Using Zoom

These guidelines are intended to help Friends in taking part in Zoom meetings and in hosting a meeting.

If you need assistance you can contact Sheila Keane at admin.office@silverwattle.org.au. Silver Wattle also offer online practice settings at https://www.silverwattle.org.au/online-offerings.

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Joining a Zoom meeting

You can join a Zoom meeting:

  • On a laptop or computer that has a speaker, microphone and/or earphones, and a camera, or
  • On a mobile phone via the Zoom app, or
  • By making a telephone call to an Australian number.

To join a meeting you will be sent a link along the lines of the following:

Join Zoom Meeting

https://zoom.us/j/nnnnnnnnnn

If you have to join by phone, ring 02 8015 2088 or 08 7150 1149.

You will be asked for the meeting code: key in nnn nnn nnnn, followed by the # key. Then the password (if none, then just the # key)

When you are asked for your participant ID, just use the # key.

Joining on a computer or laptop

To join a Zoom meeting, you don't need to have a Zoom account but you do need Zoom to download a small piece of software to your computer the first time you join. After that, joining the meeting will be automatic.

To join the meeting:

  1. Click on the link sent to you - https://zoom.us/j/nnnnnnnnnn - or put it in your browser address bar and hit enter.

  2. If it is the first time you have used Zoom it will ask you to download and run a piece of software and put in your name that will appear when you are in a meeting. On subsequent occasions it will take you direct to the meeting.

  3. When you join the meeting it may ask you if you want to use your computer's microphone and/or video. Say yes.

  4. The Zoom window will open and you will be able to see other people who are in the Zoom meeting.

  5. If you put your mouse in the Zoom window you will see microphone and video icons in the bottom left corner. These allow you to mute your own sound or turn off your video. Sound should normally be muted during a meeting unless you are talking to avoid your background noise interfering with other people speaking.

  6. You can adjust the sound on your computer to hear more clearly. If you have earphones available these can be useful and can also avoid other people hearing 'echoes'.

  7. To leave the meeting, put your mouse in the Zoom window and "Leave meeting" will be in the bottom right corner.

Joining on a mobile phone

Download the app and start it. On first use it will ask you what name you want to use in meetings. You will then be asked if you want to join a meeting. Put in the meeting number - nnnnnnnnnn - and the meeting participants should appear. You will be able to mute your sound and turn off your video (from your 'selfie' camera) if you wish.

By sliding the app left and right you have different views of the person speaking, all participants, or other aspects of the meeting.

Sound should normally be muted during a call unless you are talking to avoid your background noise interfering with other people speaking.

Joining by telephone.

  1. Ring 02 8015 2088 or 08 7150 1149.
  2. You will be asked for the meeting code: key in the code you have been given - nnnnnnnnnn - followed by the # key.
  3. When you are asked for your participant ID, just use the # key.

You will not be identified to other participants by your name - they will only see a code number.

Try to avoid background noise which can interfere with other people speaking.

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Behaviour during a meeting

Mute your microphone

It is good practice to mute your microphone during a meeting unless you are speaking. This avoids your background noise interfering with the meeting.

If you want to speak

The normal protocol if you want to speak is to hold your hand in front of your face so the host can see it. The host will then ask you to speak. If you have joined the meeting by telephone, say your name and wait for the host to identify you.

Screen sharing

Participants may be able to share their screen during a call, depending on the settings decided by the host.

If that happens, your Zoom window will change to full screen and you will see the other person's screen alongside your view of the participants. At the top of the Zoom window there are options to control the size of the window and what you can see.

Screen sharing can be used to show draft minutes, background documents and other items on each participant's computer.

Chats

At the bottom of the Zoom window there is an icon for chats. Messages can be sent to all participants or to one particular participant (using their name shown on their image).

If you receive a message a notification will appear in your Zoom window. If you put your mouse in the Zoom window you will see a 'Chat' icon at the bottom; clicking on it will open the message screen.

Messaging can be used to share draft minutes, website links or other information.

