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Reports

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The Admin role is the only role that has access to Reports. The reports provide data to best manage and support the organization. Custom reports can be requested. They can be found in the dropdown menu on the main toolbar.

Report Types

Tag Report

Columns:

  1. Date Tag was Added.
  2. User/Client File Resides.
  3. File Name.
  4. Folder Name.
  5. Tag Name.
  6. Tag’s Time in Video.
  7. Details.
  8. Tag Author.
  9. Group.
  10. Location.

Keyword Report

Columns:

  1. Date Keyword was Added.
  2. User/Client File Resides.
  3. File Name.
  4. Folder Name.
  5. Keyword Name.
  6. Keyword Author.
  7. Group.
  8. Location.

Generic IRR Report

Columns:

  1. Client ID.
  2. Group.
  3. Location.
  4. File.
  5. Role.
  6. Scorer ID.
  7. Tags Added.
  8. Percent Correct to Gold Standard.
  9. Exact compared to all Scorers.
  10. Not matched compared to all Scorers.

Files Report

Columns

  1. File ID.
  2. File Name.
  3. File Type.
  4. User Uploaded.
  5. User/Client that File Resides.
  6. Location.
  7. File Creation Time.
  8. File Last Modified.
  9. Length in Seconds.
  10. Size in Bytes.

Setting Up to Receive Notifications

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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 about the specifics of the Notification Settings page.

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4Setting Notifications Using the Client Selector (User Roles)

1. The user opens the Client Selector.
2. Clicking the pencil icon next to the desired client will open their Notification Settings.
3. The user can then check the checkboxes next to the options they want to be notified of.
4. Pressing save will save the changes and the user will then:
A. Receive an email whenever one of the changes selected occur.
B. Have their notifications tab turn red whenever one of the changes selected occur.

5Setting Notifications Using the System Admin Window (Administrative Roles)

1. The user opens the System Admin window.
2. They then can check the checkbox next to the desired user or client.
3. Going to the Actions tab in the upper left-hand corner and clicking “Configure Notifications” will open their Notification Settings.
4. The user can then check the checkboxes next to the options they wish to be notified of.
5. Pressing save will save the changes and the user will then:
A. Receive an email whenever one of the changes selected occur.
B. Have their notifications tab turn red whenever one of the changes selected occur.

Giving Users Access to Clients (Admins Only)

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Behavior Connect is a role and permission based system. Every user will need permission to access clients within the system.

Screen Shot 2016-09-25 at 10.23.26 PM

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

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The search feature can be used to search/filter by the multiple types of criteria listed below:

Screen Shot 2016-09-24 at 10.59.04 PM

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.

Administrative Roles

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There are three types of roles available for an administrator:

  • Basic Admin role
  • Group Admin role
  • Group System Admin role

Admin

The Admin role has access to all users, folders, files and data of the entire Enterprise Account. The admin has the tools to add, delete, and edit all users, files, and folders within the system.


Admins have complete access to the entire account.
This includes the following tabs:

Actions:
1. System Admin
– Client Notepad
2. File Organizer
– Library
– All Files
– My Files
Upload:
1. Electronic
2. FAX
3. App
Reports:
1. Reports
Notifications:
1. Notifications
Settings:
1. Update Profile
Help:
1. Support Query
2. KnowledgeBase


Admins are able to add, edit, and delete all users and clients.
This includes the following:
– Other Admins
– Group System Admins
– Group Admins
– Scorers
– Gold Standard Raters
– Users
– Login Clients
– Clients


Admin’s are able to associate the following with each other:
– Clients/Login Clients with Users
– Clients/Login Clients with Scorers
– Clients/Login Clients with Gold Standard Rater
– Users with Locations
– Group Admins with Groups
– Group System Admins with Groups
– Scorers with Locations
– Gold Standard Rater with Locations

Group Admin

The Group Admin role has access to all users, folders, files, and data in their assigned Group(s). Group Admins have access to only the Group(s) they are associated to within the account. Unlike the Admin role, the Group Admin role cannot add, delete, or edit users and clients.

