Behavior Connect™: Features – Page 3

System Admin’s Search Feature

September 24, 2016/in System Admin /by willoberleitner

The search feature can be used to search/filter by the multiple types of criteria listed below:

1. User Info Tab
– Allows the admin to search for a user/client using their personal information and/or their login and profile status.
A. First Name
B. Last Name
C. Identification Number
D. Age
E. User Login Name
F. Status:
Active
Inactive
G. Last Updated
H. Registered:
Yes
No

2. Organization Tab
– Allows the admin to search for a user/client using the organization they are in.

3. Group Tab
– Allows the admin to search for a user/client using the group they are in.

4. Location Tab
– Allows the admin to search for a user/client using the location they are in.

5. Role Tab
– Allows the admin to search for a user/client what role they are.

6. User Tab
– Allows the admin to search for a user/client using the name of the user they are under.

7. Actions Tab
– Allows the admin to clear the data from the fields on the current page or the entire search window.

How to Add a User (Admins Only)

September 23, 2016/in Behavior Connect™: Features, knowledgebase, System Admin /by willoberleitner

By opening the System Admin, clicking on the Actions menu, and selecting “Add User”, the Admin will be able to create a new user for their system.

Personal Details Tab

Required fields on both the Group Association and Personal Details tab are marked with a red asterisk (*). They can be seen in green below as well.

– First Name
– Last Name
– Identification Number
– Role(s)
– Default Login Role
– Demographic Info
– Ethnicity
– Date of Birth
– Gender
– Contact Info
– Email
– Address
– City, State, Zip
– Account Info
– Username
– Password
– Skip Registration

Please Note:
– Checking the ‘Skip Registration’ box allows an Admin to remove the steps of registering on the site for the user being added.
– Users will be listed as “Not Registered” in the System Admin if this feature is used when creating them.
– The Admin must add an email address in order for your user to receive any notifications. A reminder will pop-up after clicking this box.

Group Association Tab

An Admin will need to associate the role with an Organization, Group, Location, and/or User, depending on the added role.

To associate, highlight the name needed in “Available Groups” from the left section and either drag and drop to the “User Groups” section or click on the arrows to transfer it.

Required Associations for Each Role:
Admin – Organization
Client – Group
Location
User
Please note by adding the user to a client, it gives the selected user access to the client.
Gold Standard Rater – Group and Location
Group Admin – Group
Group System Admin – Group
Login Client – Group and Location
Scorer – Group and Location
User – Group and Location

Please note that the system will notify the Admin if group association is not correct.

Keywords Feature

August 28, 2016/in Data Viewer /by willoberleitner

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.

Removing 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

August 28, 2016/in Behavior Connect™: Features, Data Viewer /by willoberleitner

For 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.

Removing 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.

File Organizer’s All Files Feature

August 14, 2016/in Behavior Connect™, Behavior Connect™: Features, File Organizer /by willoberleitner

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 toolbar.
Select “File Organizer”.
When the File Organizer window opens, click on “All Files” on the left sidebar.

Features

3. Checkboxes
A user can click on the checkboxes next to the files if they want to copy and paste them to a new location. After clicking the boxes, they can use the action button in the top left corner to complete the process.

2. Advanced Filter
If a user wants to do an advanced search to narrow down the files they want to survey, they can click on “Filter”. They will be able to search for specific criteria such as:

– Organization (Org)
– Group
– Location
– Role
– User/Client
– ID Number
– File Type
– Tags
– Keywords
– Updated Between

3. Links
– A user can open a file directly by clicking on the given “File Link” name link.
– A user can access a file’s current location by clicking on the “Location” link.

Accessing a User’s Multiple Roles

August 14, 2016/in Behavior Connect™: Features, General Features /by willoberleitner

Accessing Multiple Roles

Some users are given multiple roles. In order for a user to access a specific role, they can follow these steps:

1. The user first goes to the login page of Behavior Connect.
2. The user logs in using their given login credentials.
3. After signing in, the user can go to the upper right hand corner of the system’s webpage.
4. Under the Login and Client’s Identification Number headings, a dropdown list is available for users with more than one role.
5. A user can then click on the dropdown list and select whichever role they would like to be using the system as.
6. The system options available to that specific role will now be accessible to the user.
7. The user can switch back to their previous role or another if desired by following the same steps above.

Default Login Role

A user has the ability to change their default login role. For example, if a user has the dual role of a User and an Admin, they can choose which of those roles they would prefer to always have the system open up to.

Here are the steps to change the Default Login Role settings:

1. The user clicks on the “Settings” tab on the main taskbar.
2. They then select “Update Profile” from the dropdown list.
3. In the “Update Profile” window, halfway down is a section entitled “Default Login Role”.
4. The user then can click on the dropdown menu and choose which role they would like to be logged in as when first signing into the system.
5. After selecting the role, the user can hit the “Save” button at the bottom of the pop-up window.
6. The user will now be logged in as that role when first accessing into the system.

