note: When publishing a new version from Rise 360, you can select any content to which you have editor permissions in Review 360. Let us know how this works for your organization. What happens to shared content when the owner is removed from the team? When you remove someone from your team, you must transfer all their shared content to another member to complete the process. To keep the user's unshared content with their Articulate ID account, uncheck the Include personal content box. This is handy when the user is a contractor or freelancer who used their personal Articulate ID to join your team and has personal content connected to it. See this article for more information about managing content when users leave your team. If you're leaving the team, move all the content you want to keep to your Private directory first, then ask your admin to uncheck the Include personal content box when removing your access. More details on how long we'll keep your data here. Can I give non-seatholder admins access to team folders? Only seatholders in the same subscription can access team folders. Will I be notified when someone updates the items I shared? No, we don't send any notifications for team folders at this time. What should I do when I plan to merge subscriptions? We'll help you combine multiple Articulate 360 subscriptions to ensure shared content is transferred to the new subscription. Learn more about merging subscriptions. What happens when the subscription expires and I want to reactivate it? Shared content, such as Review 360 items in team folders, stays with the subscription. If you think you might renew your subscription later and want to keep your shared items, move them to your private directory before your subscription expires. Your online data remains intact if you renew your subscription with the same Articulate ID within six months. You'll have access to all your personal content items. Let us know if you need help retrieving shared content.1.9KViews0likes0CommentsRise 360: Manage Integrated Comments
Once you've published your content to Review 360, you can reply to and resolve comments right in Rise 360. You can even add suggested images directly from comments! Here's how it works. View Comments Add Images from Comments Post Comments Resolve and Reopen Comments View Comments Review 360 comments only appear in content you've published to Review 360. Click the comment icon in the upper right corner to expand the Comments panel. All comments for the currently selected item appear in the panel. For courses, click the lesson title above the comment to jump to that lesson. Each comment includes a screenshot of how the content looked when the stakeholder added feedback, providing context for your edits. Click the screenshot to maximize the image. Linked Review 360 Items If you post multiple Review 360 items for a course, you can see comments and address stakeholder feedback for each from the same interface. Once you upload a new version to Review 360, the Comments panel displays a drop-down menu where you can easily switch between items. Add Images From Comments You can quickly add images attached to comments to your lessons. Navigate to the lesson that contains the comment with an image, hover over the image, click the magnifying glass icon that displays, and click the arrow icon that displays next to the enlarged version of the image. This adds an image block to the bottom of the that lesson. You can also download or delete the image from the comment. Post Comments Continue collaborating with stakeholders without leaving Rise 360 by adding a new comment or replying to an existing one, then clicking Post. If you change your mind, click Cancel. Your comments automatically sync with the discussion in Review 360. Hover over your posted comments for edit and delete options. Keep in mind that comments are organized by lesson and sorted by when they were originally posted, with the newest comments for each lesson at the top of the list. Resolve and Reopen Comments As comments are addressed, resolve them to keep the comments panel from getting cluttered. Hover over an individual comment or the first comment in a discussion thread, then click the checkmark icon that appears. You can also reopen a comment or discussion that was previously resolved. Select the Show resolved option, then hover over the comment and click the green Reopen checkmark icon.386Views0likes0CommentsReview 360: Organize Items on Your Dashboard
To access your Review 360 dashboard (image below), sign in to Articulate 360 using one of these web browsers, then select the Review 360 tab at the top. Use your dashboard to manage your e-learning content and stakeholder feedback. A card appears on your dashboard for each item you publish to Review 360. Each card displays a title, the most recent publish date, an icon indicating the type of content, and a hover menu with several options for managing the item. Search Items Filter Items Manage Items Export Videos as LMS Packages Download Videos Manage Folders Organize Items and Folders Search Items Need help finding a specific Review 360 item? Use the search field in the upper right corner of your dashboard to quickly find items by title or date—for example, onboarding or November 2. The search results dynamically update as you type. Perform a search from any folder on your dashboard. Review 360 always searches all your content in all your folders (except deleted items). Filter Items Use the product filters in the upper right corner of the screen to easily find what you’re looking for. Filter your items for Storyline 360, Rise 360, Studio 360, or video content, as shown below. Video content includes Peek 360 videos, Replay 360 videos, and video files you’ve uploaded to your account. Filter your Private, Team, or Deleted Items folders, the contents of a specific folder, or your search results. When you select a product filter, it remains active as you switch folders and enter new search terms. To remove a filter, choose All Formats from the list of product filters. Manage Items There's a lot you can do right from your Review 360 dashboard. Hover over an item and click the More (•••) icon that appears to show a drop-down list of actions available. Or select the checkbox in the upper-left corner to show the action toolbar on top (note that this also disables the More (•••) icon). Depending on the type of content selected, you'll see the following choices: Export to LMS (Toolbar: Right arrow icon) Host videos in your LMS to track learners’ progress. Once selected, follow these steps