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Tabs

Within the configuration of each item, there are several tabs when creating a new service plan item, below is a summary of these tabs.

General Tab

  • Name – Specifies the formal name of the service plan element.

  • Position – Determines the display order or numerical sequence of the element within the service plan.

  • Examples / Tags / Labels – Provides contextual examples or identifiers for easier categorization.

  • Category – Allows for the modification of the item’s designated category. Use this field if a reassignment within the service plan is required.

  • Status – Defines the current state of the category. Options include: Active, Hold, Monitoring, Maintenance, Discontinued, or Met.

  • Hypothesized Functions – Outlines the suspected purposes or functions behind the observed behavior/element.

  • Start Date – Establishes the initial date for the element; used to determine when data collection or document display begins.

  • End Date – Establishes the concluding date for the element; used to determine the final day data will be collected or displayed.

  • Enabled – Toggles the element's active status. Disabling this prevents the element from appearing in other modules or reports.

  • Description – Provides a detailed narrative or comprehensive definition of the element.

Recommendations Tab

In this tab, you can manage interventions, reinforcers, antecedents, and pre-occurrence activities.

  1. Adding Antecedents: Select "Interventions" from the first field. You can then choose from the dropdown list of existing antecedents. If the required antecedent is not available, click the pencil icon next to the field to manually enter a new entry.

  2. Defining Reinforcers: Repeat the steps above to add and configure the Reinforcers within the Client’s Service Plan.

Data Collection Tab

We have implemented more than 15 data collection methods; please refer to the following table for more details.

Type Description Methods
Event Recording The number of occurrences by a unit of time. Ex: hour, day, week, interval. Frequency, Count, Rate
Time Sampling Collect data at periodic points in time or time periods rather than on a consistent basis. Whole Interval, Partial Interval, Momentary Time Sampling
Timing Length of time the behavior, or event occurred. Duration, Response Latency, Interresponse Time
Trial Several ways to easily record whether a response has been Correct, Incorrect, or there was no response to the test applied. Discrete Trial Teaching, Incident Teaching, Percentage of Opportunities
Task analysis Task analysis is used to break complex tasks into a sequence of smaller steps or actions. Forward Chaining, Backward Chaining, Total Task Chaining, Backward Chaining with Leaps Ahead

  • Suggested Number of Recordings – Specifies the target number of recordings for this service plan element. This value serves as a guideline; actual recordings may exceed this threshold.

  • Daily Value – Determines the calculation method for daily data. Select either Total or Average.

  • Weekly Value – Determines the calculation method for weekly data. Select either Total or Average.

  • Instructions – Provides specific guidance for users during data collection. These notes will be displayed directly on the datasheet.

  • Unit of Time – Defines the specific time increment used for each recording.

  • Interval Length – Sets the duration of each interval (based on the selected Unit of Time) for interval-based data collection methods.

  • Levels – Allows for the customization of data levels by adding specific Labels, which will populate the legend for the element.

 

Charts Tab

List of some of the datasets to be displayed in the chart.

Dataset Description
Baseline Expected behavior of data, used for comparative purposes.
Average Average of values through a day, week, month, or year.
Total The total value of data during a day, week, month, or year.
Rate Occurrence of an event during a unit of time.
Count The total value of data collected.
Session count Count of sessions during a day, week, month, or year.

Key Charting Features:

  • Multi-Dataset Visualization – Display multiple datasets simultaneously within a single chart for comparative analysis.

  • Axis Customization – Fully configure X and Y axes, including titles, positioning, font sizes, label rotation, and scale parameters (Min/Max values and Step Size).

  • Dataset Personalization – Customize individual datasets by defining titles, associating specific axes, selecting chart types, and adjusting visual styles like point styles and color schemes.

  • Data Transparency – Option to display ignored dates and null values to ensure comprehensive data oversight.

  • Flexible Time Intervals – Aggregate and view data across daily, weekly, monthly, or yearly intervals.

Refer to the Chart’s Configuration article for in-depth technical details and extended setup options.

Objectives Tab

This will set up and track the progress of this element based on the data available in the system. Each objective has a specific configuration that determines how the system will track the objective.

Smart Objective

  • Name – Specifies the full title of the objective.

  • Short Name – Defines an abbreviated version of the objective for display on datasheets.

  • Start Date – Sets the date on which monitoring for this objective begins.

  • Estimated End Date – The projected date by which the target is expected to be mastered.

  • End Date – The final date for the objective; after this date, the system transitions to monitoring the next objective in the sequence.

  • Smart Criteria – A logical and mathematical representation of the objective used to define exactly how it will be monitored and measured.

  • Duration – Defines the required timeframe or consistency period the objective must maintain before it is considered met.

