A Supervised By connection records which user supervises another user. Allocation rules read the connection to resolve a supervisor at runtime, so any process that assigns work to a supervisor depends on it.

Document approvals are the most common example. The Lookup supervisor allocation rule follows the Supervised By connection of the document author to find the approver.

Before you start

• You need permission to edit user profiles. If you cannot see the Add New option described below, contact your administrator.
• You need to know which user supervises the person whose profile you are editing.

Steps

1. Navigate to Launchpad > Admin > Users > All, then double-click the user who is supervised.
2. Expand My Network at the foot of the User Profile panel.
   The connections for that user display in a separate panel, grouped under Organisational Structure and Employment.
   
   Figure 1. Existing connections under Organisational Structure. A green bar marks a connection that resolves to a named person. A red bar marks one that does not.
3. Select Add New.
4. Under Organisational Structure, select Supervised By…
   
   Figure 2. The Add New menu. Supervised By is the last option under Organisational Structure.
5. Search for the supervisor, then select them.
   
   Figure 3. Searching for the supervisor in Search Users.
6. Select the edit icon on the new connection.
   
   Figure 4. The Supervision Period for the connection. Both dates are optional.
7. Select Save & Close.

Supervision Period dates are optional

Start Date and End Date record when the relationship ran. You can leave both blank, and the allocation rule still resolves the supervisor.

Clio recommends that you enter a Start Date anyway, so that the history of the relationship is visible to anyone who reviews it later.

A user can have more than one supervisor

Nothing stops a user from holding two or more Supervised By connections. Where that happens, which supervisor an allocation rule returns is not something you can set from the connection itself.

Clio recommends that you keep one active Supervised By connection per user, and that you end-date the others.

Create the connection from the supervisor’s profile

You can record the same relationship from the other direction. Open the supervisor’s profile, expand My Network, then select Supervises... and search for the person they supervise.

Related articles

• View a User Profile
• Create an Allocation Rule
• Understanding Allocation Rules
• Everything you need to know about document approvals 
• Manage 360° Portfolio Items