Tutorial

769 Topics

Reach 360: Manage Your Account Settings
The Settings section of the Manage tab is where admins can modify account-wide settings like organizational information, company logo, notification emails, custom fields, and more. Let's go through each tab. Account Learner Notifications Registration Account The account tab is where you make changes to company info and account-wide settings. Upload Logo Click the Upload Logo button to choose an image from your computer to use as your account logo. Just like that, your logo is updated throughout Reach 360 and at the top of all emails. Pro Tip: Before you upload, make sure you remove as much whitespace as possible from around your logo before uploading the image. Your image should be about 35px high. If you’re using a transparent background, your image file should be saved as a PNG. Company Name and Time Zone Enter your company name and time zone. Due dates are based on the time zone you enter here. Tip: Completion certificates use the name you enter in the Company Name field. Brand Color Select the default accent color for your account with Brand Color. Either select one of the default colors or choose your own (or enter the RGB value) in the color selector that appears when you click Custom. You'll see the selected color across Reach 360 in your logo, buttons, even the favicon. URL If you're an owner, you'll see the option to use a Reach 360 subdomain or a custom domain of your choosing. This allows you to change your Reach 360 subdomain. This URL is where users access your site. If you change your subdomain, users accessing the previous subdomain are automatically redirected to your new subdomain for thirty days. After thirty days, the previous subdomain is released and can be reused by anyone. Tip: Subdomains can only contain letters, numbers, and hyphens. Custom Certificates Customize training certificates and manage existing custom certificates by clicking Manage Certificates. These certificates can be assigned as the default certificate for all new training or assigned to specific training. API Keys Generate and manage already-generated API keys to use with the Reach 360 API. SSO If you're the account owner, you can enable SSO for your Reach 360 learners. Learner Notifications The system sends default emails to notify learners when they register, when training is coming due, and when training is overdue. You can send a preview of the current message to your email by clicking Send me a Preview. You can also customize the subject and body of the email by clicking Edit content. Note: Default reminder emails are sent in thelearner's selected language. Preview emails are always sent in English. Editing Learner Notifications Select Manage > Settings > Learner Notifications and, in the appropriate section, click Edit content. Enter text in the Subject field to customize the subject line of the auto-generated email. In the Body field, enter text to customize the body of the email. Click Save Changes to commit the changes. Click the Back to link to return to the Settings tab. For welcome emails, the name and email of the admin that generated the invitation are automatically included below the customized welcome email text. For training reminders, you can use the following dynamic variables in your email templates to personalize and add details specific to each recipient: [learner_name] to add the recipient's name [course_name] to add the course name [due_date] to add the due date Neither the Subject nor the Body field has a character limit. Note: Only new users invited from Reach 360 receive customized emails. Customized emails are sent in the language written. Modifying Email Reminders Learners receive notification emails when they're enrolled in or complete training. They also receive reminders when a due date is pending or training is overdue, when applicable. Email reminders can't be disabled, but they can be customized. Use the Email Reminders section to preview the notifications sent to learners or modify the time period and frequency of reminders. Previews are sent to your registered email address. Note: Any modifications apply to emails only. Changes made here do not affect the timing of Slack or Teams notifications. Registration Self-Registration Enable or disable the option for users to register themselves as learners on your account and customize your self-registration page. Learn more about how this works. This option must be selected to enable group self-registration and direct content sharing. Custom Learner Profile Fields Use custom learner profile fields to collect additional information from learners when they register for your site. This is the page registrants see after verifying the email they provided when clicking an email invite or self-registering. Click Manage Fields to see the custom fields that are currently defined or to add new fields. To add a new field, click Create New and select Text or Drop-down. For text fields, enter a label and an optional description. For drop-down fields, add options for learners to choose from (options display in the order in which they're entered). Click Create when you're finished. Preview how the field looks by clicking the registration page link in the section description (the preview page isn't clickable). Pro Tip: Want to add a learner profile value for existing users? Once you've created the field, you can manually add the value to individual user records or make bulk changes via CSV. Learner profile fields are visible on individual learner records. Add or edit responses on the Manage > People tab by expanding individual records and clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes. To modify or delete a field, hover over it, click the icon that appears, and select Edit or Delete. When you delete a custom field, all user data associated with that field is also deleted. Adding a custom learner profile field with the same name as one that's been previously deleted doesn't restore previously entered data. Delete individual drop-down options by hovering over the option and clicking the X that displays. Note: Custom field labels and drop-down options must be 50 characters or fewer. Descriptions can have up to 120 characters. Learner entries are restricted to 200 characters or fewer. You can't have more than 200 options for a drop-down field.
