Contents.

Transcription

1 Firstbeat Lifestyle Assessment User manual September 2015

2 1 Contents 1. System requirements Getting started Adobe Flash Player software installation Logging in Home page functions Firstbeat Uploader plugin installation Firstbeat Uploader installation Individual assessments Creating a new profile and assessment Preparing a device for an assessment Firstbeat Bodyguard Firstbeat Bodyguard Uploading measurements to the server Firstbeat Bodyguard Firstbeat Bodyguard Steps to do during the measurement (client fills) Pre-questionnaire Personal information Journal Goals Creating reports Customer survey Group assessments Creating a group Adding profiles to the group Preparing a device to an assessment Firstbeat Bodyguard Firstbeat Bodyguard Uploading measurements to the server Firstbeat Bodyguard Firstbeat Bodyguard... 44

3 Steps to perform after the measurement and editing measurements Creating reports Customer surveys Searching for assessments Searching for individual profiles and assessments Searching for groups and group assessments Group reporting Group report Summary of the Firstbeat assessment Administration Specialist account management Creating, editing or deleting specialist accounts Adding an office to User information System options and system statistics General options Customer branding System statistics Design report Device log... 77

4 3 Introduction Firstbeat Analysis Server is a tool that allows you to provide Lifestyle Assessments. It consists of an online service (Firstbeat Analysis Server) and Firstbeat Uploader software, which is installed on a computer. Firstbeat Uploader is used to upload measurement data to the Firstbeat Analysis Server and prepare measurement devices. The computer s web browser must be armed with Adobe Flash Player (version 9.0 or newer). The instructions for Firstbeat Uploader and Flash Player installation are found in this guide. Before you attempt to make the installations, make sure you have administrator rights for your computer. If you experience any problems with this, you need to get in touch with your company`s local IT-support. This guide will go through step-by-step instructions for how to conduct Lifestyle assessments for individuals and groups (Individual and Group assessments), how to edit various user account settings (Administration) and how to manage Bodyguard devices with the Analysis server (Device management). In the Learning Center you will find all the information that you need to provide Lifestyle Assessments. User guides for your measurement device are also found there. The Learning Center is continually updated. You can sign into the Learning center with these codes: User name: marketing / Password: materials. In Firstbeat analysis server / Lifestyle assessment related questions, please contact Firstbeat support via support@firstbeat.fi or via phone: (Mon Fri 9 am to 4 pm GMT + 2).

5 4 1. System requirements Works in Windows 2000, XP, Vista and 7 operating systems (Win 98 and ME operating system functionality has not been tested) RAM memory at least 512 MB Processor speed minimum 1 GHz Display resolution at least 1024 x 768 Free hard disk drive space at least 50 Mb Software: Adobe Acrobat Reader 5.0 or newer USB port Internet connection Compatible devices: Firstbeat Bodyguard Firstbeat Bodyuard 2.0 Suunto t6 Suunto Memory Belt Polar S810 Polar RS800 Polar CS600

6 5 2. Getting started 2.1. Adobe Flash Player software installation You can install Adobe Flash Player from the Adobe website Follow the path by clicking: Download Adobe Flash Player Download now. Follow the instructions provided by Adobe during the installation process Logging in You can log in to the Firstbeat Analysis Server at You will need personal login credentials, which will be sent to you via when you purchase access to the account. Write the user name and password to the appropriate fields. Select the desired language above the Login window and click Login. When you login to the program the first time, you will get a Welcome dialogue. Please fill in your name and address and select your default language. Change your password, and if you wish, you can also change your user name.

7 Home page functions The home page of the Analysis Server provides access to all the functions that are required for conducting Lifestyle assessments or downloading programs. You can logout from the upper right corner of the home page (circled in red on the picture). If you wish to change the settings of your own user account, select My settings (circled in blue).

8 7 Under your user account settings (My settings), you can specify your personal information, select the desired measurement units, set reminders, change your login credentials and assessment options and view the log information of conducted assessments. At the bottom of the Home page, you can view the latest Firstbeat news and publications, upcoming user training seminars etc. By clicking these headlines (links), you can access the full story or document. In the middle of the home page are the Quick actions. The first one is a Quick search function with which you can search for persons or groups with address, person s name or group name. With Ongoing assessments function you can check all assessments that are in state Incomplete.

9 8 You can view the ongoing assessments of a particular time period or the assessments done by the certain specialist. You can also search assessments via Search field. You can change the state of the assessment from the State column. If the state is something else than Incomplete the assessment will not be shown in the table. If needed, you can remind your customer to fill the background information or to return the device by selecting Send reminder. When you want to open some of the ongoing assessments choose Open. From the Groups tab you can see all the ongoing group assessments. You can search assessments, change the state of assessments and open assessments in the same way than the individual assessments. Besides of that you can see how many reports has been created to the ongoing groups.

10 9 You can also create a new individual assessment directly from the Home page by selecting Create new assessment. In the view that opens up, you can either search an already existing profile or create a new profile for the new assessment. Further instructions for creating the assessment are found under Individual assessments on page 14. The Recent activity function shows the most recent individual and group assessments that you have created. You can view the desired assessment by clicking on it. The Appointments calendar function lets you administer and view your calendar. There is more information about the Appointments calendar in Ch. 5. If the Appointment calendar function is not enabled on your account, this tab is not shown on the Home page. The Customer satisfaction function shows the summary of all the feedback survey results collected from your customers. The results are shown anonymously so comparing the answers of individual customers is not possible. Although the results of the groups can be viewed if there is enough answers. Further instructions about the survey are found under Customer survey on page 34. Note! Customer satisfaction summary is shown only when there are 10 or more answers.

11 10 On the top part of the Home page you can find the program s Navigation bar. Under Assessments, you can create and view individual and group assessments and use the Group reporting tool. More information on these functions is found under their own chapters. Under the Learning tab, you can make free assessments for yourself (for your own specialist profile). Here you can also find a list of the newest program updates (release notes) as well as the different user guides, example reports and access to the Firstbeat Learning Center. Under the Tools menu you can find the Data export function (designed for research purposes) and the Bodyguard configuration tool. Here you can also download the Firstbeat Uploader and Uploader Plugin. Under Administration, you can find the different Administration functions.

12 Firstbeat Uploader plugin installation Firstbeat Uploader Plugin is required for preparing devices and uploading data from Firstbeat Bodyguard 2 directly in the Analysis server. The Plugin tool is downloaded via the Analysis server and takes app. 5 minutes, depending on your internet speed. After you login to the Analysis server, select Tools Download Plugin on the home page. Press Save file on the window that opens up. The file is downloaded to your computer and checked for viruses. If the file does not open in its own window, the computer s default is that the downloaded files are saved in the Downloads folder. If necessary, open this folder and bring the mouse cursor on top of the name Firstbeat Uploader Plugin and double click it. In some cases, you will get a window informing you that an unknown program wants to use your computer. In this case, select Allow. The computer then asks you if you want to start the application. Please allow the following steps suggested by the pop-up windows. When the installation window opens, (picture below), proceed by selecting Next. In the end, press Install.

