Step 1: Creating Training Plans

Introduction

Training Plans are assigned to trainees in Supervision Assist to define the expectations and requirements for their practicum or internship experience. They serve several key functions:

  1. Placement Application Setup

    Designate which forms are required for students to complete and submit a placement application associated with the training plan.

  2. Activity Log Setup

    Specify which activity types students may use to log hours during the training period, and set minimum hour requirements as needed.

    (See: Activity Log Customization Guide)

  3. Training Evaluation Setup

    Enable or disable required evaluation forms per training plan. Forms can also include due dates to trigger automatic reminders for users. (Feature update coming soon.)

  4. Streamlining Reporting & Accreditation

    Training Plans ensure accurate tracking and make it easy to generate reports on hours, forms, and evaluation completion—supporting accreditation and program compliance.

đź’ˇ A student may have only one training plan assigned for a given date range. This training plan may have one faculty supervisor with no limits on site supervisors.

Step 1: Creating Training Levels

Training Levels are used to organize training plans. For example Practicum or Internship training levels. If you wish to add/modify your training levels please follow the steps below:

  1. From your dashboard click Training then Training Plans.
  2. Make sure you are on the Training Levels tab.
  3. Click Create Training Level and name your new training level.
  4. Save

Step 2: Creating a Training Plan

  1. From the main menu, click Training then Training Plans.
  2. On the Training Levels page, select a training level to view its previously-created training plans, if any.


  1. Click +New Plan to create a new training plan in the corresponding training level.

  2. Once a training plan is created, you can edit its fields again by clicking the Settings button, then Edit. All fields can be customized to meet your program’s unique needs.


Step 3: Placement Application Setup

Placement Application requirements are setup per Training Level and determine which group of forms are required for Placement Application under that training level. The Active Requirement determines which group of forms will be required for in-progress or new placemement aplications.


If you wish to change the required forms for current and already completed placement applications follow the steps below.


  1. From your dashboard click Training >Training Plans.
  2. On the Training Levels tab choose the desired level to work with.

  1. Click the Placement Requirements tab.
  2. Click Edit.

  1. Toggle on required documents and off any unneeded.


Step 4: Activity Log Setup

Follow the steps below when students cannot see an activity in the drop down:

  1. Click on Training then Training Plans.
  2. On the Levels tab click on the affected Training Plan.
  3. You will notice that the Training Plan will show a Zero in the middle instead of the necessary activities.
  4. Click Edit Plan to the right of the Training Plan.
  5. Under Add Activity Type drop down choose the activities to be added and the required times.

  1. Click Save

đź’ˇ If an activity type is not added to a training plan, trainees will not be able to create hours under that activity type.

Step 5: Training Evaluation Form Setup

Coordinators now have the ability to toggle forms on and off for all training plans. Follow the steps below to toggle your forms:

  1. Click Training then Training Plans
  2. Pick the Training Plan
  3. Click the Training Forms tab

  1. Click Edit Forms drop down
  2. Toggle on or off any forms associated with the chosen training plan.

  1. Save