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Hosting a meeting

To host a meeting you need to have a Zoom account. There are two types:

  • A free account enables you to host a meeting for two people for an indefinite time, or for more than two people for a maximum of 40 minutes. Of course at the end of that time you can set up a new meeting for the next 40 minutes and advise participants to sign in to the new meeting.
  • A monthly paid account enables you to have unlimited meetings (depending on how much you pay). Many Quaker meetings in Australia have signed up for paid accounts.

Hosting a meeting

Sign in to your account and click on "Schedule a meeting" or "Host a meeting" at the top right.

It will open a screen with default values, most of which will be appropriate for your meeting.

Click on "Save" at the bottom and it will display the meeting details.

Note that down on the right-hand side there is a link "Copy the invitation". You can use this to copy the meeting details and paste them into an email to your participants. However, you should add the telephone information to those emails as follows:

If you have to join by phone, ring 02 8015 2088 or 08 7150 1149.

You will be asked for the meeting code: key in 903 679 8841, followed by the # key. Then the password (if none, then just the # key)

When you are asked for your participant ID, just use the # key.

Note that the default option is for participants to access the meeting before you do so that they can start chatting if necessary and will be able to confirm that their software is working OK. If you turn off this option participants joining early will get a message 'waiting for host to start the meeting'.

Please note the page "Advices and warnings to hosts" below.

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Breakout rooms

Sheila Keane has provided the following guide to Breakout Rooms.

If you want more help you can contact her at sheilakeane57@gmail.com.

Click on Breakout Rooms. This option appears. Assign automatically for random allocation. Set number of groups so there are the right number of people in each group. Then click Create.

Create a breakout room

You have a number of options to choose for settings for the breakout rooms you are setting up. Select “Options” on the bottom left of the breakout rooms window. When options are as you want it and you’re ready for the groups to start, then click open all rooms (bottom right). NB: you can get the rooms all set up in advance during the meeting, and then wait for the cue to open all rooms later in the meeting.

Assign people

If you choose to assign people manually, this window will pop up. You can add, rename or delete rooms.

You can assign participants to a room manually by hovering over the blue Assign text and then ticking the name(s) you want to be in that group. People who are not yet assigned will show up as options to be assigned – in this example, Elizabeth Hooten is not yet assigned. Tick her name and she will be assigned and will no longer show up as a person who can be assigned because she is already in a group.

Create rooms

You can also move people from one group to another - not pictured. Use drop down arrow on room number, select participant, move to another room (i.e. manually re-assign them to a different group)

Create a breakout room

Once the breakout session is closed, if you want another breakout group session you can re-create the groups. However, this will create the same groups as you had before. If you want different groupings you will need to assign participants manually or delete all rooms and start over.

 

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Showing closed captions

Any Zoom account can have closed captions (i.e. automatically generated subtitles to help people who are hard of hearing or where connection is poor).

The instructions are here and are as follows:

To enable Closed captioning for all users in the account:

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Meeting tab.
  4. Under In Meeting (Advanced), click the Closed captioning toggle to enable or disable it.
  5. If a verification dialog displays, click Enable or Disable to verify the change.
  6. (Optional) If you want to make this setting mandatory for all users in your account, click the lock icon unlocked-button.png, and then click Lock to confirm the setting.
  7. (Optional) Select the check boxes to enable additional features:
    • Allow use of caption API Token to integrate with 3rd-party Closed Captioning services
    • Enable live transcription service to transcribe meeting automatically
    • Allow viewing of full transcript in the in-meeting side panel: If disabled, participants cannot view the full transcript in the side panel. They can only view captions in the video window of the meeting or webinar. Participants also won't be able to save captions.
      Note: This feature requires Zoom version 5.7.0 or higher.
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Advices and warnings to hosts

Please review the following information when hosting a Zoom meeting

Signing out

Zoom does not automatically sign out the host when you close the web page. That means if someone else uses your computer to go to Zoom.us they will automatically be in your account. It may be an idea for the host to physically sign out of the website after each meeting.

