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 […]
Giving Users Access to Clients (Admins Only)
Behavior Connect is a role and permission based system. Every user will need permission to access clients within the system. To give access for a client to a user, the Admin must first open the add/edit window for the client via the System Admin window. 1. Click on the Group Associations tab next to the […]
System Admin’s Search Feature
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. […]
Roles and Descriptions
The following roles are flexible to fit many organizations, schools and/or studies. Client – The client is the subject, student, or patient. Clients can have files and assessments associated with them. The client has no login or direct access to files and assessments. Login Client – This is a client that has the ability to login and […]
How to Add a User (Admins Only)
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. […]