Community Insights: Preparing and Planning your visual design for Articulate Rise
The beauty of Articulate Rise is that when it comes to development, you don’t always have to plan everything. You can jump into the blank canvas, easily add and delete blocks, play with interactions and figure out what works as you go. The ease in which you can chop and change things is often what draws people to rapid authoring tools. Being able to bring your ideas to life in the click of a button, without any complex programming or coding. Whilst this method of ‘figuring things out’ as you go can often work well for building out ideas, when it comes to visual design, sometimes a little bit of planning can go a long way! The blank canvas that Rise brings can offer scope to be as creative as you wish with the visual identity of your course, but naturally this can also feel just a tad overwhelming. This sometimes then leads to two outcomes. We have those who love the freedom of a blank canvas but try to shoehorn in too many styles at once. Or those who just don’t know where to start, so play it safe and end up with a boring, blocky, black and white build. The good news is with proper planning you can avoid both those eventualities and craft a beautiful, accessible build without needing to be a graphic designer! Consistency is key So, what is the point in planning your visual design before jumping into development? Well, it’s not about creating something overly complex, or spending hours crafting a character that you’ll only use once in the course. No. It’s about ensuring consistency. Consistency plays a big role in how our learners are going to perceive the eLearning. Good design will go unnoticed, but bad design sticks out like a sore thumb! Even something as simple as having different icon styles or suddenly switching from using photography to illustrations, can be jarring to a learner. This results in the focus being drawn away from the content and can actually have a negative impact on a learner’s perception of the quality of the content too. Think about it, have you ever visited a website and been immediately put off because of the way it looks? Did you buy the product or access that service? Probably not. Quality of design and consistency of design can have a significant impact on perceived quality and cognitive load. We want our design choices to enhance and support the user experience, not detract from it. Making design decisions before jumping into your authoring tool can help support consistency and leave you with a Rise build that feels polished and professional! So how do you start planning and what do you need to include or consider? Let’s take a look! Create a blank moodboard space. This can be in whichever tool you prefer using. I like PowerPoint or Miro as I can quickly copy and paste things into the slide space. The key thing is that you can access this moodboard easily and have enough page or slide space to jot down your ideas. This will become a bit of working document that you can add to during the initial scoping of your project. Add in any existing brand assets. If you’re working within an organization or with a client, it is likely they will already have some brand guidelines for you to work with. This could include font choices, colour schemes and even suggestions for photography styles. Often these come in very large PDF documents, so take half an hour to read through and pull out any information that could be useful for you. Within your mood board add a title for ‘fonts’ and make a note of the chosen font for both your body text and headers. Sometimes I even add a little paragraph of dummy text so I can see how the font will look. At this stage you can also decide on font sizing too and make a note of this. Next, begin to pull together your colour scheme from the brand guidelines. I like to create a few rectangles within my moodboard and fill them with my chosen colours. Next to each swatch I add the HEX or RGB code so that I can easily copy this over when I get to development. It’s also a good idea to label your colour swatches with their intended use, for example header text, body text and accent colours (colours used for icons, graphs etc.). Sometimes brand guidelines will contain multiple different colour palettes for different uses. This is where it may be worth a chat with your Stakeholders to ask them to decide on just four or five colours. Too many can become overly busy and distracting! Check for accessibility Now that you have fonts and a colour scheme decided, it’s important to check for accessibility. I like to have at least two accessible colour pairings within my colour palette. This means that the contrast between the two colours is great enough to pass accessibility standards. There are lots of helpful websites out there that can allow you to check the contrast of two colours and will let you know if it passes accessibility standards. On your moodboard create a separate section that says ‘accessible colour pairings’ and include swatches of the pairings that can be used. This is particularly important for text and background colour pairings. It’s important to consider the accessibility of fonts too. It can be tempting to go for an elaborate or decorative curly font. As a header with font size 44pt, this may be absolutely fine. But as 16pt body text, could be completely unreadable. Standard fonts such as Poppins, Arial and Open Sans tend to work really well for body text and offer bold / black alternatives for headings too. Decide on an illustration, photo and icon style It may seem pedantic, but sudden changes in icon style can be really noticeable. So next up on your moodboard add the title ‘icons’ and provide a couple of icon examples in a consistent style. Sites like Flaticon are fantastic for sourcing icons of a particular look and feel. Consider whether you want icons coloured or just an outline and how detailed you wish them to be. Play around with a few different styles until you find