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Record a supervision or appraisal

For Senior, Manager, Owner

  1. Open Home, then Staff, then Supervision & Appraisal Log.
  2. Tap Log a supervision or appraisal (just Add on a phone).
  3. Pick who it was with, the type and the date, and write what was covered. Use initials for residents.
  4. Save it. Any actions agreed go on Actions from supervisions.
  5. A Manager then opens Actions from supervisions, taps the three dots on an action and picks Send it to the Actions board.

Actions from supervisions stay off the Actions board until a Manager sends one there. They’re between two people, and the next supervision starts by going through them.

When it’s done

The supervision is on the log, and their next one is due from that date. A sent action says Sent to the Actions board.

If it doesn’t work

  • You can’t open the log: it’s for Seniors and above, because it holds what was said.
  • There’s no Send it to the Actions board: only a Manager or the Owner sends actions, and only once.
The Supervision & Appraisal Log, with Log a supervision or appraisal.