Manage CAISY™ for Presentations

You can edit, delete, and archive presentations to keep your library current. You can also move and duplicate presentations to help your team access them and coordinate for refining them.

Find a presentation

  1. From the Home page or Apps page, select CAISY for Presentations. You now see the CAISY for Presentations list page.
  2. You can do one of the following to find a presentation:
    • Search for a specific presentation. If you know the name of the presentation you are looking for, you can use the search bar to locate it.
    • Change the order of how presentations display in the list:
      • Sort the column headings to order by Status, Date modified or Modified by.
    • Toggle between viewing all presentations, or just the ones created by you.

Manage a presentation

Depending on your permissions and the status of the content, you may see the following actions under the options menu for each:

  • Edit: Opens the content so you can make any changes to the details. For more detailed information on editing content, see one of the following pages:
  • Preview: Opens the content in the learner view so you can ensure it works as expected.
  • Duplicate: Creates a copy of the content in the same project so you can update it without impacting the original.
  • Move: Moves the content to a different project or workspace.
  • Archive: If the content has already been published, you can archive it so that you no longer see it in your Projects, Apps, or Content Items pages. It is moved to a separate Archived Items page. You can access all archived content from your profile drop down. The archived content is still available to learners in Percipio unless you take it off your Percipio site.
  • Delete: If a content item is still in draft, you can delete it from LX Design Studio. When you delete content it is moved to a Deleted Items page. You can access all deleted items for up to 30 days from your profile drop down.

Edit a presentation

To edit a presentation:

  1. From the CAISY for Presentations page, locate the presentation you want to edit and select the edit icon .
  2. By default, the Name of your presentation shows as the file name, but you may choose to give your presentation a different name. Enter a Description for your presentation. These are shown to learners when they are browsing content.
  3. Locate the Attendees tile and select Update. Add or remove attendees and attendee groups. When learners practice a presentation, they choose which attendee group to use. Examples of attendee groups could be a leadership group or a potential buyer. The attendee group determines the types of questions that your learners receive from the audience. You have the following options for editing an attendee group:
    • Select Add attendee group > Create new attendee group to create a custom group. Give your group a name. Select Update attendee group to browse through the list of attendees and choose the ones you want to be in your group.
    • Select Add attendee group > Select from existing groups to add a preselected attendee group. Select all those you wish to add as attendee groups to your presentation and click Select.
    • Select Update attendee group to edit the attendees in that group. Select View bio next to any attendee to see a description of their character. The learner also sees these descriptions when taking the presentation so they can cater their presentation to the specific audience. Select Update to save any changes.
    • When viewing an attendee group, you can select the delete icon next to any attendee to remove them from that attendee group.
  4. Locate the Sections tile and select Update. Organize your slide deck into sections so that learners can focus on key points in each. Give each section a title and select the slide range for that section. Continue adding sections by selecting Add section until all have been assigned a section. If your slide deck contains an appendix, select This presentation contains appendix slides. Learners are not scored on those slides.
  5. Locate the Questions tile and select Update. Select Add attendee question next to any slide you would like learners to answer a question about. You may choose to add different questions from different attendee groups to the same slide. That way, learners receive different questions on each slide depending on the attendee group they choose. Fill in the following fields:
    • Question for slide #: Type out the question that you would like the attendee to ask the presenter.
    • Guidelines for the presenter's response: Create the desired response of the presenter. These guidelines are used to evaluate the presenter's response.
    • Attendee group: Select which attendee group asks the question.
    • Select who will ask the question: Select the specific attendee from the chosen group that you want to ask the question.
      Select Add. Continue adding questions to your desired slides. Then, select Save.
  6. Locate the Rubric tile and select Update. Choose the criteria for each of the two sections: Delivery Style and Content and structure.
    • Edit the names of the criteria that learners will be graded on.
    • To delete an item, select the delete icon next to that item.
    • To add an item, select Add criterion. Be as specific as you would like when creating criteria. Criteria may be as simple as grammar, or knowledge of the material, or may be as detailed as giving certain vocabulary the user must include.
    • Weight each of the criterion by choosing the number of points that it corresponds to. Criterion with more points make up a larger portion of the overall grade.
      Select Save.

  8. Once you have completed all required fields you have the following options:
    • Preview: Opens the CAISY for Presentations you just created so that you can try it for yourself and ensure it works as expected.
    • Exit: Be sure you see the word Saved in the upper right corner before you exit. When you exit, your presentation saves as a draft that you can return to at any time.
    • Publish: Publishes your presentation to Percipio so learners can see it. When you publish your presentation it appears on the Custom Content page in Percipio. You can make it available to learners on its own, or add it to a channel or journey. Note, you only see this option if you have LX Design Studio publishing privileges.

Duplicate a presentation

You might want to duplicate content if you want all the same criteria except for one or two minor changes, or if you are working with a group to refine and you want to try out different combinations. Only users with editor privileges can duplicate content in a project.

To duplicate content:

  1. Find the content from a list, either from the Apps page, Project page, or Content items page.
  2. From the action menu of the content item, select Duplicate. A copy is created in the same workspace and project as the original.
  3. Edit the copy to make any necessary adjustments.

Archive a presentation

If you no longer need content, you can archive it so it no longer shows on page lists. Only users with editor privileges can archive content in a project. Archived content shows on the Archive items list located from your profile drop down.

To archive content:

  1. Find the content from a list, either from the Apps page, Project page, or Content items page.
  2. From the action menu of the content item, select Archive. The item is moved to the Archived items list.
  3. You can view the Archive items list from your profile.

Restore an archived presentation

If you need to restore archived content, you can. To restore archived content:

  1. From your profile drop down, select Archived items.
  2. Find the content from a list.
  3. From the action menu of the content item, select Restore. The item is moved back to an active status and shows on the Content list, the main app's page, and the Project list. Once an item is restored you can edit it.

Move a presentation

If you need to relocate content, you can move it to a different workspace or project. To move content:

  1. Find the content from a list, either from the Apps page, Project page, or Content items page.
  2. From the action menu of the content item, select Move.
  3. In the dialog box that displays, select from the list the workspace or project that the item should be moved to.
  4. Select Move. The item is moved to the new location.