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 […]
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 […]
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 […]
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 […]
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. […]
Keywords Feature
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 […]
Associated Files Feature
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 […]