13 12 In the window that opens next, you can select the drivers to be installed. Select Install Firstbeat Bodyguard USB driver. Then press Finish. Uploader Plugin has now been installed on your computer. In order to get the tool to work, please logout and login to the Analysis server again Firstbeat Uploader installation If you are using an older version of Firstbeat Bodyguard or some other measurement device, you will need to install a separate Firstbeat Uploader software on your computer for data upload. Firstbeat Uploader software can be installed via the Analysis server. The installation process takes about 5 minutes depending on your internet speed. After logging in to the Analysis server, select Tools Download Uploader on the Home page. Press Save file. The file is downloaded to your computer and checked for viruses. If the file does not open in its own window, the computer s default is that the downloaded files are saved in the Downloads folder. If necessary, open this folder and bring the mouse cursor on top of the name Firstbeat Uploader and double click it. In some cases, you will get a window informing you that an unknown program wants to use your computer. In this case, select Allow. The computer then asks you if you want to start the application. Please allow the following steps suggested by the pop-up windows. When the installation window opens up, (picture below), proceed by selecting Next. In the end, press Install.

14 13 The next window allows you to choose which device drivers to install. The recommendation is to install all drivers to allow you to upload data from all possible devices. At the same time, you can choose whether to launch the Uploader after the installation and if you want to open the Release notes. When done with selections, press Finish. Next the drivers for Suunto t6 and Suunto Smart Belt are installed. If you did not select these drivers, you can skip the next section. When the installation window opens, press Next in the next 2 windows. Please also note that you should not plug in the device s USB cable before the installation is completed. The Suunto driver installation is completed when the installation bar in the window is all green. In the end press Finish. The installation process for Suunto t6 and Smart Belt drivers is identical, so follow the exact same steps when installing the Smart Belt driver. The Firstbeat Uploader installation is now complete. Click OK. If the release notes open up, you can close the pop-up window from the Close tab in the upper right corner. When the installation is complete, you can login to the program. Your User name and password are the same as to the Firstbeat Analysis server. The shortcut to Firstbeat Uploader is now on your computer s desktop, allowing you to start it there whenever you need to.

15 14 3. Individual assessments 3.1. Creating a new profile and assessment You can create a new profile either from the Home page, via Create new assessment, or by selecting Assessments Individual assessments. 1. Create a new profile for your client: Select Add new profile on the upper left corner. Note! When you want to create a free assessment for yourself, follow these steps: - Select Learning My profile - Create all your new assessments under this automatically opening specialist profile! - If you create a new profile for yourself, it will not be your user (specialist) profile and the analysis will be subject to regular invoicing. 2. Fill in information about the new person. At least name or address is required. The other information is not necessary, if the client fills in his/her own information via the received link. Press Save when the required information has been filled. If you are done editing the profile, press Close.

16 15 NOTE! If the address is not provided, the electronic journal and personal information function is not in use. Profile information can be supplemented later. 3. Add an assessment for the profile by selecting Create new assessment at the bottom part of the view. 4. Set Start and End dates for the assessment. In this view, you can also set a specialist and assistant (if desired) for the assessment. You can also choose whether the Appointments feature is used in this assessment or not and set the duration of the available appointments. In the end, press Save. If an address has been filled for the profile, he/she will get a link for Pre-questionnaire, Personal information form, Journal and Goals in his/her on the start day of the assessment. The specialist can also manually send the link later via the Send link now function in the assessment view. The assessment has now been created successfully.

17 Preparing a device for an assessment Before the device can be given to the client, it should be prepared. The preparation confirms that the device has not been reserved for another assessment, sets the device to the right time, empties the device memory, reminds the user to charge the battery and reserves the device to the desired assessment. The preparation steps differ depending on whether you are using Bodyguard or Bodyguard 2; below you will find the instructions for both. Bodyguard 2 can be prepared in either way Firstbeat Bodyguard 2 1. After you have plugged in the Bodyguard 2 device to your computer s USB port, select Prepare device under the Start here tasks. 2. From the view that opens up, select the Bodyguard model you are using. In this case, press I m using Bodyguard 2. If you select that you are using an older version of Bodyguard, the program instructs you to use Firstbeat Uploader. The instructions for this are found in the next chapter. If you have not yet installed the Firstbeat Uploader Plugin function on your computer, the program will ask you to do it now. From the window that opens up, select Download Plugin and follow the instructions on page 11 of this guide (Firstbeat Uploader Plugin installation). 3. The program automatically starts to prepare the found device for the assessment that is open. The device s memory is emptied during the preparation process, so the program asks you to confirm if you want to continue. The program shows the progress of the preparation stepby-step.

18 17 During the preparation process, the program also checks the battery charge of the device. If the battery is not fully charged, you will get a notification message (below): When the preparation is ready, press OK. Note! If needed, you can release the reservation by selecting Release device on the main assessment page Firstbeat Bodyguard When you are using an older version of Bodyguard, the preparation occurs via a separately installed Uploader program. You can also follow these preparation steps if you are using Bodyguard Prepare devices with the Firstbeat Uploader Tool. Open the Firstbeat Uploader from the icon on your desktop. Note! If you have not yet installed the Uploader on your computer, you can install it while in the Firstbeat Analysis Server by selecting Tools Firstbeat Uploader and following the installation instructions. 2. The Uploader will open a sign-in window. Sign in to Uploader with the same username and password that you used to sign in to the Firstbeat Analysis Server.

19 18 After plugging the device to the cable, select Search for device and then Search Firstbeat device. When the Bodyguard has been found, click Prepare device on the lower left corner of the view. 3. From the list that opens, select the person for whom you wish to prepare the device and press Next. If only one assessment has been made for this person, the Uploader will select it automatically. 4. Uploader will run through the preparation steps automatically. The steps include setting the clock, emptying the device s memory and reserving the device. If the device is not fully charged, the Uploader will remind you to charge the battery. Note! The device has been charged long enough when the orange led has turned off. Charging the battery takes 1-2 hours, depending on earlier charge. 5. The device has now been prepared and - if the battery is charged is ready to be given to the client. If you wish to prepare other devices, plug in the next device and choose Yes. Otherwise, close the device preparation by selecting No.

