Onboarding steps are tasks requiring completion in preparation for a student beginning a rotation at your site. There are several configuration options. This allows documentation to be collected by students, school coordinators, or clinical site coordinators. The information can be tracked and visible to all relevant parties. More specific configuration information is provided later in this article.

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Name the step and include a description and any necessary instructions that will be helpful for completing the step. Steps can be configured as one of three types. Form, document upload, or confirmation checkbox.
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Sample form step configuration:

Sample file upload configuration:

Sample confirmation checklist step:

Customize the step by adding additional information in the optional fields provided. Once you've completed the configuration of your steps, you can add any attachments needed.

The Request type field allows you to apply a step only to student requested rotations, or coordinator scheduled rotations. If you do not specify a request type, the system will default to Any and the step will apply to both student requested and coordinator scheduled rotations.

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 request type dropdown list.

To assign a step to a discipline, (or multiple student disciplines) search and/or select the student discipline(s) from the Discipline field. If you do not specify a discipline, the system will default to Any and the step will apply to all students.
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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. As a result, only these students would be required to upload this documentation.

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

To assign a step to a service and/or opportunity, click Services then make your service/opportunity 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 opportunity windows that are created in under the service(s) you've selected.

To assign a step to an opportunity, select the opportunity the step should apply to.

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

You can also select multiple criteria to fit the scenario you need.
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Example: If you need all Medical students from Clinician to fill out a particular form for rotations that were created after 10/7/2024, you could create a form step, and apply the following scenario:

You can delete a scenario by clicking the red trash can found in the top right corner of the scenario fields:

Related Articles:

Step Verification

Alert for Schedule Conflicts

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