Step 2: Review Placement Applications & Sign Required Forms (if applicable)

Review/Approve Placements from Dashboard

To easily approve placement applications submitted by trainees directly from the dashboard, take the following steps:

On the dashboard, click on the Placements tab. A red icon will be displayed with the number of placement applications ready for approval.
On the Dashboard, the Placements tab will show a notification icon.
1. Click on the Placements tab and click Start for each agreement on your trainee’s application.

Placement Application Page

To get a more complete overview of you Trainee's placement application progress you may wish to view the Placement Application Page

On the main menu, click on Supervision > Placement Applications.

💡 Tip: On the Placement Applications page, filter placement applications by their status, recurrence, or by search. Typically, the 'Ready' forms are reviewed first.

Approved: Applications that have already been approved
Ready: Applications that have all forms completed and are ready for review/approval.
Submitted: Applications that a trainee has made, but has a missing form.

On the Placement Applications page, select the desired placement application.
On the Placement Application Details page, review student, supervision site, and supervisor information.

💡Tip: The student profile, supervisor profile, and compass icons may be clicked and will show their detail pages.

In the Required Forms section, all forms that have been completed will have a green check mark, and all forms that have NOT been completed will have a red X. To view any submitted forms, click on Submitted (xx/xx/xxxx).

When a red X is present in the Application Status section, refer back to step 3 or 4 to review a training, supervisor, and/or required form that needs to be addressed.

💡Tip: At the bottom of the placement application is a + Add a Comment. This may be useful if an application is missing any items. Messages will send an e-mail notification to the student, supervisor, and assigned faculty that a comment has been left.

Training Plan Details

The Training Plan details page provides a good luck to review any students who are missing a placement application.

On the main menu, click on Supervision > Training Plans
On the Training Plans page, select the Training Plan you wish to review.
On the Training Plan Details page, select "Trainees"
The Trainee table will show all Trainee's in a training plan along with any approved placements.