Create a Coordinator Scheduled Opportunity

To add a coordinator scheduled opportunity...

Click Opportunities on the left navigation menu
Click +Add opportunity

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.

To create a coordinator scheduled opportunity, select +Allow coordinators to schedule rotations for students under Visibility and search settings. This workflow type allows 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):

Click +Add opportunity school.
In the new window, search a school this opportunity is for and select the agreement.
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.

Schedule Students

To schedule students...

Click +Schedule students on the left navigation menu
Select the school
Select the opportunity
Click +Add students
Select a student(s)
Enter a start and end date
Click Create rotation

Monitor Student Onboarding

Monitor your Rotations page for anything regarding student progress and/or your required action steps.

Rotation statuses are one way to monitor rotation progress. Rotations automatically transition through different statuses based on what steps are complete or incomplete.

Clipboard notification icons on rotations remind users of approaching deadlines or tasks requiring completion:

Filter by a range of criteria to find specific rotations or actions needed:

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.