System Admin Window
The System Admin window provides administrators the ability to add, edit, and delete all users and clients within the system. It also provides access to all files within the organization’s Enterprise Account. The System Admin window has three main parts to it: 1. Main Table 2. Actions Tab 3. Group Associations Table Main Table The […]
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 […]
Data Viewers
All files within the system will appear in a Data Viewer when opened. Metadata and communication can be annotated within the Data Viewer. A user will be able to add, edit, and delete all metadata only until the user clicks the Save button. There are two types of Data Viewers, each meant for different types […]
Comments Feature
Comments can be added to any file available for a user with permissions. All comments will be author and timestamped. Adding a Comment 1. The user clicks on the Comment Tab in the file viewer. 2. This will open the Comment section. – Previous comments will be in the top window. 3. Below is a […]
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 […]
Video Player’s Tag Feature
A tag can be added to video files only and are placed at specific time points in the video. Previously added tags are not editable. When changes have been made to the file, the “Save” button at the bottom right will turn green. A tack will appear at the specified time in order to provide […]
Electronic Uploader
The Electronic Uploader is where a user can upload files that are on their computer to the site. The files can be placed in the user’s own My Files folder or a client’s My Files folder. 1. File/Browse Button – When clicked, it accesses the files on the user’s computer in order add one to their File […]
Fax Uploader
The Fax Uploader allows a user to create a coversheet in order to fax a document to the system and add it to their File Organizer. 1. Within the fax upload window, there are two boxes in which to enter information: Title Field: A place for the user to enter the name of the file. Comment […]
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 […]