> ## 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 2: The field experience dashboard

> A tour of the five main tabs in your FieldX student dashboard after clearance is approved.

Once your clearance is approved, the Field Experience page becomes your main hub. You'll see five tabs across the top:

| Tab              | What's here                                                                                          |
| ---------------- | ---------------------------------------------------------------------------------------------------- |
| **Timesheet**    | Log new hours, view past entries, manage supervisors, and see your approved vs. unapproved breakdown |
| **Cohorts**      | Access your class assignments, pending tasks, forms, reports, and learning contract                  |
| **My Sites**     | View and manage your placement sites, add new sites, and cancel pending requests                     |
| **Run Reports**  | Browse and generate report templates scoped to your own data — not other students'                   |
| **My Dashboard** | Your overview: clearance status, insurance documents, assigned forms, reports, and hours activity    |

<Note>
  Some tabs — particularly **Cohorts** — show a blocked overlay until your clearance is fully approved. If you see a lock screen, check your clearance status before troubleshooting anything else.
</Note>

## My Dashboard

My Dashboard is your home base for status and activity. It has two segments:

**Profile Details** (default) — shows your clearance status via the Clearance Tasks card, any insurance documents you've uploaded, assigned forms awaiting action, and timesheet reports. This is the first place to look if something feels stuck or incomplete.

**Activity** — shows a donut chart of your logged hours broken down by type (Direct, Indirect, Supervision), plus an AI-generated summary of your recent activity. The AI summary auto-generates once you have hours on record; click **Refresh** at any time to regenerate it. Use the period dropdown to switch between specific terms or view your all-time hours. You can also export your activity to CSV from this segment.

### Hour types explained

| Type            | What it means                                             |
| --------------- | --------------------------------------------------------- |
| **Direct**      | Face-to-face contact with clients                         |
| **Indirect**    | Administrative work, documentation, charting, preparation |
| **Supervision** | Formal supervision sessions with your supervisor          |

### Insurance uploads

You can upload or replace insurance documents yourself at any time from **My Dashboard > Profile Details** — no need to contact your coordinator.

## Timesheet tab

The Timesheet tab is where you log hours and track everything you've submitted.

* The default view shows the **current term**. Use the period dropdown to switch terms or view all time.
* The **hours summary bar** at the top shows your approved vs. unapproved breakdown at a glance. Click it to open the full breakdown modal.
* The first time you click **Log Hours**, you'll be shown a one-time timesheet agreement. Accept it to proceed — it only appears once.
* If an approved entry needs to be corrected, use the **Unlock** action on that row. If the entry is part of an active supervision report, refresh that report first before unlocking.

<Tip>
  If your supervisor isn't showing up in the supervisor dropdown when logging hours, go to **Timesheet > Tools** (the three-dot menu) **> Add Supervisor** and enter their name and email. They may not have joined the platform yet, or may need to be manually added.
</Tip>

## Cohorts tab

The Cohorts tab shows your class assignments, pending tasks, forms, reports, and your learning contract (if your program uses one). The learning contract card appears above the cohort grid when applicable.

This is also where you enroll in a cohort: click **Enroll in cohort** in the page header and enter the code your program coordinator provided.

<Warning>
  If the Cohorts tab shows a blocked overlay or appears empty, your clearance has not been approved yet. There is nothing to configure here — go to **My Dashboard > Profile Details > Clearance Tasks** and complete any outstanding items.
</Warning>

## Where to find pending tasks

The best single view of everything you still need to do is the **Cohorts** tab — its upcoming tasks panel surfaces all pending assigned forms and reports together, with urgency flags for items due within 3 days.

Your **My Dashboard** cards (Assigned Forms, Timesheet Reports) show the same items split by category, which is useful if you want to focus on one type at a time.

Forms open in a new browser tab at `/assigned-forms`. Reports open in a dashboard panel.

<Tip>
  If you received an email about a form or report needing your attention, click the button in the email — it links directly to that item. In the app, find everything pending on the **Cohorts** tab.
</Tip>

## My Sites tab

My Sites shows all of your placement sites. Established sites are active immediately. Sites that are still being reviewed show a **Pending** badge.

To cancel a pending site request: find the site with the Pending badge, click it, then select **Cancel request**.

## Run Reports tab

Run Reports lets you browse and generate report templates that are scoped to your own data. You cannot view or generate reports for other students from here.

## To-Dos and Notes

Two lightweight tools are available throughout FieldX:

* **To-Dos** — personal reminders, plus the ability to send reminders to others.
* **Notes** — three types: **Private** (only visible to you), **Public** (faculty can review), and **Supervision notes** (formal documentation of supervision sessions).

***

## Common issues

| Problem                                             | What to do                                                                                                                                      |
| --------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| Cohorts tab shows a lock screen or is empty         | Your clearance isn't approved yet. Go to **My Dashboard > Profile Details > Clearance Tasks** and complete any outstanding items.               |
| Log Hours button does nothing when clicked          | Same cause — clearance not approved. Check **My Dashboard > Profile Details > Clearance Tasks**.                                                |
| Supervisor isn't in the dropdown when logging hours | Go to **Timesheet > Tools** (three-dot menu) **> Add Supervisor** and enter their name and email.                                               |
| Hours are showing as unapproved                     | Your supervisor hasn't signed the report yet. Follow up with them directly.                                                                     |
| A report is stuck In Progress                       | The report is waiting for all required parties to sign: student, supervisor, and/or faculty. Check who hasn't signed yet.                       |
| Need to edit an approved hour entry                 | Use the **Unlock** action on that row in the Timesheet tab. If the entry is tied to an active supervision report, refresh the report first.     |
| Want to cancel a site you applied to                | Go to **My Sites**, find the site with the **Pending** badge, click it, and select **Cancel request**.                                          |
| AI activity summary is missing or stale             | The summary only generates once you have logged hours. If it exists but is outdated, click **Refresh** in the Activity segment of My Dashboard. |