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The Request type field allows you to apply a step only to student requested rotations, or coordinator scheduled rotations. If you do not specify a request type, the system will default to Any and the step will apply to both student requested and coordinator scheduled rotations.

Example: If you want all students who are requesting rotations independently to complete a background check paperwork step, you would select Student requested from the request type dropdown list.

To assign a step to a discipline, (or multiple student disciplines) search and/or select the student discipline(s) from the Discipline field. If you do not specify a discipline, the system will default to Any and the step will apply to all students.
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Example: If you want all of your Doctor of Medicine and Doctor of Osteopathic Medicine students to upload their COMLEX/USMLE score report/certificate, you would select these student types from the list. As a result, only these students would be required to upload this documentation.

To assign a step to a school (or multiple schools), select the school(s) from the School field. If you do not specify a school(s), the system will default to Any and the step will apply to students from all schools.

To assign a step to a service and/or opportunity, click Services then make your service/opportunity selections in the popup window:

To assign a step to one or more specific services, select the service(s) for the step to apply to from the services list. Please note: this will also apply the step to any future opportunity windows that are created in under the service(s) you've selected.

To assign a step to an opportunity, select the opportunity the step should apply to.

To assign a step that only applies to rotations during a certain part of the year, select the date range fields:

You can also select multiple criteria to fit the scenario you need.
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Example: If you need all Medical students from Clinician to fill out a particular form for rotations that were created after 10/7/2024, you could create a form step, and apply the following scenario:

You can delete a scenario by clicking the red trash can found in the top right corner of the scenario fields:

Related Articles:

Step Verification

Alert for Schedule Conflicts

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