knowledgebase – Page 5 – Behavior Imaging

Client Notepad Feature

November 11, 2016/in Behavior Connect™, Behavior Connect™: Features, Client Selector, knowledgebase, System Admin /by willoberleitner

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 Admins, Group System Admins, and Group Admins.
– After opening the System Admin, to the right in the columns of each user is a notepad which can be accessed.

Users can find the Client Notepad in the Client Selector.
– Each client will have a notepad icon in their column.
Login Clients can access their Client Notepad through their Notifications tab.

Adding a Note

1. The user clicks on a client’s notepad.
2. They then type a note in the top text field.
3. The user chooses if the note is intended for the client to read.
– If so, the user clicks on the Client Readable checkbox.
4. The user reviews their note and clicks on the Post button.

Client Notepad Diagram

1. Text Box
– The user writes in the note to be recorded here.

2. User’s Name
– The first line on the recorded note is the name of the user that authored it.

3. Date/Time Stamp
– This stamp shows when the user created the note.

4. Note
– This is the text of the note that has been submitted by the user.

5. Post Button
– By pressing this button it will submit the text to the left as a note.

6. Client Readable Checkbox
– By checking this box, it allows a login client to view the note the user is posting. A pop-up window will occur when this box is selected reminding the user that the client will be able to view the note.
Please note: Clients that are not login clients will not have this option available on their notepad.

7. Head Symbol
– This symbol marks the notes that can be viewed by the login client.

Video Player’s Tag Feature

November 11, 2016/in Data Viewer /by willoberleitner

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 easy access to the tagged point. All tags are author and time-stamped.

Adding a Tag

1. The user can click on the plus sign at the bottom left corner of the video player or on the “+ Tag” button to the right of the player.
2. This will open the tag window where the user selects a previously used tag or creates a new tag to add if permission is given.

Adding-a-Tag Window

After clicking one of the options to add a tag the Adding a Tag window will pop up.

1. The user can click on an existing tag or create a new tag of their choice if permitted.
2. The user can fill in optional information in the Details field.
3. They can then click the submit button.

1. Time Selected
– This shows the user what time the video is at and where the tag will be placed in the video.

2. Existing Tags Search
– If a user wants to use an Organizational tag or a pre-existing tag, the user can type in the name of the tag to find them.

3. “Blue” Organizational Tags
– The tags that are in blue are the organizational tags. These are the tags that are set for use by default and are available to all users with access to the Video Player.

4. Regular Tags
– Tags that are in black are tags that have been previously used by the user themselves.

5. Tag Name
– If a user has permissions to add their own tag, they can put in a name here that will add a tag to the video as well as the Existing Tags list for next time.

6. Details Section
– A user can add any comments or details they deem important for themselves or others who have access to view their tags.

Video Player’s Tag Section

In order to add a tag, a user must go to the Video Player of the video they want to add a tag to. On the right is a section dedicated to the tags within the video.

1. Date Column
– This is the date that the tag was added by the author.

2. User Column
– This is the name of the author of the tag. Hovering over the name of the author will provide the full name.

3. Label Column
– This is the name of the tag. Organizational tags will show up as blue and others as black. Hovering over the name of the label will provide the full name.

5. Time Column
– This is the point in time of the video that the tag appears.

5. Arrow Button
– Appears next to the column that the tags are sorted by. While hovering over a column’s title, another arrow will appear allowing you to sort by ascending or descending alphabetically.

6. Edit Column
– Provides options to either delete or edit a tag. Only tags that have been made during this session can be edited or deleted. Previous tags on the video file cannot be edited or deleted (gray tacks) All newly added tags (green tacks) can be dragged to the correct time and/or edited..
+ Pencil Icon: Clicking on this icon will open the “Edit Tag” window, where the user can edit the tag name and/or the details of the tag.
+ “X” Icon: Clicking on this icon will delete the tag.

7. Details Section
– This text box provides the comments on the tag selected that were written by the author of the tag at the time it was created.

8. “+ Tag” Button
– This button allows the user to add a new tag to the file.

Please note:
To remove all tags from the video file, go to the Copy File article.