something that you like. I sometimes find it useful to visit my client’s website and get inspiration from the icons used there. Once you have decided on a style and the colours in which your icons should be, add your examples to your moodboard. If you want to go one step further, why not create a folder in your documents called ‘icons’ and quickly gather a bank of icons that you feel you’re likely to use in your course. When you start the development, you can just grab and go! Make sure you don’t forget to jot down where you sourced your icons from too. This will make it much quicker to find others in the same style at a later date. When it comes to photography and illustrations, the likelihood is your client / Stakeholders may already have guidance on what is appropriate to use. Whether you go down the route of characters, or stock imagery, it’s important to keep this consistent throughout. Head over to a royalty free site and search for a range of images based on the content or subject matter of your eLearning. In the case of photography, search for consistencies in backgrounds, shot type (close up versus wide screen), colours and poses. As a rule of thumb, I tend to avoid overly staged imagery where the person is staring directly into the camera. More subtle stagings where people appear to be interacting more naturally with each other can feel a bit more pleasant and less uncanny valley! Look for diversity in your images too, try to ensure a range of ethnicities, races and genders. Once again, add the title ‘imagery’ to your moodboard and provide a handful of examples you can refer back to later. When using characters or illustrations it can be slightly more tricky to ensure consistency in the style. However, royalty free sites such as Storyset allow you to search through a bank of illustrations all created in the same look and feel. You can even recolour them on the website without needing any graphic design software too! Gather inspiration for layouts and interactivity Did you know website designs can offer a great source of inspiration for Rise? Due to the continuous, one-page, nature of Rise it functions in a similar way to a website. Whilst you may not be able to replicate the functionality or interactivity of a website, you can translate some of the design choices! Head over to Google or Pinterest and type in ‘UI website design inspiration’. Here you will be able to find flatlay images of websites. Consider how the text is segmented, how colour and shape is used, and how images are presented. It can help spark ideas for dividers, background styles and more! Gather your reference images and drop them into your moodboard with the title 'layout inspiration'. Check everything fits together Great, you’ve finished gathering the pieces for your visual design puzzle. But now the most important step, looking at everything together and making sure it fits nicely. So, what do I mean by this? Essentially it means looking at everything as a whole and considering if it is conveying the message you want. For example, moodboard containing a colour palette with sunshine yellow and bright orange and photography of people smiling, may be a rogue choice for a fraud eLearning. This can also include looking for any contradictory elements to your moodboard too, for example a bubbly, rounded font but imagery that is serious and corporate. 🌟 All elements need to feel cohesive and intentional. Consider if you can explain the decision making behind your choices, if you’re finding you can’t really express why you’ve chosen a particular font, or colour, or image style, it’s probably not the right fit! And you’re done! You have your completed moodboard now ready to present to your client, share with colleagues, or to use as your reference to begin developing your Rise build. Remember, this doesn’t need to be a polished document, it should support you in maintaining consistency throughout your build and provide a point of inspiration to help you create Rise courses that break free from being boring and blocky. Once finished, why not share an example of a moodboard you’ve created? Share the tool you used and where you sourced any assets. 💡 Keep Learning Explore more member spotlight articles to discover how other learning designers are building their skills—and shaping the future of learning. Community Insights: Peer Guide Spotlight | E-Learning Heroes Community Insights: How Support Takes You Far | E-Learning HeroesMade by Members: On-boarding New Team Members
This month we’re spotlighting submissions across several eLearning Challenges that, when combined together, make an onboarding experience. These examples show how a variety of techniques can create memorable and easily referenced guides to simplify the fire hose of information that accompanies onboarding. Mix and match these examples for your specific use case if you’d like to give it a try, and be sure to comment below with what inspired you! A Blueprint for Day One and Beyond by SMcNicol Designed as a leave behind for after an interview, this course shows not only what an interviewee could use as a pitch for their first months in a job, but a clean and organized method for general 30/60/90 day plans. 💡Inspiration to take: How to use what Shannon describes as an “AI assisted workflow” to tailor plans and content Layered descriptions of not only what a process looks like, but concrete tactics for success Who is behind the scenes? By Kate_Golomshtok A bright example of vector image use, this submission shows a quick and memorable way to introduce different team roles. This approach makes it easy to understand the division of responsibilities in complex teams or projects. 💡Inspiration to take: Vector images that clarify tool use and positions for projects that could be confusing at first glance An “insider” approach to content presentation that includes field specific lingo Data Security Training by BrilliantTeams Submitted as part of the accordion interaction challenge, this submission shows how to make compliance training into an easily referenceable tool. New team members can easily dig down into more detail, while keeping high level information such as common initialisms above the fold. 