Clinical sites create application and/or onboarding steps requiring completion prior to a student's clinical rotation. To view what steps have or haven't been completed:

  • Click Dashboard from your left menu

  • Click Reports from the submenu

  • There, you can select from a variety of report templates to run and/or customize

  • Click Onboarding steps report

This report will show each step for every student rotation in onboarding status. The Onboarding steps report will also show whether or not steps are completed, as well as other rotation details:

  • Click Settings

  • Select/deselect whether you want to view students and/or faculty onboarding steps in your report

  • Optionally, click +Add filter to narrow down the results

  • Click Run report to view the results on your page. You will see whether or not a step has been completed, the name of the student, the clinical site and rotation information, as well as the name of the incomplete steps:

  • Optionally, click Export to download the results into an excel spreadsheet. Here's a sample exported spreadsheet:


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.

Did this answer your question?