Electronic Uploader

November 5, 2016/in Uploading /by willoberleitner

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 Organizer.

2. Client Drop-Down Menu
– Allows the user to choose the destination of the file they are uploading.

3. Title Field
– Allows the user to add a title to their file other than what it is named on the computer.

4. Comment Field
– Allows the user to add any notes they’d like other users who can access their file to see.

5. Add to Queue Button
– When clicked, starts the uploading of the file if there are no others being uploaded or adds it to the list of files that will be uploaded.

6. Remove from Queue Button
– Allows the user to remove any file that has finished uploading, is waiting to be uploaded, or is in the process of being uploaded from the queue.

7. Start/Pause Button
– Allows the user to start/pause any files at any time that are currently being uploaded to the File Organizer. Only one file may be uploaded at a time.

Adding a File to the Queue

1. Select a file from the file browser.

2. Select a client (optional).

3. Enter a new title (optional).

4. Enter a comment (optional).

5. Click the Add to Queue button.

Please Note:
1. All files will be uploaded to the user’s own My Files folder if a client is not selected.
2. Users may need to unblock pop-ups and click Run on windows that open. This depends on which browser and which security settings are being used.
3. Users should not close the Electronic Uploader window while there are active uploads. If closed, this will stop the upload process. However uploading will resume if once the window is reopened.
4. If a wrong file is selected and needs to be removed, users can click on the file in the upload queue and then click the Remove from the Queue button.

Fax Uploader

November 5, 2016/in Uploading /by willoberleitner

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 Field: A place for the user to add any notes they’d like other users who can access their file to see (optional).

2. After filling out the information, the user will click the Create Fax Cover button.

3. This brings up a created PDF file with the username of the user and the title and the comment previously filled out.

4. Clicking on the printer button on the menu bar will print out the fax upload form.

5. The user must follow the instructions printed on it to fax their complete document.

6. The file will be uploaded into the user’s My Files folder.

Please Note:
The user needs to include the fax coversheet with the document they are faxing.

How to Add a File to a Client

November 2, 2016/in Behavior Connect™: Features, File Organizer /by willoberleitner

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.

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.

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.

– 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.

Giving Users Access to Clients (Admins Only)

October 26, 2016/in System Admin /by willoberleitner

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 Personal Details tab.
2. Select the user who needs access to the client from the lefthand column.
3. Move the user to the right-hand column, titled Selected Group.
– The Admin can do this by dragging and dropping or using the arrows.
4. Click the Save button.

The newly added user will now have access to the client’s portfolio. They can access the client from their Client Selector.

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.

Roles and Descriptions

September 24, 2016/in Behavior Connect™: Roles /by willoberleitner

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 upload files.

Login Client is only able to see and have access to all folders, files, and metadata under their “My Document” folder.
All Users that have access to the Login Client will be able to see and have access to all folders, files, and metadata under the client’s profile.
- Note: For users to have access to client/login client profiles, the admin will need to add the association of user(s) within the client/login client role.

User – The user can be a clinician, teacher, or caregiver. This is the core role for accessing the Behavior Connect™ system.

Users can choose different clients in the “Client Selector” that they have been assigned to by the admin.
Users can view other data associated to the clients by other roles.

Scorer – The scorer role is similar to the user role but can only see metadata that they themselves have added to the client.

The scorer can complete assessments on a client and that scoring data can be compared with other scorers by other roles.

Gold Standard Rater – This role is designed to show comparison and differences between the scorers’ organizational tags.

The Gold Standard Rater has the same permissions as a scorer other than access to the Library in the File Organizer and the Notifications feature.

Group Admin – This role has access to multiple users and clients within a larger “group”. The group may be an individual site, an entire state, or a dispersed group of users.

Group admins cannot delete, edit or add users.
Group admins can only see users, clients, and libraries in their particular group.

Group System Admin – Like the group admin, the group system admin has access to multiple users and clients that are associated to their “group”.

Unlike the group admin, the group system admin can add and edit users and clients.
Group system admins have access to the whole system.

Admin – The admin is the account holder for the system.

The admin has complete access to the entire account.
Admins can add new roles and edit existing ones.
Admins can associate clients to users and users to groups.

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.