Clinical sites have the option to require an application/onboarding step to be verified prior to acceptance. A few uses for this feature include: a staff member reviewing and confirming an uploaded document is the correct/current form, or a text field for test scores meets the minimum requirements. This article will go over how to configure the verification setting.
After reading this article you will be able to...
Configure Verification
Configure Exceptions
Verify or Reject Steps
Configure Verification
Click Settings from the left navigation menu
From the submenu click the step type you'd like to edit (application/onboarding/active/offboarding/evaluation)
Click on an existing step and edit the verification settings:
Selecting Any clinical site coordinator will allow anyone associated with the org/site/service/opportunity window to choose to verify/reject the step.
Configure Exceptions
Select whether or not to allow coordinators to waive steps:
Once an application that has a step requiring verification has been submitted, the rotation will move into a Pending application verification status. Those eligible to verify/reject the step will see the following:
Verify or Reject Steps
If rejecting a step, the reason for rejection can be entered and the entire rotation request can either be closed or left open for the step to be re-completed:
Once a step is verified, the updated status will display next to the step:
Once all steps requiring verification have been verified, the rotation will move into Pending clinical site status and the rotation can be accepted, waitlisted or closed:
Additional Note:
If a step is configured to be completed once per student, any steps previously completed and verified will remain verified on subsequent applications.
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