Posts Tagged with “#Instructional Design”

Storyline 3: Creating an Agree & Comply in your project

One of the many requests I see from clients is to have an employee review a pdf document, confirm agreement by clicking a checkbox, and having a submit button appear.

These requests are usually from Human Resources when they want their employees to track onboarding activities like policies and procedures in their learning platforms.

Before you begin

  • You will need your pdf document uploaded to your intranet/internet
  • The full hyperlink to the uploaded pdf document. Keep this on-hand. You will need it when applying the Web Object
Follow the steps. Click to expand.
Loader image

1. Click New Project
2. In Story View, rename your Scene by double-clicking the scene name field and the slide name field

3. Save your project by clicking File, selecting Save As

1. From Story View, click the Slides tab

2. Click Freeform Question from the quizzing section – the Freeform Questions window will appear
3. From the options, select Pick One

4. Click the Insert Slide button – a new slide will appear named Pick One
5. Ensure the Pick One slide is selected
6. Click the Design (Question tools) tab

7. From the Display section, apply the following values:
Feedback: None
Shuffle: None

1. Click the Slides tab

2. Click Results from the quizzing section – the Results window will appear
3. From the options, select Blank Results Slide

4. Click the Insert Slide button – The Results Slide Properties window will auto-open
5. From the Results Slide Properties window, ensure the Pick One slide is check-marked

6. Click the OK button

1. Go to Story View
2. Highlight the Pick One and Results slides (CTRL + Mouse-click)

3. Go to Slide Properties panel and refer to Slide navigation and gestures
4. Ensure the following is unchecked:
Prev
Next
Submit

1. From Story View, double-click the Pick One slide to be in slide view
2. Click the Insert tab

3. Click the Web Object button from the Media section – an Insert Web Object window will appear
4. Refer to your uploaded pdf document - type or copy & paste the URL of it in the Enter a Web address field
5. Click the Test Link… hyperlink to test for errors in the URL
6. Choose between Display in slide or Display in a new browser window from How do you want to display the web object? Choose Display in slide
7. Place a check-mark beside Load web object automatically from How should this web object behave?

8. Click the OK button – The web object will be placed on the slide
9. Click and drag the object to adjust the dimensions leaving space below the slide

Inserting the Interactive Object

1. Click the Insert tab
2. Click the Input button from the Interactive Objects section
3. Select a checkbox – any style
4. Insert the Input checkbox in your slide

Creating a text box

1. Click the Insert tab
2. Click Text Box from the Text section

3. Insert the textbox in your slide
4. Insert text – for example, Yes, I have read and confirm ….
5. Click the text box to highlight the object in your Timeline
6. Go to your Timeline, double-click the name-field and name the text object

Modifying the Form View

1. Refer to the Question panel
2. Click Form View

3. The Form View window will appear
4. Refer to choice and click in the Choice field – A drop-down will appear displaying the list of objects on the slide
5. Select the Check Box 1

6. Refer back to the Question panel and return to Slide View

Insert a layer with a submit button

1. Refer to the Slide Layers panel
2. Click New Layer

3. Double-click the layer to enable the name field and rename your layer

4. Ensure your renamed layer is highlighted
5. Click the Insert tab
6. Click Button from the Interactive Objects section

7. Choose a button from the choices and insert it to your slide layer
8. Right-clicking the button and select Edit Text from the dropdown list
9. Label your button (for example, Submit)
10. Name the button in your Timeline by selecting the button in the slide layer to highlight it in your Timeline
11. Double-click the name-field in the Timeline and rename the object's name

Adding two triggers to the submit button in the layer

Trigger 1
1. Select the Submit button
2. Refer to the Triggers panel and click Add trigger hyperlink - the Trigger Wizard window will appear

3. Apply the following values to the fields in the Trigger Wizard and click the OK button
Action: Jump to Slide
Slide: Select Results slide
When: User clicks
Object: Submit

Trigger 2
1. From the Triggers panel, click Create a new trigger button - the Trigger Wizard window will appear
2. Apply the following values to the Trigger Wizard fields and click the OK button
Action: Submit interaction
Interaction: Pick One
When: User Clicks
Object: Submit

Adding a trigger to the checkbox

1. Make sure you are on your main Slide View and not in your layers view. Check by going to your Slide Layers panel and verifying if your (Base Layer) is selected
2. Click the checkbox object on your slide
3. Refer to the Triggers panel and click Add trigger hyperlink - The Trigger Wizard window will appear
4. Apply the following values to the fields in the Trigger Wizard and click the OK button
Action: Show Layer
Layer: Select the layer you would like to appear. This would be the layer with the submit button
When: User clicks
Object: Name of the button object

By default, Storyline will add a Review Quiz button on the Results slide. In this scenario, the Review Quiz button is unnecessary and we can modify it.

