> 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/master-programs-in-batch.md). # Master Programs in Batch **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-06-24)\ **Audience:** Super Admin, Admin, Supervisor, Clinician ## What This Section Covers This material covers how to confirm multiple Client Programs as "Mastered" status at once. ## Before You Start * You must have permission "View client's program list". * You must have permission "Master program". * Make sure the selected Programs are ready to be mastered in your current workflow. ## 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. **Master Client Programs in batch.** * You may want to use the filters covered in "View Client Programs" guide to narrow your list data. * On the far left side of either Client Program List, there should be a column of empty checkboxes. After determining which Programs you would like to master, click on those Client Programs' corresponding checkboxes. If you have sufficently filtered the list to the point where all list items are Programs you wish to archive, you can click the checkbox in the column header to select all items at once. This will turn the checkbox blue with a little white checkmark inside, and three new objects should appear above the table to the right of the search bar: A blue "Archive" button, a white "Master" button, and an indicator that contains a blue-green checkmark circle and text that reads "# items selected" (The # represents the number of items you have selected). Confirm that the indicator number matches the number of Programs you wish to master, and then click the "Master" button. ![](/files/QBe0zuOkPZUcbbWEoK5V) ![](/files/3jD3Dday9nXOHXac2ScB)\ *Figure 2 - 3: Client Program List pages with an emphasis on mastery navigation.* * A small dialog box will open up. Click the "Master" button to confirm your choice. A notification should pop in the bottom left corner of the page to confirm your success. ![](/files/0NqOZHSu7GELXIMnGgyn) ![](/files/OOIX1eX2GdPnk0AmHGyT)\ *Figure 4 - 5. Dialog box and success notification for mastering Client Programs in batch.* ## Notes * Mastered Programs will only appear under the "Mastered" status. * Client Programs can only be confirmed as mastered if they have a "Ready for mastery" status, which is automatically attained when mastery criteria is met. if you select Client Programs that don't have the right status, you'll receive a different message when the dialog box opens up. ![](/files/bh3FWeeqwK32HhjTHjux)\ *Figure 6. Dialog box when Client Programs with the wrong status are selected.* ## Role Differences * ***Super Admin / Admin / Supervisor / Clinician:*** Will be able to confirm mastery of a Client Programs in batch. * ***Basic:*** Does not have the access to confirm mastery of a Client Programs in batch. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Confirm mastery of a Client Programs in batch from both Client Program List pages. ## Related Guides * [Master Program](/compassly-docs/core-modules/clients/programs/master-program.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) * [View Client Programs](/compassly-docs/core-modules/clients/programs/view-client-programs.md) --- # Agent Instructions This documentation is published with GitBook. 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