Managing Your Program Information

The article provides a guide on managing program details within Exxat Prism. It covers various aspects such as

• Editing program information
• Adding mission and vision statement
• Managing accreditation details
• Setting up email communications
• Configuring grading scales and clinical setting
• Customizing the site resource page
• Sharing information with site partners

Editing program information

The program details section contains information related to your program. Depending on the level of access you have, you may have the ability to modify the following information or view-only access. Please contact prism-support@exxat.com if you do not have the right level of access. You will be able to add information for the following sections:

• Details
• Program Information
• Mission and Vision
• Accreditation
• Grading Scale

School Profile

1. Select Program Details from the left menu.
   
2. Select Setup from Program Details to be taken to the Setup page where you will be able to view and manage the school profile, grading, and clinical settings and set up the site resource page.
   

Edit Program Details

In this section, you will learn how to modify your program details

1. To add or edit Program Details, click on the School profile under Setup. 
2. Click on the pencil icon for the details card. 
   
3. A drawer will open where you can enter or modify the Program details.
   1. Program name: you can edit and set a new name for your program. This is a mandatory field.
   2. Program Logo: you can upload your school logo
   3. Description: define a basic description of the program
   4. Type of program: select the type of program from the dropdown. If you need additional dropdown options, please contact prism-support@exxat.com
   5. Degree offered: degree(s) offered at your program
   6. Additional program information: enter any additional details not mentioned above.
   7. Address: location of your program
   8. Click Save when done
      

Add/Edit Mission and Vision

Learn how to add your Mission and Vision Program statement 

1. Click on the + icon to add mission and vision details for your program.
   1. Once you have added details, you’ll see a pencil icon that will allow you to make changes.
      

Add/Edit Accreditation 

Learn how to add details on accreditation 

1. To add accreditation information, click on the + icon.
   1. To modify information previously added, click on the pencil icon.
      
      
      
2. When adding or editing details, a drawer will open where you can add the following information:
   1. Name of accrediting body
   2. Accreditation status
   3. Type of accreditation
   4. Accreditation details
   5. Next accreditation date
   6. The most recent accreditation date
   7. Click Save when done
      
      
      
3. To delete any accreditation entries, click on the pencil icon.
   
   
   
4. Click on the vertical ellipsis next to the Save button and click Delete.
   
   
   

Add/Edit Email Setup

Learn how to customize the emails and set up a default reply to:

Default reply-to email will allow you to set the default reply to email for any communications going out via Exxat Prism

1. You can set up the display name and reply to every email communication that is done from the system to help the recipient verify the sender. 
2. Click on the pencil icon for the Email setup drawer.

1. A drawer will open up on the right-hand side, you can update the display name and enter the email addresses under the “reply to” drawer.
2. You will be able to add multiple email addresses if separated by a colon (;). 

Add/Edit Grading and Clinical Setting

Learn how to Set up grading scales for the program and Configure different clinical settings associated with colors.

1. Grading scale
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2. To add grading information, click the + icon if you are adding the details for first time.
   1. Once you add grading information, you’ll click on a pencil icon to make further changes.
      
      
      

3. You will add in the following information:
   1. Letter grade: A, B, etc.
   2. Minimum %: 90%, 50%, etc.
   3. Maximum %: 100%, 30%, etc.
   4. You’ll also have the ability to upload files.
   5. Once done, click Add. You will repeat this process for every letter grade.
      
      
      
4. If you need to delete a letter grade after it’s been added, click on the trash bin. Click Save once done.
   
   
   
5. Similarly, you can set up the different program settings under the clinical settings section.  
   
   
6. Click on the “+” icon if you are entering it for the first time. You can use the pencil icon to update the existing list
7. A drawer opens up where you can capture the different settings and associate colors to each. Once updated, click on save.  
   
   

Site Resource Page

You may want to share information with your site partners regarding your program, rotation schedule, resources, and school contact information.

