> ## Documentation Index
> Fetch the complete documentation index at: https://app.simcare.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Step 1: Getting started

> How site supervisors get invited to FieldX and what to expect once you're set up.

As a Site Supervisor, your role is focused on supporting the student(s) placed at your site. You don't need to manage cohorts or classes — your dashboard gives you exactly what you need to review students and sign off on their hours.

## Getting your account

You'll receive an email invitation when:

* A student requests to be placed at your site and lists you as their supervisor, or
* A Program Coordinator manually adds you to the program

The invitation email comes from **[noreply@simcare.ai](mailto:noreply@simcare.ai)**. Click the link in the email to activate your account and create your password.

<Warning>Check your spam or junk folder if you don't see the invitation within a few minutes. Add [noreply@simcare.ai](mailto:noreply@simcare.ai) to your contacts to ensure future notifications land in your inbox.</Warning>

## First login: complete your profile

When you log in for the first time, a profile setup modal will appear. This takes about 2 minutes and asks for:

* Your CV
* License type
* Whether you have completed supervision training (yes/no)
* Years of licensed practice

<Note>Your profile is required for program accreditation. You can click **Not Now** to dismiss the modal, but it will keep appearing until your profile is saved. Complete it before you're asked to sign any reports — it only needs to be done once.</Note>

## Your dashboard

Once activated, your supervisor dashboard has four tabs:

| Tab            | What's here                                                                                                                  |
| -------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Overview**   | KPI cards (Total Documents, Pending Signatures, Completed Documents) + your student list, sorted by most pending tasks first |
| **Tasks**      | All reports and forms awaiting your action, with Sign & Approve, Deny, and View Logs                                         |
| **My Site**    | Cards for each site you supervise, with student rosters and site details                                                     |
| **My Profile** | Your professional credentials (CV, license type, supervision training, years licensed)                                       |

### Overview tab

The Overview tab is your home base. The three KPI cards at the top give you a quick count of where things stand across all your students. Below that, your student list is sorted so students with the most pending tasks appear first — so you always know who needs attention.

### Tasks tab

The Tasks tab is where you take action on submitted reports and forms. It has four sub-tabs:

| Sub-tab         | What it means                                               |
| --------------- | ----------------------------------------------------------- |
| **Pending**     | Awaiting your signature                                     |
| **In Progress** | You've opened the signing flow but haven't completed it yet |
| **Completed**   | Fully signed by all parties                                 |
| **Rejected**    | You denied the submission                                   |

You can filter tasks by student name or track, and by type (Forms or Reports). If you supervise students at multiple sites, all of their tasks appear here in one aggregated view.

<Note>**Sign & Approve** is greyed out if the report has zero approved hours. This means the student hasn't logged any hours yet, or previously approved hours were unlocked or deleted. Click **View Logs** to check the hour entries before following up with the student.</Note>

**View Logs** opens a detailed breakdown of each hour entry on the report: date, type, site, duration, and notes. Any entry longer than 1.5 hours is flagged in amber for your review.

**Deny flow:** Click **Deny**, add your reason in the Comments section, then confirm. The submission moves to the Rejected tab and the student is notified.

**Comments:** You can leave comments on any submission. Choose visibility — **Everyone** (student can see) or **Hidden from students** (coordinator-only). Comments support threaded replies.

### My Site tab

My Site shows a card for each site you supervise, including the site logo, address, and student roster. From here you can upload a site logo, edit site details, or remove yourself from a site.

<Note>If the My Site tab appears empty, no students have added you as their supervisor yet. Once a student lists you, their site will appear here automatically.</Note>

### My Profile tab

Your professional profile — CV, license type, supervision training completion, and years of licensed practice. This information is used for program accreditation reporting and is collected once.

## Approving without logging in

You don't always need to log into the dashboard to sign off. When a student submits a report, you'll receive an email notification with a direct link to review and sign — no login required. You'll also receive a **weekly digest every Saturday** listing all outstanding signatures.

<Tip>Next step: Once your account is active, you'll see your students and any pending tasks on the Overview. See [Step 2: Viewing student progress](/docs/fieldx/site/step-2-viewing-student-progress).</Tip>

## Common issues

**Sign & Approve is greyed out**

The report has zero approved hours. The student needs to log hours against the report first — or hours that were previously approved may have been unlocked or deleted. Click **View Logs** to see the current hour entries and confirm with the student before asking them to resubmit.

**I'm not receiving invitation or notification emails**

Check your spam or junk folder. All emails come from [noreply@simcare.ai](mailto:noreply@simcare.ai). If you find them in spam, mark as "not spam" and add the address to your contacts so future emails come through reliably.

**I can't find a specific student**

Use the search field on the Tasks tab or the Overview tab to filter by student name. If the student doesn't appear at all, they may not have added you as their supervisor yet — ask them to confirm your name is listed in their placement details.

**The profile setup modal keeps appearing every time I log in**

The modal dismisses permanently only after you complete and save your profile. Clicking **Not Now** hides it for the session but it will return on your next login. Fill in all fields and click Save to resolve this.

**My Site tab is empty**

No students have listed you as their supervisor yet. Once a student adds you in their placement request, your site card will appear automatically. No action needed on your end.

**A student's report is in "In Progress" but nothing is happening**

In Progress means you opened the DocuSeal signing flow but didn't complete it. Return to the Tasks tab, find the report, and resume the signing process. If you're having trouble with the signing interface, try opening it in a different browser or clearing your browser cache.