Toggle Between Column, Calendar and List Formats

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. You can toggle between a Column, Calendar and List format.

Column: Click Column at the top of your rotation page to view all opportunities organized by status:

Calendar: Click Calendar at the top of your rotation page to view all opportunities organized by month:

List: Click List at the top of the rotations page to view all opportunities organized in a list format:

Statuses

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 clipboard 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 blue clipboard mean there are one or more steps you can complete for the rotation:

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

Generate Reports on Individual Onboarding Progress

Student Faculty and Preceptors Report:

Click the Reports tab
Then, click the Students, faculty, and preceptors report template

On this page, you can filter, run, and export a list of the data included from each application and onboarding step the student(s) have completed:

Onboarding Steps Report:

Click Reports
Then click, Onboarding steps report:

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 start date 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.