This SOP requires access to the Whale platform and login credentials. Ensure you have the necessary permissions to create and modify cards and SOPs within the Whale environment.
Steps:
Step 1: Navigate to the Playbook
Navigate to the specific playbook within the Whale platform where you intend to create the card and incorporate the video.
Notes: This step assumes you have already identified the appropriate playbook for your SOP.
Step 2: Create a New Card
Within the selected playbook, create a new card. Choose the option to create an empty card to start with a blank canvas.
Notes: Ensure the card is created in the correct section or category within the playbook.
Step 3: Initiate Native Screen Recording
Select the option to initiate a native screen recording directly within the Whale card. Choose whether to record the screen with or without audio based on your requirements.
Notes: This feature allows for real-time screen capture without needing external recording software.
Step 4: Select Screen to Record
Choose the specific screen or application window you want to record. This could be a specific tab, window, or the entire screen, depending on the scope of your SOP.
Notes: Be mindful of privacy and ensure you are only recording necessary information.
Step 5: Start and Stop Recording
Begin recording your screen activity. Once you have captured all the necessary steps, stop the recording.
Notes: Plan your recording in advance to ensure a smooth and concise demonstration.
Step 6: Save the Card
After stopping the recording, the video will load into the card. Save the card with an appropriate title.
Notes: The video may take a few moments to process and appear within the card.
Step 7: Download the Video
Download the recorded video from the card. If the download button returns an error, right-click on the video and select 'Copy video address'.
Notes: Downloading the video ensures you have a local copy for backup or further editing.
Step 8: Save Video via New Tab
Open a new tab in your browser, paste the copied video address, and press enter. Once the video loads, right-click on the video and select 'Save video as...' to download it.
Notes: This method provides an alternative way to download the video if the direct download button is not functioning correctly.
Step 9: Create Card via Video to Process
Return to the Whale platform and create a new card using the 'Video to process' option.
Notes: This step prepares the platform to convert the video into an SOP format.
Step 10: Upload Video to Process
Upload the downloaded video file to the 'Video to process' card creation interface.
Notes: Ensure the video format is supported by the Whale platform.
Step 11: Configure Card Details
After uploading, give the card a title and select the appropriate playbook where it should be located.
Notes: This step is crucial for organizing your SOPs within the Whale platform.
Step 12: Finalize and Import
Click 'Next' to finalize the settings. The platform will process the video and import it into the card, creating an SOP with steps based on the video content.
Notes: The processing time may vary depending on the length and complexity of the video.
Important:
This SOP requires access to the Whale platform and login credentials. Ensure you have the necessary permissions to create and modify cards and SOPs within the Whale environment.
Steps:
Step 1: Navigate to the Playbook
Navigate to the specific playbook within the Whale platform where you intend to create the card and incorporate the video.
Notes: This step assumes you have already identified the appropriate playbook for your SOP.
Step 2: Create a New Card
Within the selected playbook, create a new card. Choose the option to create an empty card to start with a blank canvas.
Notes: Ensure the card is created in the correct section or category within the playbook.
Step 3: Initiate Native Screen Recording
Select the option to initiate a native screen recording directly within the Whale card. Choose whether to record the screen with or without audio based on your requirements.
Notes: This feature allows for real-time screen capture without needing external recording software.
Step 4: Select Screen to Record
Choose the specific screen or application window you want to record. This could be a specific tab, window, or the entire screen, depending on the scope of your SOP.
Notes: Be mindful of privacy and ensure you are only recording necessary information.
Step 5: Start and Stop Recording
Begin recording your screen activity. Once you have captured all the necessary steps, stop the recording.
Notes: Plan your recording in advance to ensure a smooth and concise demonstration.
Step 6: Save the Card
After stopping the recording, the video will load into the card. Save the card with an appropriate title.
Notes: The video may take a few moments to process and appear within the card.
Step 7: Download the Video
Download the recorded video from the card. If the download button returns an error, right-click on the video and select 'Copy video address'.
Notes: Downloading the video ensures you have a local copy for backup or further editing.
Step 8: Save Video via New Tab
Open a new tab in your browser, paste the copied video address, and press enter. Once the video loads, right-click on the video and select 'Save video as...' to download it.
Notes: This method provides an alternative way to download the video if the direct download button is not functioning correctly.
Step 9: Create Card via Video to Process
Return to the Whale platform and create a new card using the 'Video to process' option.
Notes: This step prepares the platform to convert the video into an SOP format.
Step 10: Upload Video to Process
Upload the downloaded video file to the 'Video to process' card creation interface.
Notes: Ensure the video format is supported by the Whale platform.
Step 11: Configure Card Details
After uploading, give the card a title and select the appropriate playbook where it should be located.
Notes: This step is crucial for organizing your SOPs within the Whale platform.
Step 12: Finalize and Import
Click 'Next' to finalize the settings. The platform will process the video and import it into the card, creating an SOP with steps based on the video content.
Notes: The processing time may vary depending on the length and complexity of the video.
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