  • Valid End Dates – Automatically generates a list of qualifying dates based on the criteria above and collected data. This list assists in determining the official End Date.

  • Data Analysis – A visual table that presents data for each interval defined in the Smart Criteria. It uses color-coding to indicate progress and completion levels.

Note on Automated Updates: Short-Term Objectives (STOs) do not update, change status, or transition to Mastered automatically. While the system provides recommendations for "Met" dates based on the inserted data, it remains the BCBA’s responsibility to review the data, select the appropriate date, and manually mark the STO as mastered.

You have two methods for adding objectives to the service plan:

  • Add Objectives – Manually populates a new entry field, allowing you to enter objective details from scratch.

  • Generate Objectives – Launches an interactive wizard that guides you through selecting specific criteria to automatically compose the objectives.

Wizard Interface Overview

The wizard is divided into configuration parameters at the top and a real-time preview of the generated objectives at the bottom.

1. Mode Selection

At the top, you select the logic the wizard will use to calculate the progression between objectives:

  • Number of objectives: Creates a specific count of STOs by dividing the difference between start and end values equally.

  • Amount to decrease/increase: Steps the objectives by a fixed numerical value.

  • Percentage from start value: Steps the objectives based on a percentage change.

2. General Information Fields

  • Subject: Defines who the objective applies to (e.g., "Client").

  • Name: The target behavior or skill being addressed (e.g., "Elopement").

  • Level: Allows for further categorization if specific developmental levels are being tracked.

3. Numerical & Logic Parameters

  • Start value: The current baseline or starting measurement (e.g., "40").

  • End value: The ultimate goal or mastery measurement (e.g., "0").

  • Number of objectives: The total number of steps to be generated (e.g., "10").

  • Condition: The mathematical operator used for mastery (e.g., "less or equal to (<=)").

  • Period: The frequency of data collection (e.g., "Each week").

  • Duration: The consistency requirement for mastery (e.g., "4 weeks").

4. Template & Preview

  • Template: This field uses placeholders (e.g., , ) to show how the final sentence will be structured.

  • Preview List: Displays the exact wording for each STO (STO#1 through STO#10). As seen in the image, the wizard automatically calculates the descending values (36, 32, 28...) based on the 10 steps requested between 40 and 0.

STO Configuration Example

 
To correctly configure a behavioral objective, such as "STO#10: Client will decrease tantrums to 12 or fewer per week for 4 consecutive weeks," follow these settings:

 

  • Smart Criteria (Logic): In the operator field, select <=.

  • Target Value: In the collected value box, enter 28.

  • Frequency/Interval: In the time range field, select Per Week (/week).

  • Duration Value: In the duration amount box, enter 4.

  • Duration Period: In the time period field, select Weeks.


Baselines Tab

You can add all the baselines available by clicking the “Add Baseline Button."

Users have two options for establishing a baseline: entering data manually or generating it from existing records.

Option 1: Adding a Baseline from Scratch

This method allows you to manually input historical data. You must specify the date, the baseline value, and the corresponding time increment.

  • Date – Defines the specific calendar date associated with the baseline measurement.

  • Value – Specifies the numerical measurement or score for the baseline.

  • Period – Determines the timeframe the baseline represents. Available options include Day or Week.

Option 2: Adding a Baseline from Collected Data

This option calculates the baseline by choosing existing data from the system's database. It is the most efficient way to establish a starting point based on previously recorded sessions.

Imported Data Tab

If you have data collected outside of Office Puzzle, you can import it for each element in the service plan. To do this, your data must be structured in the following format: DATE;VALUE;TYPE.

Field Requirements:

  • DATE – The system accepts the following standard formats:

    • MM/DD/YYYY (e.g., 02/10/2023)

    • YYYY-MM-DD (e.g., 2023-02-10)

    • YYYY/MM/DD (e.g., 2023/02/10)

  • VALUE – This must be a numerical value only. Do not include letters or symbols. For example, if the recorded data is 10%, the input must be entered as 10.

  • TYPE – Refers to the specific data type (e.g., Trial, Duration, Frequency) consistent with the service plan element.


In addition to file uploads, you can manually import data by copying and pasting information directly into the system.

  • Process: Copy and paste your formatted dates and values into the designated input box and click Update.

  • Format: Ensure the data follows the standard DATE;VALUE;TYPE structure discussed in the previous section to prevent processing errors.

Exporting Data

The Export Data tab allows you to extract collected values for external analysis or reporting within a specific timeframe.

How to Export:

  1. Define the Range: Select the Start Date and End Date for the data you wish to retrieve.

  2. Set the Granularity: Choose the preferred interval, such as Daily or Weekly.

  3. Download: Click the blue "Export Data" icon. The system will generate and download a CSV file containing the filtered information to your device.