AnthonyKarcz
2 days ago Place User Guides
912Views
1like
0Comments
Reach 360 User Guide
Part of your Articulate 360 Teams subscription, Reach 360 is a fast, frictionless LMS that makes it easy to distribute training. Reach 360 takes the hassle out of the typical LMS experience thanks to simple processes for publishing and sharing courses, a friendly interface learners can access on any device, intuitive reporting, and budget-friendlyactive learner pricing. Check out the video below, then explore the user guide to discover everything Reach 360 has to offer. Reach 360: Get Started Using Reach 360 Reach 360: Manage Activation and Upgrade Learn Reach 360: Manage Your Learner Profile and Settings Reach 360: Access Your Training Reach 360: Take and Complete Training Reach 360: How to Search For Content in Courses Reach 360: Browse the Library Analyze Reach 360: View the Analyze Dashboard Reach 360: View Activity Reports Reach 360: View Active Learner Usage Reports Reach 360: View Learner Reports Reach 360: View Group Reports Reach 360: View Course Reports Reach 360: View Question-Level Reports Reach 360: View Learning Path Reports Manage People Reach 360: Understanding User Permissions and Roles Reach 360: Manage Users Reach 360: Manage Groups Reach 360: Manage Self-Registration Reach 360: Manage Groups and Users with Single Sign-On (SSO) Reach 360: Manage Users and Groups via CSV Reach 360: Assign Managers Reach 360: Manage Reporters Manage Training Reach 360: Manage Your Training Settings Reach 360: Publish Training Reach 360: Import Third-Party Training Reach 360: Three Ways to Collect and Organize Content Reach 360: Six Ways to Enroll Learners in Training Reach 360: How To Link Directly to Training Reach 360: Remove Access to Training Reach 360: Manage Your Learning Paths Reach 360: Create and Publish a Learning Path Reach 360: Create and Manage Custom Libraries Reach 360: Create and Manage Certificates Reach 360: Manage Your Topics Manage Account Settings Reach 360: Manage Your Account Settings Reach 360: Manage API Keys Reach 360: Mask Your Account in a Custom Domain Reach 360: An Introduction to Zapier and Reach 360
AnthonyKarcz
3 days ago Place User Guide Series
3.8KViews
2likes
0Comments
Reach 360: Manage Your Learner Profile and Settings
Your profile, by default, displays your initials. Clicking the icon gives you access to profile settings. Here, you can upload a picture, select your default language, change your name, and update your email address. Note: If your role is something other than learner, your Reach 360 profile is read-only. Make changes to your profile in the Articulate 360 account management console. Learners who create an account with Google Authentication can't modify their e-mail address. If your account ismanaged via SSO, you'll need to contact your Reach 360 admin to make changes. We take security seriously at Articulate. That’s why we send an email to your new address to verify changes before updating your profile. To reset your email or password, we send a link to your verified email address with the steps you’ll need to complete. Tip: Passwords must contain at least 8 characters, including a lowercase letter, an uppercase letter, and a number. Your name can't be part of your password. Trying to delete your learner account? Please reach out to your training manager to be removed from training. You can request that we delete your personal information by submitting a case here. Update Your Profile Photo Learners, replace the default profile icon with your own picture by clicking Upload Photo and selecting an image you’d like to use. Use the zoom slider and move the picture until your image fits in the profile photo outline. Click Save to update your profile. If your image looks blurry, it might be too small. Try picking a photo with a higher resolution or zooming out. Note: If your role is something other than learner, you'll change your profile picture in the Articulate 360 account management console. Select Default Language Select your default learner language from the drop-down menu. This translates the user interface (UI) for the Learn tab. You'll also receive default notification emails in your selected language.(If you receive an untranslated notification email after selecting a default language, it's been customized by your account admin.) Note: UI translation doesn't extend to the Analyze or Manage tabs. Manage Integrations The integrations section is where you connect Reach 360 with tools you use every day. If your organization has the Reach 360 app installed in their Slack or Microsoft Teams workspace, click the appropriate Add tobutton to connect your Reach 360 profile. Once connected, you'll receive in-app training notifications and more.
