Create Student Portfolio/Folders for Accreditation
Step 1: Prepare Folders on your Computer.
- Create a folder on your computer for Student Files.
- Create a folder on for each student that you will be using for a student file.
- (Optional) Create a Folder for Practicum and Internships.
Step 2: Create Activity Log Reports
- Navigate to the Trainee Details page by selecting or searching a student's name.
- Select the ActionsTab.
- Select View Activity Log.
- Under the calendar, select Training Reports > Custom Training Report button. You can use the Individual Report to create a report for each training plan or the Aggregate Report to summarize hours across all training sessions.
Step 3: Download Placement Application Paperwork.
- Select the Training > Placement Applications.
- Select a placement application.
- Click the Review button on the top right of the page. This will load all forms onto one page.
- Click the dropdown in the right corner to choose Print.
- Select Save as PDF.
- If applicable, select the Current Training tab and do a similar process.
- Add to the appropriate folder.
Step 4: Download Evaluations.
- Select the Evaluation tab on the Trainee details page.
- Select View All to download all evaluations for a Training Plan.
- Select Print > Save as PDF.
- Save the files to the appropriate folder.
Following these steps should allow you to create a folder with almost all data within Supervision Assist.