Internal production brief

Short training video plan

内部制作说明

短培训视频计划

Record only the workflows people need to perform correctly. Keep each video focused, captioned, and paired with its written guide; show one safe demo outcome, not every possible exception.

Production standard

  • Use a 1600 × 900 browser window, current production-like UI, approved demo personas, and English UI unless a separate Chinese recording is scheduled.
  • Start with the role and campus already selected; briefly point out where to verify them. Use a clean browser profile and hide bookmarks, email, browser sync, and notifications.
  • Show 2–4 cursor highlights or numbered callouts in editing, not dense narration on screen. Add captions and a short “What to do if this is different” closing line.
  • Never capture passwords, MFA prompts, OAuth details, secrets, personal student data, payment card data, invoice/payment identifiers, or production records. Prefer safe demo records; re-record rather than blur whenever possible.

Twelve launch videos

VideoLengthScript beatsSuccess state
Teacher: take attendance2 minConfirm Teacher/course → open today’s lesson → verify date and roster → mark attendance → save → mention edit-window lock.Saved attendance is visible for the correct demo course/date.
Teacher: record lesson and scores2–3 minOpen assigned course → add/update lesson activity → open assessment → enter one demo score → save → point to grade review.Lesson activity and demo score appear in the assigned course.
Staff: new registration3 minConfirm Staff/campus → search first to avoid duplicate → enter demo family/student details → choose course → review → submit → verify result.Reviewed demo registration reaches its expected enrollment/invoice state.
Staff: add, transfer, or drop3 minFind demo student → name the three choices and when to use each → perform one safe example → review course/fee effects → submit.Expected enrollment change is visible; viewer knows to stop for uncertain billing/placement.
Principal: approve a teacher2 minOpen approval queue → verify demo applicant and campus → approve or reject with reason → explain that approval changes access, not course assignment.Queue/status reflects the decision; assignment follow-up is clear.
Principal: calendar review and Staff draft1–2 minPrincipal confirms the approval boundary → switch the capture account to Staff · East Campus → create and save a demo calendar draft → reload the planning view.The saved draft is visible and the role boundary is clear: Staff drafts; Principal approves.
Parent: request a course2 minConfirm Parent/student → find the course request path → choose one safe demo course → review the student and request details → submit → explain that Staff confirms placement.A demo course request is submitted for the intended student without implying enrollment is final.
Parent: report an absence1–2 minConfirm Parent/student → open Report Absence → select the correct course/date → enter the minimum needed reason → submit → explain when to contact Staff instead.A safe demo absence is submitted for the intended student, course, and date.
Parent: review enrollment and assignment1–2 minConfirm Parent/student → open the student’s current enrollment → open Volunteering → review the family’s saved classroom-help assignment.The current enrollment and saved family assignment are visible for review.
Staff: create volunteer events and roster1–2 minConfirm Staff/campus → create a fictional Volunteer Series → save as Draft → approve it → generate open events → open the public signup page.The newly saved Series, generated events, and public signup page are visible in the isolated Sunshine tenant.
Teacher: assign classroom help1–2 minConfirm Teacher/course → open Fair Family Assignment → return to Manual volunteer assignment → select one fictional family → save → reload the roster.The saved classroom-help assignment is visible for the assigned course.
Parent: volunteer sign-up1–2 minConfirm Parent/family → open a prepared classroom-help opportunity → submit the fictional family signup → return to the volunteer dashboard.The saved signup or waitlist result is visible on the family dashboard.

Capture preparation and review

  1. Create or reset only the needed demo state: one assigned teacher course, an attendance/lesson date, a pending teacher approval, a pending calendar, a safe family/student, a non-sensitive demo invoice, and one safe volunteer program with a pre-approved ONBOARDING-DEMO Series, pre-generated future event, assigned classroom helper, capacity/future-occurrence example, fair-assignment example, and waitlist example. Generate Signup Events only after the Series is approved; use a separately reset-safe approval state if that gate must be demonstrated.
  2. Have a second school owner verify each recording against the current UI and permission boundary before publishing.
  3. Export each reviewed recording as .webm with matching .vtt captions, a descriptive filename, and a visible “Demo data” note. Recheck every frame before upload and link the final video from the matching guide.

Do not record payment setup: use the written Principal guidance and a finance-approved live walkthrough instead. It can expose accounts or settings that do not belong in general training.

