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Client Selector

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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 the main toolbar.

Selecting a Client

1. All clients associated to the user are populated in this window.
2. The user selects the client they want to access from the list
3. Either double-clicking on the client’s name or going to the Actions tab and clicking Open will allow access to the client.
4. The client’s portfolio will appear in the user’s File Organizer providing a place to view the client’s data.

Client Selector’s Features

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Screen Shot 2017-02-26 at 9.33.07 PM1. Actions Menu
– Allows the user to open a client’s portfolio or configure their notifications for that client after selecting them from the Client Selector.

2. Checkbox
– Allows the user to select a client and use the Action dropdown button to open the client’s portfolio or configure the notifications attached to the client’s profile.

3. Client ID Column
– Lists the identification number of the client.

4. First/Last Page Buttons
– Allows the user to either skip to the first page or last page of the Client Selector.

5. Previous/Next Page Buttons
– Allows the user to go the previous page or the next page.

6. Refresh Button
– Allows the user to refresh the Client Selector to see the most up-to-date changes.

7. First Name Column
– Lists the first name of the client.

8. Last Name Column
– Allows the user to list the clients by ascending/descending order of a particular column.

9. Last Modified
– Shows the date and time the client was last updated/edited.

10. Pencil Icon
– Allows the user to edit the notification settings that the user will receive regarding that client.

11. Notepad Icon
– Allows the user to view the client’s Client Notepad.

12. Search Field
– Allows the user to search for a specific client by using their Client ID, last name, or first name.

 

Organizing the Client Selector

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When hovering over a column header in the Client Selector, an arrow will appear in the right corner of the column header. Clicking on it will create a dropdown menu, where you can choose to list the clients by ascending/descending order for that particular column. Another dropdown menu, titled Columns, allows you to check and uncheck columns which you would like to hide or view in your Client Selector.

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.

Notification Settings

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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 per user/client.

Prefigured Notifications

When a new user/client is added to the system, they are prefigured with the notifications of the following:
– Add File
– Add Tag/Keyword
– Add Comment/Associated File
– Add Note
This is the case for all users except the Admin themselves. The Admin must configure all notifications for the users for which options they want notifications for.

Available Notification Settings

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1. All/None
2. Add File
3. Tag/Keyword
4. Comment/Associated file
5. Delete File
6. View Client
7. Move File
8. Add Note

Check the boxes for which actions each individual user wants to be notified of. An email will be sent to the user notifying them that an action has occurred as well as turning the Notifications button red on the main toolbar on the site.

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.

Electronic Uploader

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The Electronic Uploader is where a user can upload files that are on their computer to the site. The files can be placed in the user’s own My Files folder or a client’s My Files folder.

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1. File/Browse Button
– When clicked, it accesses the files on the user’s computer in order add one to their File Organizer.

2. Client Drop-Down Menu
– Allows the user to choose the destination of the file they are uploading.

3. Title Field
– Allows the user to add a title to their file other than what it is named on the computer.

4. Comment Field
– Allows the user to add any notes they’d like other users who can access their file to see.

5. Add to Queue Button
– When clicked, starts the uploading of the file if there are no others being uploaded or adds it to the list of files that will be uploaded.

6. Remove from Queue Button
– Allows the user to remove any file that has finished uploading, is waiting to be uploaded, or is in the process of being uploaded from the queue.

7. Start/Pause Button
– Allows the user to start/pause any files at any time that are currently being uploaded to the File Organizer. Only one file may be uploaded at a time.

Adding a File to the Queue

1. Select a file from the file browser.

2. Select a client (optional).

3. Enter a new title (optional).

4. Enter a comment (optional).

5. Click the Add to Queue button.

Please Note:
1. All files will be uploaded to the user’s own My Files folder if a client is not selected.
2. Users may need to unblock pop-ups and click Run on windows that open. This depends on which browser and which security settings are being used.
3. Users should not close the Electronic Uploader window while there are active uploads. If closed, this will stop the upload process. However uploading will resume if once the window is reopened.
4. If a wrong file is selected and needs to be removed, users can click on the file in the upload queue and then click the Remove from the Queue button.

 

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.

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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.

Screen Shot 2017-02-26 at 7.11.39 PM

– 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.

How to Add a User (Admins Only)

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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.

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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.

Screen Shot 2016-11-06 at 7.09.54 PM– First Name
– Last Name
– Identification Number
– Role(s)
– Default Login Role
– Demographic Info
– Ethnicity
– Date of Birth
– Gender
– Contact Info
– Email
– Address
– City, State, Zip
– Account Info
– Username
– Password
– Skip Registration
   

Please Note:
   – Checking the ‘Skip Registration’ box allows an Admin to remove the steps of registering on the site for the user being added.
   – Users will be listed as “Not Registered” in the System Admin if this feature is used when creating them.
   – The Admin 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 Tab

An Admin will need to associate the role with an Organization, Group, Location, and/or User, depending on the added role.

To associate, highlight the name needed in “Available Groups” from the left section and either drag and drop to the “User Groups” section or click on the arrows to transfer it.

Required Associations for Each Role:
Admin – Organization
Client – Group
Location
User
Please note by adding the user to a client, it gives the selected user access to the client.
Gold Standard Rater – Group and Location
Group Admin – Group
Group System Admin – Group
Login Client – Group and Location
Scorer – Group and Location
User – Group and Location

Please note that the system will notify the Admin if group association is not correct.