How to use supervision dashboard

Monitor supervised clients in real time, confirm automated check-ins, and ensure curfew compliance from a single dashboard.

Monitor supervised clients in real time, confirm automated check-ins, and ensure curfew compliance from a single dashboard.

Overview

  • What it is: The Supervision dashboard provides a real-time view of all supervised clients, their locations, check-in statuses, and compliance history.
  • Why it matters: Supervisors need a centralized place to track client activity, catch missed check-ins quickly, and send timely reminders without switching between multiple screens.
  • Who uses it: Supervision officers, probation staff, and agency administrators who oversee clients on supervision programs.
  • Expected outcomes: Faster identification of non-compliant clients, fewer missed check-ins, and streamlined supervisor workload management.

Prerequisites

  • An active eCourtDate account with supervision permissions
  • Clients assigned to a supervision program with check-in schedules configured
  • Location services enabled on client devices (for GPS-based check-ins)

How-To Steps

Step 1: Access the Supervision Dashboard

  1. Click Supervision in the main navigation.
  2. The dashboard loads with an overview of all active supervised clients.

Step 2: Monitor Client Activity in Real Time

  1. Review the activity feed showing recent check-ins, location updates, and alerts.
  2. Use the map view to see client locations plotted geographically.
  3. Click on any client pin or row to open their detailed supervision profile.

Step 3: Confirm Automated Check-ins

  1. Locate clients with pending check-ins in the Pending column or filter.
  2. Click on the check-in entry to review location data, timestamp, and device details.
  3. Click Confirm to verify the check-in or Flag if the data looks suspicious.

Step 4: Identify Missed Check-ins

  1. Select the Missed filter at the top of the dashboard.
  2. Review the list of clients who did not complete their scheduled check-in.
  3. Click on a client to view their check-in history and determine whether follow-up is needed.
  4. Use the Contact button to send a reminder directly from the dashboard.

Step 5: Send Curfew Reminders

  1. Select one or more clients from the dashboard list.
  2. Click Send Reminder from the action bar.
  3. Choose the reminder type (curfew, check-in, or custom message).
  4. Confirm the delivery method (SMS, email, or push notification) and click Send.

Step 6: Handle Supervisor Reassignment

  1. When a supervisor is unavailable, navigate to Supervision > Settings.
  2. Click Reassign Clients and select the unavailable supervisor.
  3. Choose one or more replacement supervisors.
  4. Click Save. Clients are automatically redistributed, and the new supervisors receive notifications.

What to Expect

The dashboard refreshes automatically to reflect new check-ins and location data. Missed check-in alerts appear within minutes of a scheduled window closing. Reassigned clients show under the new supervisor immediately after saving.

Best Practices

  • Check the dashboard at least twice daily, once in the morning and once before end of shift.
  • Address missed check-ins within 24 hours to maintain compliance standards.
  • Use the map view to quickly spot geographic anomalies or curfew violations.
  • Configure automatic curfew reminders so clients receive prompts before their window opens.
  • Set up backup supervisors in advance to avoid gaps when staff are out.

Frequently Asked Questions

Q: How often does the dashboard refresh? A: The dashboard updates in real time. New check-ins and location data appear automatically without requiring a manual page refresh.

Q: What happens when a supervisor is marked unavailable? A: If auto-reassign is enabled, the system redistributes the supervisor's clients to designated backup supervisors and notifies them. If auto-reassign is not configured, an administrator must reassign clients manually.

Q: Can I see historical check-in data on the dashboard? A: Yes. Click on any client to view their full check-in history, including confirmed, missed, and flagged entries. You can also filter by date range.

Q: How are curfew violations detected? A: The system compares the client's reported location against their assigned curfew zone and schedule. If a client is outside the zone during curfew hours, an alert is generated on the dashboard.

Troubleshooting

Issue Symptoms Solution
Client location not updating Map pin shows a stale timestamp Verify the client's device has location services enabled and an active internet connection. Contact the client to confirm their app is running.
Missed check-in alert not triggered Client missed a check-in but no alert appeared Check that the client's check-in schedule is configured correctly under their supervision profile. Ensure notifications are enabled in Supervision > Settings.
Reassignment not taking effect Clients still appear under the old supervisor Clear your browser cache and reload the dashboard. If the issue persists, verify the reassignment was saved successfully in Settings.
Dashboard loads slowly Page takes more than a few seconds to render Reduce the date range filter or limit the number of visible clients. Large data sets can slow rendering.

Related Articles

Monitor supervised clients in real time, confirm automated check-ins, and ensure curfew compliance from a single dashboard.

