How to Approve or Decline a Supervision Request and Manage Your Supervisees.
Supervisor Functions in Your Portfolio.
As a supervisor, you play a crucial role in overseeing and accessing events within someone else's portfolio. To help you effectively manage your supervisory responsibilities, here's a step-by-step guide:
Web - Navigating Supervision Requests and Managing Supervisees in Your Portfolio.
Managing Supervision Requests.
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Start by navigating to the "Portfolio and Feedback" section within the "Me" tab.
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Click on "Supervision".
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Select "Supervisees".
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Within the "Supervisees" page, you'll find a list of individuals you supervise, including both those with "Approved" and "Pending" status.
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To decline a request, click on "Decline Request."
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To approve a request, click on "Approve Request".
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A confirmation window will pop up; just click "Approve Supervisee".
Start by navigating to the "Portfolio and Feedback" section within the "Me" tab.
Click on "Supervision".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio830340673e448206254544ea5316a913eimage.png)
Select "Supervisees".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834738055191b54924ddb74c0df4e2660image.png)
Within the "Supervisees" page, you'll find a list of individuals you supervise, including both those with "Approved" and "Pending" status.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834754340aee64abcd802eca53a6bd851image.png)
To decline a request, click on "Decline Request."
To approve a request, click on "Approve Request".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8347584359e633e32b88ae44d6c52a19eimage.png)
A confirmation window will pop up; just click "Approve Supervisee".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834761637f255ef06e38f2759967383c6image.png)
Managing Approved Supervisees.
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Once approved, individuals will be listed under "Approved Supervisees".
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To remove someone from your list of approved supervisees, click on "Remove."
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The individual will then be successfully removed from your list of approved supervisees.
Once approved, individuals will be listed under "Approved Supervisees".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834763422f295ca26754478f6275f1a6cimage.png)
To remove someone from your list of approved supervisees, click on "Remove."
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio83476659952b31eb11ca9e2ddb978d8d5image.png)
The individual will then be successfully removed from your list of approved supervisees.
Viewing Someone's Portfolio.
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To view events within someone's portfolio, locate the individual and click on the "Blue Arrow" icon.
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This will allow you to access and review the events stored in their portfolio.
To view events within someone's portfolio, locate the individual and click on the "Blue Arrow" icon.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio83476793462edac4844a7d97c16c5252aimage.png)
This will allow you to access and review the events stored in their portfolio.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834772214d930a1472c9d4868665f27ebimage.png)
With these steps, you can efficiently fulfil your supervisory role within your portfolio, ensuring smooth oversight and collaboration.
Mobile - Navigating Supervision Requests and Managing Supervisees in Your Portfolio.
Managing Supervision Requests.
-
Start by navigating to the "Portfolio and Feedback" section within the "Me" tab.
-
Click on "Supervision".
-
Select "Supervisees".
-
Within the "Supervisees" page, you'll find a list of individuals you supervise, including both those with "Approved" and "Pending" status.
-
To decline a request, click on "Decline Request."
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To approve a request, click on "Approve Request".
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A confirmation window will pop up; just click "Approve Supervisee".
Start by navigating to the "Portfolio and Feedback" section within the "Me" tab.
Click on "Supervision".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8348107786eb53ad605121d24ba648048image.png)
Select "Supervisees".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8348112000c453b684d94a82333aa8e9cimage.png)
Within the "Supervisees" page, you'll find a list of individuals you supervise, including both those with "Approved" and "Pending" status.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8348139027fdc836a89c2088cd1f58e2bimage.png)
To decline a request, click on "Decline Request."
To approve a request, click on "Approve Request".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834815479462a04ef30819f59f19e6562image.png)
A confirmation window will pop up; just click "Approve Supervisee".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8348167563dc4439f8e17c4ccfc88d3afimage.png)
Managing Approved Supervisees.
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Once approved, individuals will be listed under "Approved Supervisees".
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To remove someone from your list of approved supervisees, click on the black "X" at the top right corner.
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The individual will then be successfully removed from your list of approved supervisees.
Once approved, individuals will be listed under "Approved Supervisees".
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834818347153e773bea80651cc863245cimage.png)
To remove someone from your list of approved supervisees, click on the black "X" at the top right corner.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio83482041945f113cd95dd69695db007efimage.png)
The individual will then be successfully removed from your list of approved supervisees.
Viewing Someone's Portfolio.
-
To view events within someone's portfolio, locate the individual and click on the "Blue Arrow" icon.
-
This will allow you to access and review the events stored in their portfolio.
To view events within someone's portfolio, locate the individual and click on the "Blue Arrow" icon.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio834822790bb7bfb9a3c049159fceb7d19image.png)
This will allow you to access and review the events stored in their portfolio.
![](https://support.eolasmedical.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio83482658500347c6b2053930ca075873fimage.png)
With these steps, you can efficiently fulfil your supervisory role within your portfolio, ensuring smooth oversight and collaboration.