Opportunity refers to potential experiences/rotations offered to students, both assigned to specific schools, or open to apply for directly. Opportunities can be configured for a narrowed date range, maximum number of students, and other detailed scheduling options.
After reading this article you will be able to...
Add Opportunities
Configure Opportunities
General info
Schools
Availability
Edit Existing Opportunity Window
Add Opportunities
To add an opportunity...
Click Opportunities on the left navigation menu
Click +Add opportunity
Or
Services tab...
Click Services on the left navigation menu
Select an existing service
Click +Add opportunity
You can also duplicate the configurations of an existing opportunity window by clicking the gray vertical ellipsis (3 gray dots) on the far right of the opportunity, and click copy opportunity- and adjust the name and details as needed.
Configure Opportunities
After clicking +Add opportunity, select whether you are creating for an opportunity for an individual student or group of students.
In the new opportunity window, you'll be able to allocate new opportunities based on your setting preferences in these three categories:
General info
When creating an opportunity, the first section includes general information such as the opportunity name, description and location. Under visibility and search settings, the opportunity can also be toggled on from draft mode to public when ready for scheduling.
Note on workflow types:
Selecting Allow students to search and apply from the find clinical experiences page will make the rotation available for students to apply directly.
Selecting Allow coordinators to schedule rotations for students will allow you to link the opportunity for one or more school partners to schedule students directly. This also allows health system coordinators the option of scheduling students.
For more specifics on the General information tab: General Information- Terms and Definitions
Schools
The Schools page includes information on which schools and/or types of students can participate in this opportunity. You can now add more than one school to an opportunity. You can also further specify the total number of rotations (spots) available to each school within the opportunity.
To add a school(s):
Note: To keep the opportunity open to all, skip this step.
Click +Add opportunity school.
In the new window, you can search a school this opportunity is for.
Set the maximum rotations available to a school.
Set Guaranteed rotations available to a school.
Optionally set dates and deadlines for requests.
Optionally allow the school to schedule Placeholder students.
Click Apply.
Repeat this process for all schools.
For more specifics on the Schools tab: Schools- Terms and Definitions
Availability
The availability section includes information about when the opportunity will take place, such as the date range, and availability windows.
To add an availability window:
Click Add/remove calendar item and +Create new availability window. Optionally click existing window to edit (green boxes on the calendar).
Next, enter a window name and limit the number of learners per day or groups per day if this is a group opportunity.
Optionally set a timeframe, location, and/or schedule along with specifying the schools allowed in the window.
When complete, click +Add availability window.
For more specifics on the Availability tab: Availability- Terms and Definitions
Edit Existing Opportunity
You can see existing opportunities in either Opportunities or Services from the left navigation menu.
Opportunities Tab:
Click Opportunities from the left navigation menu
Click on the ellipsis on the far right of an opportunity
Click Edit opportunity
Services Tab:
Click Services from the left navigation menu
Click on a service
Scroll to the bottom and to view existing opportunities
Click on the ellipsis on the far right of an opportunity
Click Edit opportunity
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.