Forgot Username and Password

August 7, 2016/in Behavior Connect™, Behavior Connect™: Features, General Features /by willoberleitner

Forgot Username

If at any point a user has forgotten their username, they can follow these steps to have it sent to them via email.

1. Click on the link to open the “Forgot Username” window.
2. Type in a working email address associated with the user’s account.
3. A pop-up window will appear saying, “Username was successful. Please check your email for further instructions.”
4. Check the email address for the username recovery message and click on the link provided. The link will expire in 48 hours.

Forgot Password

If at any point a user has forgotten their password, they can follow these steps to have it sent to them via email.

1. Click on the link to open the “Forgot Password” window.
2. Type in a working email address associated with the user’s account.
3. A pop-up window will appear, “Password recovery was successful. Please check your email for further instructions.”
4. Check the email address for the password recovery message and click on the link provided. The link will expire in 48 hours.

Client Roles

August 2, 2016/in Behavior Connect™, Behavior Connect™: Features, Behavior Connect™: Roles /by willoberleitner

There are two types of roles available for a client:

Login Client role
Client role

Login Client and Client roles don’t use a paid seat

Login Client

The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role.

The other roles that also have access to the Login Client Portfolio will see two folders within the Client Portfolio:

The Client Files folder is what the Login Client uses as their My Documents and where they can add files and metadata to share with the other users that have permissible access to their portfolio.

Private Files is the folder that is not accessible to the Login Client. This is where the users that have permissible access to the Login Client can add files and metadata to collaborate with other permissible users to the Login Client Portfolio. When the user is ready to share the file with the Login Client, they can drag and drop or cut, copy, and paste files into the Client Files folder.

The Login Client has access to the following tabs:

Actions:
1. File Organizer
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

Client

This is a role for a client that does not allow them to have access to the system (no login capabilities). This role is provided to create a portfolio for the Client (patient, student, child, etcetera) that other roles in the system can be given access to and collaborate on.

System Requirements

July 10, 2016/in Behavior Connect™, Behavior Connect™: Features, Behavior Connect™: Getting Started, knowledgebase /by willoberleitner

Hardware/Software Necessities:
In order to operate our applications, your computer needs to have the following software programs and functionalities:

1. Java Runtime Environment (JRE)
Version 1.6 or higher
This may be called Java 6
2. Adobe Flash Player
Version 11.6 or higher
Most recent release is best
3. Adobe Reader
Version 9 or higher
Adobe 11 is recommended
4. The ability to run overnight for long uploads
Computers that are scheduled to reboot or shutdown in the middle of the night will cause uploads to stall.
5. Computer or hard disk sleep modes are turned off

For best performance using our system, your computer should be and have:

1. A platform of Windows 7, Windows 8, Mac OSX 10.7, Mac OSX 10.8, or any higher Mac OSX
2. A monitor screen size of 15 inches or larger, and a screen resolution of at least 1024×768.

Network Settings:
In order to facilitate optimal performance, the following network setup items are recommended:

1. Allow HTTPS traffic through any district/school proxies or firewalls (HTTP over SSL on port 443).
2. Whitelist the IP address corresponding to behaviorimaging.com in any proxies or firewalls to avoid service interruptions.

Supported Browsers:
– Internet Explorer 9 +
– Latest version of Firefox
– Safari 5.1
– Latest version of Google Chrome

Adding a Role to a User

November 5, 2015/in Behavior Connect™: Features, knowledgebase, System Admin /by willoberleitner

At any point in time, an Admin or a Group System Admin has the option of adding another role to an existing user.
Doing this will allow users access to new information and gain permissions that they did not have before.

Admins have the ability to add roles to Admins, Group System Admins, Group Admins, and Users.
Group System Admins can add roles to Group System Admins, Group Admins, and Users.

— To add a role to a user, an Admin or a Group System Admin must access their System Admin.
– After finding the user they’d like to edit, they can click on the pencil icon in the last column associated to that profile.
– Once the “Edit User” window has opened, they can go to the section listed as Role(s). Using the drop-down menu next to their current role will give options of adding another role to that user.
– The Admin or Group System Admin can then choose which one(s) they would like to add.

Note:
Gold Standard Raters, Scorers, Login Clients, and Clients cannot have more than one role.

By adding a new role for a user, they will now have to have two (or more) Group Associations.

– The Admin or Group System Admin must go to the second tab of the “Edit User” window and associate their user with a specific level depending on their new role.
— To switch from one role’s Group Associations to another within the same user, the Admin or Group System Admin can go to the upper right hand corner of the tab and click on the drop-down menu next to the word “Role”. An image has been provided below to show its locality.
— The drop-down menu will have a list of the roles that the user now has. Selecting one will show the Group Associations of that role.
— Following the How to Add a User article’s instructions regarding required Group Associations, the Admin or Group System Admin will add the new association for the new role of the existing user.

Note:
Adding new Group Associations to the new role will not affect the other role or their Group Associations.