How to create Phaselines for a Learner

There are 4 types of Phaselines: Program, Task, Target, and System Generated.

1. Program Phaselines - appear across all Tasks and Targets (i.e., change in medication, vacation stat, vacation end

2. Task Phaselines - appear in the selected Task

3. Target Phaselines - appear in the selected Target

4. System Generated Phaseline - created by Portia automatically, show state changes 

The Phaseline date must fall within the dates on the graph. 

For example, if you create a new Task and Targets on January 1st and make a phaseline for January 2nd to baseline the Targets, but do not start recording data until January 3rd, the January 2nd Phaseline will not show on the graph.

In this scenario, the phaseline must have January 3rd date to populate on the graph.

1. To create a Program Phaseline:

Select Learner 

Select Phaseline Tab

Select ‘Add New Phaseline’

Select Program Phaseline

Enter the Phaseline Date

Select Phaseline Description

∗ If Other is selected, Provide Description in Text box area

Select ‘Add Phaseline’

 ∗ The Phaseline will appear on all of the task and target graphs for the Learner

2. To create a Task Phaseline

Select Learner 

Select Phaseline Tab

Select ‘Add New Phaseline’

Select Task Phaseline

Enter the correct Phaseline Date

Select the Task from the dropdown option

Enter Description 

Select ‘Add Phaseline’

 ∗ The Phaseline will appear on the individual Task Graph

3. To create a Target Phaseline

Select Learner 

Select Phaseline Tab

Select ‘Add New Phaseline’

Select Target Phaseline

Enter the correct Phaseline Date

Select Task from the dropdown option

Select Target from the dropdown option

Enter Description 

Select ‘Add Phaseline’

 ∗ The Phaseline will appear on the individual Target Graph

All Phaselines must be within the dates the data started being recorded

For a Phaseline to appear on a graph, it will need to be entered with a date that is within the data range of the targets.