Designed to make it easy for everyone

• Team view shows who are not compliant or are awaiting action
• Manage approval requests and document reviews
• Manage on the job assessment reviews
• View team member profiles – compliance %, goals progress, transcript
• Contact all team or selected member/s instantly
• Access calendar for element due dates and scheduled event dates and filter by team or member
• Register/cancel team members in goals and events
• Reporting for team members include:
  • Graphical and cross tab reports
  • Save as templates
  • View shared reports (graphical and cross tab) from admins that is outside their team
• All reports have drilldown capabilities, with access to learner profile directly from reports
• Cross tab reporting includes export to excel, pdf, csv and print
• Tags allow for reporting based on your requirements, e.g. reporting by national standards, element owners
• Filters on reports allow you to select using various combinations of connections, communities, job positions, statuses

Report Types

• Completion reports, learners have completed the goals or elements regardless of due date requirements or in the required timeframe
• Colour coded reports display completions and compliance
• Percentage of compliance or completion
• Displays number of completed with number of enrolled
• Upcoming and overdue renewals for the selected element/s
• External Achievement reporting including CPD points
• SCORM / xAPI interactions report includes questions and answers predetermined and freeform by learner by attempt for each attempt

• Create events
• Register learners into events
• Access calendar for assigned events to view registered learners
• Manage document reviews and on the job assessment
• Access to cross tab reporting, scorm interactions, renewal and event reporting, can save each report as a template
• Create actionable reports (contact learners, access to learner profiles, access to event rosters)

Learning Event View includes:

• register additional learners
• send notifications to learners
• print attendance sheet
• update attendances (include did not attend and exemptions)
• upload signed attendance sheet
• reschedule learners from event
• manage wait list queue

• Everything in trainer experience
• Create On the Job Assessment forms
• Create elements
• Maintain resources on elements
• Access to registration management
• Create graphical and cross tab reports (see Admin Experience for reporting)

• Save reports as templates
• Create shared reports (graphical and cross tab) for other users
• Review management
  • Completed reviews
  • Pending reviews
  • Assigned reviews
• Re-assign reviewers

Configuration

• Create community/s
  • branding
  • signup form or not
  • define different URL/login screens
  • authentication method (SAML2 or OAuth2)
  • message configuration
  • CPD settings
  • external achievement settings
• Create unlimited connections manually or via file import, API
• Create tags for assignment to goals and elements for reporting and searching throughout the platform
• Create job roles
• Create certificate templates

Elements

• Elements include:
  • Learning elements supports standards – SCORM, xAPI, cmi5, LTI and AICC
  • Events (face to face and virtual meetings)
  • On the job assessment
  • Document review – a designated reviewer validates document, license, permit etc
  • Media – view a document, watch a video, listen to audio or visit a link
  • Test
• Registration rules for elements
  • Automatic, self or by a rule
  • Rules include passed, failed, number of completions or registration days on a specified element
• Renewal settings
• Due date set

Goals

• Auto assign on catalogue with no restrictions or available on catalogue where audience matches

Streams

• Streams on Goals allow you to configure completion requirements for different groups of learners and control a learner’s pathway to completion.
• Streams can have different target audiences, registration rules, completion requirements as well as compliance settings which allow for a more granular approach to directing learning and development.
• Report on compliance for a Goal across users who may have entirely different learning paths required to reach their achievement.
• Renewals can be setup by stream
• Streams can be:
  • Compulsory (complete all elements)
  • Elective (complete a specified number of elements)
  • Optional (all elements are optional)

Learner Management

• Learners can be created:
  • Manually
  • Signup form
  • File upload
  • API
• Designate/change a learner’s manager/s
• Assign multiple managers and roles
• Create, change and view learner information/profile
• Set/change learner status
• Start and end dates can update a learner’s status
• View and print learner transcripts
• CPD and CPE tracking
• View goal progress for a learner

Registration Management

• Auto assign registrations for goals and elements
• Match connections on goals and learners
• Set (and override) the max/min learners for a course at the session level
• Enrol and cancel registrations for events
• Manage a wait list queue
• Manage a registration request queue (approve/deny)
• Update registrations, mark as exempt, cancel
• Audit logs for element registration and completions

Message management

• Messaging with token availability
• Default Message types (triggered by request) include
  • Document review pending
  • Registration confirmation via email with ICAL file attachment
  • Goal registered when manually registered
  • Manager approval requested
  • Manager request accepted
  • Manger request denied
  • Password reset requested
  • User created, approval and denied
• Configurable Messages
  • based on days before or after
  • optionally cc manager, administrator
  • reminder for upcoming or past due dates
  • reminder for upcoming or past renewal date
• Scheduled and event based messages may be global or community based

Data Imports include

• Scheduled face to face events
• Element registration and achievement
• Goal registrations
• External achievements
• User imports

Review Management (Document Review and On the Job Assessments)

• View all
  • Completed reviews
  • Pending reviews
  • Assigned reviews
• Re-assign reviewers

Reporting

• Create graphical and cross tab reports and share with other users
• Save as templates
• All reports have drilldown capabilities to access learner profile information directly
• Export to excel, pdf, csv and print
• Tags allow you to report based on your requirements, eg reporting by National Standards, element owners etc
• User filters on reports allow you to select using various combinations of connections, communities, job positions, statuses
• Types of reports:
  • Completion reports, learners have completed the goals or elements regardless of due date requirements
  • Compliance reports, learners completed in the required timeframe
  • Colour coded reports showing for completions and compliance
  • Percentage of compliance or completion
  • Displays number of completed with number of enrolled
  • Renewal reporting – upcoming and overdue renewals for the selected element/s
  • Event reporting – reporting on upcoming and past events, with drilldown to the class roster directly from the report.
  • External achievement reporting including CPD points
  • eLearning interactions report, e.g. questions and answers by learner by attempt for each attempt
  • Audit reporting exists on elements on who registered and completed elements.

Approval Requests

• View all outstanding Manager and Admin approval requests.
• On behalf of a manager, approve or deny Manager approval requests.

• Create graphical and cross tab reports
• Save as templates
• Create shared reports (graphical and cross tab) for other users within Birch
• All reports have drilldown capabilities to access learner profile directly
• Cross tab reporting allows you to export to excel, pdf, csv and print
• The use of tags allows reporting based on your requirements, eg Reporting by National standards, element owners etc
• User Filters on reports allow you to select using various combinations of connections, communities, job positions, statuses

Types of Reporting

• Completion reports, learners have completed the goals or elements regardless of due date requirements
• Compliance reports, learners completed in the required timeframe
• Colour coded reports showing for completions and compliance
• Percentage of compliance or completion
• Displays number of completed with number of enrolled
• Renewal reporting – upcoming and overdue renewals for the selected element/s
• Event Reporting – reporting on upcoming and past events, with drilldown to the class roster directly from the report.
• External Achievement reporting including CPD points
• eLearning interactions report, e.g. questions and answers by learner by attempt for each attempt
• Audit reporting exists on elements on who registered and completed elements.

Data Imports

• Scheduled face to face events
• Element Registration and Achievement
• Goal Registrations
• External Achievements
• User Imports

Data Exports

• Use Birch API and/or webhook to integrate and sync data with the rest of your business systems