> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/programs.md). # Programs **Page type:** Overview\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-06 (Noah Edit: 2026-05-19)\ **Audience:** Super Admin, Admin, Supervisor, Clinician, Basic ## Purpose of Programs *"A behavior targeted for increase or reduction determined by the needs of a client through a BCBA's assessment and clinical decision." (Emily Andreola, BCBA)* Programs represent the active tracking of a behavior demonstrated by a Client, both positive and negative. As such, they can use either a Target Skill or a Maladaptive as a baseline (thought currently only Target Skills are used for the construction of a Program). A well constructed and maintained Program communicates the behavior being targeted, a clear goal for that behavior, how the behavior will be observed (The Data Collection Method, DCM), the basline value for the prescence of the behavior prior to initiating the Program, the metric by which the goal should be demonstrated correctly in the form of an operative (Greater, less than, equal to, etc) and a percentage, the number of team members who need to observe the correct behavior, and the span of consecutive days over which the behavior should be demonstrated. ## What This Section Covers This material covers how to use Client Programs, specifically how to view, create, clone, import, track, archive, review mastery readiness, confirm mastery, and manage Programs assigned to a specific Client. ## Before You Start Before reviewing this section, confirm the following: * You must be able to sign into Compassly. * You are able to navigate to ***Clients*** via the navigation menu on the left side of any page in Compassly. * You must have the permission "View client's program list". * Be aware that some actions depend on the Client’s status: * *Active* Clients support creation and most ongoing work. * *Inactive* Clients are kept for reference and reactivation. * Program actions depend on the Client status and the selected Program status: **In progress**, **Archived**, or **Mastered**. ## How To Get There 1. Sign in to Compassly. 2. In the left navigation menu, select ***Clients*** to activate a dropdown menu. 3. In the left navigation menu, select ***All clients***. 4. Select a Client whose Programs you which to interact with, open the Client's profile details in a view or edit capacity (see the Guide [Edit Client Profile](https://github.com/CompasslyYR/compassly-kb/tree/main/clients/programs/edit-client-profile.md)), and click the "Open program details" button, which sits below the page title and breadcrumb). #### OR 1. Sign in to Compassly. 2. In the left navigation menu, select ***Clients*** to activate a dropdown menu. 3. In the left navigation menu, select ***Programs / Maladaptives***. ## What You Can Do Here Depending on your role, you may be able to: * View a Client's Programs * Search for a specific Program associated with a Client * View a Program's details * Add a new Program to a Client * Edit an existing Program associated with a Client * Delete a Client's Program * Archive a Client's Program (singularly or in batch) * Clone a Client's Program * Import Programs in bulk to a Client * Restore a Client's Program fron archives * How to assign Mastery to a Client's Program (singularly or in batch) * Understand the specifics that determine what Program Mastery is, and why Program might not be considered ready for Mastery * Track a Program's data * View a Program's data in the form of a graph * Add a custom event to a Program's graph * View a Program's Task Analysis Matrix ## Notes * The upper-right status dropdown controls which program list is shown. * **Add new program** creates a client-level program only. * **Clone program from library** creates a client-level snapshot from Program Library. * Editing a cloned or client-level program does not change the library source. * If a client is deactivated, in-progress programs are automatically archived and the archive info bubble helps explain why. * Program mastery is partly automatic and partly manual. A program must first meet its mastery criteria before it becomes **Ready for mastery**. An authorized user then confirms whether the program should move to **Mastered** or continue tracking. * Mastery readiness depends on the target being met, enough team members individually meeting that target on each qualifying day, and the required number of consecutive passing days. The same team members do not need to appear every day. ## Role Differences * ***Super Admin:*** Has full access to all Program details and Compassly features. * ***Admin / Supervisor:*** Has full access to all Program details and Compassly features **EXCEPT** for the ability to Delete Programs. * ***Clinician:*** Has access to everything **EXCEPT**: Import Program, Download Programs, Track Past Attempts, and Delete Programs. * ***Basic:*** Only has access to: View a Client's Program List, view a Program's Details, View Program's Graph, and Track Current Attempts. ## Guides In This Section ### VIEW AND REVIEW * [View Client Programs](/compassly-docs/core-modules/clients/programs/view-client-programs.md) * [Track Data and View Graph for Program](/compassly-docs/core-modules/clients/programs/track-data-and-view-graph-for-program.md) * [View Task Analysis Matrix](/compassly-docs/core-modules/clients/programs/view-task-analysis-matrix.md) ### CREATE * [Add New Program](/compassly-docs/core-modules/clients/programs/add-new-program.md) * [Import Programs](/compassly-docs/core-modules/clients/programs/import-programs.md) * [Clone Program](/compassly-docs/core-modules/clients/programs/clone-program.md) * [Clone Program from Library](/compassly-docs/core-modules/clients/programs/clone-program-from-library.md) ### MANAGE EXISTING RECORDS * [Edit Program](/compassly-docs/core-modules/clients/programs/edit-program.md) * [Archive Program](/compassly-docs/core-modules/clients/programs/archive-program.md) * [Archive Programs in Batch](/compassly-docs/core-modules/clients/programs/archive-programs-in-batch.md) * [Unarchive Program](/compassly-docs/core-modules/clients/programs/unarchive-program.md) * [Master Program](/compassly-docs/core-modules/clients/programs/master-program.md) * [Master Programs in Batch](/compassly-docs/core-modules/clients/programs/master-programs-in-batch.md) * [Add Custom Event to Program Graph](/compassly-docs/core-modules/clients/programs/add-custom-event-to-program-graph.md) * [Delete Program](/compassly-docs/core-modules/clients/programs/delete-program.md) ### UNDERSTAND * [Understand Program Mastery](/compassly-docs/core-modules/clients/programs/understand-program-mastery.md) * [Why Isn't a Program Ready for Mastery?](/compassly-docs/core-modules/clients/programs/why-isnt-a-program-ready-for-mastery.md) ## What Happens Next Choose the guide that matches the task you need to complete.\ If you are new to this section, start with "View Client Programs". There should be a directional button titled "Next" directing you to it below. ## Related Guides * [View Client Programs](/compassly-docs/core-modules/clients/programs/view-client-programs.md) * [Clone Program from Library](/compassly-docs/core-modules/clients/programs/clone-program-from-library.md) * [Add New Program](/compassly-docs/core-modules/clients/programs/add-new-program.md) * [Edit Program](/compassly-docs/core-modules/clients/programs/edit-program.md) * [Clone Program](/compassly-docs/core-modules/clients/programs/clone-program.md) * [Archive Program](/compassly-docs/core-modules/clients/programs/archive-program.md) * [Unarchive Program](/compassly-docs/core-modules/clients/programs/unarchive-program.md) * [Delete Program](/compassly-docs/core-modules/clients/programs/delete-program.md) * [Master Program](/compassly-docs/core-modules/clients/programs/master-program.md) * [Master Programs in Batch](/compassly-docs/core-modules/clients/programs/master-programs-in-batch.md) * [Understand Program Mastery](/compassly-docs/core-modules/clients/programs/understand-program-mastery.md) * [Why Isn't a Program Ready for Mastery?](/compassly-docs/core-modules/clients/programs/why-isnt-a-program-ready-for-mastery.md) * [Track Data and View Graph for Program](/compassly-docs/core-modules/clients/programs/track-data-and-view-graph-for-program.md) --- # Agent Instructions This documentation is published with GitBook. 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