Step 1: Creating Training Plans

Training Plans are used in Supervision Assist to:

(1) Set hourly requirements for Direct Client Service, Indirect Client Service, Individual Supervision, Group Supervision, and Total On-Site Hours.

(2) Organize Trainees into groups. Trainee groups have a training date range and their label is used throughout the site. Universities often label their groups by their class names. 

Creating Training Levels

Training Levels are currently set up by the Supervision Assist staff. They are used to organize training plans and to determine which pricing packages (if used) a student is required to purchase. These levels will be added during your SA customization. Please contact SA Staff at help@supervisionassist.com if you wish to add/modify your training levels. 

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

4. 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.

   

Creating a Training Plan for Next Semester

1. From the main menu, click Training then Training Plans.
2. Click a training level to expand it and view its previously-created training plans, if any.

3. Click on the Settings button, then Duplicate.

   

4. On the Edit Training Plan Settings page, create a new training plan and start dates for the next semester (i.e. Practicum I Fall 2024), then click Save.

   

5. To keep the old Training plan in your records, click on the Settings button, then Archive. This will remove it from any drop-downs as a current training to select.