to export your video content as LMS packages from Review 360: When the export settings appear, choose one of these LMS standards: AICC, SCORM 1.2, SCORM 2004, or Tin Can API (xAPI). Enter the percentage of the video learners must watch for it to be marked complete in your LMS. The default is 80%, but you can choose any percentage between 1 and 100. Click Export to finish the process. Or export videos by opening the video content, then clicking the More (•••) icon in the upper right corner of the screen and choosing Export to LMS. To publish Rise 360, Storyline 360, and Studio 360 content for LMS distribution, see these user guides: Storyline 360 Rise 360 Presenter 360 Quizmaker 360 Engage 360 Rename (Toolbar: Pencil icon) Give your content a new name and click Save. Upload new version (Toolbar: Up arrow icon) Upload a new version of your manually-uploaded video content or Storyline 360 project published for manual upload. Select the video or your zipped published output, then click Open. Duplicate (Toolbar: Papers icon) Duplicate an item when you need to share it with a different group of stakeholders or just need to start fresh. Give the copy a name and click Duplicate. The new item won’t have any comments or version history from the original. Move to (Toolbar: Folder with arrow icon) Move your item to an existing or new folder. Select a folder from the list or click the Create new folder icon, give it a name, then click Move. Download Download MP4 files of your video content. Or access this option by opening the video content, then clicking the More (•••) icon in the upper right corner of the screen and choosing Download. You can’t download Storyline 360, Rise 360, or Studio 360 content from Review 360. Delete (Toolbar: Trash bin icon) Delete items when you’re done with them, but don’t worry! You can always restore them if the need arises. They remain in your Deleted Items folder until you permanently delete or restore them. Click the Delete button in the window prompt to confirm that you want to move the Review 360 item to the Deleted Items. When a folder is in the Deleted Items, you'll see the following choices: Remove from trash (Toolbar: Up left arrow icon) If the item was in a folder when you deleted it, it's restored to that same folder (unless the folder itself has also been deleted). Version history and feedback remain intact, so the content looks exactly like it did when it was deleted. You can’t open or view content while it’s in the Deleted Items folder. You’ll need to restore it before you can open it. Delete forever (Toolbar: Trash bin icon) Permanently delete an item by choosing Delete forever. To permanently remove all your deleted items at once, hover over the Deleted Items folder in the sidebar and click Empty. Manage Folders Use folders to organize your Review 360 items and quickly find what you need. Your folders are listed in the sidebar and automatically alphabetized. There are two permanent folders for personal plans and three for Articulate 360 Teams. The Private folder directory, the first folder on top, is the default view when you open Review 360. It's also where your items are stored when you first publish to Review 360 directly from authoring apps. Articulate 360 Teams have a Team directory to manage and collaborate on shared Review 360 items using team folders. The Deleted Items folder can be found at the bottom of the list. You have three options for creating a new folder or subfolder on your Review 360 dashboard: Navigate to where you'd like to create the folder, click New Folder at the top of your dashboard, give your folder a name, and click Save. Hover over a folder in the sidebar, click the More (•••) icon that appears, and choose New folder. Hover over an item, click the More (•••) icon that appears, and choose Move to. When the folder dialog appears, click the Create new folder icon in the lower right corner, give your folder a name, and click Move. To make changes to a folder, hover your mouse over a folder from the sidebar or the folder breadcrumb on top and click the More (•••) icon that appears. Or tick the checkbox in the upper-left corner to show the action toolbar on top (note that this also disables the More (•••) icon). Then select from the following actions: Rename (Toolbar: Pencil icon) Enter a new name for the folder and click Save to rename it. Move folder (Toolbar: Folder with arrow icon) Move your folder to an existing or new folder. Select a folder from the list or click the Create new folder icon, give your new folder a name, then click Move to move the folder to this location. Delete (Toolbar: Trash bin icon) Delete unneeded folders to make space for new ones. Click the Delete button when prompted to confirm that you want to move the folder and all its items to the Deleted Items. They remain in your Deleted Items folder until you permanently delete or restore them. When a folder is in the Deleted Items, you can do either of the following: Remove from trash (Toolbar: Up left arrow icon) Restore a folder and all its items to their original location. Click the View option that appears on the lower-left corner of your screen to jump to this location. Delete forever (Toolbar: Trash bin icon) When prompted, click the Delete forever button to permanently delete the folder and all its items. You can't undo this action. Tip: Click and drag the sidebar divider to the right for a better view of your folder structure. Organize Items and Folders Move or delete items and folders with ease. Select items and folders in three ways: Click and drag your mouse over the items and folders you want to include in the selection. Press Shift+click+drag or Ctrl/Cmd+click+drag to include items in separate sections or pages in the same folder. Hover your mouse over each item or folder and click the checkboxes in the upper-left corner of the card. Press Ctrl+A to select all the items and folders on the current page. You can use this keyboard shortcut across multiple pages in the same folder. To change location, click and drag the selected items to the destination folder on the sidebar or via the breadcrumb navigation on top. Or use the Move icon on the dynamic action toolbar on top to choose a new location, then click Move. To move items and folders to Deleted Items, click and drag the selected items to the folder or choose the Delete icon on the action toolbar. To permanently delete them, select the items and folders from the Deleted Items folder, click the Delete icon from the action toolbar, and choose Delete Forever from the prompt.128Views0likes0Comments