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This document is for Field Instructors and students. It includes suggested items for orienting a new student to a placement and expectations for timelines. Please use this to track necessary tasks, modifying for your use as needed. To make your own copy, click File and Make A Copy to be able to interact with the checklist. To use a hard copy, click print and select Landscape as the orientation.
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Week/TimeframeTaskNotes
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Before startingEstablish Field Instructor
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 Establish start date: where to go/when to be there/who to ask for upon arrival/what to bringCalendar: https://docs.google.com/spreadsheets/d/1Uuhyve7rPByyNnajlaWGb_CcjE59dnSRIKHzluKV3Hc/edit#gid=0
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 Complete all background checks, obtain immunizations, TB test, physical as requested
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Establish communication by sending the first and last name and email address of the Field Instructor (and Task Supervisor, if applicable) to your Field Faculty Advisor.
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 Dress code
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 Parking
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 Access to the building - ID, Keys, Badge
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 Schedule any required orientation
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 Begin process to gain student access to electronic medical record, technology, phone system, etc.
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 Bookmark Field Education Resources page contains (calendar, manual, upcoming training registration, training handouts, resources) https://case.edu/socialwork/academics/field-education/field-education-resources
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 Field Instructor attend live or record training, available on Field Education Resources page.
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Determine if student will need any licensure in your state, such as the SWT in Ohio.
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Week 1: First DaysDevelop a planned schedule - days and hours and document on Learning Agreement
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 Develop a plan for supervision, weekly 1:1 60-90 minutes, face to face, in-person or virtually
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Confirm access to electronic medical record, technology
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Introductions to others on site: front desk, operational, executive
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 Learn organization mission. community & population served
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 Safety - who to contact, policy, emergency numbers
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Review policy manual, standards on HIPAA, PHI, Code of Ethics, etc.
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Physical orientation to the organization - space for intern, computer & phone access
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Schedule shadowing opportunitiesActive Shadowing Templates found here: https://case.edu/socialwork/academics/field-education/field-education-resources
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Log in to the time tracking system in Tevera - enter time daily or weeklyhttps://case.tevera.app/#/logon
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Confirm Field Instructor has access to Tevera time tracks
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Navigate Field Documents (Learning Agreement, Time Sheets) & plan for due dates listed in the calendar. See Learning Activities samples
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Week 2Discuss academic courses and integration into field; Consider sharing course syllabi with field instructor
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Begin to draft the Learning Activities on the Learning Agreement: What will the student be learning? What will the student be doing?
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Week 3Students should begin some independent tasks, with guidance
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Review learning activities on Learning Agreement
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Discuss Field Conference. Student will facilitate scheduling.
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Week 4Complete Time Track report in Tevera
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Establish what is needed to prepare to complete tasks independently, with supervision
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Review instructions for Field Conference
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