AnthonyKarcz
3 days ago Place User Guides
580Views
0likes
0Comments
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.
AnthonyKarcz
3 days ago Place User Guides
562Views
0likes
0Comments
How Owners Manage Review 360
Calling all e-learning developers! Speed up your content reviews withReview 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 Content
VevetteCChua
5 days ago Place User Guide Series
299Views
0likes
0Comments
Reach 360: Manage Users
The People section of the Manage tab is where you create groups, add learners, and more. Keep reading to learn more. Manage the User List Invite Learners Manage Pending Users Modify Users Delete Users Bulk Delete Learners Manage the User List The Users tab lists learners, admins, reporters, and managers who've accepted an invitation to train on your Reach 360 site. You can search by name or email address with the search bar and filter the results by user role or group. You can also sort the list by when each user was last active with the Last Activity column. Self-registered users are denoted with a Self-Registered tag. Click Export to download a spreadsheet containing the name, email, last active session, role, and group membership of each user (the exported file will reflect any filters you've applied to the list). Admins, managers, and reporters are invited via Articulate 360 Teams. Learners are the only type of users you can invite from within Reach 360. Learn more about which tasks each type of user can perform in Reach 360 here. Invite Learners To invite a learner to your organization, click the Add Learners button. Type the email where you want to send a user’s invitation and press Add. Select a group or groups to add them to from the drop-down menu.Alternatively, you can assign all users in the invite list to the same groups using the menu in the upper right. Keep adding email addresses and choosing roles and groups as needed. Then click Add People to send an email invite to everyone you’ve added. You can also manage your learners with SSO or bulk-import learners with a CSV file. You can also invite new learners when adding members to a group. Add admins from the Articulate 360 Account Management Console. Manage Pending Users Once a learner has been invited, you can manage their invitation on the Pending tab. From here you can resend the invitation email or delete them from the list. You can select some or all of your pending invites and resend or delete them in bulk. Self-registered users are denoted with a Self-Registered tag in the Invited by column. Once you delete a pending invitation, the user can't use the existing email link to join, you’ll have to invite them again. You can also export the list of pending users to a CSV file. Modify Users Once a learner has accepted their invitation, they’re added to the Users tab. Click an entry to change a user’s name, modify their learner profile fields, or manage their group enrollment. Select the edit icon to edit a user’s first or last name. Add or edit learner profile responses by clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes. You can also modify manager and reporter assignments. Add a user to any existing groups by clicking Groups and selecting them from the pop-up window that displays. Quickly remove a user from a group by hovering over a group they belong to and clicking the X. Delete Users Remove a learner by expanding their record, clicking Delete User, and confirming the action. Their activity history remains available on the Reports tab after they've been deleted. Delete multiple learners by selecting the checkboxes next to their names, clicking Delete Users, and confirming the action. Note: Authors and admins can only be deleted via the Articulate 360 Account Management Console. Bulk Delete Learners Bulk delete learners by selecting the checkbox at the top of the name column. This selects all user records on the current page. Filter by group and user role if you don't want to select all users in your organization (authors and admins can only be deleted from the Articulate 360 Management Console). To select all users in the current filtered list, not just the users on the current page, click the Select all ## users message, where ## is all user records in the current filter. Click Delete Users and confirm the action.
