After reading this article you will be able to...
Assigning Onboarding Steps to Specific...
Services and/or Opportunity Windows
Apply a Step to Multiple Criteria
Delete a Scenario
Assigning Application Steps to Specific...
The Workflow types field allows you to specify a step to apply only for student requested rotations (elective rotations), or coordinator scheduled rotations (core rotations). If you do not specify a workflow 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 Workflow type dropdown list.
To assign a step only to a certain student discipline, (or multiple student disciplines, but not all) search and/or select the student discipline(s) that the step should apply to from the Discipline field. If you do not specify a discipline(s), the system will default to Any and the step will apply to all students.
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 only to students from a specific school (or multiple schools, but not all schools), select the school(s) where the step should apply. If you do not specify a school(s), the system will default to Any and the step will apply to students from all schools.
Services and/or Opportunity Windows:
To assign a step to one or more specific services and/or opportunity windows, 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 for one or more opportunities, select the opportunity window(s) 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 this step should apply to:
Step Created Before/After
Apply a Step to Multiple Criteria:
In addition to the options mentioned above, you can also select multiple criteria to fit the scenario you need.
Example: If you need all Physician Assistant students from Midwest University to fill out a particular form for rotations that begin on, or after January 1st, 2020, you could create a step that requires a form, and apply the following scenario to the step:
Important Note: Each scenario created acts independently of one another.
Example 1: Two Separate Scenarios
This step will apply to all coordinator scheduled rotations starting before 12/19/2021. This step will also apply to all rotations starting after 2/6/2022, regardless of if it is coordinator scheduled or direct application.
Example 2: One Scenario
This step will apply to all coordinator scheduled rotations starting before 12/19/2021, and rotations starting after 2/6/2022. The rotations starting after 2/6/2022 still must be coordinator scheduled in order for the step to apply.
Delete a Scenario
You can delete a scenario by clicking the red x found in the top right corner of the scenario fields:
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.