### Overview

- **What it is:** The **Supervision** dashboard provides a real-time view of all supervised clients, their locations, check-in statuses, and compliance history.
- **Why it matters:** Supervisors need a centralized place to track client activity, catch missed check-ins quickly, and send timely reminders without switching between multiple screens.
- **Who uses it:** Supervision officers, probation staff, and agency administrators who oversee clients on supervision programs.
- **Expected outcomes:** Faster identification of non-compliant clients, fewer missed check-ins, and streamlined supervisor workload management.

### Prerequisites

- An active eCourtDate account with supervision permissions
- Clients assigned to a supervision program with check-in schedules configured
- Location services enabled on client devices (for GPS-based check-ins)

### How-To Steps

#### Step 1: Access the Supervision Dashboard

1. Click **Supervision** in the main navigation.
2. The dashboard loads with an overview of all active supervised clients.

#### Step 2: Monitor Client Activity in Real Time

1. Review the activity feed showing recent check-ins, location updates, and alerts.
2. Use the map view to see client locations plotted geographically.
3. Click on any client pin or row to open their detailed supervision profile.

#### Step 3: Confirm Automated Check-ins

1. Locate clients with pending check-ins in the **Pending** column or filter.
2. Click on the check-in entry to review location data, timestamp, and device details.
3. Click **Confirm** to verify the check-in or **Flag** if the data looks suspicious.

#### Step 4: Identify Missed Check-ins

1. Select the **Missed** filter at the top of the dashboard.
2. Review the list of clients who did not complete their scheduled check-in.
3. Click on a client to view their check-in history and determine whether follow-up is needed.
4. Use the **Contact** button to send a reminder directly from the dashboard.

#### Step 5: Send Curfew Reminders

1. Select one or more clients from the dashboard list.
2. Click **Send Reminder** from the action bar.
3. Choose the reminder type (curfew, check-in, or custom message).
4. Confirm the delivery method (SMS, email, or push notification) and click **Send**.

#### Step 6: Handle Supervisor Reassignment

1. When a supervisor is unavailable, navigate to **Supervision** > **Settings**.
2. Click **Reassign Clients** and select the unavailable supervisor.
3. Choose one or more replacement supervisors.
4. Click **Save**. Clients are automatically redistributed, and the new supervisors receive notifications.

### What to Expect

The dashboard refreshes automatically to reflect new check-ins and location data. Missed check-in alerts appear within minutes of a scheduled window closing. Reassigned clients show under the new supervisor immediately after saving.

### Best Practices

- Check the dashboard at least twice daily, once in the morning and once before end of shift.
- Address missed check-ins within 24 hours to maintain compliance standards.
- Use the map view to quickly spot geographic anomalies or curfew violations.
- Configure automatic curfew reminders so clients receive prompts before their window opens.
- Set up backup supervisors in advance to avoid gaps when staff are out.

### Frequently Asked Questions

**Q: How often does the dashboard refresh?**
A: The dashboard updates in real time. New check-ins and location data appear automatically without requiring a manual page refresh.

**Q: What happens when a supervisor is marked unavailable?**
A: If auto-reassign is enabled, the system redistributes the supervisor's clients to designated backup supervisors and notifies them. If auto-reassign is not configured, an administrator must reassign clients manually.

**Q: Can I see historical check-in data on the dashboard?**
A: Yes. Click on any client to view their full check-in history, including confirmed, missed, and flagged entries. You can also filter by date range.

**Q: How are curfew violations detected?**
A: The system compares the client's reported location against their assigned curfew zone and schedule. If a client is outside the zone during curfew hours, an alert is generated on the dashboard.

### Troubleshooting

| Issue | Symptoms | Solution |
|-------|----------|----------|
| Client location not updating | Map pin shows a stale timestamp | Verify the client's device has location services enabled and an active internet connection. Contact the client to confirm their app is running. |
| Missed check-in alert not triggered | Client missed a check-in but no alert appeared | Check that the client's check-in schedule is configured correctly under their supervision profile. Ensure notifications are enabled in **Supervision** > **Settings**. |
| Reassignment not taking effect | Clients still appear under the old supervisor | Clear your browser cache and reload the dashboard. If the issue persists, verify the reassignment was saved successfully in **Settings**. |
| Dashboard loads slowly | Page takes more than a few seconds to render | Reduce the date range filter or limit the number of visible clients. Large data sets can slow rendering. |

### Related Articles

- [How to Manage Supervision Check-ins](/how-to-manage-supervision-checkins)
- [How to Manage Clients](/how-to-manage-clients)
- [How to Manage Violations](/how-to-manage-violations)
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