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. Unshare a Folder or Item Unshare a folder or item by moving it anywhere in your Private directory. Use either of the two ways to move folders and items discussed above, then select a location in the Private section. Only owners can move folders and items they've shared. If you unshare a folder that contains folders or items owned by others, those folders and items are also unshared and moved to their Private directories. Delete a Shared Folder or Item Select folders and items as mentioned above, click the More (•••) icon, and select Delete. Only owners can delete their shared folder or item and move them to their Deleted Items folder. If you delete a folder that contains folders or items owned by others, those folders and items are also moved to their Deleted Items folders. Tip: Folders and items can only be deleted one at a time. Need to delete several items and folders? Move them to a new folder in bulk and then delete the folder. Restore a Shared Folder or Item From the Deleted Items, select the folder or item, and choose Remove from trash. Restoring shared folders or items moves them back to their original location. If the location or folder no longer exists, you'll find them in your Private directory. Understand Tasks and Permissions Everyone on the team has editor permissions to all Review 360 items in the root Team directory. Control who sees your shared items by moving them to team folders and customizing the folder share settings, as described below. Hover over the folder in the sidebar or the folder breadcrumb on top, click the More (•••) icon that appears, and choose Folder share settings. Or select the checkbox in the upper-left corner of the folder, then click the share icon on the dynamic action toolbar on top. In the pop-up that displays, search for specific team members by name or email and click their names to add them as editors. Or add the "Everyone" group to give all seatholders access to the folder. To remove access, hover over selected members and click the trash icon. Permissions can be either explicit or inherited. Explicit permission is manually adding the user or group through the folder share settings. It doesn't change even when you move the folder. Inherited permission is when the folder automatically adds the share settings from the parent folder. If the folder is moved to another location, its inherited permissions are replaced with the new parent folder's share settings. To convert inherited permissions to explicit, remove the permissions and manually add them back. Updating folder share settings applies the change to all subfolders under it. Currently, this also affects folders owned by other members. The permission on the updated folder is explicit, while the permissions on the subfolders are inherited. There are two roles in the folder share settings: owner and editor. See the table below to compare owner and editor permissions: Folders Tasks Owner Editor View the shared folder x x View shared folder permissions x x Create a subfolder in the shared folder x x Add a new item in the shared folder x x Rename the shared folder x x Change shared folder permissions x Move the shared folder x Delete the shared folder x Items Tasks Owner Editor View items x x Download videos x x Publish new versions of an item x x Insert items as Storyline blocks in Rise 360 x x Hide and unhide versions of items x x Download Storyline 360 project backups x x Disable and re-enable comments x x Export videos to an LMS x x Modify share settings x x Copy the shareable link x x Allow users without Articulate IDs to comment x x Set a password to view the item x x Rename item titles x x Duplicate items x x Move items x Delete items x Restore versions x Delete comments x Publish Collaboratively Allow multiple authors to publish new versions of Review 360 items you shared using any Articulate 360 authoring app. Here's how: Publish your content to Review 360. Items are stored in the Private root directory when you first publish directly from authoring apps. Move it to any folder in the Team directory, including the root folder. Make sure co-authors have editor access to the folder. When co-authors choose to publish a new version of an existing item to Review 360 using the same authoring app, they'll see the item you shared on the list. For Storyline 360 items, editors also have the option to upload a new version, as shown below. Learn more about other editor tasks in the Understand Tasks and Permissions section above. To see who made changes to the shared item, click the Version drop-down list in the upper left corner of the screen to switch between versions. Editors can hide or unhide versions, but only owners can restore a version. Get Answers to FAQs Can I transfer ownership of folders and items? No, but editors can duplicate Review 360 items, and they'll own the copies. However, these won't include comments. You can also transfer ownership when removing the owner from the team subscription and selecting a new team member as the owner. As a folder editor, I can publish new versions of Rise 360 content in team folders, even if I'm not a course/microlearning manager in Rise 360. Is this expected? Yes, any seatholder in the same subscription with editor access to the Rise 360 item in Review 360 can publish a new version. This may include content on which you aren't