Rise 360: How to Use Snapshots
Want to preserve versions of your training as you create drafts, collaborate with colleagues, and publish courses? The snapshots feature lets you save and restore your work. with just a few clicks. Snapshots are particularly handy when you're working with collaborators. You can capture a moment in your training as it develops and then compare it against collaborator versions or restore back to it as needed. No more having to create a duplicate copy of your training! Snapshots can also come to your rescue when you accidentally delete training elements, apply updates to the wrong training, or just need a manual way to track your versions. Here's how snapshots work. Create a Snapshot Restore a Snapshot Manage the Snapshot List Step 1: Create a Snapshot When you first create a training, your snapshot history is empty. To get started, open the Snapshots menu next to the title in the upper left and click Save snapshot. Enter a name and click Save to create your first snapshot. Whenever Rise 360 detects changes, like adding or removing content, you can create a new snapshot. Just open the Snapshots menu and follow the same process. Are Snapshots Ever Automatically Created? Creating a snapshot of your training is primarily a manual process, but Rise 360 will automatically save a snapshot whenever you publish to Review 360 or Reach 360 or export your training for LMS. These events show up in the snapshot history. Step 2: Restore a Snapshot Need to return to a previous version of your training? Open the Snapshots menu and click the Preview button for the snapshot you'd like to restore. After reviewing the content to confirm it's the version you're looking to restore, click Restore this snapshot in the upper-right corner. You can also restore a snapshot without previewing it by selecting the Restore option from the . . . menu. Step 3: Manage the Snapshot List If your snapshot list starts getting unwieldy, don’t worry. You can rename, restore, or delete snapshots by clicking the . . . menu next to the snapshot you'd like to modify and choosing the appropriate option.Rise 360: Get Started with AI Assistant
Maximize productivity with AI Assistant, an AI information and automation tool now seamlessly integrated into Rise 360. Generate content and images, refine existing content, and more. Getting started is quick and easy. Keep reading to discover how to access AI Assistant and how it can help you at the course overview level. When you’re ready, learn how to use AI Assistant to create content in lessons. Then, check out some tips to help you get the most out of AI Assistant. Did you know AI Assistant is also available in Storyline 360? Check out the Storyline 360 user guide to learn more. Access AI Assistant Adjust Training-wide Settings Manage AI Assistant Access and Provide Feedback Access AI Assistant When you open a Rise 360 course or microlearning, click the AI Assistant button in the upper right corner to display the AI Assistant menu. AI Assistant button inactive or you don't see it at all? If features on the AI Assistant button aren't active, then your Articulate 360 Teams administrator has disabled Articulate AI on the Teams dashboard. If you don't see the AI Assistant button at all, the feature is unavailable for your account. Contact your Articulate 360 Teams administrator for assistance. Features are grouped together based on the section of training to which they apply. The options at the bottom of the menu are available at any time. Simply click an active option to get started. Adjust Training-wide Settings Click AI Settings to access training-wide settings and upload source content. Click Done when you're finished adjusting your settings. These settings apply to the current training only. You can access AI Settings from anywhere in your training. Documents Drag and drop or click Choose files to upload source documentation for AI Assistant to use in the current training. AI Assistant can process .doc, .docx, .pdf, .ppt, .pptx, .text, and .txt files that are 100MB or smaller and have 200,000 characters or fewer. Once your documents have been uploaded, you can select one or more of them whenever AI Assistant prompts you to specify source documentation. Note that AI Assistant only references extractable text in your source document, skipping images, audio, video, and content found in the Notes section of a .ppt file. Pro Tip: If you want AI Assistant to include content from the Notes section, print the content to PDF or copy it into a text file. Then you can upload it as a source document. Green checkmarks appear next to successfully analyzed documents that are ready for use. To delete a source, hover over the title and click the trash icon that appears. You can also manage this list wherever source documentation is used. Course Outline This tab contains outline results If you created your course bygenerating an outline. Currently, this view doesn’t reflect changes you make to the lesson titles after the course outline is generated, but it does reflect course title updates. Manage AI Assistant Access and Provide Feedback Admins can turn AI Assistant off for all team members from the Articulate 360 Teams Dashboard. The AI Assistant button still displays in Rise 360 and Storyline 360 but the features aren't functional. To disable and hide Articulate 360 AI features completely, please reach out to Support. We'll be glad to help. We want to hear about your experiences with and ideas for improving AI Assistant in Rise 360. To provide our Engineering team with direct feedback on Articulate AI features, select Share feedback on AI from the AI Assistant menu. Need more information? Check out our FAQs to quickly find answers to common questions, or dive into our tips to get the most out of Articulate AI.Rise 360: Use Your Dashboard to Manage Content