20 19 After the preparation is complete, you can log out from Uploader by clicking Log out in the upper left corner Uploading measurements to the server After the client has returned the device, the measurements in the device can be uploaded to the Firstbeat Analysis Server. Uploading occurs either directly to the server (Bodyguard 2) or with the Firstbeat Uploader software Firstbeat Bodyguard 2 1. Find your client s assessment, plug in the Bodyguard to the computer s USB port and select Measurements. 2. On the screen that opens up, select from where you are loading the measurements. In this case, choose Load from Bodyguard 2. If you select that you are using another device (for example an older Bodyguard), the program instructs you to use Firstbeat Uploader. The instructions for this are found in the next chapter. If you want to load measurement that are already saved on your computer, use Select uploaded file. 3. Select the measurements that you want to upload. If you need to change the starting time for any reason, you can do it by pressing Change start time. When the information is right, press OK.

21 20 The program now uploads the measurement to the server. When the upload is done, you will get an info view that tells you where the measurement back-ups have been saved. Press OK. The upload is complete. 4. The next view that opens up automatically shows the measurement that you just uploaded. In addition to the heart rate graph, you can see the work and sleep periods that were marked in the journal. The measurement has been initially divided so that the split points are placed at awakening times. Possible artefact tails have been removed from the start and end of the measurement. Thus, a typical 3-day measurement has been divided into 3 app. 24-hour segments. If the preparation is not satisfactory (for example if the sleep periods have been marked as several segments), the split points can be manually edited, added or deleted under Show edit options. If you need to change the start time of the measurement, select Change start time.

22 21 You will find all the editing options by clicking on Show edit options (marked with red). Measurement periods (bottom of the view) shows the measurements that have been associated with this assessment. If the measurement included naps that have been marked as sleep periods, you should delete the split points that have been placed after them. You can also exclude undesirable periods (e.g. data breaks) from the start, middle or end of the measurement by adding split points as needed. Exclude a measurement period from reporting by removing the check mark under Include for the period that you wish to exclude. Note! If you wish to observe e.g. the work period(s) in more detail, you can use the split points to define this period and include it under Measurement periods. Note! If you want to add more measurements to the assessment, click Select measurements under the Measurement periods table. In the window that opens up, you can see all the measurements that have been uploaded for this profile. Choose the desired measurement and press Select. You can also remove measurements from this assessment by clicking Deselect. If you need to change the start time of a measurement, select the Edit tab next to the measurement period (circled in blue below). When done, press OK.

23 22 This view also allows you to upload measurements from Firstbeat Bodyguard 2 (Load measurements). You can view the measurement more closely by clicking the Measurement info tab. The measurement needs to have been edited and saved before you can view it. Click Close when you are done with the viewing. This feature lets you, for example, evaluate the appropriateness of the used max and min heart rate values, and if needed, you can change them here by clicking on Edit min/max HR. The found highest and lowest heart rate value is shown in the picture as an orange and yellow dot. Sometimes it can seem that the dots are placed outside the heart rate graph; this is due to the scaling of the x-axis.

24 23 5. When you are satisfied with how the measurement has been edited, click Save in the Edit measurements view. This brings you back to the assessment workflow view. Note! You can return to Measurement info via the Measurements tab on the main assessment view. Once the measurement has been uploaded, the Measurements view will automatically open via this tab Firstbeat Bodyguard If you are using an older Bodyguard device, data upload is done via the Firstbeat Uploader software. You can also follow these steps with Bodyguard Upload measurements with Firstbeat Uploader. Open the Uploader from the icon on your desktop. 2. The Uploader will open a sign-in window. Sign in with the same username and password that you used to sign in to the Firstbeat Analysis Server. 3. After plugging the device to the cable, select Search device and then Search Firstbeat device. When the Bodyguard has been found, click Upload measurements.

25 24 4. The program will ask you if you want to upload the data to the person for whom the device has been prepared. If this is the right person, click Upload with association. After this, continue from step 6. If you want to upload the data to another person, press Select person and follow the directions in step If the device has not been prepared ahead of time to a specific assessment, select the profile for which to upload the measurement and press OK. You can define the search by providing information on the left and clicking Search. Note! If you skipped the profile creation in chapter 5.1, create a new profile now by selecting Add new person... and follow the instructions. 6. Select the measurements to be uploaded. If the starting time is wrong for some reason, you can fix it here by double clicking the starting time and typing in the correct date and time. In the end, press OK.

26 25 Note! There might be more than one measurement in the device, if the recording has been interrupted for a while during the measurement period. The selected measurements are later combined into one segment. Note! If for some reason the measurement is later not found on the server or is accidentally deleted from there, copies of all uploaded measurements are saved on the computer s hard drive: (C:\Firstbeat Files\Firstbeat Uploader\<profile name>\loaded RR files). 7. The Uploader will inform you when the measurements have been uploaded to the server. Click OK to confirm this. 8. Next the Uploader will ask you if you wish to associate the measurement with an assessment. This step adds the measurement to an assessment that has not been started or is incomplete. If you choose No, the program will upload it to the person s profile, but will not associate it with a specific assessment. In this case, you can make the association later under Edit measurements by clicking Add. If you choose Yes, and the person only has one assessment, the program will automatically add the measurement to this assessment. In the end, press OK. If the person has several incomplete assessments, you will get a pop-up window where you can choose the desired assessment. In the end, press OK.

27 26 9. Once the measurement has been uploaded to the server and associated with an assessment, you will get a pop-up window that shows which measurements have been uploaded to the server, and for which persons. If you wish to upload measurements from another device, choose Load from another device. Otherwise, close the window by choosing Close. 10. You can view the measurement that you just uploaded by clicking the Measurements tab in the assessment view. Read more about this feature under Measurement info on pages

28 Steps to do during the measurement (client fills) On the first day of the Firstbeat Lifestyle assessment the client will receive an message from with a link for filling out the pre-questionnaire, personal information, journal during the measurement days and goals. If an is not sent (i.e. the client s address has not been provided), the specialist can later complete this information in the analysis server. Personal information and journal markings are required for analysis. It is recommended for the specialist to check the information filled by the client before creating reports, to make sure that it is appropriately filled. The assessment main view has a column (during measurement) with the questionnaires that the client should fill. A green dot is a sign that the questionnaire has been completed. Unfinished questionnaires are marked with an orange dot and a red dot means that the questionnaire has not been started at all. Personal information and journal tabs must be saved to a completed status (green) before the measurement can be analyzed. Note! If some of the required information (personal info or journal markings) are missing, you can reask it from the client by clicking Re-send the link on the assessment page. This function requires that the client s address has been provided in the system. The function sends an message to the client with a link for filling in the information.

