As an Agency Monitor on the account, you have the ability to view clients and monitor their assignments.

  • Click the “Admin” tab.
  • In the dropdown menu, click “Manage Clients.”
  • On the “Manage Clients” page, locate the client you wish to view and click the blue “View & Manage” button.
  • Each Client has a “Manage Client Assignments” page that allows you to:
    1. View a client’s dosage progress via the Dosage Meter.
    2. Have a quick snapshot of a Client’s assignment history.
      • Tools Waiting for Review shows a list of tools that have been submitted by the Client that need to be reviewed by their assigned corrections professional.
      • Tools in Progress shows the tools that have been assigned to the Client and those that have been started by the Client.
      • Reviewed Tools show all of the tools a Client has completed.