Onboarding
Target Status Report Missing Sessions
The default view of the Target Status Report is set to show all active Team Members. If a former team member has completed a session with the Learner during the time frame selected and you wish to include their data simply check "Not in Team" to ...
Learner Profile Pictures
To upload a profile picture of a Learner, first ensure the image is square. You can do this by taking a square screenshot of the Learner's face. Open the Learner's Profile page, click Choose File under Learner Photo. Upload the photo Remember to ...
Target Lifecycle and Data Types
Understanding the Target Lifecycle and Data Types in Portia Target Status: Baseline Acquisition Generalization Maintenance Completed Data Types: Probe Trial by Trial Fixed (with or without prompt) Trial by Trial Continuous (with or without prompt) ...
How to add Images to Targets in a Learner's Program
How to add images to Targets within a Learner's Program. The images will show on the Portia mobile app.
How to add Team Members to a Learner’s Team
You can add as many Team Member's as you wish a to a Learner's team.
Adjusting Service Type
Click on the Learner's Insurance Tab and select "Create Claim". Adjust the date range if applicable. Use the Action column on the far right of the screen to click on the blue “Mark Un-billable" button. To Make a Session Billable and enter / change a ...
Adding A Task From A Curriculum
Choose your Learner and select the 'Programs' tab. Within the 'Programs' tab you will select 'Add Task From Curriculum' on the top right hand side of the screen. On the left menu bar choose which curriculum(s) you wish to choose from. To make it ...
How to Add Learner(s)
Learners can be entered one at a time or you can import a list in a csv file. First, let’s see how to add a Learner one at a time. Go to the Learner page. Press Add New Learner Enter the first name, last name. Choose a Learner Level. The options are ...