29 28 Note! If you are not using the Pre-questionnaire, the tab for it is hidden. If you are not using Device management, the Reserve device tab is hidden. Note! The clients user interface looks different than specialists interface Pre-questionnaire The pre-questionnaire is sent to the client in the same as the other personal information. If the questionnaire has been completed, the program automatically saves it to a complete (green) status. You can disable the Pre-questionnaire function under Administration System options. If the function is disabled, the tab for it is hidden Personal information The Personal information tab is green (complete), if the client has filled out all the required information. You can view the information by clicking the Personal information tab. If the required information has not been entered, saving to a Complete state is not possible. Required information includes date of birth, sex, height, weight and activity class. Maximum heart rate (max HR) is estimated automatically based on the person s age. If a more accurate max HR is known, please enter it in the provided field. Minimum HR does not need to be entered (unless it has been measured before); the lowest heart rate in the measurement will be used as the minimum HR. If there is reason to suspect that the person s true minimum HR was not found during the measurement (e.g. due to alcohol use on all

30 29 measurement days, illness or poorly slept nights), it is recommended to drop the found minimum HR by 1-3 beats. This can be done after the data has been analyzed and reports have been created, by changing the minimum HR under personal information and re-creating the reports. Information in the Additional information and Notes fields is not compulsory, but can be helpful in interpreting the analysis results Journal The Journal tab is green (complete), if the client has filled out all the required information (at least sleep and work times). You can view the journal entries by clicking the tab Journal. In the window that opens up you can see the entries that the client has made. If needed, edit the contents by adding or removing journal markers. Click the table to add a marker; you have to click in both the beginning and ending times (i.e. paint the whole period). When selecting the marker Sleep time you must select the quality of sleep after clicking the ending time. Select a smiley that corresponds to the client s feelings (typically the client has already filled this out). The smiley is shown in the Sleeping starts bar. You can change the smiley by clicking it. By choosing the marker Other you can add your own journal markers. Journal markers can be moved (to adjust the time) by dragging and dropping with the mouse. A marker can be removed by clicking the red x. You can scroll the days from the calendar on the left or by clicking the Previous or Next buttons. The days where journal markings are expected, based on the assessment schedule, are shown as red in the calendar. If measurement data has already been uploaded to the assessment, the measurement days are marked with a vertical blue line in the table on the right side of the time. By clicking the Alcohol / medication... button, you can add the alcohol and medications that the client used during the measurement (if it has not been added by the client).

31 30 When you are done, press Save Complete. This will bring you back to the assessment main view. Note! A successful Lifestyle Assessment requires that at least sleep and work times are recorded in the journal for all the measured days! Goals The goal questionnaire allows the client to set some goals to improve his/her well-being. The goals can be chosen from the list, or the client can set own goals by selecting Add own goal. When the goals have been set, press Save. If even one goal is set, the Goals tab is saved as complete (green). The selected goals will be printed to the Goals page of the assessment report package. If the person has undergone a Lifestyle assessment before, he/she will also have the opportunity to answer the Goals achievement questionnaire.

32 31 Goals achievement allows the client to estimate how well the goals that they set earlier have been achieved.

33 Creating reports When the information filled by the client has been checked and the measurement has been uploaded and edited, you can create reports. Click Create reports. In the window that opens up, select the report language and the reports that you wish to create. (Specialist report and Assessment reports). When creating reports, you can either select the Lifestyle assessment report (the new report + new summary report) or select reports of your choice. More settings are found by opening Report settings at the bottom part of the view. Select the measurement units to be used in the reports. If you don t want the person s name to show up on any of the reports, select Print person identifier instead of name. Select whether to include a front cover, booklet formatting, pre-questionnaire, goals page and notes page in the report package. Finally, decide what to do after the reports have been created: you can open them or save them on your computer, or you can them to your own address. When the settings are ok, click Save.

34 33 When you have made the desired report settings and selections, press Create reports. If you choose to select which reports to create, you will get a list of available reports to choose from after you click Create reports. This view also shows possible custom reports that you have created yourself. (See more about designing reports in Chapter 7 Administration -> Design reports, p 68). If you wish, you can also include Training effect report in the package (as long as the measurement contains exercise sessions). The training effect report can be bypassed during the report creation process or you can enable / disable the automatic training effect report function here: My settings Assessment options. When creating training effect reports, you can select (with a check mark) which automatically chosen periods (exercise sessions) you wish to include in reporting. The starting and ending times of the exercise sessions can be adjusted by dragging the lines with the mouse. Creating the reports takes a few moments. Typically the program will inform you that some new heart rate values were found in the measurement. If you want to use the new value in analysis (recommended for minimum heart rate), leave the check mark in the box Use new value next to the value that you are accepting and press Continue. If you not wish to use the new value, remove the check mark and press Continue.

35 34 The program also recommends an automatic reduction of resting heart rate (by 2 beats) if the person has consumed alcohol on all measurement days, slept poorly or recorded feeling stressed and not well in the pre-questionnaire. In general we recommend accepting this reduction. Note! In some situations, the program might falsely suggest a new maximum HR (typically between ). If you look at the heart rate signal in the Measurements view and can see that the high value comes from an artifact period or that the heart rate never gets that high, you should remove the check mark from the Use new value box (i.e. you do not wish to use the new max heart rate value). Booklet formatting allows you to print the reports into a booklet with a cover page, individual reports (page 1 +2) on the same spread, and a goals page on the back page. Printing to a booklet requires a printer / copy machine that supports booklet formatting. You can define the default settings for the reports in the settings of your own user account. Click My settings -> General Customer survey After the Lifestyle Assessment, the customer survey will be automatically sent to the client. The survey will allow clients to evaluate the measurement process. With the results of the customer survey, the service providers of the Lifestyle Assessment can measure and improve the quality of their service. The results are shown anonymously and they can be viewed via the Customer survey function on the main page. By default, the feedback survey will be sent to clients two weeks after the assessment reports have been created. If needed, you can disable sending or change the schedule by choosing Schedule customer survey. If you want to disable the sending of the survey, remove the selection from the Send the customer survey automatically section. You can also set a new schedule to the sending of the survey (marked with the red circle). If you want to send the customer survey instantly select Send now. After doing the desired changes, click Save.

36 35 Content of the customer survey:

37 36 4. Group assessments 4.1. Creating a group You can create a new group by selecting Assessments Group assessments on the Home page. 1. Select Create new assessment. 2. Fill in information about the group. The minimum requirement is group name, specialist and start and end dates of the measurement. You can also choose whether the Appointments feature is used in this project or not and set the duration of the available appointments. Press Save when done. Note! The measurement can be carried out outside the designated start and end dates, if it is not possible to do it according to the original plan, for example due to being sick. If you have to change the measurement dates after you have created the schedule, it can be done individually for each group member by clicking the Assessments task. The start date is important because on that day, the system will automatically send the background information and journal link to the addresses of the group members!

