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Viso - Scheduling and Automation

Last updated: Jul 25, 2026

Annotations

Reclaim the role of annotator

Aim: To claim back the role of annotator that you gave to another user, for instance, a colleague or one of your students.

Prerequisites:

  • Your license includes the Annotation Module.
  • You created the session or you received session ownership or you are a Technician or Administrator.

Procedure:

  1. Open the Sessions tab to view the list of all the sessions.
  2. Right-click the appropriate session and select Change annotator.
  3. Select your name and click OK.

Customize the Session Window

What do you want to do?

  • Dock/Undock Event log or Time Line
  • Dock/Undock panes and tabs
  • Display a selection of events
  • Collapse all subjects

Dock/Undock Event log or Time Line

You can undock and move the Event log and Time Line window, for example to display them on a separate monitor. To dock the windows again, drag the window to the main Viso window. Docking buttons appear. Move the window to one of these docking items. A blue rectangle now shows where the window will be positioned. Release the mouse button.

Dock/Undock panes and tabs

You can undock the pane with the Events, Codes and Participant tabs, and the individual tabs. It can, for example, be useful to move the Codes tab to a separate monitor.

Docking/undocking of panes and tabs applies to Viso Viewer and is implemented for all users.

To undock a pane with its tabs:

Click the title and drag it to a new position.

To dock a pane again, drag it to the main Viso window. Docking buttons appear. Move the pane to one of these docking items. A blue rectangle now shows where the pane will be positioned. Release the mouse button.

To undock a separate tab:

Click the tab at the bottom of the pane and drag it to a new position.

To dock the tab again, drag it to the main Viso window. Two types of docking buttons appear.

  • If you release the mouse button while it is positioned on the first docking button type, the tab is re-docked in the pane.
  • If you release the mouse button while it is positioned on the second docking button type, the separate tab is docked in the Viso window.

Display a selection of events

Aim: To select a subset of events in the Event log and, optionally, in the Timeline. This can be useful to, for example, quickly display all behaviors of one subject, or a specific behavior of all subjects.

Procedure:

  1. Open the Events pane.
  2. Click the filter button next to Subject or Marker.
  3. Specify the selection. The result is shown in the Event log. The filter is also applied in the Timeline.

To disable the filter in the Timeline:

To see in what context the selected events took place, you may want to display all events in the Timeline, instead of only the ones specified in the Event log filter. To do so:

  1. Right-click the Timeline.
  2. Select Show all events.

Note: To restore the filter in the Timeline, right-click it and select Show filtered events only.

Collapse all subjects

Aim: To quickly collapse all subjects in the Timeline, so that no markers are shown. You can then expand the subjects that you are interested in to view only their markers.

Procedure:

Right-click the Timeline and select Collapse all subjects.

Note: To expand all collapsed subjects again, right-click the Timeline and select Expand all subjects.

Export Annotations to Text File

Aim: To export the annotations to a Comma Separated Value text file (CSV file) so that you can analyze them in another application, like Excel.

Prerequisites:

  • Your license includes the Annotation Module.
  • You created the session, have received session ownership or are a Technician or Administrator.

Procedure:

  1. Open the Sessions tab.
  2. Select the sessions to export.
  3. Right-click one of the sessions and select Export to CSV.
  4. Choose a location and click Export.

Note: The export file is named after the imported session, with the location name, and the date and time the session was created added to the filename.

Highlight Videos

Aim: To select specific point events of interest within sessions and create highlight videos containing these, optionally with subtitles, for further use.

Prerequisites:

  • Your license includes the Annotation Module.
  • The session has been recorded and you received ownership rights for the session.

Procedure:

  1. Open the Sessions tab.
  2. Double-click a session to open it.
  3. Right-click anywhere in the Timeline or click on the Export highlight video button in the top right corner of the Timeline.
  4. In the Highlight video window, you have two options to select the point event(s) of the session you wish to include in your highlight video:
    • For a single event, move the Time slider to or near to the particular point event of interest and select For current time point. Continue with Step 7.
    • If the point events of interest are associated with some or all of the markers you have specified in the Code list you used to annotate your session, select For multiple markers. Continue with Step 5.
  5. If you have opted for For multiple markers, a window appears where you can select the point events you wish to highlight. You may select as many of these as you wish by checking the relevant boxes, or select them all using the Select all checkbox.
  6. If you wish to merge all your highlighted point events into a single video, use the Merge videos option.
  7. Use the Highlight video duration option to set the length of the section including the selected point event. By default, 3 seconds will be added before and after the highlighted point event, but you may adjust this value up to 30 seconds before and 30 seconds after the selected event. If you select an invalid duration, the box will be marked in red and you will not be offered the Export option.
    • Note: The Highlight video duration set by you will also include the previously set Pre-roll value. (See Review sessions.)
    • Note: If the Highlight video duration set by you exceeds the length of the session, the resulting Highlight video will include the highlighted event more than once, so it is recommended to set the duration shorter than the length of the session.
  8. If you wish to add subtitles, check the Add subtitles box at Options. The subtitles will comprise the names of the highlighted Events and Subjects involved as well as any Remark you might have added.

