January 3, 2019 at 7:00 PM - Manuals Training
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1. Pre Webinar / Training Tasks and notes
In General, Description will contain general notes and key points Discussion will be more of a specific script |
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1.A. Pre Training Account Prep
Description:
Account should be created
Users added to the account, login information not given till after class This training is done from the user's account Have policy docs downloaded and unzipped on your system |
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1.B. Logins for training - not used - login as yourself
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1.C. Invite email
Description:
Excel
Open the ‘Premier Training Request’ spreadsheet located at I: Sparq\Training On the ‘Manuals’ tab, check for account to be trained. Due to their relative rarity Manuals trainings are usually single org: Copy the email addresses of the students to Word Word Parse the addresses with a semicolon ; and space between each address Zoom Create event / webinar in Zoom Schedule a meeting BoardBook Manuals Training Webinar Date Time 1 hour duration Security: Use generated passcode Uncheck waiting room Video: Host and Participants - off Audio: Computer Audio only Outlook Forward a previous training invite email subject ‘BoardBook Manuals Training’ Update the subject line, remove FW, Copy the student email addresses from Word to the BCC location. Add your own email address to BCC Update the date in the opening paragraph Update the Zoom info toward the bottom of the email Double-check the email Send Email |
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2. Course Introduction and Overview
Description:
Thank students for joining.
Review course outline from slides |
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3. How to get Help and Support
Description:
Show Phone number and Email address at the bottom of the screen
Call out this appears on every screen Verbally describe steps to get to the support screen. Really stress they need to remember this. On the support screen scroll to the bottom and call out the 'Online Documents and Policies' document |
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4. Final questions, next steps
Description:
Any final questions
Remind of Support Page Strongly recommend setting up Practice meeting as soon after training as possible. Specifically mention walking through the support videos while setting up practice meeting as something some users find helpful. Discuss post training email (that you will be sending) Thank for attending |
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5. Course Content
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5.A. The 'No Folder'
Description:
Key points
System created, cannot be removed or renamed Can be used as MISC folder If another folder is deleted which still contains files, those file will be automatically moved here as a safety check |
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5.B. How to add Folders
Description:
Add first folder using the names from the example ZIP
Mention that folders will automatically sort to alphabetical order Note that other than the 'No Folder', folders can be renamed or deleted Go ahead and add 2 more folders using the names from the example ZIP Discuss that a folder with no public documents will not appear on the public page |
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5.C. How to add Files
Description:
Return to the first named folder
Add the attachment from the example ZIP for this folder Use the 'Click to open file browser' option Review Edit filename option Review Permissions Review Delete option Review 'move to other folder' drop down Navigate to the second folder Add attachments from the second folder from the example ZIP using Drag and Drop Discuss files adding in order by size and conversion speed Show reorder files Demonstrate Drag & Drop Demonstrate auto Alphabetical Add additional folders and files if you feel repetition is needed |
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5.D. Viewing Documents
Description:
Demonstrate Document View: Books / Policies View
Discuss but do not demonstrate Search Discuss that search won't work until uploaded files are indexed and this may take an hour or more |
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5.E. The Public Page
Description:
Show how to get to the Public Page
Show URL Demonstrate clicking on a folder / file Remind of same search options seen earlier |
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5.F. Questions and Next Steps
Description:
Remind how to find help
Explain will send post training mail with login info |
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6. Post Training Steps
Description:
Update Training Request spreadsheet
Send post training email Essentially, this is simply a thank you for attending, login credentials, reminder on how to get public link and how to get help |