38 Adding profiles to the group In order to provide the Lifestyle Assessment service, certain personal and assessment-related information is required. To save this information on the server, a person profile must be created for each client, under which the assessments can be saved. Follow the progress of the project in the Workflow view. Each step can be Red = Not started, Yellow = Incomplete or Green = Complete. 1. In the Workflow view, click Profiles. Choose already existing profiles from the list and click Add or click Create new profiles. 2. Write down (or copy-paste) the addresses of all people in this group (one address per line). Choose also the language for the profiles. If there are people in the group who don t have an address, give their first name and last name (one name per line) to add the profiles. Press Create when done.

39 38 Note! The link to the Background information and Journal forms is sent automatically in one on the start day of the assessment to those group members whose address has been provided here and for whom an assessment has been created! The link can also be manually sent by the specialist to the whole group by clicking Send link s in the lower left corner of the Assessments view. Select the conditions for sending the s from the opening pop-up window. In the end, click Send. The link can also be re-sent to individual group members. Select Assessments from the Group Workflow and open the Personal information or Journal tab of the desired person and press Resend link Preparing a device to an assessment Before the device can be given to the client, it should be prepared. The preparation confirms that the device has not been reserved for another assessment, sets the device to the right time, empties the device memory, reminds the user to charge the battery and reserves the device to the desired group and profile. In addition to preparing the devices, an assessment has to be created for all group members. The preparation steps differ depending on whether you are using a Bodyguard or Bodyguard 2 device; below the instructions for both. Bodyguard 2 can be prepared in either way Firstbeat Bodyguard 2 1. Select Prepare devices in the start-up tasks in the assessment workflow. Note! If you have not yet downloaded the Firstbeat Uploader Plugin function to your computer, the program will ask you to do this now. Select Download plugin and follow the steps on page 11 of this guide (Firstbeat Uploader Plugin installation).

40 39 2. From the opening drop-down menu, select the devices that you want to prepare for this group. The list shows all the devices that are plugged into your computer s USB port. 3. Once you have selected the devices that you want to prepare, press Continue. The program starts the preparation process for these devices. 4. The devices have been prepared and if their batteries have been charged, they are ready to be given to the client. Press Close. Note! You can later view the devices that have been prepared for this group via the Prepare devices -tab. You can also release a prepared device here by selecting a desired device and pressing Release Firstbeat Bodyguard If you are using an older Bodyguard device, data upload is done via the Firstbeat Uploader. You can also follow these steps with Bodyguard Prepare the devices with the Firstbeat Uploader tool. Open Firstbeat Uploader from the icon on your desktop.

41 40 Note! If your computer does not have the Uploader software yet, you can install it according to the instructions on page The Uploader will open a login window. Sign in to Uploader with the same username and password that you used to sign in to the Firstbeat Analysis Server. 3. After plugging the device to the cable, select Search for device and then Search Firstbeat device. When the Bodyguard has been found, click Prepare device on the bottom left. 4. From the window that opens, select the Groups tab. Select the group for which you wish to prepare the devices and press Next.

42 41 5. Select the member of the group for whom you want to prepare the device and press Next. 6. The Uploader will run through the preparation steps automatically. The steps include setting the clock, emptying the device s memory and reserving the device. If the device is not fully charged, the Uploader will remind you to charge the battery. Note! The device has been charged long enough when the orange led has turned off. Charging the battery takes 1-2 hours, depending on earlier charge. 7. The device has now been prepared and if the battery has been charged is ready to be given to the client. If you wish to prepare other devices, plug in the next device and choose Prepare device for this group. Otherwise, close the view by selecting Close and close the Uploader by selecting Log out in the main view.

43 Uploading measurements to the server After the client has returned the device, the measurements in the device can be uploaded to the Firstbeat Analysis Server. The measurements can be uploaded directly on the server (Bodyguard 2) or with the Firstbeat Uploader software Firstbeat Bodyguard 2 1. Find the group assessment and select Load measurements from the main tasks. 2. From the view that opens up, select the Bodyguard model that you are using. In this case, press I m using Bodyguard 2. If you select that you are using another device, the program will instruct you to use Firstbeat Uploader. The directions for this are found in the next chapter. 3. The window that opens up lists all the devices that are plugged into the computer s USB port and the people for whom the devices have been prepared; the green check mark after the name confirms that the device has been prepared for this person. If you want to upload a measurement for some other member of this group, you will get a list of available people by pressing the small arrow after the name. You can view the measurements in the device and choose the ones that you want to upload by pressing Select/Edit.

44 43 Choose the measurements to be uploaded from the window that opens up. If you need to change the starting time of the measurement for any reason, you can do it by pressing Change. When the date/time is correct, select OK. When you have selected the desired measurements of all the devices plugged into the computer to be uploaded to the right people, press Ok in the Load measurements view. The measurement upload begins automatically. When the upload has been completed, you will get a notice that tells you where the measurement back-up files are automatically saved. Press OK.

45 Firstbeat Bodyguard If you are using an older Bodyguard device, data upload is done via the Firstbeat Uploader tool. You can also follow these steps with Bodyguard Upload the measurements to the Firstbeat Analysis Server with Firstbeat Uploader. Open the Uploader from the icon on your desktop. 2. The Uploader will open a sign-in window. Sign in to Uploader with the same username and password that you used to sign in to the Firstbeat Analysis Server. 3. After plugging the device to the cable, select Search for device and then Search Firstbeat device. When the Bodyguard has been found, click Load from device. 4. Select Upload with association, when you want to send the measurement to the person for whom the device has been associated.

46 45 Note! If you want to send the measurement to a person who has not been assigned to this group, click Select person and in the view that opens up, click Add new person. 5. Select the measurements to be uploaded. If the starting time is wrong, you can fix it here by double clicking the starting time and typing in the correct date and time. Then press OK. Note! There might be more than one measurement in the device if the recording has been interrupted during the measurement period. Select all measurements that belong to this assessment; the selected measurements are later combined into one segment. Note! If for some reason the measurement is later not found on the server or is accidentally deleted from there, copies of all uploaded measurements are saved on the computer s hard drive: (C:\Firstbeat Files\Firstbeat Uploader\<profile name>\loaded RR files). 6. The Uploader will inform you when the measurement has been uploaded to the server. Press OK. 7. Next the Uploader will associate the measurement with the person s assessment. Press OK. 8. When the measurement has been uploaded to the server and associated with an assessment, you will get a list of all measurements that have been uploaded and associated with a specific person. If you wish to upload measurements from another device, choose Load from another device. Otherwise, close the Uploader by choosing Close. In the Uploader s main view you can exit by clicking Log out.

