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.
Prepare before recording: select the required role and campus before the capture starts. Do not show login or campus switching in the video; for a cross-role account-linking workflow, a final switch to the newly activated Parent profile may be shown after the link is confirmed. Begin on the first working screen with a short caption such as “Teacher · East Campus.”
Make every action teachable: highlight the exact link, button, field, checkbox, or select control; pause long enough for the viewer to identify it; then click or select it once. Scroll deliberately to the relevant record instead of jumping directly to an edit screen.
Show each save completely: pause after entry, highlight the Save/Publish button, wait for the success state, then reload or revisit the record and point to the persisted value. Do not rush between clicks, selections, and confirmation.
Use a clean browser profile and hide bookmarks, email, browser sync, and notifications. 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.

Fourteen launch videos

Video	Length	Script beats	Success state
Teacher: take attendance	2 min	Confirm 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 scores	2–3 min	Open 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.
Teacher: update lesson and add homework	2–3 min	Start ready as Teacher → open the assigned course → scroll to an existing lesson and edit/save its details → add a parent-visible activity → create and publish homework for that lesson → open and save the grade formula → reload each saved record.	The changed lesson, activity, homework, and grade formula are visible in the assigned course. Teachers update existing lessons; Staff manages lesson and calendar scheduling.
Staff: new registration	3 min	Confirm 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 / Teacher / Principal: link Parent access	1–2 min	Start with an existing account that has no Parent profile → open Profile → Add parent profile → match the fictional family and enrolled student → confirm → complete the training confirmation → switch to Parent → verify the linked student.	The same account has a linked Parent profile and the Parent dashboard shows the intended fictional student; no second login is created.
Staff: add, transfer, or drop	3 min	Find 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 teacher	2 min	Open 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 draft	1–2 min	Principal 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 course	2 min	Confirm 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 absence	1–2 min	Confirm 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 assignment	1–2 min	Confirm 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 roster	1–2 min	Confirm 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 help	1–2 min	Confirm 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-up	1–2 min	Confirm 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

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.
Have a second school owner verify each recording against the current UI and permission boundary before publishing.
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。
录制前准备：开始录制前先选好所需角色和校区。视频中不要出现登录或切换校区；对于跨角色账号连接流程，可以在连接确认后展示最后切换到新激活的家长角色。从第一个工作页面开始，并用简短字幕标明，例如“Teacher · East Campus”。
让每个操作都能跟做：高亮准确的链接、按钮、输入框、勾选框或下拉选项；停留足够时间让观看者看清，再执行一次点击或选择。应缓慢滚动到相关记录，不要直接跳到编辑页面。
完整展示每次保存：输入后稍作停留，高亮 Save/Publish 按钮，等待成功状态，然后重新加载或回到该记录并指出已保存的值。点击、选择和确认之间不要过快切换。
使用干净浏览器配置，隐藏书签、邮箱、浏览器同步和通知。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。

十四个上线视频

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。
Teacher：更新课程并添加作业	2–3 分钟	以准备好的 Teacher 身份开始 → 打开已分配课程 → 滚动到已有课次并编辑/保存内容 → 添加家长可见活动 → 为该课次创建并发布作业 → 打开并保存成绩公式 → 重新加载每个已保存记录。	已分配课程中可见更新后的课次、活动、作业和成绩公式。教师更新已有课次；课次和校历安排由 Staff 管理。
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 / Teacher / Principal：连接家长权限	1–2 分钟	从没有家长资料的现有账号开始 → 打开 Profile → Add parent profile → 匹配虚构家庭和已报名学生 → 确认 → 完成本培训确认 → 切换到家长角色 → 核对已连接的学生。	同一个账号拥有已连接的家长资料，家长首页显示目标虚构学生；不会创建第二个登录账号。
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

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。
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。
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。