Reach 360

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Say Hello to Some of Your Most-Requested Features
Find out why we’re even more excited than usual about our latest release.
CommunityTeam
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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
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Oodles of Features to Improve Design Flexibility, Accessibility, and Course Distribution
Try these newly released tools to make adapting design and distribution easier and make courses more accessible
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3 months ago Place Product Updates
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Reach 360: Manage Self-Registration
Free up admin time and give new learners easy access to your training content by generating a link that directs to a self-registration landing page. You can also have learners sign up and be added automatically to a group of your choosing. Enable Self-Registration Customize Self-Registration Create Group Self-Registration Links Disable Self-Registration Enable Self-Registration To enable self-registration, follow these steps: Select the Manage tab and click Settings. Toggle self-regisration to On. Click Save Changes. Click Download QR Code to download an image file of the QR code and Copy Link to copy the URL. Please note, existing users can't use the self-registration page. The link takes registrants to a landing page where they enter their email. If you've uploaded a logo and selected a brand color in your account settings, they're reflected here. Once learners click Create Account, Reach 360 sends an email invitation as if you'd manually invited them. Once they complete registration, they'll appear under the Users tab with a Self-registered tag. Self-registered users are invited as learners. Prior to them creating their account, you can manage their invitation as you would any pending user. These users also have the Self-registered tag. The auto-generated links are valid for new registrants only if self-registration is enabled in Settings. Customize Self-Registration Customize the header and body text of your self-registration page from the settings tab. With self-registration enabled, clickCustomize Page. Enter your title and body text in the appropriate fields. A preview displays on the right. Title text can be up to 100 characters, body text up to 600. ClickSave to commit the changes. Click the back arrow to return to the settings tab. Create Group Self-Registration Links One of the best ways to get learners into training quickly is by assigning them to groups. When a user is part of a group, they're automatically enrolled in all training that the group is enrolled in. Once self-registration is enabled for your account, you can create self-registration that automatically adds new learners to a specific group. On the group tab, hover over an entry in the list and click Add a self-registration link. Click the Share icon. ClickCopyto copy the URL andDownload QR Code to download an image file of the QR code with the same name as the group. When learners self-register using the generated links, they're automatically added to the associated group. These links are valid as long as self-registration is enabled on your account. Note: If you're using SSO, self-registration isn't available for groups you manage via your IdP. Disable Self-Registration To disable self-registration for a specific group, delete the links by clicking the trash can icon. To disable self-registration for your entire account, toggle self-registration to Offon the Settings tab and click Save Changes. You'll no longer be able to generate group self-registration links or customize your self-registration page. In both cases, users can still complete their account registration if they've used the provided links and generated an email invitation. Note: If you re-enable self-registration, non-group registrants will have to use the new auto-generated links. The previous links will no longer be valid. Group self-registration links remain valid. If learners have a problem with a group link after the feature was disabled and re-enabled, ask them to clear their browser's cache.