assigned a collaborator role. Assigned collaborator roles in Rise 360 control who can publish the course or microlearning to Review 360. Assigned folder permissions in Review 360 team folders control who can publish new versions of the items in the folder. Note: When publishing a new version from Rise 360, you can select any content to which you have editor permissions in Review 360. Let us know how this works for your organization. What happens to shared content when the owner is removed from the team? When you remove someone from your team, you must transfer all their shared content to another member to complete the process. To keep the user's unshared content with their Articulate ID account, uncheck the Include personal content box. This is handy when the user is a contractor or freelancer who used their personal Articulate ID to join your team and has personal content connected to it. See this article for more information about managing content when users leave your team. If you're leaving the team, move all the content you want to keep to your Private directory first, then ask your admin to uncheck the Include personal content box when removing your access. More details on how long we'll keep your data here. Can I give non-seatholder admins access to team folders? Only seatholders in the same subscription can access team folders. Will I be notified when someone updates the items I shared? No, we don't send any notifications for team folders at this time. What should I do when I plan to merge subscriptions? We'll help you combine multiple Articulate 360 subscriptions to ensure shared content is transferred to the new subscription. Learn more about merging subscriptions. What happens when the subscription expires and I want to reactivate it? Shared content, such as Review 360 items in team folders, stays with the subscription. If you think you might renew your subscription later and want to keep your shared items, move them to your private directory before your subscription expires. Your online data remains intact if you renew your subscription with the same Articulate ID within six months. You'll have access to all your personal content items. Let us know if you need help retrieving shared content.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 on your Review 360 dashboard: Navigate to where you'd like to create the folder, click New Folder at the top of your dashboard, give your folder a name, and click Save. Hover over a folder in the sidebar, click the More (•••) icon that appears, and choose New folder. Hover over an item, click the More (•••) icon that appears, and choose Move to. When the folder dialog appears, click the Create new folder icon in the lower right corner, give your folder a name, and click Move. To make changes to a folder, hover your mouse over a folder from the sidebar or the folder breadcrumb on top and click the More (•••) icon that appears. Or tick the checkbox in the upper-left corner to show the action toolbar on top (note that this also disables the More (•••) icon). Then select from the following actions: Rename (Toolbar: Pencil icon) Enter a new name for the folder and click Save to rename it. Move folder (Toolbar: Folder with arrow icon) Move your folder to an existing or new folder. Select a folder from the list or click the Create new folder icon, give your new folder a name, then click Move to move the folder to this location. Delete (Toolbar: Trash bin icon) Delete unneeded folders to make space for new ones. Click the Delete button when prompted to confirm that you want to move the folder and all its items to the Deleted Items. They remain in your Deleted Items folder until you permanently delete or restore them. When a folder is in the Deleted Items, you can do either of the following: Remove from trash (Toolbar: Up left arrow icon) Restore a folder and all its items to their original location. Click the View option that appears on the lower-left corner of your screen to jump to this location. Delete forever (Toolbar: Trash bin icon) When prompted, click the Delete forever button to permanently delete the folder and all its items. You can't undo this action. Tip: Click and drag the sidebar divider to the right for a better view of your folder structure. Organize Items and Folders Move or delete items and folders with ease. Select items and folders in three ways: Click and drag your mouse over the items and folders you want to include in the selection. Press Shift+click+drag or Ctrl/Cmd+click+drag to include items in separate sections or pages in the same folder. Hover your mouse over each item or folder and click the checkboxes in the upper-left corner of the card. Press Ctrl+A to select all the items and folders on the current page. You can use this keyboard shortcut across multiple pages in the same folder. To change location, click and drag the selected items to the destination folder on the sidebar or via the breadcrumb navigation on top. Or use the Move icon on the dynamic action toolbar on top to choose a new location, then click Move. To move items and folders to Deleted Items, click and drag the selected items to the folder or choose the Delete icon on the action toolbar. To permanently delete them, select the items and folders from the Deleted Items folder, click the Delete icon from the action toolbar, and choose Delete Forever from the prompt.Review 360: Use Comments to Give Feedback
