Managing Documents on Clinical Requirements

Documents and other forms to be completed can be uploaded to Clinical Requirements by a Provider or by a School. Documents uploaded by Providers cannot be removed by Schools, and vice versa, but they can be downloaded and shared with students and instructors for their completion prior to attending their rotation. Completed documents should be uploaded to the student or instructor's specific requirement on the Attest Requirements page. 

To manage documents and forms attached to Clinical Requirements

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 in the left navigation menu, click Clinical Requirements.

3. On the Manage Requirements page, click School Requirements in the top navigation bar. If you have any additional documents for students and instructors to complete as part of the provider's clinical requirements, click Provider Requirements.

   

4. Find the requirement to update, then click the three-dot menu button under the Actions column.

5. Choose Manage Documents.

   

6. To upload a new document, click the Add Document link.

   

   1. To view or remove an existing document, click the download or trash icon to the right of the document name.

      

7. In the pop-up, give your document a title then drag-and-drop your file in to the upload area.
8. Add any optional comments about this document.
9. Click Save. The uploaded document will appear in the Manage Documents window. 
10. Click Close.