Create fully responsive e-learning content with Rise 360, an easy-to-use web app included with your Articulate 360 subscription. There’s nothing to install, so you can get started right away. Just sign into Articulate 360, then click Rise 360 to see your dashboard. (Click here for a list of supported web browsers.) Let’s explore the Rise 360 dashboard. Check out the video below for a guided walkthrough. Then take a look at the following image and refer to the numbered list below it to learn about each feature for managing Rise 360 content. Click image to view larger # Feature Description 1 Switch Apps Switch to another app—collaborate with stakeholders in Review 360, take and manage training in Reach 360 (if available), register for Articulate 360 Training webinars, or return to your Articulate 360 dashboard. 2 Switch to Classic Dashboard, Edit Your Account, and Update Your Profile Click your avatar to switch to the classic dashboard, edit your account, update your profile settings, or sign out of Articulate 360. 3 Select Deliverable Type The content tab is selected by default. ClickQuestion Banks to access your and your team's question repositories. 4 Export Your Courses to Rise.com Click the Rise.com logo to sign in and export your Rise 360 content to Rise.com. 5 Change the Layout View your content tiles in a grid layout, which is the default view, or switch to list view. 6 Search Quickly find content you've created by entering the title and pressing the enter key. 7 Change the Sort Order Sort content by date or alphabetically by title. Rise 360 will remember your choice the next time you open your dashboard. 8 Filter by Content Type View all types of content or filter to see only Courses or Microlearning content. 9 Filter by Owner View all content or filter to see only content you own. 10 Create New Content To create new Rise 360 training, click the Create button. It’s always visible at the top of your dashboard. 11 All Content See all your training, including content on which you've been added as a collaborator. 12 Shared With Me Quickly access just the training on which you've been added as a collaborator. 13 My Shortcuts Create shortcuts to both private and team content you don't want to lose track of and organize them into folders only you can see. 14 Private Directory Work on content you aren't collaborating on with other team members. Create folders and subfolders only you can see to organize your content. 15 Team Directory Work on content you're collaborating on with your team or that's been shared with you. Organize content into folders the whole team shares and modify share permissions at the folder level to quickly manage content collaborators. External Connections (not shown) Appears if you collaborate with external teams, provides access to external content outside of your organization. 16 Deleted Content View recently deleted content and restore it or delete it forever. 17 Interact with Tiles As you use Rise 360, a new tile appears for each piece of content you create. Each tile displays the cover photo, title, lesson count, and last modified date. Articulate 360 Teams subscribers who collaborate on content will also see the owner's avatar on the course tile. Click a tile to open the content for editing and previewing. Learn more about creating new content. Learn more about previewing content. Hover over a tile, then click the ellipsis that appears to see options for publishing, sending, duplicating, moving, and deleting the content. When accessing a tile in My View, you have options for the original file and the My View bookmark. Tip: Collaborators' options will depend on their role. Only course owners can delete content. Collaborators can remove themselves. 18 Show file location Click to jump to the actual location of the content. 19 Publish Content You can publish content for Reach 360 (if available), LMS distribution, web hosting, or PDF download. Only the course owner and course managers can publish content. Rise 360 supports xAPI (Tin Can API), SCORM 2004, SCORM 1.2, AICC, and cmi5 learning management systems. 20 Send a Copy to Other Rise 360 Authors Need to send the source file for content to other Rise 360 authors? Choose Send a copy. (Only the course owner and course managers can send a copy of the content.) Enter the email addresses of the Rise 360 users who should receive the content (separated by commas), change the default message if you’d like, and click Send. The recipients receive an email notification, and the content automatically appears on their Rise 360 dashboards. Note: AI Assistant source documents used in content generation aren't included with the copy. You all have independent copies of the same project. Changes one author makes to the content won’t appear in other authors’ versions, and vice versa. If an author sends a copy of the content back to you later, a new version will be added to your Rise 360 dashboard, meaning you have the original version and an updated copy. 21 Duplicate Content Duplicate existing content when you want to translate it or create new content with the same layout. Choose Duplicate. Enter a name for the new project and click Save. (Only course owners and course managers can duplicate content.) 22 Move Content to a Folder Organize content in folders so it's easier to find with Move. Select an existing folder from the list or click the Create new folder icon and give your new folder a name, then click Move. Move content to a team folder to share it with other team members. 23 Share Content Add content editors and managers as collaborators. 24 Delete Content To delete content from your Rise 360 dashboard, choose Delete and confirm the prompt. Deleted content can be restored or permanently deleted from the Deleted section. Only the course owner can delete and restore content. Collaborators can remove themselves. 25 My View Options In private or team folders, add content to or remove it from My View. In My View, move or remove content. 26 Content Count Displays the total number of projects in your dashboard and the current range you're viewing. Only 16 tiles are displayed per page. 27 Pagination Use this bar to quickly jump to another page of content or navigate with the Next and Previous buttons.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 360Storyline 360: Hiding the Player Frame for a Chromeless Design
