This guide provides step-by-step instructions for School Administrators to set up their program, manage students and cohorts, oversee clinical operations, and report on progress and compliance.
Getting started: Inital setup
How to set up your school
Steps:
- Create your school profile and upload your logo.
- Add primary contact information for administrators.
- Define school-wide compliance requirements for students.
- Establish facility partnerships and prepare to post shifts.
Understanding administrator roles
Each administrator is assigned a role that controls access.
- Super Admin – Full access to all settings, users, and system configuration
- Admin – Manage students, cohorts, instructors, and shifts
- View-Only – View reports and data without editing permissions
How to manage admin permissions
Steps:
- Navigate to Settings > Team Members.
- Invite administrators and assign roles.
- Update permissions as responsibilities change.
- Remove access for departing team members.
Get ready for students
How to invite and verify students
Steps:
- Go to Students > Invite New.
- Upload a CSV file or enter student emails manually.
- Students receive an email with account setup instructions.
- Review student profiles for completeness.
- Approve or reject compliance documents with feedback.
How to create and manage cohorts
Steps:
- Navigate to Cohorts > Create New.
- Set cohort name, program type, start/end dates, and hour requirements.
- Assign faculty advisors and required specialties.
- Add or remove students as needed.
- Archive cohorts once completed.
How to monitor student progress
- View individual student dashboards with real-time hour tracking.
- Track hours by specialty, facility, and semester.
- Review instructor evaluations and performance feedback.
- Use alerts to identify students at risk due to compliance or progress gaps.
Bulk actions and efficiency tips
- Import students in bulk using CSV upload.
- Assign multiple students to cohorts using multi-select.
- Set cohort-level compliance requirements.
- Export student data for reporting or review.
- Use search and filters to quickly locate records.
Manage clinical operations
How to establish facility partnerships
Steps:
- Navigate to Partnerships > Add New Facility.
- Enter facility details, specialties, and contacts.
- Upload partnership agreements or MOUs.
- Define facility-specific compliance requirements.
- Review student wishlist data to guide partnership priorities.
How to post clinical shifts
Manual Shift Creation
- Go to Shifts > Create New.
- Enter date, time, facility, specialty, and available slots.
- Define student eligibility requirements.
- Save as draft or publish.
AI Shift Creator
- Select AI Create.
- Describe your shift needs in plain language.
- Review generated shifts.
- Publish or save as a template.
How to assign instructors and students
Steps:
- Open the shift record.
- Select Assign Instructor and choose from the roster or invite a new instructor.
- Select Assign Students and filter by cohort, specialty, or compliance.
- Use multi-select for bulk assignments.
- Notifications are automatically sent to all participants.
Understanding the shift lifecycle
Shifts move through the following stages:
Draft → Posted → Assigned → Confirmed → In Progress → Completed → Evaluated → Closed → Archived
- Each stage updates automatically as actions are completed.
- Shifts can be filtered and sorted by lifecycle stage.
Operational efficiency tips
- Use templates for recurring shifts.
- Clone previous shifts for faster setup.
- Schedule automated reminders for upcoming shifts.
- Bulk cancel or reschedule shifts during facility closures.
Compliance and documentation
How to set compliance requirements
- Define school-wide requirements such as immunizations, CPR, and background checks.
- Add facility-specific requirements per partnership.
- Specify document types, expiration rules, and renewal timelines.
- Create templates for different program types.
How to review and verify documents
Steps:
- Open the Compliance Dashboard.
- Review pending submissions.
- Approve documents or reject with specific feedback.
- Students are notified automatically.
Monitoring expirations and renewals
- Automated reminders are sent at 60, 30, and 7 days before expiration.
- View upcoming expirations sorted by urgency.
- Students with expired documents are flagged during shift assignment.
- Generate compliance reports for accreditation and audits.
Compliance troubleshooting
- Student cannot be assigned: Check missing or expired documents.
- Upload issues: Confirm file format and size with the student.
- Historical records needed: Use audit logs and data exports.
Reports and analytics
Available report types
- Student progress and hour tracking
- Compliance status summaries
- Shift utilization and facility performance
- Instructor workload and evaluation metrics
How to generate reports
Steps:
- Navigate to Reports.
- Select a report type.
- Apply filters such as date range, cohort, facility, or specialty.
- Preview results with sortable columns.
- Export as CSV or PDF.
Using student and cohort insights
- Monitor completion percentages and specialty distribution.
- Identify students ahead of or behind schedule.
- Compare cohort performance against benchmarks.
- Export data for advising or accreditation needs.
Wishlist and partnership insights
- Access wishlist data from Analytics > Wishlist.
- Filter by facility, specialty, or location.
- Identify high-demand opportunities.
- Prioritize facility outreach based on student interest.
- Notify students when wishlist facilities post shifts.
Custom data exports
- Export student rosters with compliance and hour data.
- Download shift history for billing or accreditation.
- Create filtered datasets for advanced analysis.
- Schedule automated report delivery (coming soon).