    Important: Your subtitles will be saved in a separate vtt file so that you can edit them later if you wish. When reviewing your Highlight video, you will need to select the relevant vtt file and turn on the subtitles. For details, see Adding subtitles to your highlight videos.

  9. At Export to folder, select the folder where you wish to save your Highlight video. Viso offers you a default option, but you are also free to Browse.
    • Note: If more than one camera was used for recording the original session, a separate highlight video will be created for each, with the same subtitles.
    • Note: Viso will create a unique default name for the highlight video for exporting which you cannot change. If you have created subtitles, the vtt file containing these will be given the same unique default name.
  10. Once you have made all the necessary settings, press the Export button.

    Note: If you wish to rename the exported highlight video file, you will need to do it later, in the folder. When doing so, it is recommended to give the highlight videos and the related vtt files with the subtitles (if you created any) the same name to facilitate the easy adding of subtitles when reviewing the videos later on.

Adding subtitles to your highlight videos

Your highlight videos and the related subtitles will be saved in separate files. When you wish to see the subtitles while reviewing your highlight video, you will need to select the relevant vtt file containing the subtitles and enable the subtitles function.

Procedure:

  1. Open your highlight video, for example in Windows Media Player or PowerPoint.
  2. Look for the icon where you can set the languages and subtitles for your video.
  3. You will be offered a choice of selecting the subtitles from file. Select the relevant vtt file and click Open. The subtitles you created will now be displayed under your video.

Note: If you wish to edit your subtitles, you can do so by opening the vtt file in a text editor and making the desired changes.

Important: When you copy your highlight videos to a different folder, please remember to copy the related vtt files together with them.

Schedule Session Recording

Schedule a session

Aim: To schedule session recording in advance.

Prerequisites:

  • Your Viso license includes the Scheduler Module.
  • Your user role allows session recording (Technician, Administrator, or Trainer).

Procedure:

  1. Open the Scheduler tab.
  2. Double-click a time slot or press the New schedule button.
  3. Enter a session name in the Name field if you did not specify a default session name.
  4. Select for single, composite or separate sessions.
  5. Select the Location from the list. If composite session or separate session recording is selected, you can select multiple locations. See Select multiple locations to record a composite session.
  6. Optionally, select other users or groups of users from the Participants list to invite them to the session. See Invite participants.
  7. Optionally, edit the Start time or End time.
  8. Click OK. The scheduled session now appears in the Dashboard of the user that created it and the ones that are invited. See also The Scheduler in detail.

Notes:

  • The Composite and Separate sessions options are only available if the person with the Technician account enabled it in the Recording Methods.
  • If you schedule consecutive sessions without gaps in between, recording of the second and third etc. session starts once the previous session was saved. This can result in a recording that is a few seconds shorter than scheduled. It is always recommended to leave a few minutes between recordings.
  • Trainees are not able to view the Scheduler. Their Dashboard lists the sessions they are invited to.
  • If a user is removed by the Administrator or the Technician and this person has been included in the list of participants of a scheduled session, the list will be updated automatically by the system.

Manage scheduled sessions

Aim: To reschedule or remove a scheduled session.

Prerequisites:

  • Your Viso license includes the Scheduler Module.
  • You created the scheduled session, or your user role is Technician or Administrator.

Modify a session:

  1. Open the Scheduler tab.
  2. Double-click the scheduled session.
  3. Edit the schedule and click OK.

Delete a session:

  1. Open the Scheduler tab.
  2. Select the schedule and press the Delete key on your keyboard or the X icon.

Note: You can only delete a scheduled session in the Scheduler, not a session that has already been recorded. To delete a recorded session, see Manage sessions.

The Scheduler in Detail

What do you want to do?

  • Select the current day in the calendar
  • Select locations to display in the calendar
  • Select the time period to display in the calendar
  • Change the date and time format
  • Read about Scheduled and recorded sessions in the Scheduler
  • Read about Scheduled and recorded sessions in the Dashboard
  • Read about Priority of scheduled and manual sessions

Select the current day in the calendar

If you selected another day in the calendar, click the Today button to select the current day.

Select locations to display in the calendar

Open the Locations list in the top-right corner of your window. Select the locations to display. Locations that appear offline are either having connectivity issues or simply are not selected for recording by your colleague who manages the Viso set-up. If all locations appear offline, then the Viso Recorder Manager may not be running or is disconnected.


Source: Viso 12 Reference Manual

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