Want to turn off all the player features and hide the player frame to give your course a chromeless look? Storyline 360 can help with that! Here’s how. How to Hide the Modern Player How to Hide the Classic Player How to Hide the Modern Player It’s super easy to hide the modern player frame. Just go to the Home tab on the Storyline ribbon, click Player, then set the Menus & Controls option to Off. That’s it! Your course won’t have a player at all. You’ll just seea background color behind your course, depending on the player theme you selected. When you turn off the menus and controls, it overrides the previous, next, and submit buttons for each slide in your course. And since your slides won’t have any built-in navigation buttons, be sure to add your own custom navigation features, such as buttons, links, or hotspots. How to Hide the Classic Player The Menus & Controls property described above only applies to the modern player. It’s grayed-out for the classic player. You can still hide the classic player frame. It just takes more work than the modern player. Follow these steps. Step 1: Turn Off the Player Features Go to Home tab on the Storyline ribbon and click Player. Go to the Features tab on the ribbon and uncheck all the player options. Step 2: Make the Player Border Transparent Also in the player properties, click Colors & Effects on the ribbon. Click the link to Show advanced color editing. From the Edit item drop-down list, select the following items and make them 100% transparent. Base >> Main Background Base >> Main Border Base >> Slide Background Step 3: Turn Off the Previous, Next, and Submit Buttons for Each Slide By default, each slide in Storyline will either have previous and next buttons or a submit button. You'll need to turn them off to make your player completely invisible. Go to Story View. Press Ctrl+A twice to select all the slides in your course. Uncheck the Prev, Next, and Submit boxes in the slide properties panel, and make sure all the player features are also unchecked. Be sure to add your own custom navigation features to each slide, such as buttons, links, or hotspots.Articulate 360: Managing Your Profile and Account
Manage your Articulate ID profile and Articulate 360 subscription, team, and add-ons conveniently in one place. Access your Account Management Console in any of the following ways: Sign in directly to https://id.articulate.com/redirect/account. From the Articulate 360 desktop app, click the drop-down arrow in the upper right corner and choose Profile & Account. This will launch your Articulate 360 account in your default web browser. From your Articulate 360 home page or any of the web apps, click your avatar in the upper right corner and choose Account. The Your Profile page launches by default with account management tabs on the left side of the screen. Access to certain tabs will vary depending on your subscription plan, user role, and whether Reach 360 is activated for your account. The table below shows the tabs available to Articulate 360 Teams and Articulate 360 personal accounts. Click the links for details on each tab. Articulate 360 Teams Articulate 360 Personal Your Profile Manage Team/Team Info Manage Subscription Manage Reach 360 Billing Articulate 360 Reach 360 Support Your Profile Manage Subscription Billing Articulate 360 Support Your Profile Manage profile details, including your: Name Organization Country Phone number Preferred language: This sets the language for account management. To change the interface language for desktop apps, check out this article. Password: If single sign-on (SSO) is enabled for your team, passwords are managed by your organization. Here’s how to sign in with SSO. Email preferences: Click Manage to update your email subscription status. If you opt out on this page, you’ll also unsubscribe from E-Learning Epiphanies. You can subscribe or choose how often you receive E-Learning Epiphanies emails here. Articulate 360 Teams: This option will appear only if you are an admin of more than one Articulate 360 Teams subscription. You can switch between teams by clicking View and choosing another team from your list. Note: Be sure to click Save when you're done editing your profile. Manage Team Articulate 360 Teams account owners and admins use this page to manage users and seat assignments. (Non-admins can refer to the Team Info tab). This tab displays your: Team name Subscription number: a unique reference number for your current subscription (ex. SUB-#### or ART-####) Subscription renewal date Account owner Seats tab Admins tab Three interactive areas appear on the screen: the team name, the Seats tab, and the Admins tab. Below is a description of each. Team name If you're the account owner or an account admin, you can change the team name by clicking it and choosing Edit team name from the drop-down list that appears. If you belong to more than one team, you can switch between your teams by clicking the team name and choosing Switch Team from the drop-down list that appears. Learn more about naming, renaming, and switching between teams. This name will be used across your Articulate 360 subscription. For example, authors from other subscriptions will see your team name under External Connections when you add them as Rise 360 collaborators. Seats tab See the total number of seats available for your team and how many seats are currently unassigned. Add users to your team by entering their email addresses in the user grid and clicking Invite. (An email icon appears in the Status column for invited users. When they accept your invitation, their status will change to a green circle with a check mark.) You can also resend invites when the email bounces back. Delete a user from your team by hovering over their email address, clicking the X that appears at the end of the row, and clicking Remove. You get to choose what happens to the user's data when they're removed from your team. Create a user group by clicking New Group on the upper right. Then, enter a