Protocol Editor Training Plan

To be conducted over six 30 to 60 minute sessions.

Any updates made here must also be made in the PlanHat Playbook titled Customer - Protocol Editor Training. If you are unsure how to do this, contact your friendly neighborhood CSM. The playbook is shared with the customer for mutual tracking of progress during the first session.

Session 1: Introduction to the Platform (30 min.)
1. Learning Objectives:
  1. Introduction to the training plan (PlanHat)
  2. Logging in and accessing the Protocol Editor
  3. Version history and releases
  4. Introduction to training materials
2. Homework (15 min.):
  1. Log in to the platform
  2. Create, release, and delete a test graph
  3. Bookmark and do an initial pass through the training site
Session 2: Branches, Nodes and Blocks, Link Portal Nodes (60 min.)
1. Homework Review:
  1. Any questions or issues?
  2. Demonstrate create, release, and delete.
2. Learning Objectives:
  1. Branches and how to organize your graph
  2. Nodes
  3. Blocks (Protocol and Content)
  4. Components and the Component Library
  5. How to connect your branches with Link Portal Nodes
3. Homework (30 min.):
  1. Create a two new Branches in a new graph
    1. The first should be a home branch and the second a protocol/response of your choosing such as fall
  2. Add both an Action and Paragraph Content Block to the graph
  3. Add a Simple and Multi-Line Text Input Content Block to the graph
  4. Add a Select Content Block to the graph with at least two options to the graph
  5. Locate one of these newly created Blocks that you might want to re-use later and make it a Component
  6. Using a Link Portal Node connect the first branch to the second
  7. Save your graph
Session 3: Logic and Call Flow (30 min.)
1. Homework Review:
  1. Any questions or issues?
  2. Jointly review the created Blocks and Link Portal Nodes
2. Learning Objectives:
  1. High level overview of how logic works (true/false) and logic gates
  2. Using the training site review the variety of logic options available
  3. Highlight most common logic gates and how they are used with the call flow
  4. Showcase of how more complex logic can be used to improve call flow
3. Homework (30 min.):
  1. Using the previously created graph create functional logic for both branches
  2. Test the call flow using the preview graph feature
Session 4: Flow Value Collectors and CAD Integration (Smart Comments), and other Details (30 min.)
1. Homework Review:
  1. Any questions or issues?
  2. Confirm logic is functional and the graph flows correctly
2. Learning Objectives:
  1. Create and test a flow value collector
  2. Create and test a smart comment
    1. Discuss the benefits and potential use cases
  3. Review validation and it’s limitations
  4. Copy, search, and other quality of life functionality
  5. How to use Documents
3. Homework (30 min.):
  1. Add a smart comment to one of the previously created branches
Session 5: Build a Full Graph and Test Functionality (60 min.)
1. Homework Review:
  1. Any questions or issues?
2. Learning Objectives:
  1. Build a full graph with multiple branches together (user led)
  2. Have the user attempt to build a full branch of a graph including all standard components and block types
3. Homework (60 min.):
  1. Add an additional branch to the graph built during this session, integrate it into the call flow, and test the functionality
Session 6: Preparing to Train Others (30 min.)
1. Homework Review:
  1. Any questions or issues?
  2. Jointly review the additions to the graph
2. Learning Objectives:
  1. Review of the call taker experience including UI features and changes (Google Slide Show)
  2. How to test graphs in Engage
  3. Final questions
  4. How to get help in the future
  5. Feedback on the training plan
3. Homework:
  1. Begin training and assisting others