47 Steps to perform after the measurement and editing measurements On the first day of the assessment, group members will receive an message from the server with a link that allows them to fill in the questionnaires and their personal and journal information. If a person does not receive the (because their address is not provided), it is possible for the specialist to fill in this information in the service. Personal and journal information are required for analysis. The specialist should check the information for each group member before creating reports, to make sure it has been appropriately filled. You can view the individual profiles of group members under the tab Assessments from the workflow. Before you can create reports, the person s Personal information, Journal and Edit measurements fields (under Assessments) must be saved to a Complete status (green). You can view / edit e.g. someone s Personal information by clicking the Edit tab by the desired person.

48 47 Checking the information and editing the measurement in group assessments is done in the same way as with individual assessments. You can find more detailed information about this under Individual assessments on pages You can view the Pre-questionnaires by clicking the Prequestionnaires tab in the start-up tasks from the workflow. The view that opens shows the group members and you can see if they have filled the pre-questionnaire or not. Click Open to view individual questionnaires. The pre-questionnaire is sent to the clients in the same with the personal information form (as long as the client s address has been entered for the profile). If the questionnaire has been completed, it shows up as Complete (green). You can turn off the pre-questionnaire function under the Administration tool System options. If the option is off, the Pre-questionnaire tab is hidden. Goals questionnaires are found under Goals in the main tasks. In the view that opens, you can see which group members have set goals. By clicking Open, you can view the set goals. The goals questionnaire is sent in the same as the personal information form (as long as the client s address has been entered for the profile). If goals have been set, the goals tab shows up as complete (green) for that client.

49 Creating reports When the information for the group members has been checked and the measurements have been uploaded and edited, you can create assessment reports. 1. Click Individual reports in the Workflow chart. You can only create Assessment reports and the Specialist report for people whose Personal information, Journal and Edit measurements steps have been saved to a complete state. The Pre-questionnaire report can be created if the Pre-questionnaire has been saved to a complete state. Click Create reports by the person for whom you want to make reports. Choose the language and the units to be used in the report. Alternatively, you can make the reports to all people at once by pressing Create all reports. A zip file is then made that includes a separate file for each person s reports. Note! The reports to be created can be chosen and the settings for individual reports can be edited in the same way as with individual assessments (pages 32-33). The same settings are found under the Create all reports option, and if you use this function, the same settings apply to all reports that are created. You can choose whether to include a Front cover, Booklet formatting, Notes page and Goals page. Booklet formatting allows you to print the reports into a booklet with a cover page, individual reports (page 1 +2) on the same spread, and a goals page on the back page. Printing to a booklet requires a printer / copy machine that supports booklet formatting.

50 49 If you don t want the person s name to show up on the report, check Print person identifier instead of name. In the end, decide what you want to do after the report has been created. You can open or save the reports or you can mail them to your own address. When the settings are done, click Save. Creating the reports takes a few moments. Typically the program will inform you that some new heart rate values were found in the measurement. The new values for each group member are listed in the table that opens up. If you want to use a new value in analysis (recommended for minimum heart rate), leave the check mark in the box Use new value next to the value that you are accepting and press Continue. If you not wish to use the new value, remove the check mark and press Continue. The program also recommends an automatic reduction of resting heart rate (by 2 beats) if a person has consumed alcohol on all measurement days, slept poorly or stated feeling stressed and not well in the pre-questionnaire. Note! In some situations, the program might falsely suggest a new maximum heart rate (typically between ). If you look at the heart rate graph in the Edit measurements view and can see that the high value comes from an artifact or that the heart rate never gets that high, you should remove the check mark from the Use new value box (i.e. you don t wish to use the new max heart rate value). Open or save the reports by selecting Open/save or Open/save all reports. Once you have created and opened/saved the desired reports, select Close. 2. Click Group reports in the Workflow chart.

51 50 The Group report will include all those individuals whose Personal information, Journal and Edit measurements have been saved to Complete in the Assessments view. Press Create group reports and choose the report language and measurement units to be used in the report. Lifestyle Group report is the actual summary of group results. Specialist group report is a helpful report for the specialist, summarizing each individual s information. Pre-questionnaire summary summarizes the results of the individual prequestionnaires anonymously. You can also send the reports to an address. Specify the desired report, click Send the reports and determine the address. In the end, press Create. The progress of report creation is shown in the window that opens up. Open or save reports by pressing Open/Save. You can also send the reports directly to an address. Select the desired report, click Send and specify the address and report language. In the end press Send.

52 Customer surveys After the Lifestyle Assessment, the customer survey can be sent to the client. The survey will allow clients to evaluate the measurement process. With the results of the customer survey, the service providers of the Lifestyle Assessment can measure and improve the quality of their service. The results are shown anonymously and they can be viewed via Customer survey function on the main page. You can send the feedback survey to your clients by choosing the Customer surveys tab in the Finalizing tasks. All the profiles of the group are listed in the window that opens up. If the report has been created to a profile, there is a check mark in the Send column. If the reports have not been created yet, there is a mention of it in the Note column. You can send the feedback survey also to the profiles that have no reports, by checking them in the Send column. When the selections have been done, click Send customer surveys. If there are over 10 profiles, you can view the results of the group s customer surveys via the Customer survey function on the main page. Note! The content of the customer survey is shown on page 35.

53 52 5. Appointments The Appointments system allows you to set and pick times for a feedback session directly via the Analysis server. The specialist can add free feedback times to the calendar, and after that the customers can choose a time that fits them. The appointments feature can be set on or off (default), and other settings for it can be specified under System options (Admin Administration). 5.1 Appointments calendar Appointments calendar is the specialist s personal calendar where feedback times can be set and edited. The calendar can be opened either from home page by clicking the Appointment calendar tab or by selecting Tools Appointments calendar. From the view that opens up, you can see all the free and booked feedback times. You can browse the calendar forward and backwards with either arrows or the date button on top of the calendar view.

54 Adding free times On the left side of the calendar view, you can add free times to your calendar. Choose the date and start and end times of the time period when you are available. The length of the available feedback session (what the customer sees) depends on the appointment duration that you have set to the assessment in question. If you want the same available time to repeat, select Repeat daily. Remember to also set the days of the week and the date until which this time is available. When the available time period is set, click Add. In the calendar view, you can now see the times that you added as a green blocks. You can delete the available times by clicking the menu tab in the green block. In the opening view, you can either remove a specific 15-minute period or the whole time block. In the same window, you can also make an appointment to your customer, if desired.

55 Appointments in individual assessments When creating a new assessment, you can choose if you want to use appointments or not. You can also choose the appointment duration in this view. When the appointments feature is in use, you can see the Appointments tab in the After Measurement tasks. In the view that opens up, you can see the state of the appointment request and the address where the request will be sent. The appointment request will be sent automatically when the report has been created. If you want to send the request now, click Send now. You can also pick a feedback time for your customer by clicking Pick time. When the appointment request has been sent, you can see the sending date in the Appointment window. If needed, you can re-send the request or pick a time for your customer. When the appointment has been made, the Appointment window shows you the reserved time and the phone number of the customer. You can cancel the appointment or change the appointment time in this view. Note! All changes made to the appointment (reserving a time or changing / cancelling the time) will be sent via to you and your customer. You will also receive an appointment invitation that you can transfer directly to your own calendar. The transfer can be made to the most common calendar applications (for example Microsoft Outlook or icalendar). If the appointment is cancelled, it can also be removed from your calendar via the that the server sends.

