View source for VALT User Training Guide - Templates

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<h1>Overview</h1>
Templates are used to tie searchable and reportable information to videos. When that user starts or schedules a recording their set of templates will automatically get assigned to the associated recording(s). 


There are four types of templates: 
*[[#Information Templates|Information]]
*[[#Evaluation Templates|Evaluation]]
*[[#Comment Templates|Comment]]
*[[#Quick Marker Templates|Quick Marker]]


Templates can be created and customized to meet a wide range of unique applications and workflows. Each template type has a different set of fields that can be used for organizing information. A template can consist of any number of fields and field types.


Each template can have multiple data fields, but at least one field is [[#Required Fields|required]]. Users can be assigned multiple templates as needed.  

{{Aside - Helpful | content = Templates are assigned to a user group.}}

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<h1>Information Templates</h1>
Information templates are used to structure data entered into the system. Users are prompted to complete an information template when they press the <b>Record</b>, <b>Prepare</b>, or <b>Schedule</b> buttons.

{{img - resize | file = VALT 6.3 Manual-Observe 13.png}}

{{Aside | content = Only admin-level users can create, edit, and assign information templates.}}  


There are a variety of field types available when generating information templates. These field types are used to control and guide users in entering the correct information and associating it with recordings. The available field types include:

#[[#Text|Text]]  
#[[#Drop Down|Drop Down]]  
#[[#Note|Note]]  
#[[#Audio|Audio]]  
#[[#Multi-Select|Multi-Select]]  
#[[#Image|Image]]  
#[[#File|File]]  
#[[#Static Text|Static Text]]  


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{{Manual lvl 2 | title = Information Field Types | content = 
When creating or modifying an information template, there are a variety of field types that can be used. See below for reference.}} 

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{{Manual lvl 3 | title = Text | content = {{Text Field Description 6.3}} }}

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{{Manual lvl 3 | title = Drop Down | content = {{Drop Down Field Description 6.3}} }}

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{{Manual lvl 3 | title = Note | content = {{Note Field Description 6.3}} }}

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{{Manual lvl 3 | title = Audio | content = {{Audio Notes Field Description 6.3}} }}

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{{Manual lvl 3 | title = Multi-Select | content = {{Multi-Select Field Description 6.3}} }}

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{{Manual lvl 3 | title = Image | content = {{Image  Field Description 6.3}} }}

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{{Manual lvl 3 | title = File | content = {{File Field Description 6.3}} }}

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{{Manual lvl 3 | title = Static Text| content = {{Static Text Field Description 6.3}} }}



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<h1>Evaluation Templates</h1>
Evaluation templates are typically used during a recording, or after a recording is completed. An evaluation form acts much like an information form in that it is used to tie a single set of information into the recording. The big difference between an evaluation and information template is that numeric values can be assigned to the fields within an evaluation form.  This allows scoring to be done on each item and the overall form. Evaluation also allow unique reports to be run against them that are based on score <em>(%)</em>.


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{{Manual lvl 2 | title = Evaluation Field Types | content = 
When creating or modifying an evaluation template, there are a variety of field types that can be used.


The four types of fields are: 
*[[#Image_2|Image]]
*[[#Single Select|Single Select]]
*[[#Multi-Select_2|Multi-Select]]
*[[#Description|Description]]
*[[#Static Text_2|Static Text]]
{{img - resize | file = VALT 6.3 Manual-Observe 15.png}}
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{{Manual lvl 3 | title = Image | content = 
This field allows you to attach images to an evaluation. This can often help provide additional context to your form.

<center>{{img | file = VALT 6.3 Manual-Observe Eval Image.png}}</center>
}}

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{{Manual lvl 3 | title = Single Select | content = 
This field consists of radio button(s) each with a description and associated score. This field type allows a user to select a single option as shown below.

<center>{{img | file = VALT 6.3 Manual-Observe Eval Single-Select.png}}</center>
}}

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{{Manual lvl 3 | title = Multi-Select | content = 
This field consists of checkboxes each with a description and associated score. This field type allows a user to select multiple boxes as shown below.

<center>{{img | file = VALT 6.3 Manual-Observe Eval Multi-Select.png}}</center>
}}

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{{Manual lvl 3 | title = Description | content = 
Description fields are larger freeform text boxes. This field is limited to 500 characters and allows the numerical value or score to be entered in the box below.

<center>{{img | file = VALT 6.3 Manual-Observe Eval Description.png}}</center>
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{{Manual lvl 3 | title = Static Text | content = 
Static fields can be used to describe sections of an evaluation.

<center>{{img | file = VALT 6.3 Manual-Observe Eval Static.png}}</center>
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<h1>Comment Templates</h1>
Comment templates can be made to structure multiple fields of information when adding a comment. Users can fill out a comment template during live observation or when reviewing a recorded video. A comment template can include multiple data fields but must have at least one.

{{img - resize | file = VALT 6.3 Manual-Observe 14.png}}


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{{Manual lvl 2 | title = Comment Field Types  | content = 
#[[#Text_2|Text]]  
#[[#Drop Down_2|Drop Down]]  
#[[#Note_2|Note]]  
#[[#Multi-Select_3|Multi-Select]]  
}}


{{Manual lvl 3 | title = Text | content = {{Text Field Description 6.3}} }}

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{{Manual lvl 3 | title = Drop Down | content = {{Drop Down Field Description 6.3}} }}

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{{Manual lvl 3 | title = Note | content = {{Note Field Description 6.3}} }}

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{{Manual lvl 3 | title = Multi-Select | content = {{Multi-Select Field Description 6.3}} }}


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<h1>Quick Marker Templates</h1>
Quick Markers are used to simplify and standardize the use of frequently referenced markers and comments.

{{img - resize | file = VALT 6.3 Manual-Observe 16.png}}

{{Manual lvl 2 | title = Field Types | content = For marker templates, there is only one field type {{dash}} [[#Marker|Marker]].}}


{{Manual lvl 3 | title = Marker | content = 
The marker field allows you to assign a key word to a colored flag that will be easily found on the timeline in the review section.
<center>{{img - resize | file = VALT 6.3 Manual Templates 00.png | width = 650px}}</center>

{{Aside | content = Mutiple quick markers can be added to one template.}}
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<h1>Additional Information</h1>

{{Manual lvl 2 | title = Required Fields | content = 
When starting a recording, at minimum, the first field <u><em>must be</em></u> filled out. Additional fields may also be set as required before starting a recording.}}


{{Manual lvl 3 | title = Optional | content =
This field type can be filled out or left blank.}}

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{{Manual lvl 3 | title = Required  | content =
This field type must be completed before the user can start recording, prepare, or schedule.}}

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{{Manual lvl 3 | title = Pre-filled | content =
This field type contains predefined text but can be modified. If left unchanged, it will automatically populate with the default text.}}


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{{Manual lvl 2 | title = Changing Information Templates | content = 
If a user group is assigned multiple templates, they can switch between them. To change templates:  

#Locate the template drop-down menu at the top of the screen.  
#Select the desired template from the list.}} 


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