💡Inspiration to take: Compliance training is notoriously a slog, so use engaging interactions to break up detail heavy content Stack information with the rationale behind it to help contextualize the “why” of procedures Meet the Team by AsweniGD Just what it says on the tin, this team introduction is a new team members’ dream for understanding organizational flow, titles, and personalities. Between the color coded org chart and detail on responsibilities this would help new hires understand who to ask what, when. 💡Inspiration to take: The morph transition makes for a clean transition from contextualized visuals to greater detail information Embrace color coded visuals to leave more room for what Ash describes as “human centered” introductions 🏅 Want to Be Featured Next? We’re always looking to highlight inspiring examples from the community, and your work could be next! Here's what we look for in a standout submission: A downloadable .story file or link to your Rise course so others can explore, adapt, and learn from your build. A clear explanation of what you built, how it works, and what makes it unique. Behind-the-scenes insight into your process, techniques, tools, or challenges you tackled. Purposeful design, whether it’s solving a problem, teaching a concept, or experimenting with a new approach. Bonus: Share your ideas for how your design is widely applicable beyond the specific example. Got something cool to share? Post it in Share Examples, and you might see it featured in an upcoming roundup!How To Calculate the Cost-Benefit of E-Learning
Most organizations create e-learning as a means to improve employee performance. Courses are supposed to deliver knowledge and skills that make workers better at their jobs. So if e-learning doesn’t improve job performance or the bottom line, most organizations don’t want to invest in it. That’s why it’s critical to calculate the cost-benefit of your e-learning course before you start to develop it. You want to show ahead of time that the benefits of creating and administering the e-learning course outweigh the development costs associated with it. Here are a few things to consider when you calculate the cost-benefit of your course: The Costs Design, Development, and Delivery A lot of factors go into calculating the costs associated with designing, developing, and delivering your e-learning course. You might need to see the HR department to help you figure hourly rates for various job titles, and then do some calculations to convert a salary into an hourly rate. Some costs to include are: Software/Hardware Costs: For example, you might need to purchase a new authoring tool, some stock photography, or a new microphone. Development Time: Calculate development time by multiplying developer’s hourly rate by number of hours needed to develop the course. To calculate an hourly rate from a yearly salary, you can use this formula: salary / 52 weeks / number of hours in a workweek. Meeting and Review Time: Include the value of the time of everyone involved with the project: meetings with a manager, the tech department, your SMEs, copyedit, graphic design, etc. Calculate the dollar value of the time spent in meetings with these people as well as the time they devote to the project. Lost Production Time: The time your participants spend taking your e-learning course is called lost production time. Calculate the lost production time using this formula: # of employees x hourly rate x # of hours the training lasts. These are some of the most obvious costs you need to consider. There might be others, such as organizational overhead and, the cost of setting up an LMS or webpage to host the course. Once you’ve identified and calculated the costs associated with developing and delivering your e-learning, you need to look at the second part of the equation: the dollar value associated with the benefits of your e-learning. The Benefits Benefit of Training The benefits of training can be tricky to identify and narrow down, but it is possible and very important to do so. To calculate the dollar value of the benefits, you need to identify 1) the specific task that is being taught in the training or e-learning, and 2) the average benefit, in dollars, of improving performance surrounding this task. Once you’ve done this, multiply the dollar value of the benefit by the number of employees, and multiply that by a time period. When you have both your total costs and your total benefits, you can calculate your Return on Investment (ROI) using this formula: Having flashbacks to math class? Let me share an example with you to illustrate this more clearly. Cost-Benefit Analysis Example: XYZ Delivery You work for XYZ Delivery as a training designer. Over the past few months, an increase in shipping label errors has caused more packages to be returned undelivered. To reduce the amount of errors, the Shipping Manager wants to create a one-hour e-learning module for 50 employees on the proper way to fill out shipping labels. They ask you, their in-house training designer, to do a cost-benefit analysis for designing this module. First you look at the costs associated with designing, developing and delivering this module: Now that you’ve looked at the total costs, you need to identify the benefits of training the employees at XYZ Delivery on how to fill out shipping labels properly. The specific task being taught: How to fill out a shipping label. The benefit of improving performance for filling out shipping labels: You investigate and identify that, currently, the 50 employees get an average of one error each per week on shipping labels. An error on a shipping label means a package is returned at an average cost to XYZ Delivery of $15 per returned package. Teaching the employees how to properly fill out the