Adding screenshots for visual syms
Visual Syms allow you to mimic the actions an agent should take in your software while speaking with a customer. This includes clicking on buttons, entering text or saving documents.
First though, you must have screenshots of those software applications. And for your Visual Syms to work well for Trainees, these screenshots must look good. So, proper screenshots are a must. Below are a number of tools to use to capture good screenshots for your Visual Sym.
Microsoft Windows Snipping Tool
On WIndows (10 or 11), Microsoft provides a snipping tool. To start this tool, press the Windows logo key along with the "shift" key and then "s". You will then see the tool on the top of the page. You can then with your mouse or trackpad drag the cursor and choose what you want to capture.
Apple Screenshots
On a Mac, the MacOS has a native tool for capturing a screen. To initiate this tool, press "shift", "command" and "5" to bring up the native tool. Your Mac will show a tool on screen which will then let you choose what and how you can capture.
If you click on the dashed window icon, Apple will capture any section of your screen letting you decide what that section is.
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- Use PowerPoint
- Import screenshot into PowerPoint
- Add shapes to cover the PII
- Save slide as a .png or .jpeg
- Upload that into SymTrain
- Create a test account in the software platform you are using, populate it with data of a fictitious customer, and take screenshots with that test account pulled up. Then no PII redaction is necessary.
- Use PowerPoint