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Liaison

Manage Locations and Supervisors

This page applies to [CAS NAME] institutional administrators.

Overview of [Training Site]s 

[Training Site]s are community partner sites where a [trainee] completes the activity.

Add a [Training Site]

  1. Click Training.
  2. Click [Training Site]s.
  3. Click Add a [Training Site].
  4. Type and select an existing [training site] or enter a new one.
  5. Complete all required fields.
  6. Under Location Type, select the [training site] that best matches.
  7. Under Issue Area, select all applicable areas for the [training site].
  8. Under Supervisors, link the appropriate supervisor to the [training site].
  9. Click Save.

Deactivate a [Training Site]

If your program no longer works with a [training site], you can mark it as inactive. This does not affect any [placement]s or activities previously logged by your [trainee]s but does prevent [trainee]s from selecting the [training site] for new [placement]s and activities.

  1. Click Training.
  2. Click [Training Site]s.
  3. Use the filter options to narrow your results, if needed.
  4. Under the Name column, click the [training site] name.
  5. Under the Status drop-down, select Inactive.
  6. Click Save.

Overview of Supervisors

Supervisors can review and approve [trainee] activities and complete forms and evaluations in [CAS NAME]. You must first create the supervisor's account before they can access their [trainee]s in [CAS NAME]. [CAS NAME] then sends the supervisor an automatic email invitation.

Supervisor Statuses

You can identify a supervisor's registration and account statuses in the Supervisors section. To find the status:

  1. Click Training.
  2. Click Supervisors.
  3. Click on the supervisor's name.
  4. View the registration status at the bottom.
Registration Status
  • Not Invited: you created the supervisor's account, but the registration email was not sent yet to the supervisor.
  • Invited: you created the supervisor's account and the registration email was sent, but the supervisor has not logged in to [CAS NAME] to register their account.
  • Registered: the supervisor logged in to [CAS NAME] and registered their account.
Account Status
  • Active: [trainee]s can select this supervisor when adding activities or creating [placement]s.
  • Inactive: [trainee]s cannot select this supervisor when adding activities or creating [placement]s.

Add a Supervisor

  1. Click Training.
  2. Click Supervisors.
  3. Click Add a Supervisor.
  4. Complete all required fields. Supervisors can complete their profile information when they log in to their account. If you do not require the supervisor to complete certain fields, enter N/A.
  5. Under [Training Site]s, select which [training site]s a supervisor is linked to.
  6. Click Save.

Once you've added a supervisor, they'll receive an automated email inviting them to set up their account. To avoid any confusion on their part, we recommend you use the following template to email supervisors ahead of time to let them know about [CAS NAME] and to expect this email. We also recommend you periodically review new supervisor accounts to ensure they have been activated, and if not, you can always re-send the email invitation or email them separately.

New Supervisor Template Email

Dear Supervisor,

We are pleased to announce that we will be partnering with [CAS NAME] to better manage our [trainee]s’ [experience]s and data. This change means that we will be replacing our current tracking process with [CAS NAME]’s online management capabilities. [Trainee]s will use [CAS NAME] to log their activities and submit those activities to you for approval. Additionally, you'll use [CAS NAME] to view or complete forms and evaluations.

As part of this transition, we need your help! You'll be receiving an email invitation from [CAS NAME] to sign up for your free supervisor account, which will take less than five minutes. Because we are moving quickly to get this software implemented, we ask that you log in and complete your account set-up within five business days of receiving that email.

Once you’ve set up your account, [trainee]s will be able to submit activities to you for approval and you'll be able to receive forms and evaluations. Each time a [trainee] submits activities, you'll receive an email notification with a link taking you directly to your account. We strongly encourage you to review the Quick Start Guide for Supervisors and reach out to customer service if you need technical assistance.

If you have any questions, please do not hesitate to contact us.

Update a Supervisor Account

You can only update a supervisor's account, including changing their email address, if they have not completed their account setup. The supervisor's Registration status must be Invited.

  1. Click Training.
  2. Click Supervisors.
  3. Use the filter options to narrow your results, if needed.
  4. Under the Name column, click the supervisor's name.
  5. Update any fields, as needed.
  6. Click Save or Save and Resend Invitation to send a new email invitation.

Resend an Email Invitation

[CAS NAME] automatically sends supervisors an email invitation. If the supervisor doesn't receive an email invitation, recommend that they:

  • Check their spam and junk folders.
  • Contact their IT department and safe-list [no-reply@time2track.com].
  • Confirm with you that their account is set up with the correct email address.

To resend an email invitation:

  1. Click Training.
  2. Click Supervisors.
  3. Use the filter options to narrow your results, if needed.
  4. Under the Name column, click the supervisor's name.
  5. Confirm the correct email address is listed.
  6. Click Save and Resend Invitation to send a new email invitation.

Deactivate a Supervisor

If your program no longer works with a supervisor, you can mark that supervisor's account as inactive. This does not affect any [placement]s or activities previously logged by your [trainee]s but does prevent [trainee]s from selecting the supervisor for new [placement]s and activities. Note that you cannot delete a supervisor's account.

  1. Click Training.
  2. Click Supervisors.
  3. Use the filter options to narrow your results, if needed.
  4. Under the Name column, click the supervisor's name.
  5. Under the Status drop-down, select Inactive.
  6. Click Save.
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