shipping label could save XYZ Delivery $750 per week (50 errors per week x $15 per error = $750). Multiply that by four weeks in a month and by 12 months in a year, and XYZ Delivery can potentially save $36,000 per year if they can reduce the rate of packages returned due to shipping label errors to zero. To calculate the net benefit, we’d then subtract the cost of training from the benefit, $36,000 - $4000 = $32,000 is the total net benefit. Now let’s plug these numbers into the ROI calculation shown above: XYZ Delivery can potentially get an 800% return on their money in a year if they invest in this one-hour e-learning module designed to reduce the error rate for shipping labels to zero. It may make sense to leave room for a few shipping label errors—that’s only normal human behavior—so you could edit your calculation to reflect this. Again, this is just a general example to illustrate the cost-benefit analysis more clearly. Hopefully this simple method for completing a cost-benefit analysis and calculating the ROI of your e-learning course will encourage you to do so for your next project. If you’ve done a cost-benefit analysis in the past and you’ve learned a thing or two that you’d like to share, please leave a comment below. We love to hear your feedback! You can always sign up for a fully functional, free trial of Articulate software. And don’t forget to post your questions and comments in the forums! We’re here to help. For more e-learning tips, examples, and downloads, follow us on Twitter.Review 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. When you move a folder, the folder structure is preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. 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 creators 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 creator 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 admins access to team folders? Only creators 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.Review 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, including up to five subfolder levels: 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. When you move a folder, the folder structure is preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. 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. When you move a folder, the folder structure is preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. 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.How Content Owners Manage Review 360 Items
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. Get Started Invite Stakeholders to Review Content Search Items Filter Items Manage Items Export Videos as LMS Packages Download Videos Organize Items in Folders Move Items and Folders in Bulk Add, Edit, Delete, and Resolve Comments for an Item Disable and Re-Enable Comments for an Item Export Comments from an Item to CSV and PDF Files View Previous Versions of Your Content Hide and Unhide Versions of Your Content Make an Earlier Version of Your Content the Current Version Change Your Email Notifications Get Started Use one of these web browsers to sign in to Articulate 360, then click the Review 360 link on the top of the page. You’ll see a dashboard, like the one below, where you’ll 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 what type of item it is, and a hover menu with several options for managing the item (details below). Before you can invite stakeholders to review your content, you need to upload or publish them to Review 360. Here's how: How to Upload Videos to Review 360 To upload video files to Review 360, go to your Review 360 dashboard and click the "upload a file" link at the top of the page. How to Manually Upload Storyline 360 Courses to Review 360 Visit this user guide for how to manually upload Storyline 360 courses to Review 360. How to Quickly Publish Content Directly to Review 360 Check out these user guides for instructions on publishing items to Review 360 from: Storyline 360 Rise 360 Presenter 360 Quizmaker 360 Engage 360 Replay 360 Peek 360 for Windows Peek 360 for Mac Note that these Storyline and Studio features won’t work in Review 360: Triggers and player tabs that exit the course won't work in Review 360. However, they'll work in browsers that allow tabs to close programmatically when your published output is hosted on a web server or LMS. Landscape-only and portrait-only restrictions in Storyline 360, Presenter 360, Quizmaker 360, and Engage 360 content won’t work. Content always rotates with the Review 360 interface so stakeholders have a consistent experience when adding feedback. When you switch from the review tab to the feedback tab and back again, the content you’re viewing picks up where you left off. However, the resume feature in Storyline 360, Presenter 360, Quizmaker 360, and Engage 360 content won’t work. This means when you close the content in Review 360 and then return to it later, it will start over from the beginning. Invite Stakeholders to Review Content After publishing an item to Review 360, invite stakeholders to review it and post their feedback. You can share a public link to the Review 360 item or create a review request. Share Content with a Public Link Create a Review Request (Beta) Share Content with a Public Link To share your content and provide a way to collect feedback, send stakeholders a direct link to your Review 360 item. From your dashboard, hover over an item, click the More (...) icon that appears, and choose Get public link or tick the checkbox in the upper-left corner card, and select the chain link icon from the action toolbar on top. You can also open an item, click the More (...) icon in the upper right corner of the screen, and choose Share. You’ll see this dialog box. If your reviewers don’t have Articulate accounts, mark the box to Allow users without Articulate IDs to comment. Reviewers will be prompted to enter their email addresses so you can identify their comments and they can receive discussion notifications. Stakeholders don’t need to sign in to Review 360 to review content, but we recommend signing 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. If you’d like to encourage your reviewers to sign in, ask them to create a free account here. If you want to password-protect your content for additional security, mark the Set a password box and enter a password in the field that appears. Turn off the password at any time simply by unchecking the box. (Only the content owner can add and remove passwords.) 