To add comments or view and mark comments as seen in a Learning Tree:

1. Navigate to the  Learn module, click Clinical and select Learning Trees
2. Click the Learning Tree you would like to review
   • Alternatively, navigate to the  Contacts module and select Clients. Click the name of the client you wish to review Learning Trees for, and then click the Learning Tree name within the Learning Trees widget in the client’s Dashboard.
3. All comments added to the Learning Tree during the last 7 days will be included under the  Most Recent & Unseen Comments section on the bottom of the Learning Tree
   • To view the comment trail and the branch it was added to, click the Jump to Branch icon next to the comment
   • If the comment was added by another user, click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add your name and the date/time when you have seen the comment. Alternatively, proceed to step 4 to view the comments branch by branch.
   • To add a comment to the Learning Tree (not a branch or goal) click the comment  icon on the right hand-side, type your comment and click enter
4. Goals with new comments underneath its branches will be identified with a red exclamation mark  on the left hand-side Tree View panel. Click to expand goal branches and view a red notification with the total number of new comments pending to be marked as seen under each branch.
5. Click the comment icon on the right hand-side of the screen to expand the branch comments. All comments ever added to the branch will be displayed.
6. Click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add your name and the date/time when you have seen the comment
7. To add more comments to the branch, click Add a comment on the bottom to type your comment. Once a comment is added, it will be counted as a new comment in the red notification for other users to identify the new comment added and mark it as seen.

Important notes:

1. If you added a comment, you won’t have the option to Mark as Seen . Other users with access to the Learning Tree will have the option to mark the comment as seen, and once they do so, you will be able to see their username and timestamp on the comment.
2. If the comment has been seen, it won’t show the option to Mark as Seen  in the Learning Tree. Go to the branch to see the username and timestamp of the user who marked the comment as seen.
3. Comments can only be marked as seen once, no matter how many users have access to the Learning Tree. Once the comment is marked as seen by one user, no other user will have the option to mark it as seen.

Once a Learning Tree is created, you can add tier model branches with long term goals, short term goals and targets from Library Templates, or can create them manually.

To add branches manually to a Learning Tree:

1. Navigate to the  Learn module, click Clinical and select Learning Trees
2. Click the name of the Learning Tree you would like to add branches to
3. Click the D (draft mode) to Make Branch Active or click Make Active
4. Set up your long term goal:
   1. Click + Add Your First Branch on the left hand-side Tree View panel, or the Add Branch + icon on the right hand-side
   2. Click Cumulative: cumulative display graph of goals mastered over time (automatic-indirect data collection) and can be a long term or short term goal branches
      • Goal Name: enter the long term goal name
      • Goal Details:
        • Type: Long term will be set by default
        • Date Initiated: click to select the date when the program is placed on acquisition
        • Assessment: click to select a code for the assessment where the goal is derived from
        • Discipline: click to select the type of service (e.g., ABA, speech, O/T)
        • Domain: click to select the skill or behavior reduction domain
        • Record: click to select the type of record (e.g., medical, educational, other)
        • Responsibility: click to select the responsible party for data collection (e.g., service provider, client, parent)
        • Initial Goal Status: status of the program at start (automatic – relates to client books)
      • Click Save as Draft
   3. You will be redirected back to the main Learning Tree, and the long term goal will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active
   4. Click Add Branch + icon on the right hand-side to add a short term goal branch underneath the long term goal
   5. Click Cumulative 
      • Goal Name: enter the short term goal name
      • Instructional Note Template: click to select the instructional note template from your library of templates to be reflected in the data sheets/Sessions
      • Click Save as Draft
   6. You will be redirected back to the main Learning Tree, and the short term goal will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active
   7. Click the Add Branch + icon on the right hand-side to add target branches underneath the short term goal
   8. Click Data Collection
      • Goal Name: enter the target name
      • Data Collection Details
        • Data Type: click to select the data collection type. To learn more, click here.
          1. If selecting Percent Independent or Task Analysis Data Types, scroll to the bottom to define how to count negative prompts
          2. Click the checkbox  to Count Prompts as Negative
          3. Click the link Make this my default setting on this device to automatically default these data types to count prompts as negative on the device you are configuring this setting on
             • If this feature is utilized, the box must be unchecked for systematic prompt fading within Task Analysis
      • Scroll down to Criteria and Prompting Settings 
        • Click to Import Template
      • Click Save as Draft