Purpose: This SOP provides step-by-step instructions for Royal Executive Assistants on how to add videos to the Learn section for Mrs. Claims.
Step 1: Access the Account
- Log in to Mrs. Claims’ account.
- Navigate to the LMS (Learning Management System).
- Go to Courses (Products and Courses lead to the same place).
Step 2: Selecting the Course
- Locate the appropriate course for training.
- Mrs. Claims will specify the type of video (e.g., Open EMR training).
- Click on the video section.
Step 3: Embedding the Video
- Obtain the video link provided by Mrs. Claims.
- If no HTML embed code is provided, use an existing one from a previous video.
- To do this, go to a previous video, edit it, and copy the HTML embed code.
- Duplicate an existing section to keep the format consistent.
- Update the video name, ensuring it follows the naming convention (remove redundant details if necessary).
Step 4: Editing the Video Embed Code
- Open the text block editor.
- Locate the existing embedded link.
- Replace the URL portion before the question mark with the new video link.
- Ensure the link contains “embed”; otherwise, it will not display correctly.
- If necessary, manually adjust the code by adding the embed portion.
Step 5: Preview & Save
- Save the changes.
- Preview the video to confirm it is displaying correctly.
- If the video does not appear, troubleshoot by:
- Verifying the embed code.
- Using a regular HTML link if the embed code fails.
- Ensuring the link structure follows the correct format.
Step 6: Completing the Task
- Take a screenshot of the page where the video has been added.
- Save the screenshot in the designated storage location.
- Mark the task as complete in the system.
- The system will send an automatic notification to Mrs. Claims confirming the update.
Time Estimate: Approximately 7 minutes per video update.
Best Practices:
- Always confirm the embed link contains “embed” to prevent display issues.
- If issues persist, use an HTML text block as a fallback.
- Document every change with a screenshot for record-keeping and support.