> 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/edit-program.md). # Edit Program **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-06-22)\ **Audience:** Super Admin, Admin, Supervisor, Clinician ## What This Section Covers This material covers how to update an existing Client Program. ## Before You Start * You must have permission "View client's program list". * You must have permission "Edit program". * * Depending on your role, you may see only be able to acces the View Details page OR the Edit Details page. ## 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 progess" . ![](/files/jwSyRXmZQByqIqF52ceR)\ *Figure 1: Client List page with an emphasis on navigation to a Client's Programs.* ## Available Actions 1. **Open the Edit Client Program page.** * You may want to use the filters covered in "View Client Programs" guide to narrow your list data. * On either Client Program List, open the Action dropdown menu (click the three dots on the right under the Action column) on the List Item that you want to edit and select "Edit program". ![](/files/8YTdf9SnScvj3ygL8soZ) ![](/files/ez7dG27BOIl4Op6hWvSo)\ *Figure 2 - 3: Client Program List pages with an emphasis on edit navigation.* * You should be directed to a new page titled "Client: . * The required fields (Which will be marked by an asterisk) are: * *Domain* (Not editable) * *Subdomain* (Not editable) * *Target skill name* * *DCM Type* (Not editable) * *Interval Type* (Available if DCM Type "Interval" was selected) (Not editable) * *Duration* (Available if DCM Type "Interval" was selected) (Not editable) * *Prompt levels* (Available if DCM Type "Prompt level" or "Task analysis" is selected) (Not editable) * *Baseline period* (Available if Automatic was selected for Baseline information) * *Baseline data range* (Available if Manual was selected for Baseline information) * *Baseline value* (See "Notes" section) * *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) (Not editable) * *Steps* (Available if DCM Type "Task analysis" is selected) (Not editable) * *Baseline period* (Available if Manual is selected for Baseline information) > **Warning:** Even with max permissions, some fields will not be editable. ![](/files/hVfdVk7xflfjAc5c5zd0)\ *Figure 4: Edit program page overview for Client Programs.* * 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 5. General calendar input display.* * There is an option to add a personal description of the particular details surrounding the Program you are trying to edit. 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/WrTasFHRtZP4UV67QhVS)\ *Figure 6. 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 "Update" button to save your Client Program changes. A notification should pop up in the bottom left corner of the page to confirm your success. ![](/files/Op0uqBgNScWorYnjkfkr)\ *Figure 7. Success notification for editing a 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. * Editing a Client Program does **NOT** edit a record for anything in the Program Library (i.e. Domain, Subdomain, Target Skill). It will only alter the Client Program record. * If observations have begun on a Program, then you will no longer be able to switch between "Automatic" and "Manual" Baseline Information data sets. Additionally, you will no longer be able to edit the *Baseline period*, *Baseline date range*, and *Baseline value* fields. * *Baseline value* under "Automatic" Baseline Information data sets will not be directly editable, but rather will be calculated based on the Baseline period and data garnered from obeservations. ## Role Differences * ***Super Admin / Admin / Supervisor / Clinician:*** Will be able to edit Client Programs. * ***Basic:*** Does not have access to edit Client Programs. * ## Summary Of Section **Upon reviewing this material, you should be able to:** * Navigate to the Edit program page for a Client Program in two different ways * Identify the fields of a Client Program, and edit the fields that allow for it * Save your changes to a Client profile using the "Update" button ## Related guides * [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) * [Archive Program](/compassly-docs/core-modules/clients/programs/archive-program.md) * [Master Program](/compassly-docs/core-modules/clients/programs/master-program.md) --- # Agent Instructions This documentation is published with GitBook. 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