While viewing a Review 360 item, use the sidebar to post feedback and participate in discussions along the way. Learn more about working with comments below. Read Comments Post Comments Edit Comments Delete Comments Resolve and Reopen Comments Export Comments to CSV and PDF Files Disable and Re-Enable Comments Read Comments All reviewers can view comments. And there are different ways to work with comments, depending on whether you’re using the review tab or the feedback tab. Review Tab Click to Enlarge Feedback Tab Click to Enlarge How to Use the Review Tab The review tab is the default view for Review 360 items. It’s where you interact with course content and watch videos. And the sidebar lists comments for the content that’s currently displayed on the screen. For Storyline and Studio courses, comments are tied to specific slides, so the comments you see in the sidebar change as you move from one slide to another. For Rise courses, comments are lesson-specific, so the comments in the sidebar change as you switch lessons. For video content, all comments display in the sidebar simultaneously, with the newest thread on top. To see a comment in context, click its hyperlinked timestamp to jump directly to that point in the video. Brilliant! Collapse and expand the comment sidebar by clicking the arrow in the upper right corner. Sometimes it’s helpful to collapse the sidebar to have more space to view the content, especially on small screens. Reviewers who sign in with an Articulate ID see helpful badges for unread comments. A blue dot appears next to individual unread comments in the sidebar, and a red badge with the total number of unread comments appears next to the feedback tab at the top of the screen. Mark comments as read by clicking them, replying to them, or using the More (•••) icon in the top right corner of the screen to Mark All as Read. How to Use the Feedback Tab The feedback tab lets you see all comments for a Review 360 item on one screen. Each thread has a screenshot to show you exactly how the content looked when the first comment was posted. These screenshots help you see feedback in context so you know what changes are needed. Click the screenshots to zoom in and out. Change how comments are sorted for Storyline, Studio, and Rise courses. Click the sorting icon in the upper right corner to toggle between slide/lesson order and chronological order. Tips: Video content always displays comments in chronological order, with the newest thread on top. Comments for deleted Storyline 360 slides display below a "Scene not found" section. Reviewers who sign in with an Articulate ID see helpful badges for unread comments. A blue dot appears next to individual unread comments, and a red badge with the total number of unread comments appears next to the feedback tab at the top of the screen. You can mark comments as read by clicking them, replying to them, or using the More (•••) icon in the top right corner of the screen to Mark All as Read. Post Comments All reviewers can add comments, emojis, @mentions, and attachments. The process is the same for both the review and feedback tabs. How to Post Comments It’s super-easy to comment on a Review 360 item. Place your cursor in a comment box or reply field, type your comment or paste text from your clipboard, then press Enter on your keyboard or click the Post button. If you change your mind, click Cancel. When you start a new discussion thread, a screenshot of the content as it currently appears is automatically generated and attached to your comment. If you’re watching a video, the screenshot is captured as soon as you start typing. You’ll see these screenshots on the feedback tab. Reviewers who subscribe to all comments will receive email notifications for new comments you post. And when you reply to an existing thread, you’ll see a list of reviewers who will be notified of your comment below the text-entry field. Tip: If you aren’t signed in to Review 360 with an Articulate ID, you’ll be prompted to enter your email address when you click inside a comment field. This allows you to receive notifications when other reviewers reply to your comments. (If you have an Articulate account, you’ll be prompted to enter your password.) How to Insert Emojis into Comments Give your comments more personality with emojis. If you’re using a device with an emoji keyboard, simply tap the emojis you want to add to your comments. Or, click the emoji icon in the comment field and select emojis from the list. How to Tag Other Reviewers in Comments Direct your comments to specific reviewers by tagging them. Here are two ways to tag people. Type @ followed by the person’s name or email address. A list of reviewers will appear as you type. Select the person you want to tag from the list. Click the @mention icon in the comment field and choose a reviewer from the list that appears. Who’s included in the @mention pick list? Great question! Everyone who has already commented on the current item appears on the list. And if you’re a member of an Articulate 360 Teams account, all your team members also appear in the list. How to Add Attachments to Comments Add attachments to comments to keep your team on the same page. Attach images, videos, audio tracks, and more! To add an attachment, click the paper clip icon in the comment field, then browse to the file you want to attach. To