role – Behavior Imaging

System Admin Window

November 22, 2016/in System Admin /by willoberleitner

The System Admin window provides administrators the ability to add, edit, and delete all users and clients within the system. It also provides access to all files within the organization’s Enterprise Account.

The System Admin window has three main parts to it:
1. Main Table
2. Actions Tab
3. Group Associations Table

Main Table

The Main Table of the System Admin allows for selecting a user of any role or a client. All users are listed here.
Double Clicking on a client will place the client’s portfolio in the Admin’s File Organizer. The page cycling options at the bottom allow you to view other users on different pages.

The column headings of the users table, in order, includes:
1. Identification Number
2. First Name
3. Last Name
4. Organization
5. Group
6. Location
7. Role
8. Email
9. User/Associated Users
10. Sysname (Name of URL)

When hovering over a column heading, a down arrow will appear on the far right side of heading title. Clicking on the down arrow will allow the user to change the order in which the clients are sorted. It will also allow the user to hide or show each of the column types.

Actions Tab

1. Open:
– After using the checkbox to select a user from the adjacent users table, this action will open the File Organizer and display the user’s portfolio.
2. Search:
– The search can be used to search/filter multiple types of criteria. Click here for more information about search options.
3. Add User:
– Allows Admin to create another user/client in the system. Both Personal Details and Group Association tabs need to be filled out in order to add a user.
4. Editing a User:
– Using the checkbox to select a user from the users’ table of the System Admin with this action allows an Admin to edit information in the user’s/client’s profile. Clicking on the pencil on the users table also provides the Admin a way to edit profile.
5. Deleting a User:
– Using the checkbox to select a user from the users table and then clicking this action allows an Admin to delete the user’s/client’s profile. Clicking on the ”X” on the users table will also allow the Admin a way to delete the user/client.
6. Inactivate User:
– Using the checkbox to select a user from the users table with this action allows an Admin to inactivate a user’s/client’s profile. Inactivating the user/client will allow the Admin to keep the portfolio within the system, but not active to access or login.
7. Reactivate User:
– Using the checkbox to select a user from the users table with this action allows an Admin to reactivate a user’s/client’s profile. Reactivating the user/client will activate that user/client that was inactive back to their active status and accessibility.
8. View Notifications:
– Using the checkbox to select a user from the users table with this action allows an Admin to review all notifications that were set by the Admin for a user’s or client’s portfolio.
9. Configure Notifications:
– This allows the Admin the ability to configure what notifications they will receive per user/client.
10. Export Report:
– This allows the Admin the ability to download the search results from the users table into a CSV file.
11. Clear Session:
– This allows the Admin the function to clear any user’s session if they logged out incorrectly and are not able to log in. This will clear their session immediately so they don’t have to wait the 10 minutes for the system to automatically clear their session to log in.
12. Skip Registration:
– Using the checkbox to select a user/users from the table with this action allows an Admin to remove the steps of registering on the site for that user. They will not have to recreate their password, username, or add in their email address before first using the system. You 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 Table

The Group Association Table allows the Admin to view users and clients via their Group Associations.

– The table allows the Admin to select from the Organization, Group, Location, and/or Role levels.
– It also allows for a quick search to populate the adjacent Users Window with Clients, Users, Scorers, or Gold Standard Raters that are associated to each other.
– The Admin can use the checkboxes to define the search parameters and the “+” signs to delve into the selection.

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.

Accessing a User’s Multiple Roles

August 14, 2016/in Behavior Connect™: Features, General Features /by willoberleitner

Accessing Multiple Roles

Some users are given multiple roles. In order for a user to access a specific role, they can follow these steps:

1. The user first goes to the login page of Behavior Connect.
2. The user logs in using their given login credentials.
3. After signing in, the user can go to the upper right hand corner of the system’s webpage.
4. Under the Login and Client’s Identification Number headings, a dropdown list is available for users with more than one role.
5. A user can then click on the dropdown list and select whichever role they would like to be using the system as.
6. The system options available to that specific role will now be accessible to the user.
7. The user can switch back to their previous role or another if desired by following the same steps above.

