Skip to content
English
Sign in
Contact us
  • There are no suggestions because the search field is empty.

Understanding the Beta Review Process

The Beta Review phase allows customers to validate the final version of their program before it is released to their learners. This guide explains when content enters Beta Review, what customers are expected to do, how to work with the On3 team during this stage, and how assignments are managed once content is approved.

When Does Content Enter the Beta Review Phase?

Content is moved into Beta Review after completing the following internal stages:

  1. Production

  2. Quality Review

  3. User Interface Testing

Once all internal checks are complete:

  • The Customer Success Team notifies the customer or business unit’s point of contact via email.

  • The program is added to the business unit’s Beta enrollment.

  • All users in this enrollment can access the program via the On3 Learn app or web platform using their assigned credentials.

Purpose of this Stage:
To give customers full visibility of the program and confirm that all content, interactions, and functionality meet their final expectations.

What the Customer Should Do During Beta Review

Upon receiving the Beta Review notification, customers are expected to:

1. Log in to the On3 Learn app or website

Use your assigned username and password to access the program.

2. Review the entire program

Check for accuracy, completeness, and alignment with your expectations, including:

  • Content and copy

  • Images and videos

  • Interactions and assessments

  • Branding elements

  • User experience and flow

3. Identify any changes needed

Note structural, visual, or functional adjustments you want the On3 team to apply.

How to Work With On3 During This Phase

Customers have two ways to collaborate with On3 during Beta Review:

Option A: Submit feedback

Send your edits through the method outlined in the article “How to Send Feedback.”
You may also reply directly to the Beta Review email with:

  • Suggested changes

  • Clarifications

  • Screenshots

  • Notes on any issues encountered

Option B: Approve the program

If everything looks good, respond to the email with confirmation that the program is:

✔ Approved
✔ Ready to be moved to Live enrollment

This approval triggers the assignment setup.

💡 Tip:
Provide consolidated feedback whenever possible. This helps prevent version conflicts and speeds up turnaround time.

What Happens After Customer Approval

Once the customer confirms approval:

  1. The program is moved to the Live enrollment.

  2. The Customer Success Team reaches out to confirm:

    • Who the assigned learners should be

    • Assignment due dates

  3. The team processes all assignments on the customer’s behalf.

  4. A confirmation email is sent once assignments are successfully applied.

This closes the loop and marks the official launch of the program.

Summary

The Beta Review phase ensures each program is correct, complete, and aligned with your expectations before going live. By reviewing the content, submitting feedback, and confirming approval, you play an essential role in delivering a high-quality learning experience to your users.

If you need help at any point during this process, your Customer Success representative is always ready to assist.