A warning

There have been warnings on the internet of people 'bombing' Zoom meetings. If they can find out the code for a meeting they can join in and take part inappropriately or share their screens and generally interfere with a meeting. If you commonly use the same meeting code each time this might happen to you.

As a host you can 'mute' individuals (which could also be useful of they have a lot of background noise that is interfering with the meeting). You can also remove someone from a meeting. Another option is to set a password for people to join the meeting and change the password each time.

This is likely to be a rare event but you should be prepared!

Publishing a Zoom link

For the reasons mentioned above, it is important to keep the link for the Zoom meeting confidential and to use a password. If you are planning a Zoom meeting or webinar then the link for it can be put on a website page but for security reasons it is best that:

  • the Zoom link has a password
  • the details of the link are not shown in the text - i.e. that the link just says "here" or "Zoom link",
  • the page is restricted to Friends only and is not 'public', and
  • the link is removed once the Zoom is finished.

If the Zoom is recorded, the page can subsequently have a link to the recording if you wish.

Checking your settings

It is advisable for you to check the settings on your account for hosting a meeting. To do so, sign in to your account and go to Settings (on the left).                                                   

Under “Meetings”:

  • Note the option of ‘Join before host’. Normally this would be on so that people who are early can chat to one another or can at least see that the meeting is happening. However, you can turn it off if you wish – those joining early will get a message ‘Waiting for the host to start the meeting’.
  • Note the option of ‘require a password’. You would only want to use a password if you are using a common meeting ID but want to restrict a particular meeting. Normally a password would not be needed.
  • ‘Mute participants on entry’ may be appropriate for MfW type meetings where you don’t want chatter beforehand.
  • ‘Chat’ (and similar). Check these in case you need to alter them. This is the ability to send text messages in Zoom while the meeting is in progress.
  • Note the option for ‘Allow host to put attendee on hold’.
  • Note the option of 'breakout rooms' - this allows the host to split the meeting into small groups for a short period. This can be used for Friends to be able to chat to one another, or in the case of a topic which is better handled by small group discussions and then reporting back to the main meeting.

Under “Recording”

  • Note these options

Under “Telephone”

  • Note the option to hide a participant’s telephone number.

 

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Skills needed

Sheila Keane has provided the following guide to the skills needed for specific applications.

If you need assistance you can contact Sheila Keane at admin.office@silverwattle.org.au. Silver Wattle also offer online practice settings at https://www.silverwattle.org.au/online-offerings.

Everyone should know how to do the Basic participant skills in Zoom. Details for each specific Zoom application are in the following pages.

 

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Meeting for Worship

Skills

The following skills are needed by participants and hosts for a Meeting for Worship.

Participants

  • sign in,
  • Rename,
  • mute/unmute,
  • video on/off,
  • gallery/speaker views,
  • leave meeting.

Tech hosts

  • Schedule New Meeting or Claim host,
  • Mute all participants and ask to unmute,
  • Turn off video of participants,
  • Remove someone from the meeting,
  • Create a waiting room and assign to/ admit from,
  • Send a meeting invitation (with link),
  • Assign co-host(s).
 

Suggestions and advice

Remote Participants

  • Equipment: Zoom works best on computer but can be used as a participant with any device. Need camera & video to participate fully but can also join by phone. Headphones with inbuilt microphone recommended to reduce background noise and prevent echo. Go somewhere with less background noise or visual busyness; be sure vocal ministry is audible - need to unmute.

  • Rename with correct name for that Zoom meeting.

  • Virtual background is a bit of fun. Nothing too busy or to arresting an image. Blur works well as a simple background.

In the room

  • camera & microphone so the Remote Participants can see and hear in the room.

  • speaker & video screen so the room people can hear and see Remote Participants.

  • Advise participants about the need to speak to a microphone and that they are 'on camera' and indicate where they can sit if they want to avoid it.

  • Consider etiquette about audible vocal ministry in relation to where the microphone is. Considerations about whether or not to have people walk into view of camera or not for vocal ministry.

  • To host a meeting, you must have a Zoom account. Most Host functions do not work from an iPad or phone – Zoom is designed for computers. If you are a Zoom account holder you can schedule a new meeting.

