Article: Onboarding Progress Report

The Onboarding Progress Report allows you to track the completion status of members (e.g., students, faculty) assigned to approved and pending rotations. It highlights missing requirements and indicates whether a rotation roster has been sent.

Accessing the Onboarding Progress Report

Step 1: Open the Reporting Dashboard

From your Home Screen, click "Reporting" in the top navigation bar.

Step 2: Select the Report

In the Reporting Dashboard, click the “Onboarding Progress” tile.

Step 3: Set Report Criteria

• Select one or more User Types (e.g., Students, Faculty).
• Choose the Program for which you want to view onboarding status.

Use additional filters (Optional) to narrow results by:

• Rotation ID
• Experience (Rotation Type)
• Unit
• Partner
• Rotation Start/End Dates
• Rotation Status
• Roster Status
• Show Mid-Rotation Expiration Dates:
  • Set to "Yes" to highlight members whose items expire during a rotation.

Step 4: Submit the Report

Click “Submit” to run the report and generate results.

Reviewing the Report Results

Once generated, the report displays one panel per rotation showing:

• Rotation ID

• Start Date

• Partner Organization

• Roster Status (Sent/Not Sent)

Color Indicators

• Dark Blue: All members are compliant, and the roster has been sent.
• Red – "Needs Attention": At least one member is non-compliant. Roster not sent.
• Red – "Needs Attention – Check Expiring": A member's requirement is set to expire during the rotation.

NOTE: This only appears if Show Mid-Rotation Expiration Dates is enabled.

Available Actions Per Rotation

From each rotation panel, you can:

• View Members: View compliance status and missing items for assigned members.
• Generate CSV: Download a list of all assigned members.
• Export Selected to CSV: Download only selected members (checkbox required).
• Email Selected: Send emails to selected members directly from the report.

Example: Incomplete Member with Expiring Items

The panel below shows:

• Members with expiring requirements
• A "Roster not sent" label
• A "View Members" drop-down arrow to expand details.

Checking Mid-Rotation Expirations

NOTE: To flag items that will expire during a rotation, you must set the "Show Mid-Rotation Expiration Dates" toggle to "Yes" before running the report.

Mid-Rotation Expiration Example

This view highlights:

• The "Check Expiring" label on the rotation
• Members with expiring items and expiration dates
• The "View Members" drop-down for detailed status