Assigning Historical Placement Requests

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. From the left navigation menu, select Provider, then click Cohort Requests.

3. In the Manage Cohort Requests table, click Show Filters at the top of the screen if you need to narrow the results. Use the dropdown menus (such as School, Placement Type, and Preferred Department) to apply filters.

4. Historical requests are identified by the H badge next to the Request ID. Select the historical request you want to assign by checking the box next to it.

• The left-side panel will display all pending requests.

• You can adjust the divider between the two panels by dragging the blue line or clicking the blue arrow.

5. Select the availability you want to assign. In the right-side panel, check the shift boxes under the days you want to assign the students. By default, only locations/departments/units with exact Experience matches will display. Under the Number of Slots column, enter the number of students to assign to that location.

• Shifts that match the request will be highlighted in green.

• If no best match availabilities appear, click Show All to view all available locations/departments/units. 

• Check the Allow Overlap box to display shifts in orange that have already been filled.

6. Click the Assign button above the table.

6. In the confirmation pop-up, enter any comments for the school, then click Save.