Modify the Review Quiz button to an Exit button

1. Click the Review Quiz button and right-click the button
2. Select Edit Text from your dropdown list
3. Label your button to Exit
4. Click the Exit button on the slide to highlight the object in your Timeline
5. Double-click the name field in the Timeline
6. Rename the object's name

Modifying the Trigger on the Exit button

1. Click the Exit button on the slide to highlight the object in your Trigger Wizard window
2. Double-click the trigger, Review Results …when user clicks – the Trigger Wizard window will appear

3. From the Trigger Wizard panel, refer to the Action dropdown
4. From the dropdown, select Exit Course
5. Click the OK button

6. Save your work
7. Publish your project to SCORM or AICC

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Storyline 3: Track Complete in your LMS without a quiz

There are times when you don’t want a trackable quiz at the end of your project but would like to mark your learner complete in your learning management system. You can apply this method to your training design.

The steps shown are done when you’re at the end of your project and you’re ready to publish to SCORM or AICC for your LMS.

Follow the steps. Click to expand.
Loader image

1. Click File
2. Select Open
3. Browse to your existing project
4. From Story View, select the last slide of your project

1. From Story View, click the Slides tab
2. Click the Freeform Question button from the quizzing section – the Freeform Questions window will appear

3. From the options, select Pick One

4. Click the Insert Slide button – a new slide will appear named  by default Pick One
5. Click the Design (QUESTION TOOLS) tab
6. From the Display section, apply the following values:
Feedback: None
Shuffle: None

8. Go to Story View
9. Click the Pick One slide
10. Refer to the Slide Properties panel
11. From the Slide navigation and gestures, uncheck mark Submit

1. Click the Slides tab
2. Click the Results button from the quizzing section

3. From the options, select Blank Results Slide

4. Click the Insert button – The Results Slide Properties window will appear
5. From the Results Slide Properties window, ensure the Pick One slide is selected

6. Click the OK button

Adding a submit button to the Pick One slide

1. Select the Pick One slide
2. Click the Insert tab
3. Click Button from the Interactive Objects section

4. Add your button to the slide

Label your button

1. Right-click the button on your slide
2. Select Edit Text from your dropdown list
3. Label your button, Submit

Name your button in your timeline

1. Click the button on the slide to highlight the object in your Timeline
2. Double-click the name-field in the Timeline
3. Rename the object's name

Adding two triggers to the submit button

Trigger 1

1. Click the Submit button
2. Refer to the Triggers panel and click Add Trigger hyperlink - a Trigger Wizard window will appear

3. Apply the following values to the fields and click the OK button.
Action: Jump to Slide
Slide: Select Results slide
When: User Clicks
Object: Submit

Trigger 2
1. Ensure the Submit button is still selected
2. Click Create a new trigger button - a Trigger Wizard window will appear

3. Apply the following values to the fields and click the OK button
Action: Submit Interaction
Interaction: Pick One
When: User Clicks
Object: Submit

Modifying the objects on the Results slide

By default, Storyline will add a Review Quiz button on the Results slide.
In this scenario, the Review Quiz button object in the Results slide is unnecessary and we can change it to an Exit button.
1. Right-click the Review Quiz button
2. Select Edit Text from your dropdown list
3. Relabel your button to Exit
4. Click the Exit button on the slide to highlight the object in your Timeline
5. Double-click the name field in the Timeline
6. Rename the object's name

Modifying the Trigger on the Exit Course button

1. Click the Exit button on the slide to highlight the object in your Triggers panel
2. Double-click the trigger, Review Results …when user clicks – the Trigger Wizard window will appear

3. From the Trigger Wizard panel, refer to the Action dropdown
4. From the Action dropdown, select Exit Course
5. Click the OK button

1. Go to Slide View
2. Highlight the Pick One and Results slides (CTRL + Mouse-click)
3. Go to Slide Properties and refer to Slide navigation and gestures section
4. Ensure the following is unchecked:
Prev
Next
Submit

5. Publish your project to SCORM or AICC

Did you find this useful? We need your support to empower others like you through learning.