How to use the folder system for skills and behaviors

This guide introduces a new folder creation feature that allows users to effectively organize behaviors and skills into specific domains and subdomains, enhancing clarity. By utilizing this feature, users can easily navigate through their information and improve accessibility. The guide provides step-by-step instructions for creating, managing, and editing folders, making it an essential resource for anyone looking to optimize their organizational system in client management.

Overview

1. You can view the skills and behaviors in the familiar list view, which provides a straightforward way to access all your data.

2. We’ve now added a folder view that allows you to organize these skills and behaviors into specific domains and subdomains. This new feature enhances clarity, simplifies navigation, and improves the overall management of the information.

• Accessing the Folder Organization Feature:

From the “Skills and Behaviors” section look for the button at the right and click on it to toggle between the list view (table view) and the folder view (structure view)

Creating folders

3. In the folder management area, locate and click the “Add” button (+)

4. You will be able to create folders or replacements directly.

• Click "Add Folder"

5. - Enter a descriptive name for your domain that accurately reflects the category of skills and behaviors it will contain (e.g., "Social Skills," "Coping Strategies").

• Save: click the “CREATE” button to create the domain.

6. - The new domain will now appear in your list of folders.

7. Click the arrow to expand each folder and see its content

Organizing Skills and Behaviors

8. Selecting a Skill or Behavior

• Click on the skill or behavior you want to organize

9. - In the detail page click the option "Move Folder".

10. - Assign to a folder

• Click the Choose path option, and a dropdown menu will appear with your existing domains and subdomains.
• Select the appropriate domain or subdomain for the skill or behavior.
• Save Changes
  • Once assigned, ensure to save the changes.

11. The skill or behavior will now be categorized under the selected folder.

Viewing and Managing Folders

12. Edit or Delete Folders

• If you need to edit a folder, select the folder and click on the “Edit” button. Make the necessary changes and click “Save.”
• To delete a folder, click the “Delete” button and confirm the action.