What is my dashboard?
The Dashboard is the first page users see after logging into Supervision Assist. Depending on the user's role, the Dashboard offers the most relevant information, updates, and progress charts to the user for currently-active training plans. The Dashboard can be accessed at any time, from anywhere in the application, by clicking the Supervision Assist brand in the main menu.
Program Coordinators
The Dashboard for program coordinators consists of the following tabs:
- Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it; typically, tasks assigned to program coordinators are of the "general" type, which means there is only text content and an optional attachment requiring your attention.
- Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee(s) has not yet completed it.
- Sites - This is where supervision sites that are added by others are listed as "unapproved". When you add a supervision site yourself, it is automatically considered as an approved site. Otherwise, when trainees add new supervision sites to the directory, these sites are labeled as "unapproved" by default and simply require that you approve of the site.
- Placements - Placement applications submitted by trainees are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.
- Live Sessions - This is where you will create Live Sessions or find Live Sessions shared with you. You can choose between three options for Live Sessions: Schedule a live Session, upload a Past Recorded Session, or schedule a Telehealth Session. Live Sessions shared with you will will be shown here for you to view.
In addition to the above tabs, the program coordinator's Dashboard displays at-a-glance progress charts for all currently-active training plans. The data in these charts is categorized by faculty supervisor and, when the faculty's name is clicked, progress data is broken down by each trainee associated with the faculty.
Faculty Supervisors
The Dashboard for faculty supervisors consists of the following tabs:
- Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it.
- Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee(s) has not yet completed it.
- Activity Log - This page lists activities from each trainee/intern working with you. You may select all entries (1) and then approve all hours (2), or click on an entry to get more information, make a comment, or request changes/deny an activity. Once you review the activity by either approving or denying it, it will no longer appear in this tab.
- Placements - Placement applications submitted by your trainees are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.
- Live Sessions - This is where you will create Live Sessions or find Live Sessions shared with you. You can choose between three options for Live Sessions: Schedule a live Session, upload a Past Recorded Session, or schedule a Telehealth Session. Live Sessions shared with you will will be shown here for you to view. You can view, timestamp and comment on any session shared with you.
In addition to the above tabs, the faculty supervisor's Dashboard displays at-a-glance progress charts for their trainees across all currently-active training plans. The data in these charts is categorized by trainee name, showing the number of hours logged in each of the activity categories and total time on-site.
Site Supervisors
The Dashboard for site supervisors consists of the following tabs:
- Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it.
- Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee(s) has not yet completed it.
- Activity Logs - When your trainees add new entires to their activity logs, their names will be listed in this tab. When a trainee is listed here, it means that there are new activity entries pending your approval. Once you verify all entries for a trainee, his or her name will no longer appear in this tab.
- Clients - When a trainee requests upload permissions for a client, the request appears in this tab for each of the clients he or she sent the request about. Once you enable uploads for a client, the trainee and client will no longer appear in this tab.
- Placements - Placement applications submitted by trainees requesting to work with you are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.
- Live Sessions - This is where you will create Live Sessions or find Live Sessions shared with you. You can choose between three options for Live Sessions: Schedule a live Session, upload a Past Recorded Session, or schedule a Telehealth Session. Live Sessions shared with you will will be shown here for you to view. You can view, timestamp and comment on any session shared with you.
In addition to the above tabs, the site supervisor's Dashboard displays at-a-glance progress charts for their trainees across all currently-active training plans. The data in these charts is categorized by trainee name, showing the number of hours logged in each of the activity categories and total time on-site.
Trainees
The Dashboard for trainees consists of the following tabs:
- Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it.
- Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee has not yet completed it.
- Placements - Placement applications you've submitted are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.
- Live Sessions - This is where you will create Live Sessions or find Live Sessions shared with you. You can choose between three options for Live Sessions: Schedule a live Session, upload a Past Recorded Session, or schedule a Telehealth Session. Live Sessions shared with you will will be shown here for you to view. You can view, timestamp and comment on any session shared with you.
- Insurance - This is where you will upload your proof of up to date Liability Insurance.
In addition to the above tabs, the trainee's Dashboard displays an at-a-glance progress chart showing the number of hours logged in each of the activity categories and total time on-site, broken down by each placement when more than one exists.