Live Video Interview Activity Setup

Live Video Interviews allow you to schedule one on one video interviews with your participants. The Activity has been designed to maximize the number of completed meetings while minimizing the administrative burden.

This article will cover Basic Settings and other general options for Live Video Interviews. For Scheduling and Calendar setup, please continue to the relevant article for your desired setup:

Basic Settings

As part of the Live Video Interview setup, you must select who the Meeting Host(s) will be, as well as a window of dates for the interviews to occur. 

  • Time Zone: Controls the time zone that meetings will be booked in.  Participants and Admins calendars will always appear in their own time zone regardless of the Activity time zone (e.g. If the meeting times are set to 9-5 EST, and the admins/participants time zone is CDT, it will appear as 10-6 CDT). 
  • Meeting Hosts: This drop down menu is used to select the desired Hosts for the Activity. You can select as many Analysts or Moderators to be Hosts as you would like, and additional Hosts can be configured after the Activity has started if necessary.
  • Interviews Start: Indicates the first day that interviews can be scheduled.
  • Interviews End:  Indicates the last day that interviews can be scheduled. This can be extended at any time if you need to add additional days.

You can further customize the date and time availability within this window using the Calendar settings.

Scheduling, Calendar, Limits and Notifications

Live Video Interviews can be scheduled in one of two ways:

Configuration of the calendar, limits, and notifications will vary based on the selected scheduling option. Please click on the relevant link above for more information.

Other Options

Point Customization

If you have chosen to enable the point tracking feature for your Study, you will see a Points tab on the Activity Setup page with the option to Customize points awarded for activity completion. This is an opportunity to depart from the default point allocation for a Live Group Chat Activity as configured in Study Settings: Points

Prepared Content Items

Once the setup stage is done and saved, you can begin to build out any Prepared Content you know you'll need for your Live Video Interviews. Navigate to the Prepared Items tab and select the Add Item button at the bottom of the page to add new items.

Client Observers

In order for clients to join the backroom of a Live Video Interview, you will need to make sure that the Collaborate in Backroom permission is enabled within Study Administration>Study Settings>Permissions. Once this permission is enabled, clients will have the option to join a meeting and will be automatically placed into the backroom. You can have up to 48 observers in the backroom.

Finally, within the Activity's setup > Notifications tab, you can choose whether or not Clients should be notified of new meetings. Select the names of any Administrators from the drop down list to ensure they receive a copy of the meeting notifications sent to hosts and participants.

Clients and Moderators will only appear in the list if they have been given access to the Study.
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