Uploading Files
There are three methods for uploading files and artifacts: 1. Electronic Uploader – The Electronic Uploader allows a user to upload files and artifacts already available on the user’s computer. Click here for directions on how to use this feature. 2. Fax Uploader – The Fax Uploader allows a user to upload documents that they have physically on their persons […]
Reports
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: Date Tag was Added. User/Client File Resides. File Name. Folder […]
Client Selector
The Client Selector is available to the User, Scorer, and Gold-Standard Rater roles. It provides a list of the clients that the administrators have given permission to a user to have access to. The Client Selector will appear once the user logs into the system and can be accessed again via the Action tab on […]
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 […]
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 […]
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 […]