Rotation Preparedness Report

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Rotation Preparedness Report

Rotation Preparedness Report

The Rotation Preparedness Report allows you to view the completeness of members (i.e., Students, Faculty, etc.) assigned to approved and pending rotations. The list will also display members (i.e., Students, Faculty, etc.) who have missing requirements and whether the roster has been sent.

Step 1:

From your home screen, select "Reporting" open the Reporting Dashboard.

image navigation pointing to Reporting

Step 2:

On the reporting dashboard, select "Rotation Preparedness Report".

image Rotation Preparedness Report tile

Step 3:

  1. In the Rotation Preparedness Report, select one or more User Type(s) (i.e., Students, Faculty, etc.).
  2. Next, select the Program for which you would like to view rotations.

image Rotation Preparedness Report screen

Step 4:

The Optional Filters menu allows you to narrow down the results. These filters include:

  • Rotation Number
  • Experience Type
  • Unit
  • Partner
  • Start Date / End Date
  • Rotation Status

image Filter options

Mid Rotation Expiration (Optional)

If you would like to see whether a requirement is going to expire during a rotation, set the Show Mid-Rotation Expiration Dates toggle to "Yes".

image Screenshot Mid-Rotation Expiration option toggle

Step 5:

Click "Run Report" to view the results.

image Run Report button


Reviewing Results

The report will generate a separate table for each rotation below the filters window. Each panel will display the Start Date, the Rotation ID Number, the Partnering Organization, and whether the roster has been sent.

The bar above each panel is also color-coded:

  • Blue (not highlighted): The members for the rotation are in full compliance and the roster has been sent.
  • Red: At least one member on the rotation is not in compliance. The roster for the rotation has not been sent.
  • Yellow: At least one member on the rotation will expire during the rotation.
    • Note: To see this information, the Mid-Rotation Expiring Dates toggle must be set to "Yes" before running the report.

To view the details of the rotation, expand the highlighted bar by clicking on the "drop-down arrow".

Once the results are generated, the following actions may be performed:

  • Generate CSV: Download a file of all members assigned to the rotation.
  • Export Selected to CSV: Select and download a file of individual members assigned to the rotation. To select the members to export, check the checkbox to the left of their name.
  • Email Selected: Select and email members directly from the report. To select the members to email, check the checkbox to the left of their name.

Examples

Incomplete Student Status

As shown in the image below, the bar above the panel is highlighted in red and a Needs Attention text is displayed below the date and rotation number. The panel also displays "Roster not sent" on the right.

image specific rotation showing students need attention label

To view the details of the rotation, click the "drop-down arrow" to expand the table.

image Roster not sent toggleimage rotation tile showing status of student needing attention

Mid-Rotation Expiring Date

NOTE: To see members that will expire while on a rotation, the Show Mid-Rotation Expiration Dates toggle must be set to "Yes" before running the report.

The image below shows that the rotation is flagged with a Check Expiring indicator in parentheses. To view the details of the rotation, click the "drop-down arrow" to expand the table.

image rotation tile showing expiring requirement mid-rotation

The report will also display whether the roster has been sent, the member's compliance status, the item(s) that will expire during the rotation, and when the item(s) will expire.

image highlighting exact requirement expiring

Complete Student Status

In the image below, we can see that the roster has been sent and that the members are compliant (indicated by the blue bar above the panel. Click the "drop-down arrow" to expand the menu and see additional details.

image showing complete student status and roster sent status

Related Articles


Rotation Member Audit
The Member Audit screen allows you to view a member's status and when that status has changed for that rotation.
Manage Requirements with Dates (no documents)
As a school or clinical coordinator, if your school or clinical site does not require Students or Faculty to upload documents, you can enter in completion dates for the requirements. 
Manage Requirements with Documents
ACEMAPP allows members to upload, share and store documents. As a school or clinical coordinator, if a document is required by your school or clinical site, it will need to be approved. To approve or deny requirements with documents, follow the steps outlined in this article.
Scheduling Rotations
To access your rotations, click “View Rotations” from your home screen. Your rotations are organized by their status.