College of Engineering Zoom Training

This training is designed to assist faculty, staff, and students with navigating the web interface and desktop application for day-to-day use of Zoom.

There are three parts to the training:

Part #1 - Between 30 - 60 minutes

A series of 2 to 3-minute videos designed to familiarize you with a specific learning objective. Learning objectives build upon one another to create knowledge in the end-to-end Zoom experience. Based on which modules you watch, how often, and what external reference material you read, some modules can take upwards of 10 minutes.

Part #2 (Optional) - Make an appointment for support

To better assist us with the effectiveness of your in-person training, please review this document regarding your typical use of the tool so we can effectively cover topics that are important to you. If you would like one-on-one training/support, please email us at coeithelp@ucdavis.edu to schedule a time to talk with a member of your IT team to do focused training.

Part #3 (Optional) - Between 15 - 30 minutes

You are the host! We will give you a checklist of tasks to perform to successfully complete your first Zoom hosting duties. If you'd like to do a practice/dry run as a host to make sure your setup or skills are tested before the big day, let's do it! Please email us at coeithelp@ucdavis.edu to schedule a time to have a member of your IT team create a practice meeting so you can be ready to go.


The goal of this training is start small and ensure that everyone who completes the program feels comfortable performing tasks within Zoom, beyond just joining a meeting and using a microphone with a webcam.

Module #1 – Signing into Zoom via the web

  • First time sign-on
  • Setting up a default picture
  • Personal meeting ID & personal link
  • Getting training / support

Module #2 – Getting the Zoom desktop application setup

  • First time sign-on
  • Testing video
  • Testing audio
  • Virtual background

Module #2a – Joining a Zoom meeting

  • Join through the Zoom client
  • Join via the web
  • Calling in
  • Calling in with a cell phone

Module #3 – Configuring Zoom meeting settings

  • What is a waiting room?
  • Passcodes
  • Default video broadcasting
  • Join before host & co-host
  • Mute participants on entry
  • Chat & Polls

Module #4 – Configuring Zoom recording settings

  • Local vs. Cloud recording
  • Automatic recording
  • Auto deletion

Module #5 – Scheduling a meeting

  • Single meeting vs. recurring
  • Verify time zone
  • Meeting options
  • Alternative hosts
  • How to communicate/invite a meeting invite

Module #6 – In meeting host controls

  • Video & audio controls
  • Security
  • Participants & chat
  • Screen sharing
  • Starting & Stopping a recording (during a meeting)
  • Views during a meeting
  • Leaving when you are the host

Module #7 – Recording a Zoom meeting

  • How does a cloud recording work?
  • How does a local recording work?
  • What happens if I forget to record?

Module #8– Managing your Zoom recordings

  • Sharing recordings
  • Deleted recordings – recovery options

Module #9 – Basic troubleshooting (during a meeting)

  • Audio issues
  • Video issues
  • Network instability

Module #10 – Updating the Zoom Client

  • How to update the Zoom desktop application