Field Training Steps

Copfto has automated the process of documenting probationer step advancement.

Effective February 7, the Admin Step is now available for use.

If your agency uses the Admin Step, the Admin Step will be the first step you document after which you will follow the process outlined below. 

Admin Step Step 1 is initiated by anyone in the role of Supervisor or Administrator.

Once the Supervisor or Administrator completes the initiation process, the probationer is automatically placed into the Admin step; there is no workflow.

Step 1 is initiated by anyone in the role of Supervisor or Administrator.

Once the Supervisor or Administrator completes the initiation process, the probationer is automatically placed into step 1; there is no workflow.

Steps 2, 3, 4, & 5 can be initiated by anyone in the role of FTO or higher. (FTO, Supervisor, Administrator).

• If the process is initiated by an FTO the workflow is a 3 step process: FTO ⇒ Probationer ⇒ Supervisor
• If the process is initiated by an Supervisor the workflow is a 2 step process: Supervisor ⇒ Probationer

Completion of the program can be initiated by a Supervisor or Administrator.

Workflow is a 2 step process: Supervisor/Administrator ⇒ Probationer

Admin Step

• Admin Step is initiated by a Supervisor or Administrator.
• Once initiated, the probationer is automatically placed into the Admin Step.

Supervisor / Administrator Actions

Assure you have the proper probationer selected as your active probationer. (If you need a refresher on setting your active probationer, please see changing active probationer)

To initiate the Admin Step:

1. Click Forms ⇒ Field Training Steps
2. Click the Begin Field Training button

On the form that appears you need to:

1. Check the box to affirm your signature
2. Click the Begin Field Training Program button

Probationer Actions

None; the probationer is automatically placed into the Admin Step; there is no workflow.

Step 1

• Step 1 is initiated by a Supervisor or Administrator.
• Once initiated, the probationer is automatically placed into Step 1.

Supervisor / Administrator Actions

Assure you have the proper probationer selected as your active probationer. (If you need a refresher on setting your active probationer, please see changing active probationer)

To initiate Step 1:

1. Click Forms ⇒ Field Training Steps
2. Click the Begin Field Training button (Note: if your agency uses the Admin Step, the button will be labeled "Advance Probationer to Step 1".

If you do NOT use the Admin Step, your screen will look like this:

If you use the Admin Step, your screen will look like this:

On the form that appears you need to:

1. Check the box to affirm your signature
2. Click the Begin (Initiate the ) Field Training Program button

If you do NOT use the Admin Step, your screen will look like this:

If you use the Admin Step, your screen will look like this:

Probationer Actions

None; the probationer is automatically placed into step 1; there is no workflow.

Steps  2, 3, 4, & 5

• Step 2, 3, 4, & 5 can be initiated by anyone in the role of FTO or higher. (FTO, Supervisor, Administrator).
• A probationer must acknowledge advancement to Step 2, 3, 4, & 5

FTO, Supervisor or Administrator Actions

Assure you have the proper probationer selected as your active probationer.

To initiate Steps 2, 3, 4 & 5:

1. Click Forms ⇒ Field Training Steps
2. Click the Advance Probationer to Step [2, 3, 4, 5] button

On the form that opens you need to:

1. Check the box to affirm your signature
2. Click the Submit Request For Probationer to Advance to Step [2, 3, 4, 5] button

Probationer Actions

The probationer will receive a message asking them to acknowledge advancement to Step [2, 3, 4, 5] of the field training program. The probationer follows the message link ( or from the navigation menu clicks Forms ⇒ Field Training Steps ⇒ Advance to Step [2, 3, 4, 5] )

On the form that opens the probationer needs to:

1. Check the box to affirm their signature
2. Click the Advance to Step [2, 3, 4, 5] button

Supervisor / Administrator Actions (if the process was initiated by an FTO)

If the process was initiated by an FTO, a Supervisor or Administrator must also approve the transition to Step [2, 3, 4, 5].

Supervisors / Administrators will receive a message asking them to acknowledge advancement to Step [2, 3, 4, 5]. The Supervisor / Administrator follows the message link ( or from the navigation menu clicks Forms ⇒ Field Training Steps ⇒ Advance Probationer to Step [2, 3, 4, 5].

On the form that opens the Supervisor / Administrator needs to:

1. Check the box to affirm your signature
2. Click the Advance Probationer to Step [2, 3, 4, 5] button

Once the Supervisor / Administrator acknowledges; advancement to the step is complete.

Completion of the program

• Completion of the program can be initiated by a Supervisor or Administrator.
• A probationer must acknowledge Completion of the Field Training Program.
• Workflow is a 2 step process: Supervisor / Administrator ⇒ Probationer

Supervisor / Administrator Actions

Assure you have the proper probationer selected as your active probationer.

To complete the program:

1. Click Forms ⇒ Field Training Steps
2. Click the Complete Field Training button

On the form that opens the Supervisor or Administrator needs to:

1. Check the box to affirm your signature
2. Click the Probationer has completed the Field Training button

Probationer Actions

The probationer will receive a message asking them to acknowledge completion of the field training program.

The probationer follows the message link ( or from the navigation menu clicks Forms ⇒ Field Training Steps ⇒ Complete Field Training).

On the form that appears the probationer needs to:

1. Check the box to affirm your signature
2. Click the Complete the Field Training Program button

Once the probationer acknowledges completion of the field training program, management of the probationer within Copfto is complete.