How to upload videos directly onto Policy Passport

Modified on Fri, 14 Feb at 12:54 PM

This guide will walk you through the process of uploading a video directly onto Policy Passport. 


Video:


Steps:

Video Upload Process

1. Log in to your Policy Passport profile

2. Click "Admin"

Click 'Admin'


3. Click "Videos"

Click 'Videos'


4. Click "+  Upload New Video"

Click '+  Upload New Video'


5. Wait for the video to upload

  • This process may vary in duration, depending on both your internet speed and the size of the video file.

Wait for the video to upload


6. Wait for the video to finish processing 

Wait for the video to finish processing


Editing a Video name


1. Click "Edit"

Click 'Edit'


2. Click on the video's name

Click on the video's name


3. Remove the ".mp4" from the video's name

Remove the '.mp4' from the video's name


4. Click "save"

Click 'save'


5. Make sure the name was updated successfully

Make sure the name was updated successfully


Distributing the Video to employees

1. Click "Files"

Click 'Files'


2. Click "+  Create New File"

Click '+  Create New File'


3. Click "Give this file a name"

Click 'Give this file a name'


4. Provide a name for your file

Provide a name for your file


5. Click "Next"

Click 'Next'


6. Click "Video"

Click 'Video'


7. Click "Select a video from your library

Click 'Select a video from your library


8. Choose the video you uploaded from the dropdown list

Choose the video you uploaded from the dropdown list


9. Wait for the video to appear

Wait for the video to appear


10. Click "Next"

Click 'Next'


11. Click "File version" and provide a version number for the file

Click 'File version' and provide a version number for the file


12. Assign the file to a category

Assign the file to a category


13. Specify the number of days needed to complete the file

Optionally, specify the number of days needed to complete the file


14. Click "Next"

Click 'Next'


Additional Features 

1. Provide a display note

  • A display note provides additional details about the file.

Optionally, provide a display note


2. Click on "Reminder Date" and choose a date

  • This feature is useful if you, as the administrator want to be reminded to do an internal review or update the file in the future. 

Optionally, click on 'Reminder Date' and choose a date


3. Click "Next"

Click 'Next'


4. If desired, create a test for the file

Optionally, create a test for the file


5. Click "Next"

Click 'Next'


6. Allow employees to provide feedback on the file

Optionally, enable employees to provide feedback on the file


7. Enable acknowledgements

Optionally, enable acknowledgements


8. Click "Next"

Click 'Next'

Please Note: 

After creating a file, it is automatically set to 'unpublished.' To make the file visible to users, you'll need to assign and publish it by following the steps outlined below. 


Publishing and Distribution

1. Click "Manage groups"

Click 'Manage groups'


2. Choose which group(s) to assign the file to

Choose which group(s) to assign the file to


3. Click "Update"

Click 'Update'


4. Click "Publish now"

Click 'Publish now'




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