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Storyline 360: Publishing a Course to Reach 360
Want to "reach" more learners? Reach 360—a frictionless LMS—lets you easily deliver training to a broad range of learners and quickly analyze training data. How to Access Reach 360 To publish courses to Reach 360, install the April 2023 update or later for Storyline 360. Your Articulate 360 team must also activate Reach 360, or the option will be grayed out. Note that Articulate 360 Teams admins are not Reach 360 admins by default. Learn more about permissions in Reach 360 and Articulate 360 Teams. Read on to learn how to publish your course directly to Reach 360. Publish a New Item or Update an Existing Item Enter Title and Description Enter Additional Project Info (Optional) Adjust the Player Properties and Quality Settings Choose to Publish a Slide, a Scene, or the Entire Course Adjust the Course Settings Choose Reporting and Tracking Options Publish Distribute Your Published Course FAQs Step 1: Publish a New Item or Update an Existing Item Go to the Home tab on the ribbon and click Publish. When the Publish window appears, select the Reach 360 tab on the left. If this is your first time publishing the course to Reach 360, the status will show "No submissions," as above. Once a course has been published to Reach 360, the status will display the date and time of the last publish. Step 2: Enter Title and Description Enter the Title text as you want it to appear in Reach 360. (If you have a title placeholder on the first slide, the title defaults to the text entered in that title placeholder. If you don't have a title placeholder on the first slide, the title defaults to the name of your project file. You can change the title of your published course here without affecting the name of your project file or the title placeholder on the first slide.) The maximum length for a project title is 80 characters. Use the Description field to define the purpose of your course. This displays on the cover page for your course in Reach 360. Step 3: Enter Additional Project Info (Optional) Click the ellipsis button (...) next to the Title field to define additional project info. This info is for your reference only. Only the title and description will be visible in Reach 360. The Title and Description fields are the same as those on the Publish window (see the previous step). The image below the Title field is the course thumbnail. Note that the course thumbnail and course cover photo you set in Storyline 360 won't display in Reach 360. You can, however, set a cover photo for your course in Reach 360. Enter values for Author, Email, Website, Duration, Date, Version, and Keywords if you'd like. These values won't display in Reach 360. The Identifier is a unique string of characters assigned by Storyline 360 that Reach 360 and your LRS use to identify your course. If you're republishing a course that's already in Reach 360 and your LRS, don't change the value in this field. When you're finished customizing the project information, click OK to return to the Publish window. Step 4: Adjust the Player Properties and Quality Settings Use the Properties section of the Publish window to make last-minute changes to your course player and quality settings. The Player property shows the name of the player currently assigned to your project. (The player is the frame around your slide content.) To make adjustments to your player, click the player name to open the player editor. Note: Don't set your course to launch in a new browser window. This can lead to inconsistencies in the report data. The Quality property lets you choose adaptive or static video quality and control the compression settings for audio clips, static videos, and JPG images. The quality settings default to whatever you used the last time you published a course. To change them, click the Quality property, make your adjustments, and click OK. There are now two video quality options. Select Adaptive to automatically adjust the video quality (high, medium, or low) to the learner's internet speed and prevent buffering. Learn more. Choose Static to deliver videos with the same quality to all learners, which could cause buffering. Drag the Static slider to change the video compression. Note that higher values give you higher-quality output but also larger file sizes. That can mean longer download times for learners with slow connections. Lower values give you smaller file sizes and faster download times, but the quality will be lower as well. Drag the Audio Quality slider to adjust the compression settings Storyline 360 uses for audio. Mark the Optimize audio volume box to normalize audio throughout your course for consistent volume across all slides. Tip: If your course audio already has consistent volume, you can speed up the publishing process by unchecking this option. Drag the JPG Quality slider to adjust the compression settings Storyline 360 uses for JPG images. Click Reset to standard optimization to use the default settings: adaptive video quality, audio bitrate of 56 kbps, and JPG image quality of 100%. Step 5: Choose to Publish a Slide, a Scene, or the Entire Course By default, Storyline 360 will publish your entire course. However, you can publish a specific scene from your course or even just a single slide. This is helpful when you want to publish multiple courses from the same project file. Click the Publish property, then choose the entire project, a single scene, or a single slide. Step 6: Adjust the Course Settings Use the Course Settings section of the Publish window to manage the following: Show Duration: Mark this box to show the estimated course duration to the learner, then manually set the time on the right. (The default value for Storyline 360 courses is 30 minutes, which you can modify.) Show completion certificate: Mark this box to