Creating and Editing Services
Step Scenarios
Rotations Page: Calendar Format
Clinical Site: Referrals
How to Create and Manage Student Opportunities
Reports Overview
Clinical Site: Edit Your Profile and Account Information
Clinical Site Role Permissions
Clinical Site: Opportunity Manager Role
Clinical Site Step Manager Role
Clinical Site Agreement Manager Role
Clinical Site Report Viewer Role
Clinical Site Preceptor Role
Clinical Site Coordinator Role
Clinical Site Admin Role
Clinical Site: Evaluations
COVID Status & Virtual Rotation Tags
Create an Availability Window
Clinical Site: Bulk Actions on Rotations
Send Students the Direct Link to Applications
Step Verification Expiration
Changing Rotation Dates
Scheduling Availability Windows
Clinical Site: Configure Hour Logging
Opportunity Usage View in Services
Opportunity Usage Report
Elective Request Settings
Clinical Site: Reopening Closed Rotations
Pausing & Resuming Rotations
Clinical Site: Cancel a Rotation
Rotation Waitlist
Rotations Page: Filter By Date
Copy Opportunity
Clinical Site: Adding Agreements
Agreement Expiration Reminder
Clinical Site: Group Rotations
Advanced Services Setup: Service Naming
Clinical Site: Add/Edit Staff
Clinical Site: Notification Settings
Clinical Site: Not Receiving Email Notifications
Clinical Site: Two Factor Authentication
Staff Password Requirements
Step Verification
IP Restrictions
Require Two-Factor Authentication
Alert for Schedule Conflicts
Create an Opportunity
Rotations Page: List Format
Clinical Site: Create a View
Clinical Site: Deactivate Personal Account
Clinical Site: Advanced Settings Overview
Clinical Site: Switching a Student to Another Rotation
Single Sign-On Setup
Opportunities Page: General Info
Opportunities Page: Schools
Opportunities Page: Availability
Clinical Site: Opportunity Details Page