How do Teachers/Coordinators Create a Monitoring Visit?

Monitoring Visits allow you to track visits, notes, observations, and communication with a student’s placement employer. Record visit details, feedback, goals, follow-up items, and attach supporting files such as photos, PDFs, or Word documents.

FAQ: How do I create a new Monitoring Visit (Site Visit)?

Teachers/Coordinators can create a Monitoring Visit by following these steps:

1. Locate the sidebar on the left panel, then click on the Students tab.

2. Click on any student.

3. Next, select the  icon located under the student.

4. Click on the icon at the top right of the screen to Create a Visit.

5. Enter the relevant data for the following fields:

  • Visit Type: In-Person, Phone Call, E-mail, or Virtual Visit
  • Visit Number
  • Date/Time
  • Placement/Employer

  • Placement Discussion Checklist
  • Activities Observed
  • Teacher/Supervisor Comments & Assessment
  • Student Comments/Goals
  • Follow-Up/Next Steps
  • Add any relevant attachments.
  • Save the visit.
TIPS
  • Use the Monitoring Visits Report to extract and review recorded visit information for individual students or your entire class.