Site Supervisor Performance Tracker

• Document No.

• Site supervisor performance audit

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Procentive

• Progress notes are being reviewed daily?

  Yes

  No

  N/A

• Availability is filled out on appointment calendar?

  Yes

  No

  N/A

• All meetings and appointments scheduled on calendar?

  Yes

  No

  N/A

• Treatment plans, CSSP Addendum, SMA, IAPP, My Crisis all up to date and signed by appropriate team members

  Yes

  No

  N/A

• Incident reports completed and reviewed within 24 hours?

  Yes

  No

  N/A

Shiftplanning

• Schedule is out 3 weeks in advance with no open shifts

  Yes

  No

  N/A

• Schedule reflected who actually worked

  Yes

  No

  N/A

ADP

• Time punches are approved daily

  Yes

  No

  N/A

• Vacations approved at least 2 weeks in advance

  Yes

  No

  N/A

Site appearance

• Cleaning checklist being competed and followed up on

  Yes

  No

  N/A

• Site is clean, well maintained, maintanence concerns are being reported

  Yes

  No

  N/A

Staff training

• Supervisions with all staff are completed?

  Yes

  No

  N/A

• All trainings have been completed with staff

  Yes

  No

  N/A