The minimum number of trials required is now visible when collecting data on a target.

This is a static field that will only be displayed if a minimum has been set up in the mastery workflow.

The display will continue to turn green once the minimum number of trials has been met.

You now have the ability to create sections when adding custom client data fields.

Adding these sections will allow you to organize the custom client information fields, making it easier to navigate the client information tab.

Fields can be added to sections as well as moved across sections. The sections are also collapsable, making navigating through information much easier.

You will now see additional filters available on various pages as well as additional options that can be displayed in columns to be viewed and exported.

New filters have been added for activities

You will also notice that there are now 3 options for date and start time for column display so you can choose the way you would like that information displayed.

New filters were also added to the progress page.

The client's page also received an update for filters and columns and now includes client information.

Please check out this article for more information.

*Please note that if your graph is not showing HRE at the bottom, click on the Y-Axis on the settings and click/re-click targets and this should reset and apply the changes

The "Pending Signature" filter has been expanded. In the activities you will now see two options for pending signatures, one option is by user and allows you to search for a specific user(s) while the other allows you to filter by the signatory type.

Issues Resolved

There is now the ability to set up supervision mode templates to automatically pull the program modification notes

Once set up, premium customers while in Supervise mode, will see the dynamic field for each program

Once a program modification note is saved in the changelog section (see screenshot below) it will automatically pull into the supervision note and then into the Supervision Session note if set up in the template.

On the users page, managers will now see an option to reset the users password

They will need to confirm this action and once confirmed, the user will receive an email to reset their password

When you are in Supervise Mode you will now see a new icon that will allow you to conduct a staff competency session in addition to the client supervision

When you click to start the staff competency session you will see the name of the staff that is running the session. If the staff only has one session that will populate, if they have more than one you will be able to choose the session you want to collect data on

You will be able to easily toggle between the client and staff sessions while in supervise mode

Once you complete the supervision session, you can see the staff competency session on the staff’s history page and can complete session notes

A new section has been added called Templates where you will now go to create session note templates, form templates and report templates.

If the old session note option is selected you will be redirected to the new section

There is now a new section in the User Privileges that will allow you to add or remove permission to manage files, folders and forms.

We've introduced several new filters to enhance your graph views and provide more customizable insights.

When the "Trial by Trial" data source is selected you will notice that the graph type will default to Scatterplot.

When Trial by Trial is selected the options for X and Y Axis will display additional options.

You can combine the different options on the X and Y axis to produce various views such as the one below