Managing Student Onboarding

Overview

Once students are assigned and confirmed to schedules, schools can monitor and manage onboarding progress directly from the Schedules and Onboarding page.

The onboarding experience provides visibility into student, clinical instructor, and school-level requirements, helping ensure all required documentation is completed before a placement begins.

Getting Started

From the Schedules and Onboarding page, review the Onboarding Status column to monitor student progress.

Common onboarding statuses include:

• Not Applicable
• Not Started
• Some Action Needed
• Compliant

Select the onboarding status or view icon to open the onboarding dashboard and review requirement details.

Reviewing Onboarding Requirements

The onboarding dashboard displays all assigned requirements, along with their due dates, statuses, and submission details.

Requirement statuses may include:

• Get Started
• In Progress
• Pending Review
• Approved
• Not Approved
• Expiring
• Expired

Selecting a requirement allows you to review:

• Requirement guidelines
• Submitted forms and documents
• Reviewer comments
• Approval history
• Audit history

This helps schools quickly identify missing information or requirements that still need attention.

Monitoring Student, Instructor, and School Requirements

For group schedules, schools can monitor onboarding progress for:

• Students
• Clinical Instructors
• School-level requirements

School requirements can apply to both Individual and Group schedules and should be completed to maintain schedule compliance.

This provides a centralized view of onboarding progress across all participants involved in the placement.

Communicating and Reviewing Progress

Schools can communicate directly with students, sites, and clinical instructors from within the onboarding experience.

Reviewer comments, requirement history, and audit records provide additional visibility into the compliance process and help schools understand what actions may still be required.