Working with Birch
Interactive dashboards designed to make it easy for everyone – learners, managers, trainers and administrators.
Learner Dashboard
Birch offers flexible, dynamic learning on your terms. You can even incorporate your external educational activities. With goal-setting and tracking features, you can see how you’re progressing and set yourself up for success.
- Launch complimentary Birch eLearning catalogue
- 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
- Calendar for enrolled learning
- Self-register/withdraw from goals and elements
- Register for event wait list
- Default language/time zone preferences based on location
- Access resources
- Renewal messages
- Review/print a transcript
- Launch and bookmark online courses
- Enter external achievements
- View CPD/CPE points
- Review/print a completion certificate
- Compliance graph with quick launch for non-compliant items
Manager Dashboard
Inspiring your organisation to embrace learning is a big job, so you need a platform that makes it easy, not hard. Birch is a holistic, intuitive solution especially created by learning experts to adapt to your individual organisational needs.
- 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 enrolled goals, elements and events to view due dates and filter by team or member
- Register/cancel team members in goals, elements and events
- Interactive reporting dashboard can resize and reorder and save preferences
- Compliance graphs
- Actionable reports (contact and register directly from report)
Trainer Dashboard
Birch has been created by learning experts to adapt to your needs and evolve the way you want.
- Create events
- Register learners into events
- Access calendar for assigned events to view registered learners
- Manage document reviews and on the job assessment
- 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
- Interactive reporting dashboard can resize and reorder and save preferences
- Create actionable reports (contact learners and register directly)
Administrator Dashboard
Deploying learning programs in your organisation can be complex. But it doesn’t have to be difficult. With easy set-up and management, built-in flexibility and a user-friendly interface, it’s designed the way learning should feel. Natural.
Configuration
- Create community/s with branding
- 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 goals, elements and job roles
Learner Management
- Create (or batch upload) new learners
- Upload SCORM/xAPI content
- Designate/change a learner’s manager/s
- Assign multiple managers and roles
- Create, change and view learner information/profile
- Set/change learner 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 (approve/deny)
- Manage a registration request queue (approve/deny)
Message management
- Configurable messaging with token availability
- Notifications and reminders
- Global broadcast messaging
- Registration confirmation via email with ICAL file attachment
- Amendments to events
- Auto-reminder email for learning plan due dates
- Scheduled and event based messages may be global or community based
Our clients live at the heart of

Thanks to our long experience, we’ve had the chance to learn from our clients, too. About what works (and what doesn’t) when you truly want to excite people to learn.
Types of Elements
A full range of learning activities.
A simple set up process
Choose a platform that evolves to meet your needs, delivered by a trusted partner in learning.
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1
Plan
Let's get to know each other and find out how you want Birch to work for you and suggest features that would help.
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2
Define
We examine your requirements such as user data, connections, job roles, reporting, goal structures, element types, messaging and more.
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3
Build
Your Birch environment is setup including access to the Birch Catalogue. Its time to check we have everything right and test any connections to your ecosystem.
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4
Launch
We work with you long term to unlock the learning potential of your organisation and help achieve your goals.