What is my dashboard?

The Dashboard is the first page users see after logging into Supervision Assist. Depending on the user's role, the Dashboard offers the most relevant information, updates, and progress charts to the user for currently-active training plans. The Dashboard can be accessed at any time, from anywhere in the application, by clicking the Supervision Assist brand in the main menu.

Program Coordinators

The Dashboard for program coordinators consists of the following tabs:

  1. Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it; typically, tasks assigned to program coordinators are of the "general" type, which means there is only text content and an optional attachment requiring your attention.
  2. Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee(s) has not yet completed it.
  3. Sites - This is where supervision sites that are added by others are listed as "unapproved". When you add a supervision site yourself, it is automatically considered as an approved site. Otherwise, when trainees add new supervision sites to the directory, these sites are labeled as "unapproved" by default and simply require that you approve of the site.
  4. Placements - Placement applications submitted by trainees are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.

In addition to the above tabs, the program coordinator's Dashboard displays at-a-glance progress charts for all currently-active training plans. The data in these charts is categorized by faculty supervisor and, when the faculty's name is clicked, progress data is broken down by each trainee associated with the faculty.

Faculty Supervisors

The Dashboard for faculty supervisors consists of the following tabs:

  1. Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it.
  2. Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee(s) has not yet completed it.
  3. Objectives - This is where submitted objectives are listed when your trainees send them to you for review. Objectives require the reviewer (you) to approve (or deny) the trainee's submission before it can be considered completed. Once you review the objective by either approving or denying it, it will no longer appear in this tab.
  4. Goals - Goals, or training standards, are groups of objectives associated with a trainee's training plan. When a trainee is listed in this tab, it means that he/she has submitted a goal for you to review.
  5. Placements - Placement applications submitted by your trainees are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.

In addition to the above tabs, the faculty supervisor's Dashboard displays at-a-glance progress charts for their trainees across all currently-active training plans. The data in these charts is categorized by trainee name, showing the number of hours logged in each of the activity categories and total time on-site.

Site Supervisors

The Dashboard for site supervisors consists of the following tabs:

  1. Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it.
  2. Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee(s) has not yet completed it.
  3. Activity Logs - When your trainees add new entires to their activity logs, their names will be listed in this tab. When a trainee is listed here, it means that there are new activity entries pending your approval. Once you verify all entries for a trainee, his or her name will no longer appear in this tab.
  4. Objectives - This is where submitted objectives are listed when your trainees send them to you for review. Objectives require the reviewer (you) to approve (or deny) the trainee's submission before it can be considered completed. Once you review the objective by either approving or denying it, it will no longer appear in this tab.
  5. Clients - When a trainee requests upload permissions for a client, the request appears in this tab for each of the clients he or she sent the request about. Once you enable uploads for a client, the trainee and client will no longer appear in this tab.
  6. Placements - Placement applications submitted by trainees requesting to work with you are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.

In addition to the above tabs, the site supervisor's Dashboard displays at-a-glance progress charts for their trainees across all currently-active training plans. The data in these charts is categorized by trainee name, showing the number of hours logged in each of the activity categories and total time on-site.

Trainees

The Dashboard for trainees consists of the following tabs:

  1. Assigned to You - This is where tasks that are assigned to you by others are listed. If a task appears in this tab, it means the task is "open" and still incomplete. Depending on the type of task assigned, there are several possible ways of completing it.
  2. Assigned to Others - Tasks that you create and assign to others are listed here. If a task appears in this tab, it means the task is "open" and the assignee has not yet completed it.
  3. Placements - Placement applications you've submitted are listed here, and remain in this tab until they are approved or denied. Placement applications shown here are labeled as either "submitted" or "ready" (when all required agreements have been completed). Once approved (or denied), the placement application gets removed from this tab.

In addition to the above tabs, the trainee's Dashboard displays an at-a-glance progress chart showing the number of hours logged in each of the activity categories and total time on-site, broken down by each placement when more than one exists.

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