Valt Administrator Guide 5.2

Templates

Templates within VALT are used to tie searchable & reportable information to videos. A template(s) is assigned to a user group, when that user starts or schedules a recording their set of templates will automatically get assigned to the associated recording(s). There are three types of templates listed below (Information, Marker, Evaluation). Each template type has a set of fields that can be used in the creation of the template. A template can consist of any number of fields and field types. These templates can be created and customized to meet a wide range of unique applications and workflows.

Information Templates

Information forms are typically used at the start of a recording to define information about that recording. Information templates can also be modified in the review section after a recording has been completed.

Information Field Types

When creating or modifying an information template there are a variety of field types that can be used. See below for reference

1.) Text: This field is a freeform text box with a title. This field is limited to 128 characters.

2.) Files: This field adds a button to the template that allows users to upload any number of .pdf, docx, and xlsx files. These files generate links within the template that can be used to download the uploaded files.

3.) Quick Record: This field creates a titled clickable button on the information form. If a user clicks this button it titles the recording with the button name and bypasses // ignores all other fields.

4.) Drop Down: This field is a dropdown list with a title. Any number of drop down options can be defined but only a single one can be selected when a user is filling out the template.

5.) Multi-Select: This field is a searchable drop down list with a title. Any number of drop down options can be defined and any number can be selected when a user is filling out this template.

6.) Audio: This field is freeform text box with a title that includes icons for recording an audio note. If a recorded audio note is present the user will have the option to play it back or delete it using associated icons.

7.) Note: This field is a larger freeform text box with a title. This field is limited to 500 characters.

Marker Templates

Markers are used to tie information to specific points in a recording. Markers can be added during a recording or after the fact when reviewing a video recording. Markers create key point within the video that allow users to easily jump right to that point within a longer video (much like chapters in a DVD). The data associated with a marker can be overlayed as text on the video during playback.

Marker Field Types

1.) Text: This field is a freeform text box with a title. This field is limited to 128 characters.

2.) Drop Down: This field is a dropdown list with a title. Any number of drop down options can be defined but only a single one can be selected when a user is filling out the marker form.

3.) Audio: This field is freeform text box with a title that includes icons for recording an audio note. If a recorded audio note is present the user will have the option to play it back or delete it using associated icons.

4.) Multi-Select: This field is a searchable drop down list with a title. Any number of drop down options can be defined and any number can be selected when a user is filling out this template.

5.) Note: This field is a larger freeform text box with a title. This field is limited to 500 characters.

6.) Quick Mark: This field creates a titled clickable button on the marker form. If a user clicks this button it inserts a marker and titles the marker with the button this action bypasses // ignores all other fields.

7.) Continous Marker: This field is only available as the first field within the marker template. Changing to this changes the formatting of the marker. When the mark button is pressed it brings up the form as shown below and changes the behavior. To insert a marker a user can now simply type and press enter. The marker is always inserted when they begin to type. This method is generally used when the workflow requires that many markers are being inserted.

Evaluation Templates

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 form 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 %.

Evaluation Template Fields

When creating or modifying an evaluation template there are a variety of field types that can be used. See below for reference

1.) Description: This field is a larger freeform text box with a question. This field is limited to 500 characters and allows the numerical value or score to be entered in the box below.

2.) Single select: 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.

3.) Multi Checkbox: 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.