Verifying Student Rotation Compliance (Final Check)

Before a rotation begins, it is essential to conduct a final check to ensure that students are fully prepared and compliant for their upcoming rotations. To simplify this process, you can use the Rotation Manager, allowing you to efficiently search for students who have upcoming rotations and promptly verify their compliance.

To verify rotation compliance for students going on-site tomorrow or thereafter: 

  1. On the homepage, select Rotation > Rotation Manager.

    • Note: By default the Rotation Manager only displays students who have ongoing rotations.

  2. Select the Search menu icon []. This opens an advanced search menu, allowing you to search for students with upcoming rotations.

  3. In the advanced search menu, do the following:

    1. From the View Rotations drop-down, select Future.

    2. Select Search. This displays students with upcoming rotations.

    3. Select the X icon [] to collapse the search menu.

  4. (Optional) Learn about Compliance Indicators on the Rotation Manager:

    On the ?... column, please note the following about a student's compliance:

    • A Thumbs Down [] icon indicates the student has at least one non-compliant item for the rotation.

    • A Thumbs Up [] icon indicates the student is fully compliant for the rotation.

    On the Student/Instructor column, please note the following about the icons:

    • The Exclamation icon [] indicates pending compliance items.

    • The Document icon [] indicates pending rotation documents.

    • The Sign Document icon [] indicates that some documents require electronic consent.

    • The Compass icon [] indicates incomplete rotation orientation modules.

    • The Book icon [] indicates incomplete rotation exams.

  5. On the ?... column, select a Thumbs Down [] or Thumbs Up [] icon for a student. This displays the student's compliance items for their upcoming rotation—where you can verify and review the details of their compliance.

  6. On the Compliance Requirements window that opens, you can view the following four tabs:

    • This tab displays the student’s individual compliance requirements, organized into checklists.

    • Individual items are marked with a Thumbs Down [] or Thumbs Up [] indicating compliance.

    • This tab correlates with the Exclamation icon [].

    • This tab displays documents assigned by the hospital for the student’s rotation.

    • These documents must be reviewed by the student before the rotation starts and may require the student’s consent and supporting documents.

    • There are three document types: Consent, Upload, and Read-Only.

    • Incomplete Consent Documents state Consent required. If the document is compliant, it displays the date and time of consent. These documents correlate with Document icon [].

    • Un-uploaded documents state Add Document and have no document associated to them. These documents correlate to the Sign Document and Document icons [] [] .

    • Read-Only documents have no indicators and are automatically considered compliant.

    • This tab displays orientation modules and videos the student must complete before the rotation starts.

    • A non-compliant module is indicated by a flag icon [] and must be completed or retaken.

    • A date displays in the Valid Till column, indicating when the module must be completed again. If a complete module does not display a date, it must be completed before every rotation.

    • This tab correlates with the Compass icon [].

    • This tab displays exams the student must complete before the rotation starts.

    • A non-compliant exam is indicated by a flag icon [] and must be completed or retaken.

    • A date displays in the Valid Until column, indicating when the exam must be completed and passed again. If no date displays, it must be completed before every rotation.

    • This tab correlates with the Book icon [].