download an attachment, just click it and choose where you want to save it. To delete an attachment, hover over it and click the X that appears. (You can only delete attachments that you uploaded.) You can attach up to five files per comment. Learn more about attachments. Edit Comments All reviewers can edit their own comments. Here’s how. Hover over your comment, click the drop-down arrow that appears, and choose Edit. Change the text, emojis, @mentions, and attachments as needed. See above for details. Press the Enter key or click the Post button to save your changes. Tip: If you don’t see a drop-down arrow when you hover over your comments, you’ll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Delete Comments All reviewers can delete their own comments. Hover over the comment you want to delete, click the drop-down arrow that appears, and choose Delete. Here are some tips for deleting comments: While all reviewers can delete their own comments, the content owner can delete any comment by any reviewer. When you delete the first comment in a discussion thread, the entire thread gets deleted. You can't restore deleted comments. If you need to refer to a comment later, try resolving it rather than deleting it. If you don’t see a drop-down arrow when you hover over comments, you’ll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Resolve and Reopen Comments Avoid confusion by resolving comments that have been addressed or are no longer relevant. How to Resolve Comments All reviewers can resolve comments. It’s easy! Hover over an individual comment or the first comment in a discussion thread, then click the checkmark icon that appears. Depending on your settings, the comment or thread will disappear or fade into the background. Tip: If you don’t see a checkmark icon when you hover over comments, you'll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. How to Show or Hide Resolved Comments By default, resolved comments disappear. To see resolved comments, click the More (•••) icon in the upper right corner of the screen and choose Show Resolved Comments. They’ll reappear with a faded or desaturated look so you can distinguish them from comments that are still open. To make resolved comments disappear again, click the More (•••) icon in the upper right corner and choose Hide Resolved Comments. The show/hide setting is specific to each Review 360 item, so you can show resolved comments in one item and hide them in another. Review 360 remembers your choice, so you don’t have to reset it every time you open an item. How to Reopen Comments Sometimes you need to reopen a comment or discussion that was previously resolved. No problem! First, show resolved comments as described above, then hover over the comment and click the green check mark icon that appears. Export Comments to CSV and PDF Files Export comments from a Review 360 item for analysis, backup, or regulatory requirements. Here’s how. First, make sure you’re signed in to Review 360 with an Articulate ID. Then, click the More (•••) icon in the upper right corner of the screen and choose Export Comments. Use the Comment Order drop-down list to choose how you want to organize comments in your report. Choose either CSV or PDF from the Export Format drop-down list. Click Export and choose where you want to save your report. All comments for all versions of the Review 360 item get exported to a single report. However, to include resolved comments in the PDF export, set the item to Show Resolved Comments first via the More (•••) icon in the upper right corner before exporting. Disable and Re-Enable Comments Only the content owner can turn off comments. Here’s what happens when comments are disabled: The sidebar disappears from the review tab, and the feedback tab disappears altogether. If the review item already had comments, you won’t be able to read them unless you export them to a report. If the content owner enables comments again, all pre-existing comments will reappear. (Re-enable comments by clicking the More (•••) icon in the upper right corner and choosing Enable Comments.)Review 360: Invite Stakeholders to Review Content
After publishing or uploading an item to Review 360, you can use either a share link or review request to invite stakeholders to review the item and post their feedback. Learn about each process below. Use a Share Link Create a Review Request Use a Share Link To share your content and collect feedback, send stakeholders a direct link to your Review 360 item. From your dashboard, hover over an item, and click the More (•••) icon that appears. Then, choose Share settings. Or select the checkbox in the upper-left corner of the card, and choose the chain link icon from the action toolbar on top. You can also open a Review 360 item from the dashboard and click Share in the upper right corner of the screen. Next, choose who can view your item using the Item Access dropdown. You can select Anyone with the link or Only invited users. The dialog box shows different options depending on your choice: Anyone with the link Only invited users Anyone with the link Select Anyone with the link from the dropdown to share your content more broadly. Then decide if you need these optional settings: If your reviewers don’t have Articulate accounts, select Allow users without Articulate IDs to comment. Stakeholders must enter their email addresses so you can