File Organizer
The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client. File Organizer’s Location: Click on “Actions” on the main toolbar. Select “File Organizer”. The File Organizer […]
Client Selector
The Client Selector is available to the User, Scorer, and Gold-Standard Rater roles. It provides a list of the clients that the administrators have given permission to a user to have access to. The Client Selector will appear once the user logs into the system and can be accessed again via the Action tab on […]
Setting Up to Receive Notifications
Notifications are an easy way for a user to stay on top of changes to their clients. If a user has access to a client, they can set up to receive specific notifications for them. Administrative roles can also be notified of changes to all user roles available in the System Admin window. There is more information […]
Notification Settings
The Notification Settings window pops up after clicking on the actions tab of the System Admin (available for Admins, Group System Admins, and Group Admins) or the actions tab in the Client Selector (available for Users, Scorers, and Gold Standard Raters). This window allows the Admin the ability to configure what notifications they will receive […]
Client Notepad Feature
The Client Notepad allows users with permissions to create and view notes regarding a client. All users and admins associated with this client will have access to these notes. Login Clients are capable of viewing notes that a user makes available to them. Client Notepad’s Location The Client Notepad can be found in the System Admin feature for […]
How to Add a File to a Client
For all user roles including administrators, there are two ways to add a file to a client: Directly Uploading to a Client’s Portfolio By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for […]
File Organizer’s All Files Feature
The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under. To find the All Files feature: Click on “Actions” on the main […]