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  • ●Share and record your screen (this page)
  • ○Different Form Uses (not passed yet)
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0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Practitioner quizzes: 0 of 43 passed
  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ○C2E Attachments (not passed yet)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ○Task Integrity: what it is and why it drops (not passed yet)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ●Share and record your screen (this page)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ○SD Form Responses: finding and exporting form responses (not passed yet)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ○How to unlock a module for a staff member (not passed yet)
  • ○Health and safety templates (not passed yet)
  1. Documentation
  2. Practitioner
  3. Share and record your screen

Share and record your screen

Summary In your PaT video room you can share your screen and record the meeting. Screen sharing keeps everyone aligned: without something visual to refer to, conversations can easily become unclear…

On this page
  • Steps
  • Step 1
  • Sharing your screen
  • Step 2
  • Step 3
  • Step 4
  • Recording the meeting
  • Step 5

Summary In your PaT video room you can share your screen and record the meeting. Screen sharing keeps everyone aligned: without something visual to refer to, conversations can easily become unclear or hard to follow, so you can display SDs, documents, reports or any other materials to support what you're discussing. Recording is also a powerful tool. When participants know a recording will be available, they don't feel pressured to take detailed notes and can stay more present in the meeting, and it is easier for meeting hosts to encourage attendees to minimise distractions on their screens. You can share a browser tab, a window or your whole screen. Before recording, make sure everyone has agreed to be recorded, and keep the recording secure, as it may contain other people's personal information.

Steps

Step 1

Open your video room with the blue video button, a video camera, at the right end of the row of round buttons at the bottom of the screen. Its menu lists Open my room, Find a room and Send an invite. Your video room opens on a tab called my Video Room.

Sharing your screen

Step 2

In the bar at the bottom of the video room, hover over Share, the screen icon to the right of Mic, and click Share screen.

Step 3

A box opens asking what you want to share, with three options across its top: Chrome Tab, Window and Entire screen. Most users share their entire screen, so that everything is visible to others. If you know you'll only be using one tab, you can share just that tab.

Step 4

Click the option you want, then click the tab, window or screen to share in the list below it. Click Share at the bottom right of the box. Note. If you're sharing a video with sound, share a Chrome Tab: it is the only option that will transmit audio to others.

Recording the meeting

Step 5

Before you record, make sure all participants have given their consent to be recorded. Then click Record, the dot in a circle to the right of Share, to start recording the meeting.

Note. You are responsible for storing the recording securely, and for acknowledging that it may contain other people's personal information. Once you stop the recording, you'll have the option to download it directly to your device.

Check yourself

Checking your PaT sign-in…

PreviousSD Task wall viewNext Task Integrity: what it is and why it drops

On this page

  • Steps
  • Step 1
  • Sharing your screen
  • Step 2
  • Step 3
  • Step 4
  • Recording the meeting
  • Step 5
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