This article covers the permissions associated with the Read-Only Access role. It is intended for both administrators and individuals who have been assigned this role.
The Read-Only Access role provides the ability to view the following information within the Blanchard Exchange Corporate Portal:
View project information, such as learner completion rates
Preview live courses as they appear to learners
Access both project-level and account-level reporting
View course templates and email templates that are enabled or created within the account
After logging in, users are initially directed to the Learner Portal. To switch to the Corporate Portal, select the Go to option in the upper-right corner and then select Corporate Portal.
Once in the Corporate Portal, the following tabs are available:
Dashboard – The initial home screen
Projects – View all projects within the account
Users – View a list of all users associated with the account
Library – View enabled Blanchard materials and access course templates and email templates available on the account
Reports – View all account-level reports
Settings – Access direct links to files and products that have been established by administrators
Continue reading below for a detailed breakdown of each tab.
Dashboard
This screen is the default view displayed when you first access the Corporate Portal. It includes the following sections:
Figure 1
Favorite Projects (Figure 1-1): If you have marked any projects as favorites, this section provides direct links to access those project details. For information on how to mark a project as a favorite, review the Projects section below.
Blanchard Exchange Updates (Figure 1-2): Displays the latest important updates related to new Blanchard Exchange features, along with other relevant update information.
Blanchard Exchange Knowledge Base (Figure 1-3): Provides a direct link to the public knowledge base, including tutorials and frequently asked questions.
Your Account Status (Figure 1-4): Lists the top five individual course credit balances. Note that Program Access Credits are not reflected in this view. Full credit reports can be accessed at the bottom of this pane.
Projects
The Projects screen lists all projects within the account. By default, only projects with a status of Active are displayed. If an administrator has archived any projects, you can access those projects by selecting Archived from the Status drop-down menu above the project list. A search field is also available to filter the list of projects.
The Projects screen also provides the following information and features:
Figure 2
Project Name (Figure 2-1): Displays the name of the project entered by the administrator. Selecting the project name takes you to the Project Overview screen for that project.
# Added (Figure 2-2): Displays the number of learners who have been added to the project. Note that this number does not necessarily reflect how many learners have been sent an invitation.
Star (Figure 2-3): A star icon appears next to each project name. Selecting the star highlights it in gold, indicating that the project has been marked as a favorite. Favorite projects also appear in the Favorite Projects section of the Corporate Portal dashboard. To remove a project from favorites, select the star again.
After selecting a project name, you are taken to the Project Overview screen. This screen provides a snapshot of overall group progress, the roster of learners associated with the project, options for viewing individual learner progress, and access to the project’s Design tab (for previewing the course) and Reports tab.
To see project-specific details, see further below.
Users
The Users tab displays a list of all individuals associated with the account, including learners, trainers, and others with administrative access.
At the top of the Users screen, a search field is available to search by a user’s name or email address.
Selecting a user’s name opens their profile screen, where you can view all projects the user is associated with as a learner. A Roles tab is also available, showing any projects in which the user is associated as a team member, such as a Project Trainer.
Library
The Library displays all course templates, email templates, and any custom materials or files that administrators have uploaded to the account library.
Figure 3
Figure 4
Figure 5
Select the Materials option to view all custom files loaded into the library.
Select Email Templates to view a list of all email templates available to the account (Figure 3). Selecting an email template name opens a screen where you can view the subject line and body of the template.
Select Course Templates to access a list of all course templates available to the account (Figure 4). To view a course template as it appears to a learner, select the course name and then select the Preview button at the top of the next page (Figure 5).
Note that integrated assessments, such as the Change Scan or Team Assessment, are not accessible in this view. If you need to view these products, an administrator must enroll you in the course as a learner.
Reports
The Reports screen lists all available account-level reports. Select a report name to run the report.
For a complete list of available reports, including details on how completion is tracked, refer to this article.
Settings
This section provides access to any direct links established by administrators. Direct links are URLs that point to individual files and can be accessed without navigating through a course. These links are most commonly used for custom files uploaded by administrators and embedded within email templates.
Project Details
Figure 6
The project overview screen displays a variety of information, including the following:
Project name – The name entered by the administrator (Figure 6-1).
