Supervisor Workspace

The following is an example of a Supervisor Workspace layout, also known as “My Workspace”, with a description of each section below. Within each section, click on a blue hyper-link to access additional details.

Image: “Supervisor Workspace Layout”

To add or remove portlets from your workspace, click on the green My Preferences button in the upper right-corner. Place a check-mark next to any items you want to add to your workspace in the "Workspace Setup" section.

Image: “My Preferences Workspace Setup

Workspace Section Description
List of Workers This is a listing of workers in your agency
Today’s Schedule Shows all appointments scheduled for the day
Pending Referrals This is a listing of pending referrals for this agency. 
Scanner Inbox This inbox allows you to quickly and easily get hard-copy or attachment documents into the extendedReach system. 
Awaiting Approval These are the items within your agency that are awaiting supervisory approval.
By placing a check-mark next to (an) item(s) and clicking on “Approve Selected” in the blue header at the top of this section, you can approve multiple items at once. 
Program Info This is a quick view of all information across your agency’s programs.
You can filter by selecting from the drop-down menu, if you have more that one program within your agency.

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