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Maintenance data collection is available for any skill that is added under the client program area. Maintenance data can be collected once a target has been mastered in teaching/intervention. This is also an option for any previously mastered targets (maintenance can be backdated)

1.Company Account:

Feature	Description	Good to Know
*Auto Phase Change Line Option across all clients	Checking this box will add in automatic phase change lines when targets are mastered in teaching, maintenance, and when reintroducing targets. Image Modified	If there is a specific program that you don’t want to have automatic phase change lines with, this can be unchecked at the program level. Automatic phase change lines can always be deleted if you choose not to include them on the graph.

2.Client Program:

To customize maintenance settings for an individual program, 4 areas of the client program have been added that are options for maintenance:

Feature	Description	Good to Know
To customize maintenance settings at the individual program level,there are 4 steps in the client program that need to edited.	Trigger Maintenance for Mastered Targets Maintenance schedule Auto phase change line option at the program level Maintenance Mastery Criteria Image Modified	*Maintenance Mastery Criteria (MMC):* Make sure to set the MMC specific for maintenance programming for each program. For new programs added in from the library it will be set at the “company account mastery criteria”. For existing programs with data already collected, the MMC will be set to match the intervention/teaching mastery criteria. With MMC, staff will receive a data notification on the main client page (orange dot) similar to any target, objective, or goal reaching mastery criteria. MMC will be viewable on both the website and the app for staff members.
Trigger Maintenance for Mastered Targets	This activates or turns on maintenance for an individual program: This needs to be checked if you want to record maintenance data for each individual program. Image Modified	By default this check box is turned off for existing and new programs. The check box can be checked at any point with or without data collected.
2. Maintenance Schedule (MS)	A maintenance schedule may be selected and viewed in data entry and the mobile app, to remind staff how often to take maintenance data on a target. Image Modified	There is NOT an automatic trigger or notification for users if maintenance has or has not been done based on the schedule selected. This is more of a helpful setting so that users can be aware of the schedule and if it has changed or not. The MS will be viewable on both the website and app for staff members. It is recommended to set up a schedule for when maintenance data should recorded so that staff know when this should be recorded. For example, every Friday maintenance data collection is completed when on a weekly maintenance schedule.
3. Auto-phase change line option at the program level	By checking this box, auto-phase change lines are added to graphs when mastering teaching/intervention targets, maintenance targets, and when reintroducing a target. Image Modified	Clinicians have the option to disable or activate the auto-phase change line feature within each individual program. Clinicians can uncheck or check this box at anytime. The autophase change line is a big time saver for clinicians which is replacing manual phase change line entry.
4. Maintenance Mastery Criteria (MMC)	Clinicians have a separate maintenance mastery criteria option for each program. With MMC, staff will receive a data notification on the main client page (orange dot) similar to any target, objective, or goal reaching mastery criteria. Make sure to set the MMC specific for maintenance programming for each program. Image Modified	For new programs added in from the library it will be set at the “company account mastery criteria”. For existing programs with data already collected, the MMC will be set to match the intervention/teaching mastery criteria. MMC will be viewable on both the website and the app for staff members.

Data Entry:

Teaching/Intervention vs. Maintenance

All data collection types have a maintenance option with skill acquisition in the client program area and data entry

Data Collection Type	Maintenance Data Collection View on the Website	Good to Know
Opportunity based without prompts	Image Added	Data on teaching and maintenance targets can be collected simultaneously.
Opportunity based with prompts	Image Added
Task Analysis without prompts	Image Added	All TA's and chains are available with maintenance data collection. Once the chain has been mastered in teaching/intervention, the entire chain moves to maintenance. For task analysis, since it looks very similar to teaching/intervention. The program name now has the label "In Maintenance".
Task Analysis with prompts	Image Added	All TA's and chains are available with maintenance data collection. Once the chain has been mastered in teaching/intervention, the entire chain moves to maintenance. For task analysis, since it looks very similar to teaching/intervention. The program name now has the label "In Maintenance".
Frequency	Image Added
Duration	Image Added
Interval	Image Added

Entering maintenance data with and without objectives:

Feature	Description	Good to Know
Goals with objectives		Targets are available for maintenance data collection until that specific Objective is mastered. Keeping an objective open or unmastered will allow you to enter maintenance data collection.
Goals without objectives	Image Added	All targets are available for maintenance data collection

once

once they have been mastered in teaching/intervention.

