Your dashboard lists what needs you next.

Questions about dashboards

Do supervisors and supervisees see the same dashboard?

No. A supervisor sees action items across their supervisees: upcoming meetings, timesheets pending signature, unsigned notes, unpaid invoices, pending supervisee signatures and, when there are any, unbilled meetings. A supervisee sees their plan and hours, this month's numbers, their next meetings and the tasks waiting on them.

Where do the hour totals on the dashboard come from?

From approved timesheets and approved transferred hours, in the five categories, counted against the hours required on the supervision plan. The same records feed the exported hours summary.

How do supervisors track every supervisee's progress?

The dashboard shows what needs the supervisor across all of them. Each supervisee's hours, goals and notes are on their own record, one click from the dashboard.

Can an owner or admin see the whole organization?

Yes. Owners and admins see an Organization Overview with the number of supervisors and supervisees, invoices processed this year, and forms and templates. If they also supervise, their own action items appear above it. The Supervisees page lists every supervisee in the organization.

Does the dashboard show my external calendar?

It shows the supervision meetings scheduled in Guidara. A supervisor can sync them to a connected Google or Microsoft calendar; other appointments stay in that calendar.

What happens to a supervisee's dashboard when supervision ends?

The account is the supervisee's and stays open. While they remain a member of the organization, their hours, signed notes and documents stay available, and the dashboard keeps showing their totals.