group name and choose how many seats to assign to the new group. Learn more about managing groups. Click the Upload a CSV to invite multiple users all at once Download a CSV gives you a list of current seatholders. Admins tab Add admins to your team by entering their email addresses in the admin grid and clicking Invite. (An email icon appears in the Status column for invited users. When they accept your invitation, their status will change to a green circle with a check mark.) You can also resend invites when the email bounces back. Check out this user guide to learn more about managing your team. Team Info Articulate 360 Teams seatholders who aren't account owners or admins see the Team Info tab, which displays the following: Team name Subscription number Subscription renewal date Account owner List of admins for the team List of all team members Manage Subscription The appearance of this page varies depending on whether you have an Articulate 360 teams or personal subscription, as shown below. Articulate 360 Teams Articulate 360 Personal Articulate 360 Teams Articulate 360 Teams account owners and account admins can use this page to: Modify the team name. (Click the current name, type in a new name, and choose Save.) Monitor Articulate 360 seats and Reach 360 active learners. Generate a PDF quote document to see the price for adding seats or upgrading to Articulate 360 AI. Upgrade to Articulate 360 AI. Activate or deactivate Reach 360. (Learn more about Reach 360 activation.) Upgrade or modify a Reach 360 Pro plan. Articulate 360 Personal Account owners can also use this page to modify the subscription plan name by clicking the current name, typing in the new name, and choosing Save. They can also upgrade to Articulate 360 AIor generate a PDF quote document to see the price for upgrading. AI Assistant Free Trial Access During the free trial period, AI Assistant is automatically enabled for all personal and team subscriptions. However, Articulate 360 Team admins can disable AI Assistant at any time by navigating to the account management console and selecting Manage Subscription. In the Articulate AI section, under AI Assistant, toggle the Free Trial setting. Confirm by clicking the Disable button in the pop-up screen that displays. Note: The AI Assistant trial is active only for the length of your free trial, even if disabled. Manage Reach 360 If Reach 360 is activated for the subscription, Articulate 360 Teams account owners and account admins can manage Reach 360 admins, managers, and reporters from this tab. Learn how below. Add Admins Add admins by clicking the Add Reach User button and typing in their email address. Then, select Admin from the role dropdown and click the Add User button. Add Managers Add managers by clicking the Add Reach User button, typing in their email address, and selecting Manager from the role dropdown. Click the Assign Manage Groups button to choose at least one Reach 360 group, then click the Add User button. Add Reporters Add reporters by clicking the Add Reach User button, typing in their email address, and selecting Reporter from the role dropdown. Click the Assign Manage Groups button to choose at least one Reach 360 group, then click the Add User button. Admins can manage all learners, training settings, and more in Reach 360, managers can only manage groups to which they're assigned, while reporters can access the reporting dashboard. Learn about user permissions in Reach 360. Note: If the Reach 360 user you added is a part of the Articulate 360 team, they're accepted automatically, and their status becomes a green circle with a check mark. Users outside the team have an envelope icon status until they accept the invite. Hover over their name and click Resend when you need to send the invite again. They must sign in with an Articulate ID to accept the invite and access Reach 360. Remove users by hovering over their name, clicking the trash icon that appears, then clicking the Delete button. Reach admins can't remove themselves or the account owner. Click the user's name to change their role or modify the groups they manage. Then select Save to confirm the changes. Use the Search field to find specific users on the list. If a Reach 360 admin manages multiple subscriptions, add them as Articulate 360 admins to let them switch between teams. Billing Only the account owner—the person who purchased the subscription—can see the Billing tab to manage payments and additional purchases. Note that account owners who subscribed through a global reseller may not see this tab and should contact their reseller with billing concerns. The Billing tab allows you to: See the team name, subscription number, subscription renewal date, and the total price per term at the top of the screen. Generate a PDF quote document to see the price for upgrading to Articulate 360 AI. Upgrade to Articulate 360 AI by clicking Upgrade to AI. Click Download W9 if you need a copy (for U.S. customers). Manage payment methods by clicking Update and entering new payment details. See the organization address that's linked to the subscription. Contact biz@articulate.com if you need to change it. This address determines taxation and may differ from the billing address, which we use for payment validation. View billing history. Download a PDF copy of your invoice by clicking Invoice beside any billing event. Articulate 360 Teams account owners can also: Switch between multiple teams (if they own more than one) by clicking the organization name and choosing Switch Team from the drop-down list that appears. Generate a PDF quote document to see the price for adding seats. Purchase additional seats for a team subscription by clicking Buy More Seats. Details here. Articulate 360 Click this tab to jump to your Articulate 360 dashboard. Reach 360 If you’ve activated Reach 360, you can launch it from this tab to quickly deliver training to your learners. Support Use the Support tab to: Access the Articulate knowledge base Ask questions in the community forums Contact Articulate Support Request new features
