Designed to Make it Easy for Everyone

Birch Learning Platform Feature List
  • Self-service account creation
  • Update/edit personal profile
  • Upload profile image
  • View goals and elements and workflow status
  • View Netflix style catalogue
  • Search catalogue by title, tags and more
  • Self-register/withdraw from goals
  • Register for event wait list
  • Default language/time zone preferences based on location
  • Access resources
  • Renewal and reminder messages
  • Review/print a transcript
  • Launch and bookmark online courses
  • Enter external achievements
  • View/print CPD/CPE points
  • Review/print a completion certificate
  • Compliance graph with quick launch for non-compliant items
  • Access to Reporting if this has been assigned
  • Launch complimentary Birch eLearning catalogue
  • 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
Birch learning platform

Birch Learning Platform

With unmatched flexibility, simple management and an intuitive user experience, Birch will bring out your people’s natural talent for learning.

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