Welcome and Overview

Dantian Clinical Training Logbook gives your clinical training program one place, inside your own WordPress site, for students to record the treatments they give, attach their evidence, write reflections, and see how close they are to finishing each part of the program.

Without a dedicated logbook, this work tends to be split across spreadsheets, paper forms, shared drives and email. Students lose track of what they still need, and the people overseeing them have no single view of who is on track. This plugin brings it together: you describe your program once, students log against it, and progress is calculated for them as they go.

The structure is discipline-agnostic. You define your own levels (the stages of your program), clinic types (the kinds of placements or sessions students attend), interventions (the techniques, diagnostics, advice and case details they apply) and requirements (how many times each must be logged). That means the same plugin can model an acupuncture, chiropractic, naturopathy, osteopathy, massage, physiotherapy, nutrition or counselling program — or any other practice-based training.

Who uses it

Role	What they do	Where they work
Administrator	Sets up the program, assigns pages and roles, oversees entries and reflections, manages privacy and storage	WordPress admin, under the Clinical Training Logbook menu
Student	Logs treatments, uploads treatment notes, writes reflections, tracks progress	Front-end pages on your site (by default Log a Treatment and My Logbook)
Trainer (Pro)	Reviews the students in their cohorts, reads reflections, leaves feedback, flags evidence for review	A front-end Trainer Workspace page

The free plugin is built around the administrator and the student. Trainers only have a dedicated workspace with Pro — see Free and Pro below.

Free and Pro

Dantian Clinical Training Logbook is the free plugin, and it works on its own. Dantian Clinical Training Logbook Pro is a separate add-on that requires the free plugin to be installed and active. Throughout this documentation, Pro-only content is marked like this:

🔒 Pro feature — requires the Pro plugin.

Feature	Free	Pro
Program catalogue — levels, clinic types, interventions, requirements, clinic minimums — with a setup wizard	✅	✅
Student entry form, including evidence upload and reflection	✅	✅
Student overview with progress against every requirement	✅	✅
Private evidence storage on your own server (never publicly downloadable)	✅	✅
Voice dictation for reflections, using the student’s own browser	✅	✅
Draft autosave and offline retry on the entry form (off until you switch it on)	✅	✅
Admin Logbook Entries page — browse every student’s entries	✅ (basic list)	✅ (full reports screen)
Void an entry from Logbook Entries, so it stays visible but stops counting toward progress	✅	See Voiding an entry
Admin Reflections page — browse student reflections	✅ (basic list)	✅ (replaced by Reflections Overview)
Admin Activity Log — a lasting record of deletions and other administrative actions	✅	✅
Upgrade to Pro tab under Plugin Settings	✅	Hidden once Pro is active
Student allocations — assign students to levels, lock and auto-lock logbooks	—	✅
Cohorts, trainer assignment and Cohort Progress	—	✅
Trainer Workspace	—	✅
Student reflections journal page	—	✅
Student usage insights page and admin Usage Analytics	—	✅
Logbook Entries filters, entry detail, reassignment, deletion, CSV export and a printable progress snapshot (print or save as PDF from your browser)	—	✅
Reflections Overview with filters and CSV export	—	✅
Reflection feedback from trainers and administrators, with optional email to the student	—	✅
Evidence review — separate privacy and notes-completeness reviews, flags and student emails	—	✅
Softer evidence rules — let students save now and add missing notes or reflections later	—	✅
Cloud storage for evidence (Bunny or Google Drive), migration and orphaned-file cleanup	—	✅
Weekly reminder emails for students with incomplete entries	—	✅
Licence activation for Pro updates	—	✅
Trainer login redirect and dashboard widgets	—	✅

The free plugin makes no connections to outside services of its own. Voice dictation runs in the student’s browser; some browsers send the audio to the browser vendor to be transcribed, and the plugin never receives it. See Logging treatments.

Where to start

You are…	Start here
An administrator setting up the logbook	Requirements and installation, then the Quick start, then the Administrator guide
A trainer reviewing students (Pro)	Trainer guide
A student logging treatments	Student guide

In this documentation

Getting started

• 01 — Requirements and installation — what your site needs, and how to install Free and Pro.
• 02 — Quick start — a first-run walkthrough, from an empty install to a student’s first entry.

Setting up your program

• 03 — Program catalogue — levels, clinic types, interventions, requirements, clinic minimums and the setup wizard.
• 04 — Plugin settings and pages — the admin menu, Site Setup, the front-end pages and where students land after logging in.

The student experience

• 05 — Logging treatments — the entry form, evidence upload, drafts, dictation and voiding.
• 06 — Student overview and progress — the overview page and how progress is calculated.

Evidence and privacy

• 07 — Evidence storage and privacy — how evidence files are protected, privacy requests, account deletion and uninstalling.
• 08 — Cloud storage (Pro) — Bunny and Google Drive, migrating existing evidence and cleaning up orphaned files.

Oversight and reporting

• 09 — Logbook entries and reports — the Logbook Entries page, exports, reassigning and deleting entries, and the Activity Log.
• 10 — Reflections, journal and feedback — reflection settings, the admin Reflections pages, the student journal and feedback.
• 11 — Evidence review (Pro) — privacy and notes-completeness reviews, enforcement modes and review emails.

Managing students and trainers (Pro)

• 12 — Student allocations (Pro) — allocating students to levels, and locking logbooks.
• 13 — Cohorts and cohort progress (Pro) — cohorts, trainer assignment, students without a cohort and the Cohort Progress page.
• 14 — Trainer workspace (Pro) — who counts as a trainer, setting up the workspace and using it.
• 15 — Usage insights (Pro) — the student usage page and admin Usage Analytics.
• 16 — Reminder emails (Pro) — the weekly reminder digest, opting out and unsubscribing.
• 17 — Licensing and updates (Pro) — activating your licence, licence checks and Pro data on uninstall.

Reference

• Shortcode reference — every shortcode and its options.
• Settings reference — every setting and its default.
• User roles and permissions — roles, capabilities and who can see what.
• Troubleshooting — common problems and how to fix them.
• FAQ — answers to frequent questions.

Role guides

• Administrator guide — your first week, your weekly routine and where to go for each task.
• Trainer guide (Pro) — using the Trainer Workspace to support your students.
• Student guide — logging treatments and keeping your logbook on track.