56 Appointments in group assessments When creating a new group assessment, you can choose if appointments are used or not. You can also choose the appointment duration in this view. There is an option to designate several feedback givers to the group. This allows group members to select a feedback time from all of their calendars. Add the desired feedback givers by clicking the Edit tab. When the appointments feature is in use, you can see the Appointments tab among the Finalizing tasks. In the view that opens up, you can see the list of group members and the state of their appointment request, as well as details of the reserved appointments. The list also shows the specialists whose calendars the customer can access or has reserved a feedback time from. The appointment request will be sent automatically when the report has been created.

57 56 You can view the details of a single appointment request and make changes to it by clicking the Edit tab. The functions in this view are same as under Individual assessments (see page 54). 5.5 Reserved times in the calendar view In your own appointments calendar, you can see the available times that you have added in green and the reserved times in red. You can add and delete available times, as well as view, cancel and change reserved times in this view. Click the menu button (circled in blue) to view appointment details or to cancel an appointment.

58 57 Under appointment details you can see the appointment date and time, specialist and client information. If you need to change the appointment time, you can select new times in the drop down list (circled with blue). When the time is changed, you and your customer will receive an confirmation. You can open the customer s assessment by clicking Open assessment. When cancelling an appointment, the server will send you and your customer an that informs you about the change. The message includes an opportunity to reserve a new appointment. Note! If the customer cancels the time, you will both receive an notification. The cancelled time will become free in your calendar. 5.6 Reserving a time for your customer If you want to reserve a feedback time to your customer, you can do it in the calendar view or under the customer s assessment. The appointment can be made in the calendar view by clicking the desired time and selecting Make appointment. You can choose the time either from the available times you have added or outside of them. Set the date and start and end times of the appointment. Add the customer s phone number in the requested field. The assessment can be selected from the list on the right side of the window. When all information is added, click OK. The appointment appears in your calendar. You and your customer will receive an with appointment details. The includes an appointment invitation that can be transferred to the most common calendar applications (e.g. Microsoft Outlook or icalendar).

59 58 When you are reserving the appointment in the assessment view, open the assessment in question and select Appointments. Select Pick time. Set the date and start and end times of the appointment as well as the customer s phone number in the requested field. When ready, click OK. The appointment now appears in your calendar. You and your customer will receive an with appointment details. The includes an appointment invitation that can be transferred to the most common calendar applications (e.g. Microsoft Outlook or icalendar).

60 59 6. Searching for assessments 6.1. Searching for individual profiles and assessments 1. After logging in to the program, select Assessments Individual assessments. Alternatively, you can write the person s name or address in the Quick search field. 2. When you use Quick search, the profile you were searching for opens up. If you used the path Assessments Individual assessments, you will first get the most recent profile you were working on. If you are looking for someone else, you can find them like this: Press Select profile.

61 60 The view that opens shows all the profiles on this account in alphabetical order (by last name). Search the desired profile by writing the name, address or identifier in the search field. Select the correct profile and press Select. 3. All assessments that have been created to this profile are listed here. Choose the assessment that you want and click Open. The assessment view looks like this. All measurements under this profile can be found under the Measurements tab. Here you can also change the starting time of the measurement, if needed, delete measurements, download them to your computer or them to your address.

62 Searching for groups and group assessments 1. After logging to program, select Assessments Group assessments 2. The view that opens shows all the groups on this account. Search the desired group by writing the name in the search field. Select the desired group and click Select. 3. You will get the main assessment view of the selected group.

63 62 7. Group reporting 7.1. Group report With group reporting, you can create group reports from completed projects, project groups and assessments. 1. Select Assessments Group reporting. 2. Press Create new on the lower left hand corner of the page. 3. Select individual assessments or groups to the group report by clicking Add groups or Add assessments. 4. In the Add assessments view, choose persons and their assessments by moving them to the column on the right. The assessments can be viewed and selected by clicking the arrow in front of the name. In the end, press OK. Note! You can filter the search by the person s name (write the name in the Search box), by a time period (define the time period with From/To fields) or by specialist.

64 63 5. In the Add groups view, select groups by moving them to the column on the right. All assessments under the selected groups are included in the group report. In the end, press OK. 6. The selected assessments can be seen in the Create group report view. If desired, you can hide assessments with an artifact (error) percentage above 15% and assessments with no sleep periods (circled with red in this screen shot). 7. Choose the desired language for the report as well as the reports that you wish to make (Lifestyle group report and/or Specialist group report and/or Pre-questionnaire summary) and press Create reports. If desired, you can also name the group reports e.g. by the group name (circled with blue on the picture above), to make it easier to find the desired report later.

65 Summary of the Firstbeat assessment Under the Group reporting tool, you can also create a Summary of the Firstbeat Assessment report that looks at the average results of the group in the areas of recovery, physical activity and questionnaires. The report can be created from the results of 1 or 2 assessments. If you include 2 assessments, the report will show a comparison of results / changes between assessments. 1. Select Assessments Group reporting. 2. Press Create summary of the Firstbeat assessment on the lower left corner of the view. 3. In the Create Summary of the Firstbeat Assessment -view you can choose profiles (persons) or groups by moving them to the right-hand column for reporting. Individual group members can be viewed by mouse clicking the arrow in front of the group name. In the end press Next.

66 65 4. Define the starting date of the 1 st assessment. The program will inform you how many assessments have been conducted to the selected group after this date. After this, you can choose whether you want to create the report based on 1 (upper option) or 2 (lower option; allows comparison between 2 measurements) assessments. Press Next. 5. The program will suggest the first assessments conducted to this group after the defined start date. If more than one assessment has been conducted after this date, you can select which assessments to include in the report. Select the desired assessments for each person (you will get a list by mouse clicking the arrow next to the date) and press Next. 6. Define the reporting options and if desired, send the report to your . When done, press Create report. Note! You can go back to the previous step at any point by clicking Previous. If you decide that you do not want to create a Summary of the Firstbeat Assessment, click Cancel.

67 66 8. Administration You can manage the following tasks under Administration. Specialist account management System options and system statistics Report design Assessment design The editing for these settings is done in the analysis server under Administration: Select Admin Administration on the front page Specialist account management Creating, editing or deleting specialist accounts 1. Select the Specialists tab. To add a new specialist, continue to step 2. To edit specialist information, continue to step 5. To delete specialists, continue to step To add a new specialist, press Add new. Note! In order to be able to add new specialists, the account must have free specialist accounts. 3. Write the address of the new specialist in the provided slot, select the default language and click Create new user account.

