Action | Web | App |
Run
session (e.g. real-time data collection) | No | Yes. |
Create
lesson note for your own sessions on current day | Yes (Reporting & Analytics > Lesson Notes > + Lesson note) Note will need to be linked to Aloha. Aloha information will need to be manually entered if part of the note template | Yes
– part of running session. |
Create
lesson note for your own sessions for past day | Yes (Reporting & Analytics > Lesson Notes > + Lesson note) User will need Web access and Lesson Note Edit permission. Lesson Note will need to be linked to Aloha. Appointment info will need to be manually entered if part of the note template | No.
Will need to use the Web. |
Create
lesson note for some one else’s session on any day | No.
Users can only create and submit their own notes. The user's name who is logged in will auto-populate on the note and cannot be altered. | No. Users can only create and submit their own notes. The user's name who is logged in will auto-populate on the note and cannot be altered. |
Edit/complete
a lesson note in DRAFT status | No.
Needs to be done on App. | Yes.
Navigate to Lesson Note icon on the far right of main navigation menu to locate
draft note for completion. |
Edit a submitted lesson note (yours or other staff): Time, text fields (e.g. summary). selection in custom lists, adding or editing skill and behavior data - | Yes.
Note needs to be in Pending Status. Will need to be re-signed in the App
regardless of who edited it | Yes.
Note needs to be in Pending Status. User needs to have App permission to Edit a
Pending Lesson Note. |
Edit a submitted lesson note (yours or other staff): Adding info that didn’t pull correctly from Aloha (e.g. Place of Service Code) | Yes.
Note needs to be in Pending Status. Will need to re-signed in the App
regardless of who edited it | No.
Needs to be done on the Web. |
Edit
date on lesson note | No,
email support@alohaaba.com | No,
email support@alohaaba.com |
Re-signing and/or fixing a lesson note that has been Edited or Rejected on the Web | No | Yes. Fix a reject note |
View
schedule | Yes
– will default to week view. Can view appts for any staff and client you
oversee | Yes
– will default to your appointments for the day. Filters will allow you to view
other time frames as well as any staff/client appointments you oversee |
Approving/Rejecting
lesson notes | No | |
Create/Edit
lesson note templates | No | |
Create
and Edit programs, prompts templates, and mastery templates | No | |
Edit
Staff/Client profiles (assigning clients, assigning reporting managers, etc) | No | |
View
and customize client graphs | No | |
Upload
documents for clients, organization, or programs | Yes | No |
Create
a curated Lesson | No |