identify their comments, and they can receive discussion notifications. We recommend encouraging stakeholders to sign in with an Articulate ID for the best experience. For example, reviewers who sign in can see badges for unread comments and change their email notification settings. Ask them to create a free account here. To password-protect your content for additional security, select the Set a password checkbox and enter a password in the field that appears. Turn off the password at any time simply by unchecking it. (Only the content owner and team folder editors can add and remove passwords.) Notes: Although share links are public, we prevent search engines from indexing our site so they won’t be searchable. However, if you post these links on a public web page, they may be indexed by a search engine. To protect confidential information, set a password or limit access to specific users. When you share Storyline project files with collaborators, they can access any integrated comments linked to the slides unless you password-protect the Review 360 item. Only invited users Choose Only invited users from the dropdown if you want more control over who can view the link. Invited users must have an Articulate ID to access the item you’re sharing. (If the stakeholder you want to invite doesn’t have an Articulate ID, ask them to create a free account here.) Then follow these steps to manage access: To add users, type in the person's email address in the People with Access field, then press Enter or select it from the drop-down list. Or copy a list of email addresses (use any form of separator—commas, semi-colons, spaces, cells in spreadsheets) and paste it to the People with Access field to add them automatically. You can add anyone from your team or outside the organization, as long as they have an Articulate ID. Remove users by clicking the X icon beside their name. Click Save to confirm any changes. Tips when making your item private: If your item is in a team folder, you'll see folder editors listed under "People with Access" with a folder icon beside their names. You can remove them via the folder share settings. Although you can add reviewers without Articulate IDs via request review, only those with accounts are included automatically. You'll see them under "People with Access" with a clipboard icon beside their names. Those without Articulate IDs must create a free account using the same reviewer email address to gain Viewer access. If you want collaborators to see integrated comments linked to slides in your Storyline project files, you must grant them access to the Review 360 item you want to share. Check out this FAQ for more information. Copy the shareable link from the dialog box and send it to your reviewers. Be sure to give them the password if you added one. And if your reviewers have never used Review 360 before, feel free to share this user guide or this downloadable PDF on reviewing content in Review 360. Create a Review Request To set a due date and keep track of your stakeholders' progress, create a review request by following the steps below. Launch the Review 360 item and click the +Review Request button in the Comments sidebar. Type in the reviewer's email address and select it from the drop-down list. Add more reviewers as needed. Or copy a list of reviewer email addresses (use any form of separator—commas, semi-colons, spaces, cells in spreadsheets) and paste it to the Assigned Reviewers field to add them automatically. Enter a custom message for your reviewers if you like. For example, if your content is password-protected, include the password in your message. Make messages easier to read using the formatting options on the toolbar on top. Or, use the keyboard shortcuts below. Icon Function Key(s) Window / macOS Bold Ctrl+B / Cmd+B Italic Ctrl+I / Cmd+I Strikethrough Ctrl+Shift+X / Cmd+Shift+X Hyperlink Ctrl+C / Cmd+C to copy the URL Ctrl+V / Cmd+V to hyperlink the selected text Ordered list Ctrl+Shift+8 / Cmd+Shift+8 Bullet list Ctrl+Shift+7 / Cmd+Shift+7 Clear formatting N/A Add a line break Shift+Enter or Control+Enter / Cmd+Enter Set a due date to send email reminders to reviewers if they haven't completed their review. Reminders are sent the day before, on the due date, and the day after. Confirm all the details are correct, then click Send Request. All reviewers will receive an email notification with a personalized URL to launch the Review 360 item. Using this URL, they'll see a Your Review section in the Comments sidebar with an I'm done reviewing button to set their status to Complete. Once completed, a More (•••) icon appears in the upper-right corner. They can click this icon, select Re-open Review, then choose Re-Open when prompted to reset their status. Note: If your Review 360 item share link is private, reviewers must have an Articulate ID to view it. Ask them to create a free account here if they don't have one. Update Your Request Modify your request after sending it. Change the Due Date Select a new date from the due-date dropdown and click Save. All reviewers will receive email notifications of the new due date, but this doesn't change their status. Add Reviewers Invite more reviewers to look through your content. Click the More (•••) icon beside the Request Review header and select Add Reviewers. Type in their email address and select it from the drop-down list. Click Update