Scheduling a Meeting

  • Passcode (required)

  • Waiting Room (on/off)

  • Only authenticated users can join: Sign in to Zoom (on/off)

  • Host & Participants video and audio settings (on/off when entering the meeting)

  • Dial in from United States (default) - Edit for Australia

  • Calendar - Zoom will auto generate meeting to calendar selected

Advanced options

  • Allow participants to join anytime

  • Mute participants on entry

  • Request permission to unmute participants

  • Automatically record meeting but note warnings about doing that and get agreement from participants

  • Approve or block entry for users from specific countries/regions

Hosts

The host can do the following

  • Mute all participants and ask to unmute

  • Turn off video of participants

  • Remove someone from the meeting

  • Create a waiting room and assign people to it/ admit them from it

  • Send a meeting invitation (with link) to people who want to join but can’t find the link – select “Invite” from the Participant panel

  • Assign co-host(s) or hand over host function to someone else in the meeting

  • Turn chat off if needed. Do this from Chat settings on bottom of Zoom screen.
  • Host or co-host should monitor for people with background audio/visual noise, as well as those speaking who need to unmute
  • Go to the from participant panel, hover over name, select More  to assign co-host or host status

Claiming host

  • If you do not have an account, the owner of an existing account can give you a “host key” (password) so you can “claim host” of a meeting which the account owner has already set up.
  • In order to use the claim host function, the Zoom Meeting must be set up without waiting room and with “join anytime” enabled. Select “Claim host” from the Participant tab on bottom of Zoom screen, then type in the host key.
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Small business meetings

Skills

The following skills are needed by participants and hosts for Small business meetings.

tech hosts

  • Share screen
  • Chat settings
  • Usual controls: mute all, video off, waiting room, remove from meeting, invite, assign co-host
 

Suggestions and advice

Participants

  • Same skills & equipment requirements for remote and In the Room participants as in MfW
  • For larger meetings, participants need to know how to raise hand so they can be recognised to speak during the business session. Do this from the reactions button at the bottom of the zoom screen

Host functions

  • Same host functions as in MfW: mute/request unmute. Video off/ request on. Remove from meeting. Send invitation. Chat settings. Put people in waiting room.
  • Share screen/ allow others to share screen or not
  • Share ‘desktop’ vs sharing one app (privacy issue)

  • Share setting to optimise for audio/ video

  • There are changes to view when screen share is on. Turn off share screen to enable more visual interaction of participants

  • Screen share Google docs (not a Zoom function but often used by RM clerks) allows remote person(s) to serve as recording clerk(s)
  • Assign a tech co-host for larger meetings, say 8 to 12 people. Enable chat for participants to ask tech co-host for help

  • Tech co-host to monitor chat. They will be attending to technical matters and won’t be able to participate in the business of the meeting.

  • Tech host video off & mute minimises intrusion

  • Tech co-host to monitor for people with background audio/visual noise, as well as those speaking who need to unmute. May also remove people (e.g. if someone signs on using two devices)

 

 

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Workshops, Courses, Larger meetings

Skills

The following skills are needed by participants and hosts for Workshops, Courses and Larger meetings.

participants

  • Raise hand
  • Reactions (emoji’s)
  • Use chat

tech hosts

  • Breakout groups (random, manual, self-select)
  • Share screen
  • Chat settings
  • lower hand
  • Usual controls: mute all, video off, waiting room, remove from meeting, invite, assign co-host
  • Polls (optional)
 

Suggestions and advice

Screen share (screen/apps/video/audio)

  • Show Powerpoint slides, video/ audio presentations, draft minutes on host computer file or on shared Google Docs, create a brochure together online… etc

Breakout groups

  • Small group discussions (random, manual assign, or self-select options). Private place for leaders to meet while others remain in the main meeting room. Extra room for individuals with high tech support needs or for meeting with an Elder if in need
  • Group participant has option to ask for help – host gets notification
  • Host can join any room and move from one room to another. Self-select breakouts can also move from one room to another.
  • If not in a breakout room, you remain in the main meeting room.
  • Leave breakout room to return to main meeting room. Different from leaving meeting.