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 (Beta) To set a due date and keep track of your stakeholders' progress, add them as reviewers. Learn more about the request review feature. Search Items Having trouble finding a specific review 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 that you’ve uploaded to your account. Filter your entire Review 360 dashboard, 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, select 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 tick 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, 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 that 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. You can also 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 zipped file of your 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 an existing folder from the list or click the Create new folder icon and give it a name, then click Move. Download Download MP4 files of your video content. You can also 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 container. When a folder is in the Deleted Items container, 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 container in the sidebar and click Empty. Organize Items in 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 or containers. The Personal container at the 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. Then there’s the Deleted Items container at the bottom of your folder list in the sidebar. Create Folders There are three ways to create a new folder on your Review 360 dashboard: Navigate to where you'd like to create the folder, click New Folder in the sidebar, 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. Manage Folders 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 container. They remain in your Deleted Items container until you permanently delete or restore them. When a folder is in the Deleted Items container, 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) Click the Delete forever button when prompted to permanently delete the folder and all its items. You can't undo this action. Move Items and Folders in Bulk Move multiple items and folders at the same time with ease. Hover your mouse over each one and tick the checkboxes in the upper-left corner. Then click the Move icon on the dynamic action toolbar, choose the new folder location, and click Move. An Undo option appears on the lower-left corner of your screen for a few seconds in case you change your mind. Tip: Need to delete several items and folders? Move them to a new folder and then delete the folder. Add, Edit, Delete, and Resolve Comments for an Item To learn all about working with comments, see our user guide on reviewing content in Review 360. It’s also a great resource to share with your stakeholders. Disable and Re-Enable Comments for an Item 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 sidebar disappears from the review tab, and the feedback tab disappears 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.) Export Comments from an Item 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 item to Show Resolved Comments first via the More (...) icon in the upper right corner before exporting. View Previous Versions of Your Content Create new versions of Review 360 items to keep track of revision history. To create a new version, simply republish your content or manually upload it. To see an older version of your content, open it in Review 360, click the Version drop-down list in the upper left corner of the screen, and select a version number. Comments roll forward with each new version, so you’ll see comments for the version you selected and all versions before it. To see the latest comments, switch to the current version of the content. You can’t add, edit, delete, resolve, or reopen comments in previous versions of an item. Switch to the current version to perform these tasks. Hide and Unhide Versions of Your Content Sometimes you need to control which versions of a Review 360 item stakeholders see. It’s easy to show only select versions of items while hiding other versions. Here’s how. Click an item on your dashboard to open it. Click the Version drop-down list at the top of the screen and hover over the version you want to hide. (The current version of an item can’t be hidden.) Click the eye icon to hide that version. Stakeholders don't see hidden versions or their comments. As the content owner, you have access to hidden versions and can unhide them by clicking the eye icon again. Make an Earlier Version of Your Content the Current Version Sometimes you need to revert the current version of a content to an earlier one. The Restore this version option makes the version you've selected the current version and permanently deletes newer versions and their comments. There isn’t a way to recover those versions and comments, so if you prefer not to permanently delete newer versions, try hiding them instead. Click an item on your dashboard to open it. Click the Version drop-down list at the top of the screen and select the version number you want to make current. Click Restore this version at the top of the screen. At the confirmation prompt, click Confirm. Change Your Email Notifications 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. How to 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. How to Change the Frequency of Email Notifications By default, you’ll receive email notifications instantly, 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 items (except items you've muted).