Mastering a target and moving from intervention to maintenance

Feature	Description	Good to Know
Mastering a target and moving from intervention to maintenance	Once a target has been mastered in teaching/intervention, if maintenance is checked off in the client program area, it will automatically move to maintenance data collection. You’ll notice once you have moved from teaching to maintenance, the targets can be selected for both teaching and maintenance data collection. Image Modified	Both teaching and maintenance data can also be collected simultaneously.
Maintenance Target List in Data Entry	Once a target has been mastered, a new "Maintenance Target LIst" will automatically appear in the drop down menu. Image Modified	When entering data, maintenance targets will have the label "Maintenance Target"

Feature	Description	Good to Know
Automatic switch from teaching/intervention to maintenance once a target is mastered.	On the website, if maintenance data collection is set up, once a target has met mastery criteria, staff will receive a pop up to master a target. If you click on master target, it will automatically switch from teaching to maintenance data collection for that target.	Once a target is mastered, a list of both teaching and maintenance targets will appear in the drop down as data collection options.

Graphing maintenance data:

Feature	Description	Good to Know
Entering data and Graphing Maintenance Data	Maintenance data collection is entered similarly to intervention data but graphed on a separate graph titles “Maintenance Data” When staff enter both intervention and maintenance data collection, they will have two tabs to view the data, intervention and maintenance. Similar to intervention data, there will be printing options and a data log included.Image Modified	One exception to this is task analysis, all task analysis maintenance data collection is for all steps of the task analysis. Once all steps of the task analysis are mastered in intervention, all steps move to maintenance and data can be collected on all steps (for a forward, backward, and total task).

Reintroducing a target (one or multiple times)

Feature	Description	Good to Know
Reintroducing a Target	Once a target is in maintenance, staff will be able to reintroduce the target if needed (e.g. regression).

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In Data Entry, users will see a reintroduce button next to all targets.
If this box is

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clicked, a new version of the target (vs, v3, v4 etc.) will be introduced in teaching/intervention.
When reintroducing a target from maintenance data collection, a phase change line is added to both the maintenance and intervention graph when using the autophase change line feature.

Image AddedImage Added

If the target is reintroduced after the objective has been mastered, it is reintroduced under a new objective (the current objective).

Image Modified

Image Removed

Switching from teaching to maintenance data collection

On the website, if maintenance data collection is set up, once a target has met mastery criteria, staff will receive a pop up to master a target. If you click on master target, it will automatically switch from teaching to maintenance data collection for that target.

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Image Added

The reintroduced target will have an association with the original target that was introduced by having the same color data path as the original and by the title, block v2, plate v2

When reintroducing a target from maintenance, the date on the graph will reflect the date it was reintroduced. To have the correct date on the graph, be sure to adjust the date on the data entry screen:

Image Added

Maintenance data collection on the Mobile App:

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Similar to view data, there is a separate intervention and maintenance graph if maintenance data has been collected.
All filters and settings in analyze data may be applied to the maintenance graph.

Funder Reports:

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Feature Description Good to Know
th the new maintenance feature, there is a maintenance graph option for the funder report. Maintenance graphs in the funder report have a separate checkbox that gives the user the option whether or not to include this graph in the report prior to saving the report.
Each program has the option to have maintenance included or excluded from a funder report.
If maintenance data has NOT been collected (or previously selected), there will NOT be a maintenance graph in the funder report.
Maintenance Graph Filter Options
The same filtering option that is available for intervention/teaching data is displayed also on maintenance graph. (Ex. For opp based have the option of the trial set, daily, weekly, monthly, or year)
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Goal Status
A new field Goal Status has been added to the funder report for the user to enter. For example, All targets mastered in intervention, all targets are currently in maintenance.