provide learners with a certificate they can download when they meet the completion parameters. Due date: Mark this box to set how long a learner has to complete the training after they've enrolled. Then manually set the date on the right. You can set a specific date or a custom timeframe. When an interval for a set number of days is selected, the time period begins when the learner is enrolled in the training. Note for admin: Use this field to add a note for Articulate 360 Teams admins who publish courses in Reach 360. For example, you could tell them whether this course should be visible in the Reach 360 library. Step 7: Choose Reporting and Tracking Options Click the Reporting and Tracking button to open the Reporting and Tracking Options window. From there, you can choose how Reach 360 reports and tracks learners' progress. You can also send learner data to your LRS in addition to Reach 360. Note: Storyline 360 always uses SCORM 2004 4th Edition when you publish courses to Reach 360—that means the standard option can't be changed. If you plan on reporting to an LRS as well, click the LRS tab on the left side of the window. Mark the box to Report to an external LRS, then choose one of the following options in the LRS Configuration section. Supplied at launch: Select this option when you don't want to store authentication credentials in your Storyline 360 project file or when you need the option to update the LRS endpoint or credentials without republishing the project. Learn more about supplying credentials at launch. Manual: Select this option to enter the LRS endpoint and credentials right in Storyline 360. The configuration details will be stored in your project file, and you'll need to republish the project if you change them later. Learn more about the manual option. Click the Tracking tab on the left side of the window and choose any combination of the following options. You can choose one, two, or even all three tracking options. Whichever option a learner completes first gets reported to Reach 360 and your LRS. Learn more about tracking multiple completion criteria. When the learner has viewed # slides: Mark this option to trigger completion when learners view a certain number of slides. You can choose a percentage or a fixed number. Then decide which slides get counted—all slides or just those with slide numbers. Learn more about tracking slides viewed. When the learner completes a quiz: Mark this option to track learners based on their quiz results. You can let Storyline 360 keep track of multiple quizzes and send results to Reach 360 for the first quiz each learner completes. Learn more about tracking quizzes. (This option will be grayed-out if your course doesn't have any result slides.) Using triggers: Mark this option to track learners based on course completion triggers you added to your course. (This option is grayed-out if your course doesn't have any completion triggers.) Step 8: Publish When you're finished making selections, click the Publish button. Your course gets uploaded to Reach 360 all at once, and all Reach 360 admins receive an email notification to publish it. The upload time depends on the size of your course and your internet speed. After submitting a course, you'll see the following Publish Successful window, depending on your permissions. If you're an Articulate 360 Teams admin, you’ll see two follow-up options: Manage in Reach 360: This opens the course you just submitted to Reach 360 in your default browser. Copy Link: This copies the link of your submitted course in Reach 360 to your clipboard. Articulate 360 Teams Admin Articulate 360 Teams User Publishing Tips Problems with a firewall blocking you from publishing directly to Reach 360 or want to customize the published output? Here's what to do: Publish your course for LMS/LRS using SCORM 1.2 or any edition of SCORM 2004 on your local computer. An admin can then upload the zipped file to Reach 360. Follow the same steps if you need to upload a new version of the course in Reach 360. Note that Reach 360 has a maximum size limit of 5 GB per project. If you'd like to check the size of your course before publishing to Reach 360, publish it on your local computer first. That will allow you to check the file size of the generated zipped package. Step 9: Distribute Your Published Course Now for the fun part! Once you've submitted your course to Reach 360, an Articulate 360 Teams admin can publish your training and enroll learners in it. FAQs What's the difference between “submitting” and “publishing” courses to Reach 360? Articulate 360 Teams admins and users can submit Storyline 360 projects to Reach 360. That allows admins to review the course before it's available for learners. Once reviewed and approved, admins can publish the course within Reach 360. Then admins can enroll learners and groups, or learners can discover it for themselves within the account library. How do I update an existing project in Storyline 360 and republish it to Reach 360? Here's how to publish updates to existing training in Reach 360: Open the original .story file or a copy of it, make your changes, and save them. Then republish it to Reach 360 by following the steps above. Note: To publish your project as a new training in Reach 360, save your project as a new file. Then publish it by following the steps above. What format does the publishing process use when publishing to Reach 360? Storyline 360 uses the SCORM 2004 4th Edition when you publish a course to Reach 360. What's the recommended workflow for collaborating on and publishing Storyline 360 projects to Reach 360? Make a copy of a project's .story file on your desktop and send it to other developers for collaboration. Copies of the original .story file contain the same project identifier, so publishing the copy updates the current version of the training in Reach 360.
