What's Improved
Centralised view of staff supervision activity and outcomes
Clear visibility of completed, planned, and missed supervisions
Quick access to detailed supervision records
Direct navigation to worker profiles
Improved oversight of supervision compliance across teams
Why It Matters?
Supports effective staff management and development
Helps identify overdue supervision activity
Provides evidence for audits, inspections, and governance reviews
Ensures supervision records are monitored consistently
Promotes accountability and workforce compliance
Where to Find The Report
Image 1: Entrypoint for Supervision Analysis
To access the Supervision Analysis report:
Navigate to Reports
Select Analysis
Under Team
Select Supervision Analysis
Supervision Analysis - Deep Dive
The Supervision Analysis report displays supervision information for staff members within a selected date range.
Key capabilities include:
Reviewing supervision activity by worker
Monitoring supervision completion rates
Viewing completed, planned, and missed supervision sessions
Accessing detailed supervision records
Navigating directly to worker profiles
Monitoring supervision compliance across teams
The report provides both summary-level metrics and detailed supervision information to support management oversight.
Initial State (Before Filters are Applied)
Image 2: State When No Filters Applied
When the Supervision Analysis report first loads:
The Filters section is displayed at the top of the page
No supervision data is shown by default
An informational message prompts you to apply filters
What this shows
That filter criteria must be selected before supervision data can be displayed.
Use this to:
Define the reporting period
Prepare the report criteria before reviewing results
Avoid reviewing incomplete data
Filters
Image 3: Filters Section
The Filters section allows you to configure which supervision records are displayed.
Available filters include:
Date From
Date To (Inclusive)
After selecting a date range, click Apply Filters to generate the report.
What this shows Control over which supervision records are included within the reporting period.
Use this to:
Review supervision activity for a specific timeframe
Monitor monthly or quarterly supervision compliance
Analyse supervision trends over time
Staff Supervision Analysis - Summary
Image 4: Supervision Analysis Summary
After filters are applied, the report displays a supervision summary for each staff member.
Each worker card includes:
Worker name and profile image
Employment information
Supervision statistics
Compliance indicators
View Details button
View Worker button
The summary provides an at-a-glance overview of supervision performance during the selected period.
Overview of Supervision Analysis Metrics
The report may display the following supervision indicators:
Planned Supervisions
The number of supervision sessions scheduled for the worker.
What this shows
Expected supervision activity within the selected period.
Times Supervisions Are Due
The number of supervision sessions due during the reporting period.
What this shows
Whether required supervision reviews have been scheduled appropriately.
Missed Supervisions
The number of supervision sessions that were not completed.
What this shows
Potential gaps in supervision compliance.
Overall Care Notes
Displays:
Total Entered
Personalised Notes Percentage
What this shows
The volume and quality of care note recording.
Handover Care Notes
Displays:
Total Entered
Personalised Notes Percentage
What this shows
Staff engagement with shift communication documentation.
Planned Care Notes
Displays:
Total Entered
Personalised Notes Percentage
What this shows
The quality and consistency of planned care documentation.
Resident Support Information
Displays:
Supported Communication
Supported with Training
What this shows
Support requirements or development activities linked to the worker.
Training Care Notes
Displays:
Total Entered
Skill Introduced
What this shows
Training-related activity and competency development.
Viewing Supervision Details
Image 5: Viewing Supervision Details
Selecting View Details expands the worker card to display detailed supervision records.
The detailed table includes:
Supervision Review Date
Type
Staff Member
Related supervision information
This allows you to review individual supervision sessions associated with the worker.
What this shows
A detailed breakdown of supervision activity for the selected worker.
Use this to:
Review completed supervision sessions
Investigate supervision history
Support performance reviews and audits
View Worker
Image 6: View Worker Detail Page
Selecting View Worker opens the Staff Details page.
The Staff Details page may include:
Personal information
Contact details
Employment information
Role information
Training and employment records
What this shows
Direct access to the worker's full profile.
Use this to:
Review staff information
Confirm employment details
Support supervision discussions and follow-up actions
Empty State (No Information Found)
Image 7: Empty State
If no supervision records match the selected filters:
The Filters section remains visible
No supervision data is displayed
An informational message confirms that no information is available
What this shows
That no supervision records exist for the selected criteria.
Use this to:
Adjust the date range
Verify supervision activity exists within the period
Refine your reporting criteria
Navigation and Page Actions
Image 8: Navigation and Page Actions
The report includes several navigation and reporting tools.
Available actions include:
Copy API Link – copy the report link for sharing or integrations
Print – print the current report view
Return to Top – quickly navigate to the top of the page
Pin – keep the report pinned within your workspace
Minimise – collapse the report area
What this shows
Additional tools to improve navigation and reporting efficiency.
Use this to:
Share report information
Export supervision data
Improve navigation through large reports
Support audits and management reviews