How to review supervisions and assigned clients

eCourtDate does not have a separate supervision dashboard. You review supervision levels on the **Supervisions** page under **Admin** > **Automations**, and each supervision record shows the clients assigned to it, the messages sent from it, and its **Audit Logs**.

### Overview

- **What it is:** The **Supervisions** page lists every supervision your agency has created, with **Name**, **Risk**, **Monitoring**, **Description**, **Creator**, **Created**, and **Updated** columns. Opening a supervision shows a client list, a **Send a Message** card, the messages already sent from that supervision, and **Audit Logs**.
- **Why it matters:** Oversight in eCourtDate is organized by supervision level, not by a live feed. Checking the level tells you how many clients are on it, how often they are required to check in online, and what your agency last sent them.
- **Who uses it:** Staff whose role reaches the **Admin** menu and includes permission to view clients.
- **Expected outcomes:** A current view of each supervision level, the roster on that level, and a record of the messages sent to that roster.

### Prerequisites

- Access to the **Admin** menu in the top navigation bar. Super admins always see it, and other roles see it unless **Automations** is listed under **Hidden Navigations** on the role
- At least one supervision created on the **Supervisions** page
- Clients assigned to that supervision from the **Assign Supervisions** card on each client record
- Permission to view clients, which the client list on a supervision record requires
- Permission to create messages if you plan to use **Send a Message**

### How-To Steps

#### Step 1: Open the Supervisions page

1. Click **Admin** in the top navigation bar.
2. Select **Automations** from the dropdown menu.
3. Click the **Supervisions** card, or select the **Supervisions** tab in the tab strip above the page.

#### Step 2: Narrow the list

1. Enter a name or keyword in **General Search** on the **Search Supervisions** card.
2. Enter a whole number in **Risk** to limit the results to one risk score.
3. Select **Daily**, **Weekly**, or **Monthly** from **Monitoring** to see only levels that require online check-ins at that frequency.
4. Check **Archived** or **Trashed** to review levels that are no longer in active use.
5. Click **Search**.

#### Step 3: Read the results table

1. Review the **Monitoring** column, which shows the monitoring interval followed by the frequency, such as 2 daily.
2. Click a column heading to sort by that column, then click the arrow button beside it to switch between ascending and descending order.
3. Click **Load more** below the table when the count above the table shows more records than are listed.
4. Click **PDF** to open your browser print dialog with every matching record loaded, or click **CSV** to export those records as a file.

#### Step 4: Open a supervision to see its clients

1. Click the edit button in the first column of the row.
2. Review the client card, which is headed with the number of clients currently assigned, such as 12 Clients.
3. Click a client in the list to open that client record.

#### Step 5: Message everyone on the supervision

1. Enter a subject in **Subject** on the **Send a Message** card.
2. Enter your message in **Content**.
3. Click **Send**.
4. Review the message list below the card, which shows the messages already sent from this supervision.

#### Step 6: Check who last changed the supervision

1. Scroll to the **Audit Logs** card below the **Edit Supervision** card.
2. Review **Created By**, **Updated By**, **Created**, and **Updated**.

### What to Expect

The **Supervisions** page loads when you open it and does not refresh on its own, so click **Search** or reload the page to pick up new records. The client card on a supervision lists up to 100 clients, most recently assigned first. **Send a Message** creates one message per client on that list and confirms with a message sent count when every message is created. Messages sent from a supervision are tagged with that supervision name, which is how the list below the **Send a Message** card is built.

### Best Practices

- Give each level a name you can recognize in the table, following the Level 1 pattern the **Name** field on the **Create Supervision** card suggests.
- Record what the level requires in **Description** so the table tells you the difference between two levels at a glance.
- Check the client count on a level before sending, because **Send a Message** goes to every client on the list.
- Download a **CSV** before you archive a level, since the export covers every record matching your current search, not only the rows on screen.
- Avoid renaming a supervision that already has message history, because the message list is matched on the current name.

### Frequently Asked Questions

**Q: Is there a map of client locations or a live activity feed?**

A: No. eCourtDate has no supervision map and no live feed. The supervision record lists the clients assigned to the level, and the messages sent from that level.

**Q: Can I reassign clients from one staff member to another here?**

A: No. A supervision record holds a name, description, risk score, monitoring settings, curfew settings, and conditions. It has no supervisor field, and there is no reassignment screen.

**Q: Why does the client list stop short of my full roster?**

A: The client card loads up to 100 clients, ordered by most recently assigned. Open individual client records to confirm assignments beyond that.

**Q: What does Delete All Clients do?**

A: It removes every client assignment from that supervision. The client records themselves stay in your agency, but they are no longer on that level and no longer receive messages sent from it.

### Troubleshooting

**Issue:** The **Send** button does not appear on the **Send a Message** card.

**Symptoms:** You can enter a subject and content, but there is no button to send.

**Solution:** The button appears only when the supervision has at least one client. Assign clients from the **Assign Supervisions** card on each client record, then reopen the supervision.

**Issue:** Messages sent earlier are missing from the message list.

**Symptoms:** The count above the message list drops after a supervision is renamed.

**Solution:** The list matches messages to the current supervision name. Rename the supervision back to the earlier name, or look the messages up on the client record instead.

**Issue:** **Automations** is not in your **Admin** menu.

**Symptoms:** You cannot reach the **Supervisions** page from the navigation bar.

**Solution:** Your role has **Automations** listed under **Hidden Navigations**. Ask an administrator to remove it from that list on your role.

### Related Articles

- [How to manage supervisions](/how-to-manage-supervisions)
- [How to monitor supervised clients](/how-to-monitor-supervised-clients)
- [How to define supervision levels](/how-to-define-supervision-levels)
- [How to track supervision check ins](/how-to-track-supervision-check-ins)
- [How to manage violations](/how-to-manage-violations)