Guides
Preview and run a Guide
Test a Guide in Preview, then use Play to record a real session.
Use Preview to test a Guide without creating a Reports inbox record. Use Play for a real session. Preview requires Guide edit access; Play requires access to run that Guide.
Test a Guide
- Open the Guide in Library and choose Edit.
- Select Preview in the editor toolbar. It starts at the current page.
- Test the paths, Fields, media, speech, and endings someone will use.
- Open Preview report to inspect the test answers and activity.
- Use Reset preview to clear test answers and files and start that test again, or Edit guide to return and make changes.
Pending inline edits save before Preview opens. If a save fails, the editor keeps the draft and does not launch Preview.
A full-preview link without a page or sequence target starts at the first page of the configured start sequence. A page-targeted preview starts at that page; a sequence-targeted preview starts at its first page. Reset returns to the same launch target. If that target disappeared, CareMap falls back to the configured beginning, or the first sequence if the configured one is missing.
Preview answers and files belong to the test. Resetting or leaving discards them; they never become a Reports inbox record. See session review.
Check both players
Use Preview player to choose Full or Simplified. In Simplified, open the … Guide controls menu for this selector, Preview report, Reset preview, and Edit guide. Preview's selector does not change your account's normal playback preference.
Both players use the same Guide. Simplified presents one block at a time; test long content, answer controls, popups, and timers in that experience too.
Preview runs authored actions but does not enforce Play's same required-answer departure guards. A path that works in Preview may still require answers in Play. See navigation locks.
Run it for real
- In Library, choose the Guide's Play action. Use the relevant assigned or scheduled item when that context belongs to the session.
- Save each answer using its Field controls and follow the Guide.
- Finish through Finish guide, Finished in Simplified, or the authored ending.
- Find the resulting session in Reports after synchronization.
Ordinary Play starts a new run. Use an explicit saved session to resume existing work. Closing Play early can also capture a partial Report; it is not a pause command.
If the test or launch fails
A Guide needs a usable sequence and page. An empty page may have no playable content. If recent edits are missing, return to the editor and confirm they saved before starting another Preview.
For blocked movement, inspect required answers and authored navigation. For missing media or narration, see media troubleshooting and speech troubleshooting. Prepare and test an offline package before relying on disconnected playback.