Coordinator Start Guide
- Step 0: Testing Supervision Assist with your Sandbox
- Step 0: Customization Settings
- Step 0: Review Student Account Payment Methods
- Step 1: Creating Training Plans
- Step 2: Inviting Users into Supervision Assist
- Step 2.1: Inviting Coordinators/Staff
- Step 2.2: Inviting Faculty Supervisors
- Step 2.3: Inviting Students / Trainees
- Step 2.4: Inviting Site Supervisors
- Step 3: Placement Applications & Site Directory
- Step 3.1: Approving Placements
- Step 3.2: Confirming Liability Insurance
- Step 3.3: Adding Supervision Site(s) (optional)
- Step 4: Testing Supervision Assist with Sample Accounts
- Step 5: Assigning New Training Plans / Next Semester Setup
- Step 6: Marking Students as Graduated / Inactive
- Step 7: Viewing Evaluation Reports
- Tasks / Emails / Live Sessions / etc
- Introduction E-mail Templates and Series