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Table of Contents
Part 1 - Facilitator Quick Notes
Section 2. Overview - Running a Meeting with FacilitatePro
Participant Main Screen Agenda
Brainstorming - Adding and Commenting on Ideas
Categorizing and Organizing Ideas in the Flip Chart
Printing a Complete Conference Report
Multimedia Presentations using Participant Split Screen View
Linking to Documents and External Content on Your Network (including SharePoint)
Setting up an Introductions Topic - Attaching Photos & Images in Brainstorm Topic Mode
Section 3. FacilitatePro Organizing Structure
Security and Access - Users and Groups
User Levels - Participants, Facilitators and Administrators
Section 4. Logging on to FacilitatePro
Section 5. Building an Agenda and Setting up Topics
Step 1: Start at the Facilitator Main Screen
Step 2: Create a New Conference
Making Changes - Editing Conferences
Making Changes - Editing Agenda Topics
Section 6. Managing Participant Access - Express and ExpressPlus Facilitators
Step 1 - Generate a Conference Participant ID as you Create a New Conference
Step 2 - Edit the Conference to Find your Conference Participant ID
Step 3 - Send an Email Invitation
Step 4 - Edit the Topic to Generate a Topic Participant ID - Send an Email Invitation
Generate a Different Conference or Topic Participant ID
Section 7. User Profile Function - Pro Facilitators & Administrators
Creating a User Profile with Access to a Specified Conference
Creating a User Profile with Access to a Specified Agenda Topic
Section 8. Facilitating a Meeting - Brainstorming & Editing
Step 1: Get the Brainstorm Underway
Step 2: Enter the Topic as a Facilitator
Step 3: Using My Facilitator Settings - Editing Items in the Flip Chart
ExpressPlus and Pro - Adjusting Participant Topic Settings / Viewing Options
List of Additional Topic Settings
ExpressPlus and Pro - My Facilitator Settings
Item Numbering and Search Options
Renumbering Items in the Flip Chart
Search for Items in the Flip Chart
Section 9. Facilitating a Meeting - Categorizing Items in the Flip chart
Step 1: Select the Topic Mode of Brainstorm - Quick Cat
Step 4: Drag and Drop Ideas/Items into Categories
Step 5: View Ideas in a Category and Move Ideas between Categories
Step 6: Quick Cat Off - Return to Brainstorm Screen and Sorted Flip chart
Adding Ideas and Putting Them into Categories
Allowing Participants to Categorize their Own Ideas
Additional Category Options - Pro Facilitators
Add/Edit Categories from Brainstorm or Results Screens
Edit or Delete Existing Categories and Add Category Description
Edit an Item Not in a Category
Section 10. Facilitating a Meeting - Voting and Prioritizing
Step 1: Complete the Brainstorm - Filling out the Flip Chart
Distributing Ballots for a Second Time
Basic Voting Profiles Definitions
Custom Voting Profile Definitions
Topic Mode: Vote - Facilitators View Results
Topic Mode: Results - Self vs. Group
Topic Mode: Results - Self vs. Group (All)
Voting Results - Distribution Graphs & Voting Comments
Voting Results - Distribution Graphs & Dynamic Flash Charts
Section 11. Facilitating a Meeting - Printing and Reports
Report - II - Voting Distribution Graphs
Report - III - One Column Voting
Report - IV- One Column Voting Graphed
Exporting Voting and Survey Data to a Spreadsheet
Section 12. Facilitating a Meeting - Follow Me Function
Step 1 - Enable Follow Me Function
Step 2 - Follow Me into a Topic
Step 3 - Follow Me from Brainstorming to Voting to Results
Step 4 - Follow Me to the Main Screen
Section 13. Agenda Templates - Using Split Screen Participant View
Using a Participant Split Screen View & Multimedia Examples with the Follow Me Function
Step 1 - Set up the participant User Profile to use frames side-by-side view
Step 2A - Place multimedia URL address in the Topic Editor
Step 2B - Place multimedia URL address in the Conference Editor
Step 3A - Direct Participants to Access Multimedia via Agenda Links - Follow Me Disabled
Step 3B - Direct Participants to Access Multimedia via Agenda Links - Follow Me Enabled
Step 4 - Follow Me to the Main Screen
Section 14. Facilitating a Meeting - Who is Here Function
Section 15. Facilitating a Meeting - Broadcast Message Screen
Building a Survey - Multiple Custom Voting Profiles
Step by Step Approach to Creating a Survey
Step 2 - Create a Conference and Set up a New Topic for your Survey
Step 3 - Create a New Set of Custom Voting Profiles for your Survey
Step 4 - Build your Survey Flip Chart with Categories, Questions and Assigned Voting Profiles
Step 5 - Prepare to Vote - Distribute Ballots for the Survey
Exporting Survey Data to a Spreadsheet
Section 17. Copying a Conference - Making Templates
Step 1: Create the template Conference
Step 2: Set the Conference Owner to "Template"
Step 3: Create a new Conference using the template
Section 18. Cleaning House - Deleting Conferences and Topics