Target Status Chart
The maintenance targets column (within the table) will show only if the program
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has maintenance data collection started. An
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update to the target chart has been made to show the status of all targets in both teaching/intervention and maintenance.
The chart will show a status of:
Started
Mastered
In Maintenance
Reintroduced
Maintained and Closed

Session Notes:

Feature	Description	Good to Know
Maintenance data in session notes	When entering maintenance data from the mobile app or the website, session notes and the daily data summary will show maintenance data with an (M) next to the target. Image Added

Session Notes: Recommendation for Backdating!

Feature	Description	Good to Know
Backdating Maintenance Data	*If you are trying to back date maintenance data, if you need to update session notes, you will need to edit that session note within that appointment after the data has been entered on the website.

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Backdating will require you to update previous session notes entered since data has changed for that appointment/session.

Daily Data Summary:

Feature	Description	Good to Know
Maintenance Data in Daily Data Summary (In Data Entry Tab)	When running a daily data summary report from the data entry tab, data with maintenance entered will have an (M) next to the target similar to a session note.

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Image Modified

Feature	Description	Good to Know
th the new maintenance feature, there is a maintenance graph option for the funder report.	Maintenance graphs in the funder report have a separate checkbox that gives the user the option whether or not to include this graph in the report prior to saving the report.	Each program has the option to have maintenance included or excluded from a funder report. If maintenance data has NOT been collected (or previously selected), there will NOT be a maintenance graph in the funder report.
Maintenance Graph Filter Options	The same filtering option that is available for intervention/teaching data is displayed also on maintenance graph. (Ex. For opp based have the option of the trial set, daily, weekly, monthly, or year)


Goal Status	A new field Goal Status has been added to the funder report for the user to enter. For example, All targets mastered in intervention, all targets are currently in maintenance.
Target Status Chart	The maintenance targets column (within the table) will show only if the program

Page Comparison

Versions Compared

Old Version 6

New Version 7

Key

Maintenance data collection is available for any skill that is added under the client program area. Maintenance data can be collected once a target has been mastered in teaching/intervention. This is also an option for any previously mastered targets (maintenance can be backdated)

1.Company Account:

*Auto Phase Change Line Option across all clients

Checking this box will add in automatic phase change lines when targets are mastered in teaching, maintenance, and when reintroducing targets.

If there is a specific program that you don’t want to have automatic phase change lines with, this can be unchecked at the program level.

Automatic phase change lines can always be deleted if you choose not to include them on the graph.

2.Client Program:

To customize maintenance settings for an individual program, 4 areas of the client program have been added that are options for maintenance:

Trigger Maintenance for Mastered Targets

Maintenance schedule

Auto phase change line option at the program level

Maintenance Mastery Criteria

Maintenance Mastery Criteria (MMC):

Make sure to set the MMC specific for maintenance programming for each program.

For new programs added in from the library it will be set at the “company account mastery criteria”.

For existing programs with data already collected, the MMC will be set to match the intervention/teaching mastery criteria.

With MMC, staff will receive a data notification on the main client page (orange dot) similar to any target, objective, or goal reaching mastery criteria.

MMC will be viewable on both the website and the app for staff members.

Trigger Maintenance for Mastered Targets

This activates or turns on maintenance for an individual program:

This needs to be checked if you want to record maintenance data for each individual program.

By default this check box is turned off for existing and new programs.

The check box can be checked at any point with or without data collected.

2. Maintenance Schedule (MS)

A maintenance schedule may be selected and viewed in data entry and the mobile app, to remind staff how often to take maintenance data on a target.

There is NOT an automatic trigger or notification for users if maintenance has or has not been done based on the schedule selected.

This is more of a helpful setting so that users can be aware of the schedule and if it has changed or not. The MS will be viewable on both the website and app for staff members.

It is recommended to set up a schedule for when maintenance data should recorded so that staff know when this should be recorded. For example, every Friday maintenance data collection is completed when on a weekly maintenance schedule.

3. Auto-phase change line option at the program level

By checking this box, auto-phase change lines are added to graphs when mastering teaching/intervention targets, maintenance targets, and when reintroducing a target.

Clinicians have the option to disable or activate the auto-phase change line feature within each individual program.

Clinicians can uncheck or check this box at anytime.

The autophase change line is a big time saver for clinicians which is replacing manual phase change line entry.

4. Maintenance Mastery Criteria (MMC)

Clinicians have a separate maintenance mastery criteria option for each program.