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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.

System Admin Window

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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.

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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.

Screen Shot 2017-03-08 at 11.24.05 PMActions 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.

Screen Shot 2017-03-08 at 11.41.59 PMGroup 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.

Client Notepad Feature

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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

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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.

How to Add a File to a Client

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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.

Screen Shot 2017-01-02 at 2.39.23 AM

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.

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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.

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– 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.

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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.

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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:

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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.