Reviewers when you're done. Note: To remove reviewers, hover over their names and click the trash bin icon that appears. Delete Delete the current round of review requests to start a new one. Click the More (•••) icon beside the Request Review header and select Delete. Click Yes to confirm. You can't undo this action. Monitor Status Track your stakeholders' progress. Refer to the table below for more details on each status: Status Description Email Sent The reviewer hasn't viewed the Review 360 item. Item Viewed The reviewer launched the Review 360 item or reopened their review. Commented The reviewer posted their first comment. Completed The reviewer marked the review request as complete. Tips: If your reviewers are new to Review 360, point them to this user guide for stakeholders or share this quick-start guide document (PDF) in your custom message. All seatholders can create or edit a request for any Review 360 item within the subscription. Only the request owner will be notified when reviewers set their status to complete. If a reviewer has an Articulate ID account linked to their email address, they must sign in with their password before posting a comment. Anyone viewing the Review 360 item using the public link can see the Request Review details. Assigned reviewers with Articulate IDs will see the Your Review section using this link when signed in. Select Allow users without Articulate IDs to comment if you want assigned reviewers without Articulate IDs to post comments.How Stakeholders Review Content in Review 360
Review 360 lets e-learning developers and stakeholders collaborate on projects and speed up content reviews. Gather feedback, follow threaded discussions, resolve comments, and track version history all in one easy-to-use web app. See below to learn more or download this quick-start guide. Get Started Understand Tasks and Permissions Read Comments Post Comments Edit Comments Delete Comments Resolve and Reopen Comments Export Comments to CSV and PDF Files Disable and Re-Enable Comments View Previous Versions of the Content Share Content Subscribe to the Content and Change Notification Settings Get Started To review a Review 360 item, all you need is the link the content owner sent to you and one of these web browsers. If the owner secured the content with a password, you’ll be prompted to enter it when you open the review item. You can review content without signing in to Review 360 if the owner allows it, 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 don’t have an Articulate ID, you can create a free account here. Then open the content in Review 360, click the blue Sign In button in the upper right corner, and enter your Articulate ID email address and password. (If you don’t sign in, you’ll be prompted to enter your email address when you post comments. Learn more.) If the content you’re reviewing is a video, you can immediately watch the video. If the content is an interactive course, you can jump right into the course content. And you can use the sidebar to post feedback and participate in discussions along the way. Learn more about working with comments below. Understand Tasks and Permissions Every reviewer can perform common tasks, such as adding and editing comments, but some tasks can only be performed by the content owner or reviewers who sign in with Articulate IDs. This table lists all review tasks and who has permissions to do them. See the sections that follow for details on each task. Task Content Owner Reviewer with Articulate ID Reviewer Without Articulate ID Read comments, collapse and expand the sidebar, jump to timestamps in videos, change the feedback sort order, and zoom screenshots. Learn more. See badges for unread comments and mark all comments as read. Learn more. Post comments, insert emojis, @mention other reviewers, and add attachments. Learn more. Edit one’s own comments. Learn more. Delete one’s own comments. Learn more. Delete comments posted by any reviewer. Learn more. Resolve comments, show/hide resolved comments, and reopen comments. Learn more. Export comments to CSV and PDF files. Learn more. Disable and re-enable comments. Learn more. View previous versions of the content. Learn more. Share the content. Learn more. Subscribe to the content and change notification settings. Learn more. Mark reviews complete when you're an assigned reviewer and use your personalized URL to launch the content. Learn more about review requests. Mark reviews complete when you're an assigned reviewer and use the public URL to launch the content. Learn more about review requests. Read Comments All reviewers can read comments. And there are different ways to work with comments, depending on whether you’re using the review tab or the feedback tab. Review Tab Click to Enlarge Feedback Tab Click to Enlarge How to Use the Review Tab The review tab is the default view for Review 360 items. It’s where you interact with course content and watch videos. And the sidebar lists comments for the content that’s currently displayed on the screen. For Storyline and Studio courses, comments are tied to specific slides, so the comments you see in the sidebar change as you move from one slide to another. For Rise 360 courses, comments are lesson-specific, so the comments in the sidebar change as you switch lessons. For video content, all comments display in the sidebar simultaneously, with the newest thread