Criteria and Prompting

Learn / Clinical / Criteria and Prompting Creating a New Criteria and Prompting Template

To create a new Criteria and Prompting Template:

1. Navigate to the Learn Module , click Settings and select Criteria and Prompting.

2. Click the + Add New button on the top right hand-side.

3. Enter the Template Name – example: Probe, Physical Criterion, Verbal Criterion, etc.

4. Enter Template Description (optional).

5. Click Save.

6. Create your criterion buckets: 

  1. Click the Type drop-down and select your first criterion bucket: Baseline, Intervention, or Generalization.
  2. Click Add Criteria.
  3. Add more buckets as needed within your template by following step 1 and 2 above.


7. The criteria types listed above are all hierarchical, and they appear on the data sheet every day. When the learner is successful in the generalization, Maintenance criterion allows targets to remove/return to data sheets automatically – example: goal reappears every fifth session. To set up a maintenance criterion:

  • Click the Criteria Type drop-down and select Maintenance, then click Add Criteria.

8. Once all criterion buckets are created, set up the mastery criteria for advancement/regression for each bucket:

  1. Click the + icon on the left hand-side of the phase.
  2. The Calculation Type and Criterion Value are the data point values that must be met to advance or regress within or across phases:
    • Click the Calculation Type drop-down and select If Greater than, If Less Than, If Equal, If Greater than or equal or If Less than or equal.
    • Enter the Criterion Value: the data point needed to meet the criterion – example: 80%, 90%, 100%.
  3. The Frame Type and the Frame Value are the span of time or the number of data points required for advancement or regression:
    • Click the Frame Type drop-down and select one of the following:
      • Consecutive Calendar Days: must be consecutive calendar days with no days in between – example: Monday, Tuesday, and Wednesday.
      • Consecutive Days with Data Collected: days with data may be non-consecutive – example: Monday, Wednesday, and Friday.
      • Consecutive Data Points: advancement based on data points collected in a row (potential to master a goal in a single day) – example: Monday data points 1, 2, 3, etc.
      • Average of Consecutive Data Points: advancement based on average data points collected (potential to master a goal in a single day) – example: aggregation of Monday data point(s) 1, 2, & 3.
      • Consecutive Error Responses: number of failed trials in a row (within the data point) – example: 5 trials and 3 failed trials in a row to regress.
        • Regression: Generalization and Maintenance to Intervention (return to prompts)
        • Advancement: Baseline to Intervention (provide prompts)
          • May also utilize 1 consecutive data point – example: 1 data point less than 80% to advance to intervention phases.
    • Enter the Frame Value: the number of data points or days specified in the frame type.
  4. Click the Progress To drop-down to select the phase the criteria should progress to if the criteria value and time frame are met:
    • Intervention
    • Generalization
    • Maintenance
    • Next Item in Hierarchy (advancement)
    • Previous Item in Hierarchy (regression)
    • Do Not Progress
  5. Select Additional Options, as further detailed below:
    • Auto-Add phase change lines
    • Hold Goal: the branch will be put on hold if the criteria is met (supervisors will place the goal back on the data sheet when data has been reviewed)
    • Require two providers: advancement criterion required from two provider accounts.
    • Mark as goal mastered: this will automatically mark the goal as “Met” when criteria is achieved.
  6. Click Save Target.

9. Complete step 8 above for each criterion bucket in order to complete your template.