Requesting New Evaluations or Edits

New evaluations and edits to existing evaluations are set up in collaboration with your Account Manager. Form changes are typically done within a few days of request, but may take up to two weeks depending on demand. You may either e-mail the requests to your account manager, help@supervisionassist.com, or submit your request through a form.

Requesting a New Evaluation

1. Send us your form in one of the following formats:

A link to an existing electronic form
Form questions in a Word document
A PDF of the form

If your document does not include response options, please also tell us the rating scale or answer choices for each question or section (for example, 1 to 5, Meets Expectations / Does Not Meet, Not Observed).

2. Include the configuration details below for each evaluation, along with which program(s) it applies to:

Evaluation Name: The title as it should appear in Supervision Assist.
Submitter(s): Which user completes the form (Student/Trainee, Faculty Supervisor, Site Supervisor, Coordinator).
Assessing: Who the form evaluates (the submitter themselves as a self-evaluation, Student/Trainee, Faculty Supervisor, Site Supervisor, Supervision Site, Program).
Viewable By: Who can see the results of the completed evaluation (Student/Trainee, Faculty Supervisor, Site Supervisor, Coordinator).
Notified: Who, if anyone, receives an email notification when the evaluation is completed (Student/Trainee, Faculty Supervisor, Site Supervisor, Coordinator, or none). We typically recommend notifications only when you are sure a user will want an email every time the form is completed.

Example

Site Supervisor Evaluation of Trainee

Submitter: Site Supervisor
Assessing: Student/Trainee
Viewable By: Student/Trainee, Faculty Supervisor, Site Supervisor, Coordinator
Notified: Student/Trainee

Trainee Evaluation of Site Supervisor

Submitter: Student/Trainee
Assessing: Site Supervisor
Viewable By: Student/Trainee, Faculty Supervisor, Coordinator
Notified: None

Requesting Edits to an Existing Evaluation

Contact your Account Manager with:

The name of the evaluation as it appears in Supervision Assist
The specific changes you need (question wording, response options, sections added or removed, or changes to the settings above)
When the changes should take effect

Note: Minor changes like grammatical updates, typo changes, and removing a question may be handled with editing an existing evaluation. Larger changes like changing rating scales, moving sections, adding new questions will by creating an updated version of the form.

Evaluations already assigned or completed keep the version of the form they were created with; the updated version applies to evaluations assigned after the change.