Uploading Files

There are three methods for uploading files and artifacts:

1. Electronic Uploader
– The Electronic Uploader allows a user to upload files and artifacts already available on the user’s computer. Click here for directions on how to use this feature.

2. Fax Uploader
– The Fax Uploader allows a user to upload documents that they have physically on their persons and want to add to their library on the system. Click here for directions on how to use this feature.

3. Behavior Capture™
– This method is available in the Apple App Store. The Behavior Capture™ App is a versatile recording and uploading tool. A user can securely capture events from back in time and in-the-moment behaviors and upload to their Behavior Connect™ account. Bluetooth remote controls also provide flexibility in recording.


The Admin role is the only role that has access to Reports. The reports provide data to best manage and support the organization. Custom reports can be requested. They can be found in the dropdown menu on the main toolbar.

Report Types

Tag Report


  1. Date Tag was Added.
  2. User/Client File Resides.
  3. File Name.
  4. Folder Name.
  5. Tag Name.
  6. Tag’s Time in Video.
  7. Details.
  8. Tag Author.
  9. Group.
  10. Location.

Keyword Report


  1. Date Keyword was Added.
  2. User/Client File Resides.
  3. File Name.
  4. Folder Name.
  5. Keyword Name.
  6. Keyword Author.
  7. Group.
  8. Location.

Generic IRR Report


  1. Client ID.
  2. Group.
  3. Location.
  4. File.
  5. Role.
  6. Scorer ID.
  7. Tags Added.
  8. Percent Correct to Gold Standard.
  9. Exact compared to all Scorers.
  10. Not matched compared to all Scorers.

Files Report


  1. File ID.
  2. File Name.
  3. File Type.
  4. User Uploaded.
  5. User/Client that File Resides.
  6. Location.
  7. File Creation Time.
  8. File Last Modified.
  9. Length in Seconds.
  10. Size in Bytes.

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 the main toolbar.

Selecting a Client

1. All clients associated to the user are populated in this window.
2. The user selects the client they want to access from the list
3. Either double-clicking on the client’s name or going to the Actions tab and clicking Open will allow access to the client.
4. The client’s portfolio will appear in the user’s File Organizer providing a place to view the client’s data.

Client Selector’s Features



Screen Shot 2017-02-26 at 9.33.07 PM1. Actions Menu
– Allows the user to open a client’s portfolio or configure their notifications for that client after selecting them from the Client Selector.

2. Checkbox
– Allows the user to select a client and use the Action dropdown button to open the client’s portfolio or configure the notifications attached to the client’s profile.

3. Client ID Column
– Lists the identification number of the client.

4. First/Last Page Buttons
– Allows the user to either skip to the first page or last page of the Client Selector.

5. Previous/Next Page Buttons
– Allows the user to go the previous page or the next page.

6. Refresh Button
– Allows the user to refresh the Client Selector to see the most up-to-date changes.

7. First Name Column
– Lists the first name of the client.

8. Last Name Column
– Allows the user to list the clients by ascending/descending order of a particular column.

9. Last Modified
– Shows the date and time the client was last updated/edited.

10. Pencil Icon
– Allows the user to edit the notification settings that the user will receive regarding that client.

11. Notepad Icon
– Allows the user to view the client’s Client Notepad.

12. Search Field
– Allows the user to search for a specific client by using their Client ID, last name, or first name.


Organizing the Client Selector

Screen Shot 2017-02-26 at 9.27.12 PM

When hovering over a column header in the Client Selector, an arrow will appear in the right corner of the column header. Clicking on it will create a dropdown menu, where you can choose to list the clients by ascending/descending order for that particular column. Another dropdown menu, titled Columns, allows you to check and uncheck columns which you would like to hide or view in your Client Selector.

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 per user/client.

Prefigured Notifications

When a new user/client is added to the system, they are prefigured with the notifications of the following:
– Add File
– Add Tag/Keyword
– Add Comment/Associated File
– Add Note
This is the case for all users except the Admin themselves. The Admin must configure all notifications for the users for which options they want notifications for.

Available Notification Settings

Screen Shot 2017-03-08 at 9.01.40 PM

1. All/None
2. Add File
3. Tag/Keyword
4. Comment/Associated file
5. Delete File
6. View Client
7. Move File
8. Add Note

Check the boxes for which actions each individual user wants to be notified of. An email will be sent to the user notifying them that an action has occurred as well as turning the Notifications button red on the main toolbar on the site.

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 the drop-down menu or by typing in the client’s name in the text field. For more information on how to use the Electronic Uploader, please click on the link.

Screen Shot 2017-01-02 at 2.39.23 AM

Transferring Files to a Client’s Portfolio

Administrator roles will use the System Admin Window while user roles will use the Client Selector.

Administrator’s System Admin Window:

An admin may go to their System Admin Window and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

Screen Shot 2017-01-02 at 3.13.16 AM

User’s Client Selector Window:

A user may go to their Client Selector and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

Screen Shot 2017-02-26 at 7.11.39 PM

– Clicking on a client in either the Client Selector or the System Admin will allow the user access to the client’s portfolio in their File Organizer.
– The user can then go to their own My Files folder and find the file they want to give to their client.
– The user can then:
A. Right-click on the file and use copy/cut and paste it once inside the client’s portfolio.
B. Drag the file to the client’s name on the left. This will remove the file from the user’s My Files and add it to the client’s portfolio.
– Double-clicking on the client’s name on the left will open up their portfolio.
– For more information on the File Organizer, please click on the link.

Screen Shot 2017-01-02 at 3.46.15 AM

Keywords Feature

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A keyword can be added to any file available with permissions to the user. This feature provides another form of metadata to add to the file. Many users use this feature to add a weight to the file. For example: Severity 1, Severity 2, etcetera. All keywords will be author and timestamped. Keywords can be added to all file types.

Adding a Keyword

1. Clicking the add button next to the section entitled Keywords will open a new window.
+ Organizational keywords will appear in blue at the top of the will appear in blue at the top of the list if any are available.
+ A user’s previously used keywords will be listed under the organizational keywords.
+ If a user has permission to do so, they can create their own custom keywords.
2. Select or create the keywords and click the submit button to add them to the file.

Viewing Keywords

– Added keywords will show up in the window below the section entitled Keywords.
– If a user hovers over a keyword, the name of the author and time it was created will pop-up.

Screen Shot 2016-08-28 at 10.34.55 PMRemoving a Keyword

1. To remove a keyword, click on the “X” next to the keyword’s name.
Please note a user will only be able to remove keywords they are currently adding before the click on the Save button.
2. When creating a copy of the file, a user will have an opportunity to remove all the keywords only at that time.

Associated Files Feature

Screen Shot 2016-08-28 at 10.57.49 PMFor reference, a user can associate a different file to the file they are viewing. After saving the file they are viewing, each file will then be associated with the other. Associated files can be added to any uploaded file available with permissions for the user.

Adding an Associated File

1. Click on the highlighted text “add” next to the Associated Files section. This will open the File Organizer.
2. Double click on the file you would like to add. This will add the file to the Associated File field.
3. Click the Save button to complete the action.

Screen Shot 2016-08-28 at 10.34.55 PMRemoving an Associated File

1. Click on the “X” next to the associated file’s name to remove the file from the file you are currently viewing.
Please note that a user will only be able to remove the associated file(s) the currently are adding before they click the Save button.
2. When creating a copy of the file, a user will have an opportunity to remove all associated files only at that time.