Last updated information – Displays the most recent date the project was created or updated, along with the administrator who set up the project (Figure 6-2). You can email the Project Administrator directly using your personal email by selecting their name.
Preview button** – Allows you to view the course as a learner (Figure 6-3).
Integrated Blanchard products, such as online assessments, are not accessible in this view. If you do not already have learner access to these products and need to preview them, an administrator in your organization must assign credits to you so you can be added as a learner.Star icon – Selecting this icon marks the project as a favorite and adds it to your list of favorite projects (Figure 6-4).
-
Completion summary – Displays overall completion rates with a breakdown of the following statuses (Figure 6-5):
Not Started – The number of participants who have not started the course.
In Progress – The number of participants who have begun but not yet completed the course.
On Track – The number of participants who are meeting assignment deadlines.
Overdue – The number of participants who have missed one or more assignment deadlines.
Completed* – The number of participants who have completed all assignments within the course.
Completion rates are calculated based on the entire course, not just prework. Some courses include additional fieldwork assignments or post-session resources that continue to be tracked after training events. The On Track indicator provides the best overall snapshot of learner progress against assignment deadlines.
The project overview screen also includes icons to access additional project details (Figure 7):
Figure 7
- Participants
- Course Page
- Events
- Assignments
- Communications
- Reports
Figure 8
Participants: Displays the roster of participants associated with the project. The following information is shown for each participant:
The participant’s name
The date the participant was initially invited to the course associated with the project
The date of the most recent email communication sent to the participant
The last date and time the participant accessed the course
The participant’s overall course completion status
A percentage indicator based on assignment completion. Note that this indicator also includes optional assignments. As a result, a learner may have a status of Completed without showing 100% assignment completion if optional content is not completed.
Individual assignment completion details can be viewed by selecting the + icon to the left of a participant’s name (Figure 8-1). You can also view expanded completion details by selecting the Show details option at the top of the participant’s progress section (Figure 8-2). This view expands course activity names to show all individual assignments.
Additionally, if the course includes an integrated assessment such as the Team Assessment or Change Scan, and the participant has completed the assessment(s), the learner’s feedback report(s) are accessible at the bottom of their assignment progress. Reports for the entire group can also be downloaded by following the instructions provided later in this article under the Assignments section.
Events: Displays live event details associated with the course. If calendar invitations are enabled for the project, this screen shows the recorded response summary totals (Accepted, Declined, Tentative, or No Response) for each learner and each live event associated with the project (Figure 9). These summary totals can be selected to see each learner under each category.
Figure 9
Assignments: Lists any integrated assessments, such as the Team Assessment or Change Scan, and provides options to download feedback reports in bulk. This tab can also be used when a course includes the Assignment Upload feature, allowing you to view assignment submissions or evaluate assignment status when the evaluation feature is enabled.
Communications: This section provides a record of scheduled communications, including both previously sent and upcoming communications, and displays the project’s communication history.
To see a list of communications that have been scheduled, select the Scheduled Tasks sub-tab. To see the actual communication history in terms of the email subjects/bodies as well as the recipients, select the Communication History sub-tab.
The following columns will be displayed:
Recipients – Displays the number of recipients who received the communication and includes a link to view the communications sent to each learner (Figure 10).
Channel – Indicates the delivery channel used for the communication (currently Email in all cases).
Triggered – Indicates whether the communication was sent Automatically (by an automated communication rule) or Manually (sent by an administrator).
When – Displays the date and time the communication was triggered.
Figure 10
Reports: This screen provides project-level reporting. Note that both Live Reports, which generate on the fly, and Scheduled Reports, which may take longer to process, are available. Scheduled reports can be generated and accessed later by selecting the Generated report button, while Live Reports are not stored for later access.
The following project reports are available:
Participant Status: View group and participant completion status for individual course activities.
Participant Status – Simple: View a high-level summary of course completion along with key dates.
Participant Status – Detailed: View expanded completion details for all individual assignments and files. This report shows the modules and activities that contain each asset, along with their completion statuses.
<Program Name> Challenge: View progress for individual challenges that have been completed. These reports are available only for certain Blanchard program offerings. If the course does not include a Challenge product, this report will not be listed.