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Your PaT Pathway

0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User

Practitioner

  • ○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)
  • Company Structure: adding a new user
  • Company Structure: customer companies
  • Company Structure: departments, job titles and roles
  • Company Structure: modules for a site or a country
  • Company Structure: process categories
  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
  • How to edit an existing Bulletin Board Post
  • How to set up your SD Map
  • LMS Feedback: learner ratings and comments
  • LMS Metrics - If you can't measure it, you can't manage it
  • Manage users
  • Pacing recertifications and escalations
  • PaT Business Unit Template Overview
  • SD Workflows - Multi Submit
  • SD Workflows - Workflow Settings
  • System Activity: escalations, logins, emails and more
  • System Config: company settings
  • The org chart
  • Add any Image as a Section Header Icon
  • Assigning an SD to a new parent
  • C2E Attachments
  • Chat reminder
  • Chat to email to chat
  • Chat to SD
  • Chat to task to project
  • Comprehension Audits
  • Customer-specific training: how it works
  • Different Form Uses
  • Docked Chats
  • Docking SDs and Updating Images
  • Email to BFF
  • Email to chat to email – non PaT users
  • Embedding live data in an SD (graphs and spreadsheets)
  • Embedding SDs in SDs
  • Evidential audits: completing one
  • Filing and retrieving SDs
  • Form Wall
  • Health and safety templates
  • How PaT Manages Inactive Users
  • How SD chats work with SD Members and External Users
  • How to unlock a module for a staff member
  • Info Icons
  • Inline chats
  • Invite Attendees
  • LMS Architecture
  • Moving Section Headers
  • Ngā Tūmahi Maha
  • PaT AI
  • Pop-Out Chat Feature
  • Recurring tasks: create and edit
  • Running Meetings with SDs
  • Safe Walks
  • SD Element Categorisation
  • SD Form Responses: finding and exporting form responses
  • SD Owner Functions
  • SD Task wall view
  • Share and record your screen
  • Te Pono ki ngā Mahi: he aha tēnei, ā, he aha i heke ai
  • Track Engagement
  • Using SDs as a report or meeting minutes app
  • Video rooms: guests joining and asking to record
  • Activity Notifications
  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Capture and Manage Accidents
  • Capture and Manage Hazards
  • Chat Wall
  • Contextual Communication
  • Convert a Note to a Task
  • Create a new SD
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Getting help: the PaT Helpdesk
  • Global Search
  • How to embed Outlook onto your PaT
  • How to resize your browser to best view PaT
  • How to use the PaT Lite training portal
  • Hurihia te kōrerorero hei tūmahi
  • Insert links
  • Module Learning - Desktop
  • Module Learning - Mobile
  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Ngā Kōrerorero ā-Rōpū
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
  • PaT He tirohanga whānui ki te Kōrerorero
  • PaT Mobile App – Overview
  • Pātū Tūmahi
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Pūnaha Whakahaere Tūmahi
  • Reading an SD in another language
  • SD Elements
  • SD Main page useful features
  • SD Overview
  • Section Headers
  • Security measures for multiple users on a device
  • Share Feedback
  • Signing in to PaT and resetting your password
  • Te Whakahaere Tūmahi
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Waihangaia he Tūmahi
  • Aratau Whakamātau Puka
  • Build a reporting system
  • Chat Management - Pro Tips
  • Conditional Formatting
  • Configuring a UDF: columns and calculated columns
  • Configuring a UDF: filters, grouping and endpoint details
  • Customer-specific training: setting it up
  • Endpoint Manager: finding endpoints and building your own UDF
  • Form builder: field types
  • Forms - Extract Data (the AI form builder)
  • How to build modules in the Module publisher
  • How to create module comprehension audits
  • How to create module evidential audits
  • How to create module quizzes
  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
  • How to upload form elements to an SD
  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
  • Me pēhea te whakakā a ngā kaiwhakahaere i te OOF mō ā rātou kaimahi
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
  • PaT SD Map Overview
  • PaT SD Map Presentation
  • PaT SD Templates Overview
  • Pure Forms
  • SD Dashboard: building a dashboard
  • SD Forms
  • SD Security Settings
  • SD Template Helper Functions
  • Strategy System
  • Throttling
  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • Whakakake aunoa
  • PaT Lite: Ngā āhuatanga matua o PaT me mārama koe
  • He aha a PaT, ā, he aha te take nui
  • PaT Lite: Kōrerorero hei Tūmahi
  • PaT Lite: He kupu whakataki ki ngā Strategy Documents
  • PaT Lite: Te Whakaaro Matua – Ngā Paerewa me te Whakatinanatanga Rautaki
  • PaT Lite: He taputapu atamai e whakaaro tahi ana me koe
  • PaT Lite: Ko te Ahurea te Anamata o te Pakihi
  • Nau mai ki te wiki PaT
  • Te whakarite i tō wāhi mahi
  • Tō wiki tuatahi
  • Strategy Documents
  • Ngā mahi me ngā taumahi
  • Te tauira whakaaetanga
  • Kōrerorero me te whakawhitiwhiti whakaaro
  • Ngā puka me ngā tukunga
  • Ngā papatohu me ngā pūrongo
  • Te whakahaere kaiwhakamahi
  • Ngā tautuhinga mokowāmahi
  • Te hono i tētahi pūnaha kaute
  • Takiuru kotahi
  • He tirohanga whānui ki te API
  • Ngā tohu uru
  • Ngā webhook
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. Tuhinga āwhina
  2. Practitioner
  3. Share and record your screen

Kāore anō tēnei whārangi kia whakamāoritia, nō reira kei te whakaaturia ki te reo Pākehā.

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…

Kei tēnei whārangi
  • 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…

O muaSD Task wall viewO muri Te Pono ki ngā Mahi: he aha tēnei, ā, he aha i heke ai

Kei tēnei whārangi

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

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