Supervision and appraisal

Run supervision and appraisal sessions, follow up agreed actions, and keep group sessions up to date.

Who can use it: care-home managers and administrators; supervisors for the sessions they run. Available on Professional and Enterprise.

Where to find it

Open the Supervision menu inside a care home.

Start a session (individual or group) and choose a template, or No template and add your own sections.
Review last time: the record shows the previous session side by side, and Previous actions review lets you go through earlier agreed actions and their Action Plans.
Record Agreed actions with an owner and due date. Turn any of them into an Action Plan so progress is tracked in Action Plans (one plan per action).
Complete the session with the supervisee, or choose Send link instead to email them a secure, login-free form. The supervisee confirms the form is about them before submitting.
Sign off the session when finished.

A group session records attendance, and each attendee acknowledges it.
Signed group sessions open read-only. To change one, use Revise: every revision is kept as a version.
Changing only the attendance keeps existing acknowledgements (new attendees still need to acknowledge). Changing the content resets everyone's acknowledgement — Trine warns you before it does.

Agreed actions turned into Action Plans file into the Supervision / Appraisal list in Action Plans.
Reports → Supervision / Appraisal register lists sessions with their status and acknowledgements, and the history of changes.
The emailed link respects the recipient's email preferences; you can also copy the link as a fallback.