Article: Onboarding Progress Report content
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
A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.
The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.
The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.
The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.
A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.
A rotation is a scheduled clinical experience.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
A rotation is a scheduled clinical experience.
The completion of all required items in ACEMAPP.
A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.
The roster tracks members assigned to a rotation and gives the clinical site access to view the rotation information, member compliance records, and member profile data.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
A rotation is a scheduled clinical experience.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
A rotation is a scheduled clinical experience.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
A rotation is a scheduled clinical experience.
The end of a member’s billable, 365-day membership.
Renewal of membership is paid by the member or the entity managing them.
