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Saving settings as templates

From: Up and Running with WebEx Training Center

Video: Saving settings as templates

I want to give you a little bit of information about creating training sessions using a template. By default, in the top right corner of your Schedule Training Session form, you can see that the Set options using template is set to Training Center Default, but if you create the same room regularly and it has the same settings, the same features, the same materials or tests attached to it, you'll want to drop down the list next to Training Center Default, and choose that template.

Saving settings as templates

I want to give you a little bit of information about creating training sessions using a template. By default, in the top right corner of your Schedule Training Session form, you can see that the Set options using template is set to Training Center Default, but if you create the same room regularly and it has the same settings, the same features, the same materials or tests attached to it, you'll want to drop down the list next to Training Center Default, and choose that template.

Now I already have a template for the Word basics course, but if this is the first time I'm running the Excel basics training, I can set all of my settings, all of my Preferences, my Duration, the Test, the Session Options, the Email Options, the Session Information and Description, the Course Material and so forth. And at the bottom of the form in the lower left portion, I have a button called Save As Template. When I click it, it prompts me to name the template so that name will display in the field in the top right corner.

I'm going to call this Excel basics, I'll click Save, and next time I run an Excel training program, I'll simply choose Excel basics from the Template list, change to the correct time, and finally, click on this Schedule button to schedule my training and add it to the calendar.

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This video is part of

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Up and Running with WebEx Training Center

58 video lessons · 6432 viewers

Karen Hyder
Author

 
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  1. 1m 47s
    1. Welcome
      1m 2s
    2. What you need to know
      45s
  2. 11m 25s
    1. Introducing WebEx and registering for a session
      2m 57s
    2. Joining a session
      1m 37s
    3. Setting your preferences
      3m 52s
    4. Accessing the downloadable tools
      2m 59s
  3. 27m 27s
    1. Creating an instant session
      2m 21s
    2. Scheduling and setting up a training session
      1m 36s
    3. Selecting audio conference settings
      2m 22s
    4. Setting a session's date, time, and occurrence
      2m 34s
    5. Scheduling in-session hands-on labs
      51s
    6. Requiring registration
      2m 6s
    7. Inviting attendees and presenters
      2m 59s
    8. Setting session options and customizing a greeting
      3m 18s
    9. Setting up breakout sessions
      1m 12s
    10. Editing email options
      3m 33s
    11. Setting session information and adding course material
      1m 30s
    12. Adding tests
      1m 29s
    13. Saving settings as templates
      1m 36s
  4. 12m 39s
    1. Logging in from email
      2m 30s
    2. Introducing the WebEx user interface
      1m 7s
    3. Understanding WebEx panels
      2m 55s
    4. Sending and receiving chat messages
      3m 13s
    5. Viewing preloaded content
      2m 54s
  5. 12m 59s
    1. Logging in as a host and adjusting the session
      2m 20s
    2. Creating tests
      2m 43s
    3. Modifying session settings
      4m 11s
    4. Assigning participant privileges
      3m 45s
  6. 19m 42s
    1. Understanding the Participant panel features
      3m 21s
    2. Using emoticons to engage participants
      4m 17s
    3. Activating audio and video controls
      3m 2s
    4. Changing participant roles
      2m 21s
    5. Inviting and expelling participants after the session has started
      2m 12s
    6. Using the Q&A panel
      4m 29s
  7. 40m 37s
    1. Uploading files and polls to share
      6m 10s
    2. Displaying slides and animations
      3m 2s
    3. Annotating slides and whiteboards
      6m 48s
    4. Presenting audio and video files
      2m 12s
    5. Sharing a live application
      8m 56s
    6. Enabling a user to control a shared application remotely
      3m 21s
    7. Showing a poll question and its results
      5m 51s
    8. Transferring files to participants
      1m 53s
    9. Sharing a web site
      55s
    10. Sharing web content
      1m 29s
  8. 12m 45s
    1. Understanding telephony and VoIP audio
      5m 34s
    2. Starting the audio conference
      1m 44s
    3. Testing and troubleshooting audio
      3m 20s
    4. Understanding web camera video options
      2m 7s
  9. 11m 41s
    1. Using polls to support interaction
      2m 21s
    2. Creating and saving poll questions
      4m 0s
    3. Customizing poll settings
      2m 41s
    4. Downloading the WebEx Poll Questionnaire Editor
      2m 39s
  10. 8m 19s
    1. Managing breakout sessions
      8m 19s
  11. 9m 41s
    1. Recording sessions
      5m 28s
    2. Managing network-based recordings
      4m 13s
  12. 2m 31s
    1. Ending a session and saving files
      1m 3s
    2. Reviewing the session files
      1m 28s
  13. 2m 0s
    1. Next steps
      2m 0s

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