Add Session

Schedule and plan upcoming sessions. Enter all required information: general information, performer and forms.

Schedule Session 
General Information 
Performers and Forms

Access the Data Collection section from the Pinnacle menu.

Schedule Session

1. Click Scheduled Sessions tab.
2. Click Add Session button.
   

   Note: the Add Session button displays in the middle of the page if no sessions are scheduled. 

   
   
   
   
   

3. The Session information page displays: General information and Performers & Forms.
   
   

General Information

1. Enter General Information.
   
   

• Supervision Session Date
• Supervision Session Start Time
• Classification
• Method - In-Person, Remote
• Supervision Type - Individual, Group, N/A
  • If N/A is selected, the session will NOT be included in any Experience Tracker logs.
• Activity Category - Restricted, Unrestricted, N/A
  • If N/A is selected, the session will NOT be included in any Experience Tracker logs.
• Client present - No, Yes, N/A
  • If N/A is selected, the session will NOT be included in any Experience Tracker logs.
• Setting

Performers and Forms

1. Click Performer filter dropdown and select desired employee. 
2. Click Forms search field and select desired form(s).
3. Click Add Performer link to select additional performers.
   
   
    
   More information on Performers & Forms
   

   • Performers are active employees in your network. They are who you will be observing and supervising during the session.
   • A minimum of one performer is required to create a session.
   • A maximum of ten performers can be selected for a session.
   • Duplicate performers cannot be added.
   • One form per performer is required, but there is no limit to the number of forms that can be added for each performer.
   • Forms are specific to each performer. For example, if all performers need to be observed using Form A, add  Form A to each performer.
   • Duplicate forms cannot be selected for the same performer. For example, Bob can only have one Form A.
     
     

   Note: Click on these links for more information on forms.
   Forms - Overview
   Add Group
   Add Form to Group
   Edit Group Name
   Delete Group
   Add Form
   Edit Form
   Delete Form
   Clone Form
   Share Form
   Measurements
   Publish Form
   

4. Click Schedule For Later or Start Now buttons to save session on the schedule.
   • Schedule For Later button - session displays on Scheduled Sessions to be started at a future date.
   • Start Now button- active session opens on the In Progress tab and user has the ability to start the Session.
     
     

     Note: Click link for more information on starting sessions.
     Start Session

     
     

[Back to Top]