Group Admin’s accessibility includes the following tabs:

Actions:
1. System Admin
– Client Notepad
2. File Organizer
– Library
– All Files
– My Files
Upload:
1. Electronic
2. FAX
3. App
Reports:
1. Reports
Notifications:
1. Notifications
Settings:
1. Update Profile
Help:
1. Support Query
2. KnowledgeBase

 

Group Admins can view these roles that are only within their group:
– Group System Admins
– Other Group Admins
– Scorers
– Gold Standard Raters
– Users
– Clients
– Login Clients

Group System Admin

The Group System Admin role has access to all users, folders, files, and data of their associated Group.
Group System Admins have access to only the Group(s) they are associated to within the account. Unlike the Group Admin, the Group System Admin has the tools to add, delete, and edit the users and clients within their group.

Group System Admin’s accessibility includes the following tabs:

Actions:
1. System Admin
– Client Notepad
2. File Organizer
– Library
– All Files
– My Files
Upload:
1. Electronic
2. FAX
3. App
Reports:
1. Reports
Notifications:
1. Notifications
Settings:
1. Update Profile
Help:
1. Support Query
2. KnowledgeBase

 

Group System Admins can delete, add, and edit users that are only within their group.
This includes the following users and clients:
– Other Group System Admins
– Group Admins
– Scorers
– Gold Standard Raters
– Users
– Login Clients
– Clients


Group System Admins can add associations to users only within their group.
Admin’s are able to associate the following with each other:
– Clients/Login Clients with Users
– Clients/Login Clients with Scorers
– Clients/Login Clients with Gold Standard Rater
– Users with Locations
– Scorers with Locations
– Gold Standard Rater with Locations
– Group Admins with Groups
– Group System Admins with Groups

Adding a Role to a User

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At any point in time, an Admin or a Group System Admin has the option of adding another role to an existing user.
Doing this will allow users access to new information and gain permissions that they did not have before.

Admins have the ability to add roles to Admins, Group System Admins, Group Admins, and Users.
Group System Admins can add roles to Group System Admins, Group Admins, and Users.

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— To add a role to a user, an Admin or a Group System Admin must access their System Admin.
– After finding the user they’d like to edit, they can click on the pencil icon in the last column associated to that profile.
– Once the “Edit User” window has opened, they can go to the section listed as Role(s). Using the drop-down menu next to their current role will give options of adding another role to that user.
– The Admin or Group System Admin can then choose which one(s) they would like to add.

Note:
Gold Standard Raters, Scorers, Login Clients, and Clients cannot have more than one role.


By adding a new role for a user, they will now have to have two (or more) Group Associations.

– The Admin or Group System Admin must go to the second tab of the “Edit User” window and associate their user with a specific level depending on their new role.
— To switch from one role’s Group Associations to another within the same user, the Admin or Group System Admin can go to the upper right hand corner of the tab and click on the drop-down menu next to the word “Role”. An image has been provided below to show its locality.
— The drop-down menu will have a list of the roles that the user now has. Selecting one will show the Group Associations of that role.
— Following the How to Add a User article’s instructions regarding required Group Associations, the Admin or Group System Admin will add the new association for the new role of the existing user.

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Note:
Adding new Group Associations to the new role will not affect the other role or their Group Associations.

Changing a Role of a User

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At any point in time, an Admin or a Group System Admin has the option of changing a role of a user.

Admins have the ability to change a user from any role to any new role.
Group System Admins may change a user in their system to any role other than Admin.

— To do this, an Admin or a Group System Admin must access their System Admin.
– After finding the user they’d like to edit, they can click on the pencil icon in the last column associated to that profile.
– Once the “Edit User” window has opened, they can go to the section listed as Role(s). Using the “X” next to their current role will delete it.
– The Admin or Group System Admin can then choose a new role for their user.

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*Friendly Reminder: Admins and Group System Admins should make sure that their user is now assigned correctly in their Group Associations according to their new role.
The How to Add a User article shows the required group associations of each role.

Notes:
Changing a Login Client to a Client: The Login Client’s “Client’s Files” and “Private Files” folders will move into the Client’s portfolio with all of its contents.
*Friendly Reminder: Clients’ portfolios are private and only accessible with permission from the Admin.
Changing a Client to a Login Client: All contents of the Client will move into the “Private Files” folder of the Login Client’s portfolio.
*Friendly Reminder: The Login Client’s portfolio has a “Private Files” folder that is only accessible to users who have permission from the Admin. The “Client’s Files” folder is accessible to users and that particular client to review.

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