reach 360

61 Topics

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 Profile 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
7 days ago Place User Guide Series
1.9KViews
1like
0Comments
Using the Course Reports in Articulate Reach 360

DavidAnderson
15 days ago Place Video Tutorials
34Views
0likes
0Comments
Reach 360: Manage Users and Groups via CSV
Good news, admins! You can import your learners all at once rather than inviting them individually. Just add their information to a CSV file and upload the file to your account. Keep reading to learn more. Get the Import Template Create a CSV File with Your Learners' Information Upload the CSV File to Your Reach 360 Account Manage Group Membership with CSV Step 1 - Get the Import Template To ensure your import is seamless, we recommend using our template. Here’s how to download it. In Reach 360, navigate to Manage > People > Users. Click Import. Click Download our template to download the template. Alternatively, you can create your own, but it’ll need to match the example below. Tip: If you've used our template previously and encountered upload issues, ensure you're using the latest version by downloading a fresh copy. Step 2 - Create a CSV File with Your Learners' Information Now that you have a template, you'll need to create a CSV (comma-delimited) file that lists your learners' information. Note: Only learners can be added via CSV import. You can bulk upload authors and admins in your Articulate 360 Account Management Console. Add learners' first names, last names, email addresses, and groups to a spreadsheet as shown: Then save the spreadsheet as a CSV file. (Excel might warn you that some features won't work in a CSV file and ask you to confirm that you want to keep using this file format. Click Yes.) Here are some tips for working with CSV files: Don’t worry about importing large numbers of learners at once. Keep in mind that, for Reach 360 trials, you can't have more than 250 pending invitations at a time. Reach 360 ignores entries for duplicate and already-registered emails. If you include an email more than once in the spreadsheet or a user on your account is registered with that email, that learner won't receive additional invites, and changes you make in the CSV to their group enrollments won't be updated. The information in the first name, last name, and email address cells can't exceed 50 characters each. The groups cell can have no more than 100 characters. A first name, last name, and email address are required for each entry. The Groups column isn't mandatory. Step 3 - Upload the CSV File to Your Reach 360 Account In Reach 360, navigate to Manage > People > Users. Click Import. Then click Upload CSV file, browse to your CSV file, and click Open. After uploading a CSV file, you’ll see how many learners were imported, along with how many errors (if any) occurred. Click See Details to download an annotated CSV with the import errors. When you click Done, all imported learners will receive an invitation to join your account. You can track their invitations via the Pending tab. If a pending learner is resent an invitation email, they can disregard the duplicate invite. 4. Manage Group Membership with CSV You can also manage your group memberships via CSV. On the Group tab, select a group from the list and click the Import button. To add users, click Upload CSV file, browse to your CSV file, and click Open, just like on the Users tab. If the user doesn't have an account, they'll receive an email invitation.Pending users are added to the group once they accept their invite. If they already have an account, they'll receive an email with information on the training in which they've been automatically enrolled. You can also remove users from the group via the CSV import method. Before you browse for your file, select the Remove all users… option. When the CSV is uploaded, any group members that aren't listed in the file are removed (this doesn't delete them from your Reach 360 account).
AnthonyKarcz
15 days ago Place User Guides
291Views
0likes
0Comments
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. 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
20 days ago Place User Guides
449Views
1like
0Comments
Breaking Language Barriers: How the Reach 360 Learner Interface Now Supports Multiple Languages

ChristineYoon
22 days ago Place Product Updates
192Views
7likes
1Comment
Reach 360: Manage Your Profile
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
27 days ago Place User Guides
296Views
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. 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. 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
2 months ago Place User Guides
484Views
0likes
0Comments
Reach 360: Publishing a Storyline 360 Course to Reach 360
In this movie, you'll learn how to publish courses from Storyline 360 directly to Reach 360 for seamless distribution.
DavidAnderson
2 months ago Place Video Tutorials
329Views
1like
0Comments
6 Ways to View & Export Reports in Articulate Reach 360

DavidAnderson
2 months ago Place Video Tutorials
73Views
0likes
0Comments
Using the Learning Path Reports in Articulate Reach 360

DavidAnderson
2 months ago Place Video Tutorials
24Views
0likes
0Comments