Activity Log Clients Guide

Browse Activity Logs by Client (Student)

To view all activity log entries a trainee has entered for a particular client:

  1. If a student, from the main menu, select Training and then Clients.
  2. In the Clients page, click on a client code dropdown arrow to expand and view any entries. 

Browse Activity Logs by Client (Faculty & Supervisor)

To view all activity log entries a trainee has entered for a particular client:

  1. From the main menu, select Supervision and click Clients.
  2. In the Clients page, select the trainee’s name from the right-hand dropdown.
  3. The trainee’s clients and associated entries are then displayed. 
  4. Click any client code dropdown to see all of the activity log entries.

Browse Activity Logs by Client (Faculty & Supervisor)

If you have obtained proper client release forms to upload session videos or client data, your site supervisor can enable uploads with a client by clicking enable uploads on the dashboard.  

*You can also add new clients when creating a direct service activity log entries. 


Student Upload for Client Attachments and Forms

The following guide is for uploading client information or forms to Supervision Assist. 

  1. Complete the HIPAA Course on your dashboard to gain access to upload in Supervision Assist. 

  2. Click on Training > Clients.
  3. If your Site Supervisor has not automatically approved you to upload files you may request permission to upload files for a client

    1. Select Request Upload Permission for the client code

    2. Your site supervisor will receive a notification and may approve or deny your request

  1. Select Add Attachment under the applicable client code.

Supervisor - Allow Client Uploads for a Student

Supervision Assist allows uploading client documents and videos to HIPAA-secure online storage. After a trainee completes the HIPAA Training Objective, they may ask permission to upload a client’s files online. The supervisor may choose between the following upload settings shown below. 


Client Upload Permissions

  1. Select Supervision and Clients
  2. In the Clients tab, click the trainee-client entry for which to enable uploads.
  3. Select the appropriate training using the blue drop-down list
  4. Select the appropriate client settings.

Granting Upload Permissions

Upload permission requests will be sent to your dashboard for review.