on top. To see a comment in context, click its hyperlinked timestamp to jump directly to that point in the video. Brilliant! You can collapse and expand the comment sidebar by clicking the arrow in the upper right corner. Sometimes it’s helpful to collapse the sidebar so you have more space to view the content, especially on small screens. Reviewers who sign in with an Articulate ID see helpful badges for unread comments. A blue dot appears next to individual unread comments in the sidebar, and a red badge with the total number of unread comments appears next to the feedback tab at the top of the screen. You can mark comments as read by clicking them, replying to them, or using the More (•••) icon in the top right corner of the screen to Mark All as Read. How to Use the Feedback Tab The feedback tab lets you see all comments for a Review 360 item on one screen. Each thread has a screenshot so you can see exactly how the content looked when the first comment in the thread was posted. These screenshots help you see feedback in context so you know what changes need to be made. Click the screenshots to zoom in and out. You can change how comments are sorted for Storyline, Studio, and Rise 360 courses. Click the sorting icon in the upper right corner to toggle between slide/lesson order and chronological order. (Video content always displays comments in chronological order, with the newest thread on top.) Reviewers who sign in with an Articulate ID see helpful badges for unread comments. A blue dot appears next to individual unread comments, and a red badge with the total number of unread comments appears next to the feedback tab at the top of the screen. You can mark comments as read by clicking them, replying to them, or using the More (•••) icon in the top right corner of the screen to Mark All as Read. Post Comments All reviewers can add comments, emojis, @mentions, and attachments. The process is the same for both the review and feedback tabs. How to Post Comments It’s super-easy to comment on a Review 360 item. Just place your cursor in a comment box or reply field, type your comment or paste text from your clipboard, then press Enter on your keyboard or click the Post button. If you change your mind, click Cancel. When you start a new discussion thread, a screenshot of the content as it currently appears is automatically generated and attached to your comment. If you’re watching a video, the screenshot is captured as soon as you start typing. You’ll see these screenshots on the feedback tab. Reviewers who havesubscribed to all comments will receive email notifications for new comments that you post. And when you reply to an existing thread, you’ll see a list of reviewers who will benotified of your comment below the text-entry field. Tip: If you aren’t signed in to Review 360 with an account, you’ll be prompted to enter your email address when you click inside a comment field. This allows you to receive notifications when other reviewers reply to your comments. (If you have an Articulate account, you’ll also be prompted to enter your password.) How to Insert Emojis into Comments Give your comments more personality with emojis. If you’re using a device with an emoji keyboard, simply tap the emojis you want to add to your comments. Or, click the emoji icon in the comment field and select emojis from the list. How to Tag Other Reviewers in Comments You can direct your comments to specific reviewers by tagging them. Here are two ways to tag people. Type @ followed by the person’s name or email address. A list of reviewers will appear as you type. Select the person you want to tag from the list. Click the @mention icon in the comment field and choose a reviewer from the list that appears. Who’s included in the @mention pick list? Great question! Everyone who has already commented on the current item appears in the list. And if you’re a member of an Articulate 360 Teams account, all members of your team also appear in the list. How to Add Attachments to Comments Add attachments to comments to keep your team on the same page. Attach images, videos, audio tracks, and more! To add an attachment, click the paper clip icon in the comment field, then browse to the file you want to attach. To download an attachment, just click it and choose where you want to save it. To delete an attachment, hover over it and click the X that appears. (You can only delete attachments that you uploaded.) You can attach up to five files per comment. Learn more about attachments. Edit Comments All reviewers can edit their own comments. Here’s how. Hover over your comment, click the drop-down arrow that appears, and choose Edit. Change the text, emojis, @mentions, and attachments as needed. See above for details. Press the Enter key or click the Post button to save your changes. Tip: If you don’t see a drop-down arrow when you hover over your comments, you’ll need to sign in to Review 360 with an account or click inside a comment/reply field and enter your email address when prompted. Delete Comments All reviewers can delete their own comments. Hover over the comment you want to delete, click the drop-down arrow that appears, and choose Delete. Here are some tips for deleting comments: While all reviewers can delete their own comments, the content owner can delete any comment by any reviewer. When you delete the first comment in a discussion thread, the