To duplicate Criteria and Prompting Templates:

1. Navigate to the  Learn module and select  Settings
2. Click Criteria and Prompting
3. Choose a template you want to copy and click the copy icon next to the template
   • The copied template will be listed with Copy of in front of the original template title
4. Click the copied template or the template you want to view or edit
5. Click the  Edit Name on the top right corner to edit the name of the template
   • Edit the Template Name
   • Edit the Template Description
   • Click Save
6. Click each criteria bucket and the pencil  icon to edit the information, as needed
   • Click the dots to drag and move a criteria bucket to a different location
   • Hover over the criteria buckets and click the + icon to add another mastery criteria for advancement/ regression
   • Hover over the buckets and the mastery criteria in the buckets and click the pencil icon to edit or the trash can  icon to delete
7. Scroll down and enter a new criteria bucket

Click here for details on on each criteria bucket.

To delete an Instructional Note Template:

1. Navigate to the  Learn module and select  Settings
2. Click Instructional Templates
3. Choose the template you want to delete
4. Click the trash can  icon next to the template
5. Click Yes in the Confirm pop-up
6. Deleted templates linked to goals and targets in a learning tree or session will continue to be displayed on the goal or target. To edit the Instructional Note linked to a goal or target:
   • Navigate to the learning tree to edit the template linked to the specific target or goal

To duplicate an existing Instructional Note Template:

1. Navigate to the  Learn module and select Settings
2. Click Instructional Templates
3. Click the copy icon next to the template you want to clone
4. The copied template will be listed with Copy of in front of the original template title
5. Click the copied template and edit the template details
   • Add a template Name
   • Add a template Description
6. Click the arrow button to drag and move a question or section to a different location or order
7. Edit the main title of each question, as necessary
8. Enter an optional description of the question in the text field
9. Click to select the format for the question answer, which supervisors will be prompted to complete when the template is linked to a goal or target in a learning tree
   • Free text (small): small text field to enter text
   • Free text (large): large text field to enter text
   • Whole number: field to enter a whole number
   • Numeric (Decimal): field to enter a decimal number
   • Date value: field to enter a date
   • Yes / No: select Yes or No as an answer
   • Single-select: display a drop-down menu where the supervisor will need to choose from
     • Enter the value and click Add Answer to enter more values for the drop-down
     • Click the arrow  button to drag and move an answer option to a different location
10. Continue to edit the questions listed as needed, or click Add Question on the bottom of the screen to add more questions to the template
11. Click Save

To edit an Instructional Note Template:

1. Navigate to the  Learn module and select Settings
2. Click Instructional Templates
3. Click the Instructional Note Template you want to edit, and edit the template details under the Questions section
4. Click the trash can icon next to a question you want to edit
5. When editing an Instructional Note Template, goals and targets currently linked to the original version of the template will not be automatically updated with the new template details. If you want to link the targets or goal to the new template:
   • Navigate to the learning tree to link the goals and targets to the new template
6. Click Save

Users with the  Learn module permission, Instructional Templates enabled (Settings > Note/Instruction Templates > Manage), can manage the organization’s Instructional Templates.

Instructional Templates are program checklists or SD Sheets, and allow practices to establish organization-wide program templates for supervisors, to provide therapists with explicit instructions on how to run programming. Instructional Templates can be created and customized based on your needs. CentralReach also offers system Instructional Templates that can be used or leveraged to facilitate the creation of new templates. Instructional Templates are linked to goals and targets in Learning Trees, for supervisors to fill out with additional details to standardize teaching and ensure programming remains consistent.

To access and manage Instructional Note Templates:

1. Navigate to the  Learn module and select  Settings
2. Click Instructional Templates
3. All of the organization’s Instructional Note Templates will be listed, along with CentralReach’s system templates. CentralReach’s system templates can be used and linked to goals and targets, or can be duplicated to be customized based on the organization’s needs
4. To create a new template:
   • Click + ADD NEW on the top right corner
   • Add a template Name
   • Add a template Description
   • Click Add Question
     • Delete New Question and type your question
     • Enter an optional description of the question in the text field
     • Click Type of Answer and select the format for the question answer, which supervisors will be prompted to complete when the template is linked to a goal or target in a Learning Tree
       • Free text (small): small text field to enter text
       • Free text (large): large text field to enter text
       • Whole number: field to enter a whole number
       • Numeric (Decimal): field to enter a decimal number
       • Date value: field to enter a date
       • Yes / No: select Yes or No as an answer
       • Single-select: display a drop-down menu where the supervisor will need to choose from
         • Enter the value and click Add Answer to enter more values for the drop-down
         • Click the arrow button to drag and move an answer to a different location
       • Multi-select: display checkboxes for supervisors to select multiple answers
         • Enter the value and click Add Answer to enter more values for the checkboxes
         • Click the arrow button to drag and move an answer to a different location
       • Click Add Question to add more questions to the template. Continue to add as many questions as needed, and repeat steps 1 to 3 above to configure the questions
     • Click the arrow button to drag and move a question or section to a different location
5. Click Save

To create a Criteria and Prompting Template:

1. Navigate to the  Learn module and select  Settings
2. Click Criteria and Prompting
3. All of the organization’s Criteria and Prompting Templates will be listed, along with CentralReach’s system templates. CentralReach’s system templates can be used and duplicated to be customized based on the organization’s needs
4. To create a new template:
   • Click + ADD NEW on the top right-hand side
   • Enter the Template Name
   • Enter Template Description (optional)
   • Click Save
   • Create your criterion buckets:
     • Click the Type drop-down and select your first criterion bucket: Baseline, Intervention, or Generalization 
     • Click Prompting Strategies/ Custom Fields to establish prompt buttons for data entry
       • Suggested to enter as “Most to Least,” such as Full Verbal, Partial Verbal, Phonemic
       • Custom prompts can be added by typing the prompt name
     • Click Auto-Label to flag advancement/ regression for filtering
     • Click Add Criteria
     • Add more buckets as needed within your template
5. The criteria types listed above are all hierarchical, and 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
   • Click the Criteria Type drop-down and select Maintenance, then click Add Criteria
     • Establish a number of times a goal skips a session data sheet (E.g. Goal reappears every fifth session)
6. Once all criterion buckets are created, set up the mastery criteria for advancement/regression for each bucket:
   • • Click the + icon on the right-hand side of the phase
     • 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 – (E.g. 80%, 90%, 100%)
       • The Frame Type and the Frame Value are the spans 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 – (E.g. Monday, Tuesday, and Wednesday)
           • • Consecutive Days with Data Collected: days with data may be nonconsecutive – (E.g. 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) – (E.g. Monday data point(s) 1, 2, & 3)
           • • Average of Consecutive Data Points: advancement based on average data points collected (potential to master a goal in a single day) – (E.g. Aggregation of Monday data point(s) 1, 2, & 3)
           • Consecutive Error Responses: number of failed trials in a row (within the data point) – (E.g. 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 – (E.g. 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 – (E.g. 3 days with data collected)
     • 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
         • Remove from all Sessions: when goals are met they will automatically be removed from the data sheet
   • Select Additional Options, as further detailed below:
     • Auto-Add phase change lines – Auto-add phase change lines. Displays phase name on Graph and session
       • Provide phase label on session – (E.g. Mass trial, 1 distractor, etc)
       • 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 acheived

7. Click Save Target

8. Complete step 7 above for each criterion bucket in order to complete your template

9. Click the dots  to drag and move a criteria bucket to a different location