The Live Manage page
You’ve hand-picked the best scouts, invited them to your mission, and begun preparing for your Live sessions. Now what?
Meet the Manage Page: your center of command for the rest of your Live mission. Manage page now has two views to better support where you are in the research process.
Table View
The Manage Table displays a row for each session in your Live mission. Similar to the Diary Manage page, you’ll see rows dedicated to each scout.
These rows include the following helpful information:
Status
This column shows how far along each scout is in the mission process. Statuses can either be Invited, Accepted, Scheduled, Recording, Completed, or Closed.
Scheduled Time
Once a scout has been scheduled, this column will show the date and time of their session. If a scout has yet to schedule their session, you’ll see a green “Schedule Now” button.
Note: Using the triangle icon to the right, you are also able to reschedule or cancel a “Scheduled” session, add another session with a “Completed” scout, or close a scout entirely from the Live mission.
Session Link
This column contains hyperlinks to each scout’s unique session link. Send this link to your scout if they’ve misplaced their invitation email!
Messages
This column, similar to the Diary Manage page, allows you to communicate with your scouts via message. The number within the bubble indicates how many messages you two have exchanged.
Moderator
Here is where you’ll select the moderator from the dropdown menu for each Live session. Any researcher added to the project who is member-level or higher can moderate sessions. You can’t begin or join a session until a moderator has been selected!
Session
Access each individual session in your Live mission by clicking on this button. The button’s appearance changes depending on your role in the project and the session’s status (pre-call, mid-call, post-call).
- The button will be grayed out entirely for all researchers until a moderator has been selected in the Moderator column. Be sure to select a moderator prior to beginning your session.
- If you are the selected Moderator for the session, you will see a “Launch Session” button pre-call.
- If you are not the selected Moderator for the session, you will see a “Join as Observer” button pre- and mid-call. Read more about observers here.
- Once a session has been completed, the button will say “View Session” and link you to the Sessions page of your mission. There, you’ll find the recorded and transcribed version of that particular interview.
Calendar View
The Calendar Tab allows you to easily schedule and reschedule your sessions and visualizes your scheduled sessions in a calendar view.
You can also make changes to your schedule throughout the research project:
- Edit your unscheduled time slots
- Can add, move, and delete unscheduled time slots
- Can't edit past time slots
Scheduled time
Once a scout is scheduled, they’ll show up in the calendar left sidebar under “scheduled” and the scheduled session will be visible on the calendar in green.
- Note: scouts can’t be manually scheduled until they pass pre-test - available to them in their mission invite.
Session link
Available in the scheduled session card on the calendar - click the copy link icon or click join session (note: you must assign moderator before join session is available)
Messages
You can access messages on the calendar tab by:
- Clicking on the message icon that appears when hovering over a scout in the scout list located on the left side of the page
- Clicking on the sidebar icon at the top right of the page. This will open up the messages sidebar, and a scout can then be selected from the scout list.
Moderator
You can also assign a moderator in the calendar tab by using the drop down on the session card itself.