Topics Covered:

  • Dashboard Management

  • Generate Reports on Individual Onboarding Progress

Dashboard Management

When you log in, you'll automatically be directed to the Rotations page. This view will give you an overview of rotation statuses and steps to be taken in the near future.

  • Rotations listed in pending application verification status mean there are one or more application steps needing to be verified before a student can be accepted. If you're one of the staff members eligible to verify steps, you'll see a purple badge icon, indicating there are steps on a rotation to be verified by you:

  • The rotation listed in pending clinical site status means the next step is for a clinical site coordinator to accept, deny, or waitlist a student, as well as propose changes to a rotation:

  • Rotations with a yellow badge mean there are one or more steps you can complete for the rotation.

  • Rotations with a red badge mean there are one or more steps outstanding, with the rotation starting in two weeks or less:

Generate Reports on Individual Onboarding Progress

  • Click Reports

  • Then click the Students & Faculty report:

On this page, you can filter, run, and export a list of the data included from each application and onboarding step you've set up.

  • Click Reports

  • Then click Onboarding steps from the Reports submenu:

This will show what onboarding steps have or haven't been completed for each student, based on the criteria you select. This way you can determine what step(s) a student may be missing, and reach out to them if their rotation is coming up.


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.

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