Section 19. Additional Training and Support
FacilitateExpress Video Tutorials
Part 2 - Reference Guide
Section 20. Facilitator Main Screen
Facilitator Interface Preference
Facilitator Interface Preference Selections
Functions Available from the Facilitator Main Screen
Functions Available from the Express and Express Plus Facilitator Toolbar
Additional Functions Available from the Pro Facilitator Toolbar
Additional Functions Available from the Administrator Toolbar
Section 21. Creating and Editing Conferences
Additional Conference Parameters in Conference Editor
View / Edit Topics for the Conference
Section 22. Creating and Editing Topics and Subtopics
Add Agenda Topic - Create a New Topic
Additional Topic Parameters in Topic Editor
Participant Topic Settings / Viewing Options
Managing Topics Setting / Viewing Options at Topic Level or by Participant
Section 23. Mini Navigation Panel
Section 24. Conference Manger and Topic Manager
Conference Manager Search Options
Participant Conference Manager Function
Default Settings for New Conferences and Topics
Section 25. Custom Voting Profiles
Custom Voting Profiles for Express and ExpressPlus Facilitators
Voting Profile Editor Header Section
Primary Voting Profile / Global Display Options
Pull-Down Menu, Radio Button, Drag and Drop Options
Color-coded Pull-down Menu Options
Forced Rank Voting - Drag and Drop
Special Rules Associated with Pull-down menu, Radio Button or Drag and Drop
Special Rules Associated with Checkbox Voting by Category
Copying Custom Voting Pprofiles
Deleting Custom Voting Profiles
Survey Thank you and Cancel Pages
User Levels - Participants, Facilitators and Administrators
E-mail Settings and Notification Options
User Viewing Options and Topic Settings
Custom Demographics or Introduction Screen
Creating Multiple User ID Duplicates
Deleting Multiple User Profiles (Administrators only)
Default Settings for New User IDs
Section 27. Custom Screen Templates
Custom Screen Templates - Creating Agenda Templates
Custom Main Screen - Agenda Example
Custom Main Screen - Agenda - Frames Example
FacilitatePro Commands for use with Custom Main Screens
Managing Custom Main Screens for All Participants in a User Group
Uploading Custom Images - File Upload Function
Giving a Facilitator File Upload Permissions
Section 28. Managing User Access with Logon Screens and URLs
Default Web Page and Logon Screen - Index.shtml
Locating logon screens in the FacilitatePro Web Directory
Creating a survey logon screen to collect organization or demographic groupings
Logon Screen That Allows Users to Create Their Own User Profiles
Accessing Topics via a Web Page or Email Hypertext Link
Creating a Hypertext Link to a Topic or Subtopic
Creating a Hypertext Link to a Topic with a Designated Return to Page
Send an Email Invitation using Conference Participant ID
Send an Email Invitation Using Topic Participant ID
Section 29. Printing Reports and Exporting Data
Printing a Quick Conference Report
To return to FacilitatePro having printed your report
Meeting Minutes and Brainstorming Results
Dynamic Flash Graphs Report Options
Printing voting results for demographic subsets
Additional report options for quick HTML formatted reports
Exporting Data to a Spreadsheet or Database - ASCII Text Formatted Reports
To prepare an ASCII Text Report of Survey Data
Voting Detail by Voter with Comments
Test Score Summary by Voter Name
Export Raw Voting Data w/o Item Description
Exporting Survey Demographic Data - Multi-Level ASCII Text Formatted Reports
To prepare a Multi-Level ASCII Text Report of Survey Data
Creating and Copying Language Profiles
Searching for Language Profiles
Global Header and Footer Settings
Conference and Topic Name Alias Settings
Conference and Topic Manager Settings
Brainstorming Action Planning Labels
Brainstorming Conference/Topic Level and HTML Settings
Brainstorming Button Name Settings
Brainstorming Build Screen Settings
Brainstorming Chat Screen Settings
Express Facilitator Additional Topic Mode Options
Performance Settings (Default Language Profile Only)
Replacement String Values (Default Language Profile Only)
Email / SMTP Servers and Dynamic Server URL Translation (Default Language Profile Only)
Section 31. Other Web Functions
Administrator Who Is On Function
FacilitateExpress Online Support Station - Video Tutorials
Section 33. FacilitatePro Server Interface
FacilitatePro Server Interface Menu Summary
Web Settings - TCP/IP and Port
Web Settings - Advanced: Table Colors
Web Settings - Advanced: LDAP Settings
Conference Manager - Exporting & Importing Conference Data to Create and Retrieve an Archive
Exporting Conference Data - Creating an Archive
Importing a Conference - Restoring a Conference from Archives
Importing Items and User IDs from ASCII Text Files
Importing Items into a prepared Conference and Topic
Importing User IDs and Passwords
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