This guide will walk you through the process of uploading a video directly in Policy Passport, including editing details, creating files, and assigning user roles. Follow these precise steps to streamline your employee training tasks efficiently.
2. Click "Admin"
Access the Admin section to upload a video.
3. Click "Videos"
4. 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.
6. Wait for the video to finish processing
7. Click "Edit"
8. Click on the video's name
9. Remove the ".mp4" from the video's name
10. Click "save"
11. Make sure the name was updated successfully
12. Click "Files"
13. Click "+ Create New File"
14. Click "Give this file a name"
15. Provide a name for your file
16. Click "Next"
17. Click "Video"
18. Click "Select a video from your library
19. Choose the video you uploaded from the dropdown list
20. Wait for the video to appear
21. Click "Next"
22. Click "File version" and provide a version number for the file
23. Assign the file to a category
24. Optionally, specify the number of days needed to complete the file
25. Click "Next"
26. Optionally, provide a display note
A display note provides additional details about the file.
27. Optionally, click on "Reminder Date" and choose a date
This is useful if you want to be reminded to review the file in the future.
28. Click "Next"
29. Optionally, create a test for the file
30. Click "Next"
31. Optionally, enable employees to provide feedback on the file
32. Optionally, enable acknowledgements
33. Click "Next"
Once a file has been created, it defaults to being unpublished. To assign and publish the file, follow the additional steps below.
34. Click "Manage groups"
35. Choose which group(s) to assign the file to
36. Click "Update"
37. Click "Publish now"
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