KatieRiggio
2 years ago Place User Guides
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Reach 360: Import Third-Party Training
While it's easy to submit content from Articulate 360 for publishing in Reach 360, you may have legacy courses you’ve built with other platforms and want to make available to your learners. That’s why we make it easy to import your third-party training. Here’s how it works. Export Your Training Import Your Training into Reach 360 Publish Third-Party Training Update Third-Party Training FAQs Step 1: Export Your Training Reach 360 supports content exported using SCORM 1.2 or any edition of SCORM 2004. When you export your training from your third-party tool, save it to an easy-to-access place on your PC. That’s what you’ll need for the next step. Step 2: Import Your Training into Reach 360 In Reach 360, select the Manage tab and then select Courses. In the upper right, click the Import Course link. On the window that displays, click Upload Course. Select the SCORM package you exported in the previous step. Note: You must upload the complete .zip file and not the folder or individual files. Once the package is finished uploading, click Done. Step 3: Publish Third-Party Training Once you’ve imported your training, you’ll publish it to make it available to your learners. Select your imported course from the course list to view its details. You’ll be able to find it easily with the Imported tag that displays next to the course entry. Reach 360 automatically generates a course overview based on the SCOs in your SCORM package. You can also add a cover photo, and description, edit the title, add topics, and change the author. You can preview the course just like you can your other Reach 360 training. At the bottom of the course details page under Properties, you’ll see the API and tracking parameters that were set in your third-party tool. This can’t be modified in Reach 360. When your course is ready, click the Publish Course button. Here you can modify the course duration, certificate availability, and library visibility. Once it’s published to your library, enroll users and groups as usual. When they launch the course, it’ll open in a new window. Course and learner reports are generated for your imported training but question-level reporting is not currently available. Step 4: Update Third-Party Training Update imported third-party training by selecting the content you want to update from the course list. On the details page, under the course title, click Upload new version and follow the prompts. If the course isn't published, your content will be updated immediately once the new file is successfully uploaded. If it's been previously published, you must click Publish New Version for the changes to take effect. Note: If the upload isn't successful, delete the failed upload before trying again. Follow the error message link for further details. Updating an imported course maintains all current enrollments and completion statuses but resets learners' progress—the next time learners launch the course, it'll start from the beginning. You can also upload a fresh copy of your course as an entirely new course, as per Step 2, retaining none of the original's enrollments or reporting history. You'll need to manually unenroll users from the previous version and enroll them in the new version. FAQs What’s an SCO? A sharable content object (SCO) is the most granular piece of training in a SCORM package. It’s the smallest piece of content that your imported course can be broken down into. For Reach 360, it’s equivalent to a lesson. Does Reach 360 support multiple SCOs? Yes. And if you have more than one SCO in a package, Reach 360 will respect multiple completion requirements as set in your third-party tool before export. Please note, multiple SCOs are treated as individual lessons but Reach 360 won't automatically navigate between them. Can I import multiple courses at a time? How big can a course package be? Only one course can be imported at a time and course packages can’t be larger than 5GB. Why isn’t my third-party content displaying properly? If you run into an issue with your imported third-party content, like a game in your content not working correctly, try testing the exported package’s validity with a third-party tool like SCORM Cloud. If it doesn’t have any issues there, contact support and we’ll take a look. Why won't my course open for my learners? Modern browsers, especially Safari, have strict pop-up blocking restrictions. Learners will have to disable pop-up blocking for their supported browser in order to properly launch third-party content. Can I make a change to a course I imported into Reach 360? Content can’t be modified in Reach 360. If you need to make a change, you’ll have to do so in the original tool and re-import the course. Can I revert to an earlier version of my course? Reach 360 doesn’t store earlier versions of courses and, when you upload a new version of an existing course, as