Default Login Role

A user has the ability to change their default login role. For example, if a user has the dual role of a User and an Admin, they can choose which of those roles they would prefer to always have the system open up to.

Here are the steps to change the Default Login Role settings:

1. The user clicks on the “Settings” tab on the main taskbar.
2. They then select “Update Profile” from the dropdown list.
3. In the “Update Profile” window, halfway down is a section entitled “Default Login Role”.
4. The user then can click on the dropdown menu and choose which role they would like to be logged in as when first signing into the system.
5. After selecting the role, the user can hit the “Save” button at the bottom of the pop-up window.
6. The user will now be logged in as that role when first accessing into the system.

User Roles

August 2, 2016/in Behavior Connect™, Behavior Connect™: Roles, knowledgebase /by willoberleitner

There are three different types of user roles:

Basic User role
Scorer role
Gold Standard Rater role

User

The User is the most common role used within the Enterprise Account. Users have access to the Clients that have been associated to them and can collaborate with other Users associated with the Client’s or Login Client’s portfolio. They can view all tags, keywords, comments, and associated files within the client’s account.
A User has access to the following tabs:

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

Scorer

The Scorer role is designed to have no access to other roles’ metadata (such as tags, keywords, comments). This role can be used for Inter-rater reliability as well as staff evaluation.

Please note: All added Organizational Tags by the Scorer is part of the Generic IRR Report.

A Scorer has access to the following tabs:

Actions:
1. File Organizer
– Library
Please note: Scorers can only view videos, files, and print documents.
– All Files
Please note: Scorers cannot see other users’ metadata within a file. For example,
they cannot view other users’ tags, comments, or keywords.
– My Files
2. Client Selector
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

Gold Standard Rater

The Gold Standard Rater is a role designed so that it has no access to other roles’ metadata (tags, keywords, comments). This role can be used for Inter-rater reliability, as well as staff evaluation. The Gold Standard Rater role is compared to the Scorer’s organizational tags on video files within the IRR report (only available to the Admin).

Please note: All added Organizational Tags by the Gold Standard Rater are part of the Generic IRR Report.

A Gold Standard Rater has access to the following tabs:

Actions:
1. File Organizer
– All Files
Please note: Gold Standard Raters cannot see other users’ metadata within a file. For example,
they cannot view other users’ tags, comments, or keywords.
– My Files
2. Client Selector
Uploaders:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Help:
1. Support Query
2. KnowledgeBase

Client Roles

August 2, 2016/in Behavior Connect™, Behavior Connect™: Features, Behavior Connect™: Roles /by willoberleitner

There are two types of roles available for a client:

Login Client role
Client role

Login Client and Client roles don’t use a paid seat

Login Client

The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role.

The other roles that also have access to the Login Client Portfolio will see two folders within the Client Portfolio:

The Client Files folder is what the Login Client uses as their My Documents and where they can add files and metadata to share with the other users that have permissible access to their portfolio.

Private Files is the folder that is not accessible to the Login Client. This is where the users that have permissible access to the Login Client can add files and metadata to collaborate with other permissible users to the Login Client Portfolio. When the user is ready to share the file with the Login Client, they can drag and drop or cut, copy, and paste files into the Client Files folder.

The Login Client has access to the following tabs:

Actions:
1. File Organizer
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

Client

This is a role for a client that does not allow them to have access to the system (no login capabilities). This role is provided to create a portfolio for the Client (patient, student, child, etcetera) that other roles in the system can be given access to and collaborate on.

Adding a Role to a User

November 5, 2015/in Behavior Connect™: Features, knowledgebase, System Admin /by willoberleitner

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.

— 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.

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

October 31, 2015/in Behavior Connect™: Features, knowledgebase, System Admin /by willoberleitner

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.

*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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