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"

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

Editing a Video name

1. Click "Edit"

2. Click on the video's name

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

4. Click "save"

5. Make sure the name was updated successfully

Distributing the Video to employees

1. Click "Files"

2. Click "+ Create New File"

3. Click "Give this file a name"

4. Provide a name for your file

5. Click "Next"

6. Click "Video"

7. Click "Select a video from your library

8. Choose the video you uploaded from the dropdown list

9. Wait for the video to appear

10. Click "Next"

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

12. Assign the file to a category

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

14. Click "Next"

Additional Features

1. Provide a display note

A display note provides additional details about the file.

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.

3. Click "Next"

4. If desired, create a test for the file

5. Click "Next"

6. Allow employees to provide feedback on the file

7. Enable acknowledgements

8. 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After creating a file, it is automatically set to 'unpublished.'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"

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

3. Click "Update"

4. Click "Publish now"

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