per Step 4, the previous version is overwritten. We recommend saving local copies of your SCORM files if you anticipate needing to revert to earlier versions. Can I add third-party training to a learning path? Yes. You can include third-party content in learning paths just like any other course. Please note, third party content included in learning paths will still open in a new window when launched. Is time to learn calculated for imported training? No. If you’ve defined a time-to-learn value for the course in your third-party tool, that displays. Otherwise, Reach 360 defaults to 30 minutes. Why don't I see in-course progress listed? While training created in Reach 360 displays progress within a lesson, most third-party authoring tools don’t support this type of granular tracking when exporting to SCORM. One way to display granular tracking within a SCORM course is to build a progress bar into the course itself. Why are some of my users’ completion scores listed in black instead of red or green? Values listed in black indicate that the course is still in progress and there’s a completion parameter the user hasn’t yet completed (so Reach 360 won’t show if they passed or failed the course). Once all parameters have been met, the score displays as expected. Can I change the URL that displays when users launch third-party training? For security purposes, the URL for all imported courses begins with learn.riseusercontent.com and can’t be changed. Is there a difference between SCORM 2004 and SCORM 1.2? SCORM 2004 is newer and more robust than the aging SCORM 1.2 standard. SCORM 2004 provides full question and answer text in question-level reports while SCORM 1.2 truncates text. However, SCORM 2004 doesn't support passing grade scores. This value doesn't display for imported SCORM 2004 courses. My imported content uses an alternate method to calculate quiz scores. Will question-level reporting reflect this? Yes! Different calculations, such as weighted scores, are accurately reflected by question-level reporting. Why are questions missing from my question-level report? When questions have duplicate titles, they’re excluded from the question-level report. Before importing a training file, make sure each question has a unique title.
AnthonyKarcz
2 years ago Place User Guides
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Reach 360: Mask Your Account in a Custom Domain
You can already customize your subdomain in Reach 360, but what if you want to take things to the next level with a completely custom domain that you already own? It’s as easy as adding a couple of records to your domain name system (DNS) provider and then pointing your Reach 360 account to your new address. Once you’ve added your records to your DNS provider and everything is set up in Reach 360, traffic from your subdomain redirects to your new custom domain. Your original subdomain is preserved (unlike when you change your subdomain). If you ever stop using your custom domain, your Reach 360 address will revert to your original subdomain. Here’s how it works. Creating a CNAME Record Enter Your Domain Address Step 1: Creating a CNAME Record Before you can add your custom domain to your Reach 360 account, you’ll need to add a CNAME record to your DNS records. This is the hostname you’ll use to mask your Reach 360 site’s name. The record should follow this formula, including the dot after your hostname: your custom hostname. 60 IN CNAME custom.reach360.com. For example, if you wanted the hostname for your current Reach 360 site, glivy.reach360.com , to instead be learn.glivy.com , you would create a CNAME record in your DNS records that looked like this: learn.glivy.com. 60 IN CNAME custom.reach360.com. The steps to create a CNAME for your site will vary depending on your domain provider but, generally, you’ll need to add the CNAME directly to your DNS records. Contact the site where you registered your domain name if you need additional assistance. Note: Custom domain masking works only with web addresses that contain at least third-level domains. For example, learn.glivy.com and www.glivy.com are compatible, while glivy.com is not. Step 2: Enter Your Domain Address Once you’ve set up your CNAME record, it’s time to make the switch! If you’re an owner, navigate to Manage > Settings. Under URL, select Use my own domain, enter your custom domain URL, and click Submit. Click Confirm to complete the redirect from your current Reach 360 subdomain to your new custom domain. Once we validate your custom domain, we’ll send an email to everyone in your account notifying them of the change. If you want to return to your original subdomain after the redirect is complete, click Change and select Use a Reach 360 domain. Note: If you wish to use a different custom domain URL after you've already set a custom domain, you must first switch back to your original subdomain before you make any DNS changes. Once you've switched to a Reach 360 subdomain, repeat the steps above.
