There are a variety of criteria available to allow you to assign application, onboarding, or offboarding steps to the specific students that need to complete them.  This article will give several examples of how to configure each step.

Topics covered:

  • Apply Step(s) to Specific...

    • Workflow Type

    • Disciplines

    • Schools

    • Services and/or Capacity

    • Time Frames

  • Delete a Scenario

To begin making these assignments:

  • Click Settings from your left dashboard menu

  • Click Application steps, Onboarding steps, or Offboarding steps from the left submenu, depending on where you want to make these assignments

  • To create a new application/onboarding/offboarding step, click + Add step on the respective step page OR click on an existing step to make edits

  • Enter applicable step information and/or scroll down to the When does this step apply? field to enter the specific scenario(s) for which you want the step to apply:

Apply a Step to Only Student Requested or Only Coordinator Scheduled Rotations:

To specify that a step will only apply to student requested rotations (elective rotations) or coordinator scheduled rotations (core rotations), you will edit the Workflow type field. If you do not specify a workflow type, the system will default to Any and the step will apply to both student requested and coordinator scheduled rotation. 

For example, if you want all students who are requesting rotations independently to complete a background check paperwork step, you would select Student requested from the Workflow type dropdown list. 

Apply a Step to Certain Disciplines: 

To assign a step only to certain student discipline, (or multiple student disciplines, but not all) search and/or select the student discipline(s) that the step should apply to from the Discipline field. If you do not specify a school(s), the system will default to Any and the step will apply to all students.

For example, if you want all of your Doctor of Medicine and Doctor of Osteopathic Medicine students to upload their COMLEX/USMLE score report/certificate, you would select these student types from the list. Only these students would then be required to upload this documentation. 

Apply a Step to Students From a Certain School:

To assign a step only to students from a specific school (or multiple schools, but not all schools), select the school(s) that the step should apply. If you do not specify a school(s), the system will default to Any and the step will apply to students from all schools.

Apply the Step to One or More Specific Services and/or Capacity Windows:

To assign a step to one or more specific services and/or capacity windows, click Services then make your service/capacity selections in the popup window:

To assign a step to one or more specific services, select the service(s) for the step to apply to from the services list. Please note: this will also apply the step to any future capacity windows that are created in under the service(s) you've selected. 

To assign a step to one or more specific capacities, select the capacity window(s) for the step to apply.

Apply a Step For Only a Certain Time Frame:

To assign a step that only applies to rotations during a certain part of the year, select the date range fields for the step to apply: 

  • Starts Before/After

  • Ends Before/After

  • Step Created Before/After

Apply a Step to Multiple Criteria: 

In addition to the options mentioned above, you can also select multiple criteria to fit the scenario you need.

As an example, if you need all Physician Assistant students from Midwest University to fill out a particular form for rotations that begin on or after January 1st, 2020, you could create a step that requires a file upload and apply the following scenario to the step:

Delete a Scenario: 

You can delete a scenario that has been created by clicking the red trashcan found to the right of the scenario fields:


Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

Did this answer your question?