entire thread gets deleted. Deleted comments can’t be restored. If you think you’ll need to refer to a comment later, tryresolving it rather than deleting it. If you don’t see a drop-down arrow when you hover over comments, you’ll need to sign in to Review 360 with an account or click inside a comment/reply field and enter your email address when prompted. Resolve and Reopen Comments Avoid confusion by resolving comments that have been addressed or are no longer relevant. How to Resolve Comments All reviewers can resolve comments. It’s easy! Hover over an individual comment or the first comment in a discussion thread, then click the check mark icon that appears. Depending on your settings, the comment or thread will either disappear or fade into the background. Tip: If you don’t see a check mark icon when you hover over comments, you’ll need to sign in to Review 360 with an account or click inside a comment/reply field and enter your email address when prompted. How to Show or Hide Resolved Comments By default, resolved comments disappear. To see resolved comments, click the More (•••) icon in the upper right corner of the screen and choose Show Resolved Comments. They’ll reappear with a faded or desaturated look so you can distinguish them from comments that are still open. To make resolved comments disappear again, click the More (•••) icon in the upper right corner and choose Hide Resolved Comments. The show/hide setting is specific to each Review 360 item, so you can show resolved comments in one item and hide them in another. Review 360 remembers your choice so you don’t have to reset it every time you open an item. How to Reopen Comments Sometimes you need to reopen a comment or discussion that was previously resolved. No problem! First, show resolved comments as described above, then hover over the comment and click the green check mark icon that appears. Export Comments to CSV and PDF Files Export comments from a Review 360 item for analysis, backup, or regulatory requirements. Here’s how. First, make sure you’re signed in to Review 360 with an Articulate ID. Then, click the More (•••) icon in the upper right corner of the screen and choose Export Comments. Use the Comment Order drop-down list to choose how you want to organize comments in your report. Choose either CSV or PDF from the Export Format drop-down list. Click Export and choose where you want to save your report. All comments for all versions of the review item get exported to a single report. However, to include resolved comments in the PDF export, set the item to Show Resolved Comments first via the More (•••) icon in the upper right corner before exporting. Disable and Re-Enable Comments The content owner can disable comments by clicking the More (•••) icon in the upper right corner of the screen and choosing 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 review item already had comments, you won’t be able to read them unless you export them to a report. If the content owner enables comments again, all pre-existing comments will reappear. (Re-enable comments by clicking the More (•••) icon in the upper right corner and choosing Enable Comments.) View Previous Versions of the Content All reviewers can explore previous versions of a Review 360 item to see changes over time. Click the Version drop-down list in the upper left corner of the screen and choose 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 item. 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. Share Content Reviewers who sign in to Review 360 will see a share option in the upper right corner of the screen. Click Share to see the link for the current content. You can invite others to review the content by giving them the shareable link. If the owner password-protected the content, you’ll need to provide the password when you invite other reviewers. Only the owner can add, change, and remove content passwords. Reach out to the owner if you need help with content links or passwords. Subscribe to the Content and Change Notification Settings By default, all reviewers receive instant email notifications when someone replies to their comments or @mentions them. (The content owner receives email notifications for all comments.) The good news is you can manage your subscriptions and notifications by signing in with an Articulate ID, which is a great reason to create a free account if you don’t already have one. How to Subscribe to a Review 360 item or Mute Notifications You’ll receive email notifications for a Review 360 item when other reviewers reply to your comments or @mention you. But what if you want to get notifications for all comments or stop getting comments for an item? There’s a setting for that! Click the More (•••) icon in the upper right corner of the screen and choose Project Notifications. (You need to sign in to Review 360 with an account to see this setting.) Choose one of these options: Your Activity triggers email notifications when someone replies to your comments or @mentions you. This is the default setting for all reviewers except the content owner. All Activity triggers email notifications for all comments and replies on the content. This is the default setting for the content owner. 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. (You need to sign in to Review 360 with an account to see 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).
