Adding or Managing School Requirements

School Admins can add or manage School Requirements for their students. You can choose from a set of Standard Clinical Requirements or you can add a custom requirement. 

• Add a standard School Requirement
• Add a custom School Requirement
• Modify an existing School Requirement
• Remove an existing School Requirement

Add a standard School Requirement

1. From the left navigation, select the Rotation Period and School from the drop-down menu. The Rotation Period filter will apply to all modules and screens.  

   

2. Under School Details on the left navigation menu, click Clinical Requirements.

3. On this page, select the School Requirements tab.

4. Choose Add Standard Requirement and select from the list of requirements. Click Add item. 

Standard Requirements will apply to Students by default. Use the dropdown menu in the Applies To column to change this to Instructors or Students & Instructors.

Adding a custom School Requirement

You can add a custom School Requirement if it's not listed under the Standard Requirements list.

1. Under School Details on the left navigation menu, click Clinical Requirements.

2. Choose Add Custom Requirement. 

3. Complete the form fields in the pop-up window with your custom requirements:

• Clinical Requirement Name: Enter a name for this requirement
• Category: Select a Category for this requirement
• Applies To: Choose whether this requirement should apply to instructors, students, or both
• Instructions (Optional): Provide instructions for the individuals that need to meet this requirement

• Tags (Optional): Include tags that will be visible to the individuals that need to meet this requirement

  

4. Click Save.

Modifying an existing School Requirement

You may need to modify the Category, Requirement Name (if Custom), who the requirement is applied to, or the tags for a requirement. 

1. Under School Details on the left navigation menu, click Clinical Requirements.

2. Choose the School Requirements tab.

3. Find the requirement to edit, then click the three-dot menu button on the right. Click Edit.

4. In the Edit Clinical Requirement window, make any necessary updates.

5. Click the Save button at the bottom to save your changes.

Remove an existing School Requirement

1. Under School Details on the left navigation menu, click Clinical Requirements.

2. Choose the School Requirements tab.

3. Find the requirement to edit, then click the three-dot menu button on the right. Click Delete.

4. In the confirmation pop-up, Choose Yes to confirm deleting the requirement.