Once the Supervision module is enabled within your instance, a few new sections will appear: the 'Supervision' dashboard, 'Supervision Type' and 'Supervision Status' configuration pages.
Defining Supervision Types
First, 'Supervision Types' need to be defined within the module. Supervision Types refer to the type of supervision program that you run and can be added by using 'Add Type'. A few examples of probation types include:
Defining Supervision Statuses
Statuses represent all the 'states' that a supervision event might be in and should reflect every potential stage that must be documented.
For example, a misdemeanor probation program might include the follow statuses:
Active
Concluded
Pending Revocation
Revoked
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Consult Aguardion support for current best practices prior to configuring this section.
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Note that Supervision requires no configuration at the Agency level.
Creating a Supervision Event
Creating a Supervision Event mimics the functionality used to create a standard Monitoring Event and should be easily picked up by anyone familiar with the basics of the Aguardion platform. Navigate to the 'Supervision' dashboard and select 'Add Supervision Event'. Select the relevant information and 'Save' to create the event.
Supervision Event Page
Event Details
Event details provide an overview of the Supervision Event. Unlike Monitoring Events, 'type' and 'status' do not initiate any automated workflows and can be changed at will based on your organization's internal SOP.
Appointments
'Appointments' allow you to record client check-ins: when submitting a check-in, you will be prompted to enter case notes. The Supervision module doesn't support automated scheduling at this time.
Notes List
Notes functionality mimics the functionality found in other modules.
Invoices
Invoice functionality mimics the functionality found in other modules.
Other Events
'Other Events' will list active drug testing or monitoring events for the client.
Concluding a Supervision Event
SOP for concluding an Event will vary depending on program needs and configuration: supervision statuses do not initiate any automation at this time.