68 67 4. You will receive an notification about the new user account. The new specialist s username and password will be sent to the given address and the new user will be added to the list of specialists. 5. To edit the specialist s information, select the desired specialist and press Edit in the User information tab. 6. You can add an address, , phone number, organization, office, personnel group as well as default language. After adding the desired information, press Save. 7. To remove a specialist, choose the desired specialist and press Delete. Note! Under User log, you can view a particular specialist s events in a given time period. Select the specialist from the Specialist list and specify the time period by adding From and To dates or by selecting the desired period from the dropdown menu

69 68 Note! The Dependencies tab shows each specialist s current assessments. Select the specialist from the list. If you want to change assessments to another specialist, select the desired assessment, click Change and select the new specialist from the list that opens up Adding an office to User information Each specialist s office (branch) can be included under user information. This feature is helpful if you want to categorize invoices between offices, for example Office 1: 50 assessments, Office 2: 20 assessments etc. 1. Select the tabs Specialists and User information. 2. Click Offices. 3. Click Add new. 4. Enter the name of the office and click OK.

70 69 5. When you have added all the offices, click Save. Note! Listing the different offices allows you to itemize your invoicing by office.

71 System options and system statistics General options 1. Select the System options tab and then General. 2. Click Edit at the bottom of the page. 3. You can determine the measurement unit and the default date format in the user interface. Under Appointments, you can enable (or disable) the appointments feature. You can also determine the default length of the appointments and set a reservation limit, which means how many days of buffer there are between the opening of the reservation link and the 1st available appointment. In addition, you can include the Prequestionnaire in the assessment, if sending links to customers is allowed (as long as the address is provided) and if the links should be sent automatically on the start day of the assessment. Once you have made the changes, click Save. Note! Once saved, you will need to log-in again for the changes to take effect.

72 Customer branding Service provider logo You can add your own service provider logo to the system. The logo is shown on every page of the reports at the bottom left corner. 1. Select the System options tab and then Customer branding. 2. Click Upload under Selected logo. 3. On your computer, find the location where the logo is stored. Select the logo and click Open. Note! Photo file requirements of the logo: Format: JPG, PNG or GIF Width: at least 250 pixels Height: at least 120 pixels Size: Max. 1 Mt In the client s documents, the size of the space for the logo is 250x120 (width x height) pixels. In the reports, the space is approximately 150x50 pixels. Your logo will be automatically resized inside these spaces without changing the aspect ratio. Note! Due to the proportions of these spaces, a horizontal logo can utilize the space better and will have better quality than a vertical or square logo. 4. The logo has been added successfully. You can remove the logo by pressing Delete, or upload a new logo to replace the current one by pressing Upload.

73 72 5. You can specify where the logo should be displayed in addition to the report footer. Press Edit at the bottom of the page and click the desired options. Then press Save. Front page of the report booklet You can edit the front page of the assessment report booklet by adding an image of your choice to the system and/or editing the text on the front page. Edit front page booklet 1. Select the System options and Customer branding tabs. 2. To retrieve an image from your computer press Upload. 3. On your computer, find the location where the logo is located. Select the logo and click Open Note! Photo file requirements of the front page picture: - Form: JPG, PNG or GIF - Size: Max. 4 Mt If the image is placed on the upper half of the front page, it has about a 400x400 pixel area. If the image is placed on the whole front page, it has an 850x1150 (width x height) pixel area. Due to a higher DPI value (dots / inch) of a PDF file, it is recommended to use a much higher-resolution image than the reserved space. The picture is automatically scaled to the space without changing the aspect ratio.

74 73 4. The picture has been added successfully. You can delete the image by pressing Delete or download a new image to replace the current one by pressing Upload. 5. You can specify where on the front page the image is placed. Press Edit at the bottom of the page and select the image location (two options). Press Save. Texts on the front page 1. Select the System options and Customer branding -tabs. Click Edit at the bottom of the page. Click Edit and write the report booklet s header (title) in all languages. Then choose the header s color and font size. You can also customize the font for the person's name written on the front page. When done, press Save.

75 System statistics 1. Select the System statistics tab. 2. Select the time period for the statistics by specifying the From and To dates or by selecting the desired time period from the drop-down menu. 3. Under the Total tab are the statistics for the whole account during the selected time period, and under the Per specialist tab the statistics of each specialist. Select the name of the desired specialist from the list on the left. 4. You can create, save or open statistical reports by pressing the Create report tab.

76 Design report You can edit, add and remove self-designed report templates here if you have purchased the Custom report feature. When the assessment type is set to Custom assessment, you can select the designed report templates during report creation. 1. Select the Design reports tab. To add a new report template, proceed to step 2 To edit an existing report template, proceed to step 5 To delete a report template, proceed to step To add a new report template, click the Add new button. 3. Type the name of the report template in the provided slots. The name will appear as the report title, and also as a report option in the user interface. If the report will be created in different languages, you can type the report name in different language versions. Check the Publish box so that the new report template will appear in the report list under Custom assessments. 4. Select the modules that you wish to include in your report template. Click Preview to see what the module looks like. Once you have selected the modules, you can change their order with the Move up and Move down buttons. At the bottom of the view, you can see what the report template with the selected module looks like. Once a report template is complete, press Save.

77 76 5. To edit a report template, choose the desired template from the template list and press Edit. You can edit the report according to the instructions in steps 3 and To delete a report template, choose the desired template from the template list and press Delete. Note! Under the Design reports tab, you can preview the designed report templates and determine which templates have been published, i.e. will be listed as a report option when creating reports.

78 77 9. Device log Device log function shows use statistics and measuring history of each Bodyguard 2 device used in the account. History information helps specialists to keep track of the single device s route from the assessment to another. Device log can be found from the main page by choosing Tools Device log. The view that opens shows all the devices which have been used in your account. Device is added to the list after the measurement has first time loaded to the server from it. After first loading all the actions of the device in question will be registered to the history. Ongoing assessment column shows if the device is prepared to some assessment. If you want to view the assessment click Open (marked with blue). Device information can be viewed by choosing Open next to the desired device (marked with red). From the device information you can see the ID and the firmware version of the device, time of first use (the date when the device has been added to the list), number of the measurement done with the device, average and total duration of the measurements done with the device and average error percentage of the measurements done with the device.

79 78 Note! By comparing average error percentages of devices it is possible to track the faulty devices. All the measurements where the device has been involved are listed in the Device history table. From the history table you can also see the actions that have been done to the assessments or profiles in question. If you want to view some assessment more closely, click Open.