Accessing Clinical Site Requirement Documents

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Accessing Clinical Site Requirement Documents
Member Types:

Accessing Clinical Site Requirement Documents

View documents that members download, complete, and upload for clinical site requirements.

Step 1:

From your School User home page, click "Members" and select "Student" under "Rotation."

Image shows members dropdown and the "Student" button under "Rotation."

Step 2:

Next, select the "Requirement" icon under the "Actions" column next to the student you wish to view the document for.

Image shows Manage Students (By Rotation) table with an arrow pointing to the Requirements button.

Step 3:

Standard Requirements

Click the "Click for More Information" icon under the "Standard Requirement" column.

Image shows "More Information" button next to the standard requirement.

If there is a document for students to download, complete, and upload for the requirement, it will be located in the blue box.

Image shows a pop-up box containing form links.

NOTE: This only shows downloadable items in the requirement description and will not provide access to electronic forms.

Step 4 (if applicable):

Tiered Requirements

Click the "Edit" button next to the tiered requirement.

Image shows tiered requirement "Edit" button.

Click the "Click for More Information" icon on the left to find any clinical document for students to upload for the requirement.

Image shows "More Information" button within a specific group/level of a tiered requirement.

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Managing Member Tiered Requirements
Tiered requirements are divided into separate groups for completion used to manage requirements belonging to a series. Please review the description in the tiered requirement to ensure member documents or completion dates are uploaded/entered into the appropriate group to meet compliance. The student must select only one group to upload/enter completion dates according to how they meet compliance. Students will not show compliance if they upload or have completion dates entered within multiple groups for a tiered requirement.