Supervision
Supervision and Supervision Settings
9 articles
Supervision: how it worksAn overview of the supervision module — supervision rules, supervisors, and where to monitor supervision.
Creating a supervision ruleDefine which staff need supervision, who can supervise them, and under what conditions.
Supervision rules: who needs supervisionThe "supervised users" section of a supervision rule — which staff need supervising, and on which shifts.
Supervision rules: who can superviseThe "supervisors" section of a supervision rule — who is eligible to supervise and where they must be working.
Seeing supervision on the rosterHow to spot who needs supervision on the roster using the eye icon.
Assigning or changing a supervisor on a shiftHow to assign, change, vacate or cancel a supervisor for a supervised staff member on a shift.
How to add Ad-hoc Supervision to a shift/slotThis guide outlines the process for adding an ad-hoc supervisor to a shift or slot, which is useful when a supervision requirement is not part of the standard roster template.
Tracking unsupervised staff on the dashboardUse the admin dashboard to find and resolve staff who currently have no supervisor.
Supervision in reportsHow supervision status appears in shift reports and how to filter by it.