> 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/clone-program-from-library.md). # Clone Program from Library **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-06-16)\ **Audience:** Super Admin, Admin, Supervisor, Clinician ## What This Section Covers This material covers how to create a new Client Program using Program Library records. ## Before You Start * You must have permission "View client's program list". * You must have permission "Clone program from library". * You should have all the necessary details to to fill in the required fields for a new Program, such as Domain, Subdomain, Target Skill, DCM Type, etc. ## Where To Start #### A. 1. In the left navigation menu, select ***Clients***. 2. In the left navigation menu, select ***All clients***. 3. In the All Clients table of the page, select the name of the Client whose Programs you wish to view, under the column "Full name". **OR** #### B. 2. In the left navigation menu, select ***Programs / Maladaptives***. > **Warning:** While it is the default state, you should confirm that the *Mastery Status* filter is set to "In progress" . ![](/files/jwSyRXmZQByqIqF52ceR)\ *Figure 1: Client List page with an emphasis on navigation to a Client's Programs.* ## Available Actions 1. **Create a new Client Program in Compassly.** * Click on the "+" button in the upper right corner of the page for either Client Program List. * A small dropdown menu should appear. Select the option "Clone program from library" to continue. ![](/files/z4f8GsXAzOjB5QqwxpDO) ![](/files/ZIzd2cec0c1mqfb7fRAx)\ *Figure 2 - 3: Client Program List pages with an emphasis on clone navigation.* * You should be directed to a new page titled "Clone program from library". * The required fields (Which will be marked by an asterisk) are: * *Clients* (Available when navigating from the Multi-Client Program List page) * *Domain* * *Subdomain* * *Target skill name* * *DCM Type* * *Interval Type* (Available if DCM Type "Interval" is selected) * *Duration* (Available if DCM Type "Interval" is selected) * *Prompt levels* (Available if DCM Type "Prompt level" or "Task analysis" is selected) * *Baseline period* (Available if Automatic is selected for Baseline information) * *Baseline data range* (Available if Manual is selected for Baseline information) * *Baseline value* (Available if Manual is selected for Baseline information) * *Title* (Available if "Add description" button is selected) * *Description* (Available if "Add description" button is selected) * The optional fields are: * *Target* * *Target value* (Currently unlabeled) * *Team members* * *Number of days* * *Hide neutral option* (Available if DCM Type "Percent correct" or "Rate" is selected) * *Steps* (Available if DCM Type "Task analysis" is selected) * *Baseline period* (Available if Manual is selected for Baseline information) ![](/files/FQGNq9D1YNOIMezmyfXO) ![](/files/ZN0MJD8OSt5tiDoMCkfr)\ *Figure 4 - 5: Clone program from library page Overview. Figure 4 is navigation from Single-Client Program List page, Figure 5 is navigation from the Multi-Client Program List page.* * In the Program data section of the page, input options from the dropdown will be filtered based on selections made in the preceding fields. For example, A *Domain* field input of "Basic Living Skills" might only allow for a *Subdomain* field selection like "Daily Living Skills", which in turn would limit the options available for the *Target skill name* field to things like "Chores" or "Handwashing". You would not be able to select a Target Skill like "Imitation: Kicking", which be found under a "Motor Skills" Domain. It is important to double check what Domains/Subdomains your Target Skill lies under to avoid creating duplicates or filing misinformed requests for new records to be added to the Program Library. * For the Baseline information fields, you have the option of filling out two different data sets: Automatic, and Manual. Please consult your BCBAs for guidance on when to use what data set. * For Date fields, such as *Baseline date range*, there will be a small icon on the right side of the input box that looks like a calendar with an even smaller analog clock image on it's bottom right corner. Clicking into this kind of input field should trigger a calendar display. Consult the reference image below for instructions on how to navigate this calendar to select the date you want. ![](/files/77Yp30BXIlYJKwnIvz0P)\ *Figure 6. General calendar input display.* * There is an option to add a personal description of the particular details surrounding the Program you are trying to create. Simply click on the "Add description" button located near the top of the page (Left or right depending on the Add new program page you are on), and you will generate two new fields (*Title*, and *Description*) that you can fill out to describe issues and goals in greater detail. * If a change is made to any of the input fields, clicking the "Cancel" button will generate a dialog box to confirm that you want to back out without saving your changes. * Hitting the "Cancel" button when no changes have been made will also not trigger the dialog box for confirmation. ![](/files/IiKxpffE54PpGxlsaIdi)\ *Figure 7. The dialog box that pops up when you try to back out of an edit without saving changes.* * After all input fields have been filled out, click the "Apply" button to save your new Client Program. A notification should pop up in the bottom left corner of the page to confirm your success. ![](/files/M8P70tVoY1HwlVXHsYDO)\ *Figure 8. Success notification for creating a new Client Program.* ## Notes * If an input field title, such as *Baseline period*, has a small icon (the letter "i" in the center of a circle) next to it, you can hover over this icon to see additional details in the form of a tooltip. Please reference these info tooltips first if you have any questions concerning a field where they are present. * Creating a new Client Program does **NOT** create a new record for anything in the Program Library (i.e. Domain, Subdomain, Target Skill). * When the *Clients* field is present on the Add new program page, multiple Clients can be selected to add the new Program to. Instead, it creates a **client-level snapshot**. As such, future edits to Programs created this way due not effect the foundational records from the Program Library used in the creation. * If the *DCM type* field is not filled out, the Baseline information fields will not be available for input. * In this workflow, the *Target skill name* field is a dropdown with selections from the Program Library. For information on how to create a Client Program without using data the Program Library, consult guide page [Add New Program](/compassly-docs/core-modules/clients/programs/add-new-program.md). ## Role Differences * ***Super Admin / Admin / Supervisor / Clinician:*** Will be able to create a new Client Program using Program Library records. * ***Basic:*** Does not have access to create a new Client Program using Program Library records. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Create a new Client Program in Compassly using Program Library records. ## Related Guides * [Add New Program](/compassly-docs/core-modules/clients/programs/add-new-program.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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