Builder Overview

00:03: Hi.

00:07: I'm Phil from the doc Network training team and welcome to Builder.

00:11: A powerful new self authoring tool within the camp.

00:14: Dock and school doc platform Builder will give your organization

00:18: more control greater flexibility and valuable time-saving

00:23: capability when it comes to managing your participant forms.

00:27: In this video, we're going to take a closer look at how Builder puts the power into your

00:31: hands. Giving you the flexibility to create edit and customize

00:35: your platform to meet the specific needs of your organization.

00:39: So first we should answer the question.

00:42: What is Builder? Great question.

00:44: And I'm so glad you asked. Builder is the actual tool that you'll use to

00:48: create and customize your forms.

00:50: Whether you need to make a quick edit to a waiver or build a whole new form from

00:55: scratch Builder. Puts that power right in your hands.

00:58: You can create steps at a questions, add authorization.

01:03: And manage modules like allergies medications and more once

01:07: your updates are ready. What you build is what your participants will see.

01:11: You might wonder, why should I use the Builder? Well, Here are

01:15: a few key benefits of using Builder, First full customization,

01:20: you've always had control over what questions are asked and how they're

01:24: organized, but now you can directly add remove

01:28: edit and organize them yourself.

01:30: Second draft Mode work safely in an active

01:34: draft set without affecting live forms until you're ready.

01:39: Third is your own timeline. You can build questions forms and make

01:43: edits whenever works best for your organization.

01:47: And while those edits are on your schedule, you can also book consultation calls

01:51: with your pod for guidance or final review before launch And

01:56: forth, Clarity and control. Builder allows you to organize

02:00: forms into steps create sub.

02:03: Russians based on conditional, logic and reuse content with move and copy

02:07: tools. Builders a powerful tool and we understand that timing is key

02:11: will work with you to determine if it's the right fit for you and your team

02:15: right now and help you. Take the next steps when the time is right.

02:18: Builders best suited for organizations that can dedicate a few hours

02:22: to training testing and learning the tool.

02:25: Have someone who can own The Forum building process, our comfortable using

02:29: digital tools and interfaces If your forms are highly customized

02:34: or your timelines, pretty tight Builder, might not be the right fit

02:38: for you or at least, not yet, but that's totally okay.

02:41: We'll keep supporting. You the way we always have, we want to be sure that you

02:45: feel confident and supported while using this tool.

02:47: That's why we've built a short guided training program for

02:51: you to get started. Here's what you can expect.

02:55: Self-paced online courses typically about 30 to 45 minutes

02:59: per course. Live webinars with question.

03:03: Answer sessions. And dedicated support site Resources with

03:07: step by step articles and videos. So, if you're curious, here's

03:11: what you can do next. Review the things to know before you start guide.

03:16: Register for a builder kickoff webinar.

03:19: Enroll in the introduction to build our online course.

03:21: And perhaps the most important step, contact your client success

03:26: team at Accounts at Camp doc or Accounts at school doc.com.

03:30: So that's just a quick overview of the power of the Builder and all

03:34: the tools available right at your fingertips.

03:37: Thanks for watching. We can't wait to see what you build.
 

00:06: Well, hi there and welcome. Are you ready for a builder tour? I know we sure

00:10: are. My name is Phil and I'm with the doc Network training team.

00:14: I'm here to walk you through the Builder layout and key areas you

00:18: should become familiar with. As you learn this tool, if you already have Builder enabled in your account,

00:22: feel free to open up the platform in a separate window if that's possible for

00:26: you and follow along as we go. Let's start at the beginning.

00:31: After logging in, we'll go to settings.

00:34: Builder. Here at the top, you'll see four tabs.

00:39: The first is active draft sets. This is your workspace and where

00:43: you'll find your changes waiting to be applied.

00:46: In other words before they go live, Within this tab, you

00:50: can create an edit draft sets.

00:53: Make drafts public or private.

00:57: Or permanently delete draft sets. As a tip, we recommend only

01:01: having one active.

01:03: Draft set at a time. If more than one provider at your organization has

01:07: Builder access. We recommend that only one provider be in the active

01:11: draft set at a time. Apply draft set This

01:15: keeps a record of the changes you've already applied.

01:17: It's helpful for tracking, your progress and referencing past updates.

01:23: It also includes the name of the person who applied it and the timestamp of

01:27: when it was applied. Use this historical record of Applied draft sets

01:31: to reference the last round of changes made in the participant, Health profile, forums

01:36: Live questionnaire. This shows you exactly what your participants

01:40: are seeing right now in their participant, Health profile forms depending

01:44: on their registration and any subgroup restrictions, use this table

01:49: to review the steps and questions, your participant currently see.

01:53: You can export a CSV file of your forms or find a keyword within

01:57: your forms using Ctrl and F for the search function.

02:03: Templates. This displays the form templates available to your organization.

02:06: You can create private templates accessible to you only and

02:11: view all public templates created within your organization's questionnaire.

02:15: Now, let's go ahead and go into an active draft set.

02:20: The editor panel is the center panel where you create steps and

02:24: edit create and deactivate questions.

02:27: What are steps and questions you ask. Steps are the top level

02:32: grouping of questions that help to organize your forms.

02:35: Think of them as Pages or sections within a set of forms like

02:40: diet and activity or health history, Questions

02:44: are any of the fields that appear within a step.

02:46: Such as parent name, T-shirt size, is this

02:50: your child's first time at camp? Or even height and weight? There

02:54: are several different types of questions and various ways to configure and customize each

02:59: type. Check out the Builder terminology guide on our support site.

03:03: Learn more key, Builder, vocabulary, and get you more familiar with this tool questions,

03:07: overview panel. This right side panel is where you filter move,

03:12: copy, paste and bulk update questions.

03:16: The filter list. This right side list is where you can apply filters

03:20: to narrow down the list of questions to view or to which you want to apply bulk

03:24: edits. Filter by question type exploration, subgroup restrictions

03:28: and more. For more information on the various filter options, visit

03:33: our support site. Question metadata field when

03:37: you select to edit a question or sub-question in the editor panel

03:41: this right side. Question metadata field is activated Here,

03:47: you can set an expiration and or lockout date.

03:50: Apply restrictions and create translations.

03:55: Collapse and expand. These are the icons found within the editor

03:59: panel and questions overview panel that allow you

04:03: To minimize or collapse or maximize and expand your view of steps

04:07: questions and forms or the form headers.

04:11: And finally create this button is used to create a new stepper

04:15: question inside or under if applicable create under means

04:20: creating a question physically beneath, or after another question

04:24: create inside. Means creating a question nested

04:28: within another question or step. All questions are inside of a

04:32: step, and I'll sub-questions are inside of other questions.

04:37: And there you have it. A little tour of Builders key areas to help you get started.

04:41: Be sure to check out

04:42: The Builder resources on our support site to help support your learning

04:46: of this tool.