AnthonyKarcz
2 years ago Place User Guides
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Reach 360: Manage Users
The People section of the Manage tab is where you create groups, add learners, and more. Keep reading to learn more. Manage the User List Invite Learners Manage Pending Users Modify Users Delete Users Bulk Delete Learners Manage the User List The Users tab lists learners, admins, reporters, and managers who've accepted an invitation to train on your Reach 360 site. You can search by name or email address with the search bar and filter the results by user role or group. You can also sort the list by when each user was last active with the Last Activity column. Self-registered users are denoted with a Self-Registered tag. Click Export to download a spreadsheet containing the name, email, last active session, role, and group membership of each user (the exported file will reflect any filters you've applied to the list). Admins, managers, and reporters are invited via Articulate 360 Teams. Learners are the only type of users you can invite from within Reach 360. Learn more about which tasks each type of user can perform in Reach 360 here. Invite Learners To invite a learner to your organization, click the Add Learners button. Type the email where you want to send a user’s invitation and press Add. Select a group or groups to add them to from the drop-down menu.Alternatively, you can assign all users in the invite list to the same groups using the menu in the upper right. Keep adding email addresses and choosing roles and groups as needed. Then click Add People to send an email invite to everyone you’ve added. You can also manage your learners with SSO or bulk-import learners with a CSV file. Add admins from the Articulate 360 Account Management Console. Manage Pending Users Once a learner has been invited, you can manage their invitation on the Pending tab. From here you can resend the invitation email or delete them from the list. You can select some or all of your pending invites and resend or delete them in bulk. Self-registered users are denoted with a Self-Registered tag in the Invited by column. Once you delete a pending invitation, the user can't use the existing email link to join, you’ll have to invite them again. You can also export the list of pending users to a CSV file. Modify Users Once a learner has accepted their invitation, they’re added to the Users tab. Click an entry to change a user’s name, modify their learner profile fields, or manage their group enrollment. Select the edit icon to edit a user’s first or last name. Add or edit learner profile responses by clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes. You can also modify manager and reporter assignments. Add a user to any existing groups by clicking Groups and selecting them from the pop-up window that displays. Quickly remove a user from a group by hovering over a group they belong to and clicking the X. Delete Users Remove a learner by expanding their record, clicking Delete User, and confirming the action. Their activity history remains available on the Reports tab after they've been deleted. Delete multiple learners by selecting the checkboxes next to their names, clicking Delete Users, and confirming the action. Note: Authors and admins can only be deleted via the Articulate 360 Account Management Console. Bulk Delete Learners Bulk delete learners by selecting the checkbox at the top of the name column. This selects all user records on the current page. Filter by group and user role if you don't want to select all users in your organization (authors and admins can only be deleted from the Articulate 360 Management Console). To select all users in the current filtered list, not just the users on the current page, click the Select all ## users message, where ## is all user records in the current filter. Click Delete Users and confirm the action.
AnthonyKarcz
2 years ago Place User Guides
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Reach 360: Get Started Using Reach 360
Hi, welcome to Reach 360! Watch the video for a demonstration of everything Reach 360 has to offer, then check out the sections below to explore further. Create Your Account Explore Your Dashboard Dive Deeper Upgrade to Reach 360 Pro Create Your Account If you've been invited to Reach 360 as a learner, get started by clicking the link in your invitation email. Click the Sign in with Google button to quickly create your account. You can also manually enter your email and select a password. In both cases, make sure you use the email address to which the invitation email was sent. Click Create Account to continue. Note: If you get an error when clicking the email invitation link, it may be expired. Contact the admin who sent you the invitation for further assistance. Articulate 360 Teams members: If you'd like to use Reach 360, contact your Articulate 360 Teams administrator for access. Explore Your Dashboard Your Reach 360 journey starts on the Learn dashboard. It's comprised of two parts. On the left, you'll see content that's been assigned to you and any content that you favorite! Start a course by clicking on it (find out more information about the tabs in the Learn collection). Dive Deeper Depending on your role, you'll see as many as three tabs at the top of the interface: Learn, Analyze, and Manage. You can find out more about each tab in the Reach 360 User Guide. There, you'll find tons of information. Feel free to explore and discover everything Reach 360 has to offer. If you need help, you can check out our FAQs for more information (including how to get in touch with Support). Welcome to Reach 360. We’re glad you’re here. Upgrade to Reach 360 Pro Want to know more about adding additional learners or activating Reach 360 if it's not already available for your account? Check out our guide on activating and upgrading.
AnthonyKarcz
2 years ago Place User Guides
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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 years ago Place User Guides
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