Chat permissions

  • No chat;
  • host/ co-host only (for tech support);
  • enable chat for all (public) – allows people to sign in, add ideas or say goodbye without interrupting the presentation, offer suggestions & resources, give feedback. Can be distracting;
  • Private chat allows people to talk with one another privately. Is a bit like whispering in class – not recommended.

Raise hand (participant) & lower hand (host/co-host)

  • Useful to manage large numbers (say, >15 people) in classes or business sessions. Host lowers hand when the question has been addressed.

Waiting room

  • Allows presenters to get ready before letting folks in the to meeting. Admit from waiting room prevents distraction of multiple/ late entries – can be done by cost or co-hosts
  • Can set up waiting room in advance or activate during meeting.
  • Set sound tone for host/ co-host only or it’s very disruptive.

Record session/ save chat

  • To have a record or a resource for future use. Must have permission. There is an auto setting for getting permission, or you can announce at start of the recording that you are recording, and for what purpose, and give opportunity for non-consenting people to leave.
  • Can record to local computer (limited subsequent access) or cloud (access by permission but limited storage)
  • Save chat is a good way to collect an attendance record, answers to questions, get feedback (not anonymous), shared resources, etc
  • All chat is saved, even private chat.

Pin video

  • Gives one image that people see – e.g. flowers rather than speaker view where active speaker appears (including a cough). Useful when recording a talk with slides if you want to avoid recording person(s)

Follow host video order

  • For going around the circle, everyone sees the same screen order. Release order to allow you and others to change the screen order by drag & drop on your own screen

 

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Socialising on Zoom

Skills

The following skills are needed by participants and hosts for Socialising on Zoom.

participants

  • Spend your Zoom time creatively
  • Basic Zoom skills: sign in, rename, mute/unmute, video on/off, gallery/speaker views, leave meeting
  • Move between breakout groups & main room

tech host

  • Claim host
  • Breakout groups (random, manual, self-select)
  • Play with virtual backgrounds & filters, Reactions (emoji’s)
  • Usual controls: mute all, video off, waiting room, remove from meeting, invite, assign co-host

 

Suggestions and advice

  • All need to be comfortable with basic Zoom skills: sign in, rename, mute/unmute, video on/off, gallery/speaker views, leave meeting
  • Play with virtual backgrounds & filters, Reactions (emoji’s)
  • Participants self-select breakout groups
  • It’s all about what you do…free discussion works for small/ familiar groups. Show off a piano piece. Everyone take turns displaying their favourite mug/ show & tell item. Walk away from the computer then come back (make sure you turn video off/ mute before you go). Make dinner while you’re talking to your friends. Read a poem aloud, or share your poetry. Sneak off into a private breakout room (self-select option enabled). Host to divide the larger group into pairs (randomly assigned breakout rooms).
  • If you want to sing, only unmute one voice. Otherwise it doesn’t synch. However, trying (and failing) to synch can be amusing. There are non-Zoom apps that enable you to synch but I don’t know what they are. Look them up!
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AYM Tech support

Skills

The following skills are needed by participants and hosts for AYM Sessions.

  • Breakout groups (random, manual, self-select)
  • Share screen
  • Chat settings
  • lower hand
  • Usual controls: mute all, video off, waiting room, remove from meeting, invite, assign co-host
  • Polls (optional)
  • Pin video (optional)

 

Suggestions and advice

Participants

  • Need basic Zoom skills plus how to Raise your Hand, & use Reactions

Clerks/ co-clerks

  • Need to feel comfortable in a Zoom environment, have sufficient tech support lined up.

Tech support crew, Multiple co-hosts

  • Monitor background noise and mute people where disruptive
  • Monitor chat for tech support, respond to tech problems. Be available on phone to talk someone through a problem
  • Monitor raised hands to let clerk know who’s next on the list. Lower hand when called.
  • Manage screen sharing of Google docs
  • Emergency backup(s) for above
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