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. Click a Training Level tab to expand it and 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 Review button arrow and selecting Settings. All fields can be customized to meet your program’s unique needs.
  5. Finally, click Review to continue to the Manage Training Plan page, where training units and objectives are set.

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. From the Review drop down select Duplicate

  4. Create a New Training Plan and start dates for the Next Semester (i.e. Practicum I Fall 2019)
  5. Select the drop-down from your old Training Plan and hit Archive. This will keep the Training plan in your records, but remove it from any drop-downs as a current training to select.

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