只录制用户必须正确完成的流程。每个视频应聚焦、带字幕，并配套书面指南；展示一个安全的演示结果，而不是所有例外情况。

制作标准

  • 使用 1600 × 900 浏览器窗口、当前接近 production 的 UI 和获批准的演示角色。除非另行安排中文录制，否则使用英文 UI。
  • 开始时已选好角色和校区，并简要指出如何核对。使用干净浏览器配置，隐藏书签、邮箱、浏览器同步和通知。
  • 后期仅添加 2–4 个鼠标高亮或编号标注，不要在画面中塞满解说。加入字幕和简短的“如页面不同怎么办”结束提示。
  • 绝不录制密码、MFA 提示、OAuth 详情、密钥、私人学生资料、银行卡数据、invoice/payment 标识或 production 记录。优先使用安全演示资料；尽量重录而不是打码。

十二个上线视频

视频时长脚本节奏成功状态
Teacher：记录考勤2 分钟确认 Teacher/课程 → 打开当天 lesson → 核对日期和名单 → 标记考勤 → 保存 → 说明编辑时限锁定。正确演示课程/日期的考勤已保存并可见。
Teacher：记录课程和成绩2–3 分钟打开已分配课程 → 添加/更新 lesson activity → 打开 assessment → 输入一个演示分数 → 保存 → 指向成绩复核位置。lesson activity 和演示分数出现在已分配课程中。
Staff：新报名3 分钟确认 Staff/校区 → 先搜索避免重复 → 输入演示家庭/学生资料 → 选课程 → 复核 → 提交 → 核对结果。已复核的演示报名达到预期 enrollment/invoice 状态。
Staff：添加、转课或退课3 分钟查找演示学生 → 说明三种选项及适用情况 → 完成一个安全示例 → 复核课程/费用影响 → 提交。预期报名变更可见；观众知道遇到不确定的账单/安排应停止并询问。
Principal：审批教师2 分钟打开审批队列 → 核对演示申请人和校区 → 通过或拒绝并说明原因 → 说明审批改变权限，不自动分配课程。队列/状态反映决定；课程分配后续操作明确。
Principal：校历审核与员工草稿1–2 分钟Principal 确认审批边界 → 将录制账号切换到 Staff · East Campus → 创建并保存演示校历草稿 → 重新加载规划页面。已保存的草稿可见，角色边界清楚：Staff 起草；Principal 审批。
Parent：申请课程2 分钟确认 Parent/学生 → 找到课程申请路径 → 选择一门安全演示课程 → 复核学生和申请详情 → 提交 → 说明由 Staff 确认安排。已为目标学生提交演示课程申请，且不会暗示报名已最终完成。
Parent：报告缺勤1–2 分钟确认 Parent/学生 → 打开 Report Absence → 选择正确课程/日期 → 填写最少必要原因 → 提交 → 说明何时应联系 Staff。已为正确的演示学生、课程和日期提交安全的缺勤报告。
Parent：查看报名和分配1–2 分钟确认 Parent/学生 → 打开学生当前报名 → 打开志愿服务 → 查看家庭已保存的课堂协助分配。当前报名和已保存的家庭分配可供查看。
Staff：创建志愿活动和名单1–2 分钟确认 Staff/校区 → 创建虚构 Volunteer Series → 保存为草稿 → 批准 → 生成开放活动 → 打开公开报名页。在隔离的 Sunshine tenant 中可见新保存的 Series、生成的活动和公开报名页。
Teacher：分配课堂协助1–2 分钟确认 Teacher/课程 → 打开 Fair Family Assignment → 返回 Manual volunteer assignment → 选择一个虚构家庭 → 保存 → 重新加载名单。已保存的课堂协助分配可见于所负责课程。
Parent：志愿者报名1–2 分钟确认 Parent/家庭 → 打开准备好的课堂协助机会 → 提交虚构家庭报名 → 返回志愿服务主页。家庭主页可见已保存的报名或候补结果。

录制准备和审核

  1. 只创建或重置所需演示状态：一门已分配的教师课程、一个考勤/lesson 日期、一项待审批教师申请、一份待审批校历、安全的家庭/学生、不含敏感信息的演示 invoice，以及一个安全的志愿项目，其中包含已获批准的 ONBOARDING-DEMO Series、预生成的未来活动、已分配课堂协助、容量/未来场次示例、公平分配示例和候补示例。只有 Series 获批准后才能 Generate Signup Events；如需展示该关卡，请使用可单独重置的安全审批状态。
  2. 发布前由第二位学校负责人根据当前 UI 和权限边界审核每个录制。
  3. 每个已审核录制导出为 .webm，并配套 .vtt 字幕、描述性文件名和可见的“演示资料”提示。上传前逐帧复核，并从对应指南链接最终视频。

不要录制 Payment Setup：应使用书面 Principal 指南和经财务批准的现场演示。此页面可能暴露不适合通用培训的账号或设置。