AnthonyKarcz
9 days ago Place User Guides
1.2KViews
0likes
0Comments
Reach 360: Manage Groups
Groups are a great way to organize your users. When users are collected in a group, you can quickly enroll every member in training. Even better, new group members are automatically enrolled in all training assigned to the group, even if they're added after the training is assigned. Manage the Groups List Create Groups Remove Users from Groups Add Self-Registration Manage Content Enrollment Manage the Groups List The Groups tab lists all groups in your organization. Groups are searchable and sortable by name or date created. Reach 360 admins can view and modify all groups in your account. Reach 360 managers and reporters see only those groups to which they've been assigned oversight. Note: If you use SSO to manage your organization and want to add users to groups via SSO, group names in your IdP must match the name listed here. Create Groups Create groups to organize your users by department or location. To get started, click the Add Group button, give your group a name, and click Add Group. After creating a group, you're taken to the group's page where you can see its details, manage its members, and enroll the group in content. At the top of the page, rename or delete the group by clicking the edit icon next to the title and choosing the appropriate action. Groups are more fun when they have members! Click the Add Members button. Then, in the Add group members popup, enter a name in the field and choose a user from the list that appears. Self-registered users are easily identifiable by the Self-Registered tag. Add as many members as you need. To add members who don't yet have a Reach 360 account, simply enter their email address and press Enter. Did you include someone by accident? No problem! Just hover over their entry and click the trash icon that appears to remove them from the list. When your group members list looks just right, click Add Members. Existing users are added to the group, and invitations are sent to new learners. Once your group is populated, you can sort the list by name, email address, and role. You can also search the list using the search bar and filter the results by user role. Pro tip: Have a lot of users to add all at once? Upload their information via CSV! Remove Users from Groups Remove members from a group by hovering over their entry and clicking the Remove link that appears. Click Export to download a spreadsheet containing the name and email of each group member. Removing a member from a group doesn't remove them as a user in Reach 360. Bulk delete group members by selecting the checkbox at the top of the name column. This selects all user records on the current page. Filter by group and user role if you don't want to select all group members. To select all members in the group, not just the users on the current page, click the Select all ## usersmessage, where ## is all user records in the current filter. ClickRemove...and confirm the action. Go back to the Groups tab by clicking the arrow next to the group name. Add Self-Registration If self-registration is enabled for your account, you can create links that automatically add new learners to a specific group. Get more details on the self-registration page. Manage Content Enrollment Click the Assigned Content tab to see the training assigned to the group. Click the training title to see its record or hover over a title and click Remove to unenroll every member of the group from the training. To assign new training to the group, click the Assign Group button. Select the content you want to assign to the group, then complete the process by clicking Assign Group to Training. When you assign new training to a group, all group members receive an email with the details. Similarly, when an existing learner is added to the group via CSV, they receive an email with information on all the training in which they've been automatically enrolled.
AnthonyKarcz
9 days ago Place User Guides
910Views
0likes
0Comments
Storyline 360: Using the Feedback Window
Storyline 360's form-based Feedback window makes it easy to add text, audio, and branching to your feedback. (For more control over your feedback design, review Working with Feedback Layers.) Accessing the Feedback Window Adding and Formatting Feedback Text Adding and Editing Audio Branching to Other Slides Accessing the Feedback Window To access the Feedback window from a question slide, switch to Form View and click the More button beside any feedback field. (If you don't see any More buttons, you'll need to enable feedback first.) Adding and Formatting Feedback Text Enter text for the feedback prompt in the field at the top of the window, or copy and paste it from another source. Use the buttons in the upper left corner to add formatting and hyperlinks to your text. Tip: You'll need to install a right-to-left keyboard input language in Windows to see the Right-to-Left Text Direction button. Adding and Editing Audio Use the buttons in the lower left corner of the Feedback window to add and edit audio. Record Click the red button to record narration for the feedback prompt. Click it again to stop recording. Rewind Click the rewind button to start over when you're previewing your audio. Play/Pause Click the play button to preview your audio. Click it again to pause playback. Delete Click the X button to delete your audio for the feedback prompt. Edit Click the waveform icon to open the built-in audio editor. (Learn more about editing audio.) Import Click the speaker icon to add audio for the feedback prompt. You can insert an audio file, audio from the media library, text-to-speech clips, or sound effects. Branching to Other Slides By default, all slides branch to the next slide in the course, but you can change this behavior. For example, you might want to branch learners to a certain slide if they get a particular question right and another slide if they get it wrong. Use the branching drop-down to choose what will happen when learners advance past the current slide. Next Slide This jumps to the next slide in the course. Previous Slide This jumps back to the last slide viewed. (It might not be sequentially before the current slide.) Specific Scene Select any scene in your course to jump directly to it. Specific Slide Select any slide in your course to jump directly to it. Result Slide Select any result slide in your course. This ends the quiz and takes the learner to the result slide.
KatieRiggio
26 days ago Place User Guides
2KViews
0likes
0Comments
Tutorials: Embedding Content in Rise 360

GingerSwart
29 days ago Place Video Tutorials
1.2KViews
0likes
0Comments
Tutorials: Creating Graphics in Google Slides for Rise 360

GingerSwart
29 days ago Place Video Tutorials
84Views
0likes
0Comments