How to Set Up to Receive Notifications Regarding a Client

Notifications are an easy way to stay on top of changes to clients. If you have access to a client you can set notifications for them.  Admin roles can even be notified of changes to all user roles available in the system admin window.

 

Setting Notifications with the Client Selector (user roles):

  1. Open the Client Sector.
  2. Click the “pencil icon” next to the client you wish to set notifications for.
    Click the pencil to set notifications for that client.
  3. Check the boxes you wish to be notified for. Press save when complete.
    notification settings
  4. Complete! Now every time one of the selected changes happens to that client you will receive an email and your notifications menu option will become red.
    notifications button

Setting Notifications with the System Admin (admin roles only):

  1. Open the System Admin.
    systemadmin
  2. Click the check box of the “Client” or “User” you wish to receive notifications for.
    checkbox
  3. Go to Actions and click Configure Notifications.
  4. Check the changes you wish to be notified for. Press save when complete.
    notification settings
  5. Complete! Now every time one of the selected changes happens to that client you will receive an email and your notifications menu option will become red.
    notifications button

 

 

Inter-rater Observational Workflow using Reports

Inter-rater Observation can be performed by an Admin or Group System Admin viewing the Tag or Keyword reports and using excel to filter the results.

Inter-rater Observation can also be done by using the Data Viewer as an Admin. Click here to see how.

  1. Create two Scorer roles.
    Add Scorer Role

    Set “Scorer” as the role when creating a new user.

  2. Associate a Client or Login Client to that Scorer Role.”Scorer assign Keywords and/or Tags to the video. (Scorer role is blinded to other scorer annotations)
    Associate Client to both Scorers

    Associate Client to both Scorers

  3. Scorer adds tags and keywords to the video in the Client’s folder.
    Scorer Adds Annotations to Client Video.

    Scorer adds annotations to client video.

  4. Admin logs into the system and exports the Tag or Keyword report.
    Export Tag or Keyword Report

    Admin can export Tag or Keyword report.

  5. Use Excel to filter the results for the filename you want to review.
    Filter columns in excel for the filename you want to compare.

    Filter columns in excel for the filename you want to compare.

  6. Look for discrepancies in the report between scorers.
    Use the filtered results to compare annotations between scorers.

    Use the filtered results to compare annotations between scorers.

Inter-rater Observational Workflow using Data Viewer

Inter-rater Observation can be performed by an Admin or Group System Admin viewing two scorer’s annotations on the same client video.

Inter-rater Observation can also be done by using the Tag or Keword reports. Click here to see how.

  1. Create two Scorer roles.
    Add Scorer Role

    Set “Scorer” as the role when creating a new user.

  2. Associate a Client or Login Client to that Scorer Role.”Scorer assign Keywords and/or Tags to the video. (Scorer role is blinded to other scorer annotations)
    Associate Client to both Scorers

    Associate Client to both Scorers

  3. Scorer adds tags and keywords to the video in the Client’s folder.
    Scorer Adds Annotations to Client Video.

    Scorer adds annotations to client video.

  4. Admin logs into the system and reviews the annotations.
    Admin Opens Client video and see both scorers annotations.

    Admin opens Client video and see both scorers annotations.

  5. Admin can see the discrepancy or similarity of annotations applied to the same evidence.