Step 0: Initial Setup & Customization

There are a few settings you may wish to review as you begin customizing Supervision Assist for your program. Several settings are controlled directly on your Organization Settings page, while others are set up in collaboration with your Account Manager.

Admin Side Customization

The following areas of customization are done in collaboration with your Account Manager:

1. Placement Application Forms
2. Evaluation Forms
3. Activity Log Customization
4. Setting up Single Sign-On (SSO) for your Institution

Organization Settings

Access this page by selecting Organization from the top menu, then My Organization.

1. Upload New Logo. Upload your university logo to display it throughout the site.
2. Edit Details. Under Organizational Details, change the name, description, default time zone, address, and contact information.
3. Assign New Owner. Transfer ownership if you need a new main contact for the Clinical Coordinator position. The organization owner is listed as the coordinator contact for trainees and receives notifications of any Supervision Site placements.
4. Edit Settings.
   1. Payment Options. Controls whether trainees can purchase their own Access Passes, only use bookstore purchased codes, or the organization covers them.
   2. Supervision Profile Requirements.
      1. Not Required. The supervisor is not prompted to complete their supervision profile.
      2. Required (Prompt). The supervisor sees a reminder on their dashboard to complete their supervision profile.
      3. Required (Strict). The supervisor is redirected to complete their supervision profile immediately upon login.
   3. Placement Options.
      1. Require Individual Insurance. Adds an individual liability insurance requirement to each application. A trainee can upload proof of insurance with a date range, and it is attached to any applications within that range.
      2. Allow Trainees to Create Supervision Sites. Controls whether trainees can enter new site information and send it to a coordinator for approval during the placement process.
      3. Allow Coordinators to Assign a Placement. Allows coordinators to assign trainees to supervisors, sites, and plans.
      4. Allow Trainees to Request a Placement. Allows trainees to request a placement with a site and/or supervisor.
      5. Allow Trainees to Change a Placement's Supervisor. Allows trainees to change to a different supervisor if the current supervisor has not filled out any forms.
      6. Allow Trainees to Request Training Plans. Allows trainees to request placement in a future training plan. [Verify UI label: article currently says "trainee plans."]
      7. Archive Placements Created [Before X]. [Verify exact UI label.] Moves applications on the Trainee Placements page to an archive area after a set period. Archived applications remain fully accessible; they are simply moved to a separate page to reduce clutter.
   4. Live Sessions Retention Policy. How long Live Session recordings are retained before being archived and disposed in a HIPAA compliant manner.
   5. Custom Dynamic Words. The terms "trainee", "supervisor", "faculty supervisor", and "supervision site" are used throughout the site. If your program or department uses different terminology, you can change these. For example, a social work program might use student, field instructor, faculty, and agency. Changes apply everywhere on the site.