WhoSupervisors, for their own active supervisees
WhereThe Contacts with ... and Status of ... lists at the bottom of the Supervision screen
FirstClick the supervisee in the Supervisees list
Contacts
The list shows every supervisor's contacts with the supervisee, newest first: date, Supervision / Other, description, hours, and who filed it.
- Click the supervisee, then any line of the Contacts list.
- Choose (or click a contact and choose Edit Contact / View Contact).
- Fill in Contact Date, Supervision or Other, Description (from the list), Hours (e.g. 0.5 for 30 minutes) and a Note.
- Click Save.
The form also shows your supervision hours with this supervisee and the hours of all supervisors together.
Supervisee Status
- Click the supervisee, then any line of the Status list.
- Choose (or click a status and choose Edit Status / View Status).
- Choose the Status, enter Start (and End) date and time and a Note.
- Click Save.
These are the same statuses as System › Employees › Status.
PsyTrace checks
- Contact Date is filled in and not in the future; Description is chosen.
- Hours: 0 to 24; a Supervision contact needs more than 0.
- Only the supervisor who filed a contact can change it; others see it read-only.
- Contacts cannot be deleted. Every save is in the audit trail.