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Configure Active Steps

Clinical Site: Create Steps for Students to Complete During the Rotation

Kate Mattison avatar
Written by Kate Mattison
Updated over a week ago

Active steps are tasks, or documents, requiring completion in Clinician Nexus while a rotation is taking place at your site. This may include any step you as the site coordinator need to complete during a rotation. There are several configuration options. This allows documentation to be collected by students, school coordinators, or clinical site coordinators. The information can be tracked and visible to all relevant parties. More specific configuration information is provided later in this article.

After reading this article you will understand or be able to...

  • Add a New Step

  • Step Configuration Details & Samples

  • Step Settings

  • Assigning Active Steps to Specific...

    • Workflow Types

    • Disciplines

    • Schools

    • Services and/or Opportunity Windows

    • Time Frames

    • Apply a Step to Multiple Criteria

  • Deleting a Scenario

Add a New Step

  • Click Settings from your left navigation menu

  • Then, from the submenu click Active steps

  • From here, you can click +Add active step:

Step Configuration Details & Samples

Name the step and include a description, or any necessary instructions that will be helpful for completing the step. Steps can be configured as one of three types. Form, document upload, or confirmation checkbox.

Sample form step configuration:

Sample file upload configuration:

Sample confirmation checkbox step:

Customize the step by adding additional information in the optional fields provided. Once you've completed the configuration of your steps, you can add any attachments needed.

Step Settings

After creating the step type, you can customize settings so they apply correctly according to your organizations preferences. some of these these settings include...

  • Who completes this step?

You can assign the step to any, or multiple, parties on the rotation.

Steps can also be required once, or for each rotation the student is on. This allows for a streamlined onboarding process if the student is onboarding for multiple rotations, as some of the onboarding might have already been completed for a previous rotation.

  • When should this step be completed?

Steps can be required at any point during the rotation. An example of this could be a midpoint evaluation of the students clinical learning experience.

  • What should happen if the step is not completed in time?

Steps can be configured to either display a warning, or automatically close a rotation if the required timeline for completion is not met.

  • Who needs to verify completed steps meet requirements?

If a step needs to be verified before it is accepted, you can assign specific clinical site staff to verify the step. Steps can also be configured to require the coordinator to set an expiration date when verifying. An example for when this may be used is for a vaccination.

  • Should your coordinators be allowed to waive this step?

Assigning Active Steps to Specific...

Workflow Types:

The Workflow types field allows you to specify a step to apply only for student requested rotations, or coordinator scheduled 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 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.


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.

Time Frames:

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:

  • Starts Before/After

  • Ends Before/After

  • Rotation 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:

Deleting a Scenario

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

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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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