What’s New in This Release
This release brings improvements to notifications, reporting, and overall workflow efficiency. You can now access notification details instantly without leaving your current screen, receive weekly digest emails for onboarding and scheduling, and search availabilities using ID or name.
Additionally, reports have been enhanced with Clinical Instructor details and location hierarchy, providing better visibility and easier tracking across schedules and locations.
Table of Contents
- Faster Notification Access with In-Place Detail View
- Weekly Digest Emails for Schedules, Onboarding & Opportunities
- Search Availabilities by ID & Name
- Additional Columns in Reports
Faster Notification Access with In-Place Detail View
Accessing request, schedule, and message details from notifications is now faster and more seamless. Instead of navigating away from your current screen, details now open instantly within the same view.
- Clicking on a notification now opens the relevant request, schedule, onboarding, or message details directly in context, such as the appropriate drawer or screen, without unnecessary navigation or loading intermediate pages
- No redirection to grid pages, keeping you on your current screen
- Eliminates unnecessary loading of full list views
- Provides a faster and more focused way to access information
- Your current context (filters, scroll position, or ongoing work) remains unchanged
- Closing the overlay returns you exactly to where you were
This enhancement reduces navigation effort and helps you quickly view and act on notifications without interrupting your workflow.
Weekly Digest Emails for Schedules & Onboarding
Schools will now receive structured weekly digest emails that provide a consolidated view of upcoming schedules, onboarding compliance, and scheduling readiness—helping you take timely action without tracking multiple updates across the platform.
Digest emails are sent only when relevant data exists and include schedules starting within the next 45 days. These digests are state-based (not event-based), meaning items are automatically removed once the required action is completed.
Scheduling & Confirmation Digest (Weekly)
Helps ensure upcoming schedules are fully set up and ready before start dates by highlighting gaps in student assignment and confirmation.
What’s included
- Covers schedules starting within the next 45 days
- Highlights:
- Schedules with no students assigned
- Schedules with students assigned but not yet confirmed
Navigation & Actions
- For schedules with no students assigned:
Each row includes a “View” link that navigates directly to the relevant schedule for assignment. - For schedules with students not confirmed:
A navigation link is provided in the email body to the Schedules List screen, where users can review and confirm students in bulk.
Summary & Data Access
- A summary table is displayed within the email body, including:
- Total upcoming schedules
- Schedules with no students assigned
- Schedules with students pending confirmation
- Detailed data is provided via an attached Excel file for operational tracking.
Attached Excel Structure
The attached file:
“Schedules Pending Student Assignment and Confirmation_{date}” includes 2 sheets:
- Student Assignment Pending
- Schedules with no students assigned
- Includes direct “View” link for quick action
- Student Confirmation Pending
- Schedules where students are assigned but not confirmed
- Focused on enabling confirmation workflows via Schedules List
Each sheet includes:
- Schedule ID
- Student details (if applicable)
- Site & Location
- Experience Type
- Schedule Duration
This ensures schools can proactively assign and confirm students, preventing onboarding delays and ensuring schedules are fully ready ahead of start dates.
Onboarding & Compliance Digest (Weekly)
Provides a complete view of upcoming schedules that are not yet fully compliant due to pending onboarding requirements.
How schedules are grouped
Schedules are clearly grouped based on who needs to act to fulfil onboarding requirements:
- School Digest View
Includes both individual and group schedules where action is required from the school. - Student Action Section
Includes student-level schedule entries, whether part of individual or group schedules, where students must complete onboarding requirements. - CI / Faculty Section
Includes group schedules only, where CI / Faculty need to complete onboarding requirements.
(Group schedules may also appear under School if school-level action is required.)
What’s included
- Covers schedules starting within the next 45 days
- Includes both individual and group schedules
- Schedules are categorised into:
- School action required
- Student action required
- CI / Faculty action required
- Each schedule includes a “View” link that navigates directly to the relevant onboarding screen
- Group schedules appear under CI / Faculty when faculty-level requirements are pending
Summary & Data Access
- A summary table is displayed directly within the email body, including:
- Total upcoming schedules
- Non-compliant schedules
- Breakdown by action owner (School, Student, CI/Faculty)
- Detailed schedule-level data is provided as an attached Excel file, structured for easy tracking and follow-up.
Attached Excel Structure
The attached file:
“Schedules Pending Onboarding Action_{date}” includes 3 sheets:
- School Action Required
- Includes individual + group schedules where school action is pending
- Student Action Required
- Includes student-level entries requiring onboarding completion
- CI / Faculty Action Required
- Includes group schedules where CI / Faculty must complete requirements
Each sheet contains:
- Experience Type (Individual / Group)
- Schedule ID / Group Name
- Student / CI details
- Site & Location
- Schedule Duration
- Action (View link)
This gives you a quick summary at a glance while enabling deeper tracking and follow-up using the attached data, ensuring all schedules are fully compliant before their start dates.
Search Availabilities by ID & Name
A new search enhancement has been added to the Explore & Apply for Availability page. In addition to searching by location and address, users can now choose to search using Availability ID or Availability Name directly from the search dropdown.
- Search availabilities using:
- Availability ID
- Availability Name
- Existing Location & Address search remains available
- Easily switch search type from the dropdown within the search bar
- Quickly locate specific availabilities shared by sites using ID
- Reduces dependency on manual communication with sites
- Faster and more efficient discovery of targeted opportunities
This enhancement allows schools to directly access specific availabilities, especially useful when a site shares an availability ID for quick reference, making the search experience more precise and efficient.
Additional Columns in Reports
Reporting across schedules and locations has been enhanced with additional contextual data to improve visibility and analysis.
- Clinical Instructor (CI) details added to Schedule-level Summary Report
- CI Name and Email are now available
- Ability to search using CI name and email
- Location hierarchy added across all reports (for both schools and sites)
- Displayed alongside location names in all location-related columns
- Provides a structured view of location relationships and helps identify the parent location of a department or unit.
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