• Accessing your Site Resource Page
• Customizing your Site Resource Page
• Sharing your Site Resource Page

Accessing your Site Resource Page

1. Select Program Details from your dashboard or left menu.
   
   
   
2. Select Site Resource Page from the left panel.
   
   
   
3. Click View Site Resources Page.
   
   
   
4. A new drawer will open, displaying your program’s Site Resource Page. This is what your sites will see!
5. The Site Resource Page will have the following sections:
   1. Clinical Education Schedule: this will show them course and rotation information
   2. Resources for Clinicians: this will include both program-wide resources and course-specific resources.
      1. Please note course course-specific resources will not include didactic courses.
   3. Clinical Education Contacts: this will include any faculty and staff you’ve chosen to share.
      
      
      

Customizing your Site Resource Page

Learn about access, customize, and share resources with site partners. Customize welcome messages and announcements. And learn how to share clinical education schedules, resources for clinicians, and contact information with sites.

1. Select Program Details from your dashboard or left menu.
   
2.  Select Site Resource Page from the left panel.
   
3. The page will display all of the sections you can customize. Click on the dropdown arrow to start editing.
   
   
   
4. Welcome Message: you can choose to include a message to display on the main page of the Site Resource Page. Click on the + icon to add a welcome message.
   
   
   
5. A drawer will open. Add your message and click Save.
   
   
   
6. Your message will be saved. Click on the pencil icon to make changes, and the trash bin to delete it entirely.
   
   
   
7. Announcements: allows you to share time-sensitive messages on the main page of the Site Resource Page. Click on the Arrow icon.
   
   
   
8. You’ll be redirected to the Site Setup section. The system will load all announcements created previously. Click on + Add Announcement.
   1. To edit existing announcements, click the pencil icon.
   2. To delete existing announcements, click the trash icon.
      
      
      
9. A drawer will open. Enter any necessary information and click Save once done.
   1. Show on-site resources page: this will be shared with sites on the Site Resources page.
      
      
      
10. Clinical Education Schedule: allows you to share course and rotation information. Click on the Arrow icon.
11. You’ll be redirected to the Course Offerings page. Select the Course you’d like to manage.
    
    
    
12. Click on Setup from the ribbon at the top of the page.
    
    
    
13. If your rotation has already been set up, click on the rotation name.
14. If you are adding a brand-new rotation, click on + Add Rotation.
    
    
    
15. A drawer will open, make sure the Show on Site Resources Page is turned on.
    
    
    
16. Resources for Clinicians: will have two options:
    1. Include Selected Resources: include program-wide resources
    2. Include selected course documents: these will be course-specific resources for courses that require a placement
       
       
       
17. Clicking on the arrow for Include Selected Resources will redirect you to the Site Setup section.
    
18. It will redirect you to the Site Page >> Setup >> Resources
19. Select a category from the middle panel to start adding resources.
    
    
    
20. Once you select an item within the category list, you will see all resources added for that category.
    1. If you’d like to filter to view only documents, links, etc., you can uncheck any options.
    2. To edit an existing resource, click on the pencil icon.
       
       
       
21. To add a new resource, click +Add Resource.
    
    
    
22. A drawer will open. Click on the drop down to select the type of resource you’d like to add.
    
    
    
23. Enter the resource information and click save when done.
    1. Show on-site resources page: if you’d like this resource to be shared with your clinical partners, select this option.
       
       
       
24. Clicking on the arrow for Include Selected Course Documents will redirect you to the Course Offerings page.
    
25. It will redirect you to the Courses Offering Page
26. Select the Course you’d like to manage.
    
27. Select Resources from the left panel.
    
    
    
28. Select a category from the middle panel to start adding resources.
    
29. Once you select an item within the category list, you will see all resources added for that category.
    1. If you’d like to filter to view only documents, links, etc., you can uncheck any options.
    2. To edit an existing resource, click on the pencil icon.
       
       
       
30. To add a new resource, click +Add Resource.
    
    
    
31. A drawer will open. Select the type of resource you are adding, provide a name, and any additional information.
    
    
    
32. Clinical Education Contacts: allows you to share contact information with sites. Click on the arrow icon.
    
33. You will be redirected to the Faculty and Staff Page
34. Select the school contact you’d like to share.
    
    
    
35. Click on Contact Sharing
    
    
    
36. A drawer will open. Three separate sections will load, where you can decide if you would like to share faculty and staff contact information with different stakeholders. Select your preferences and click Save once done.
    

Sharing your Site Resource Page

Learn about how to share the link with your site partners which will allow them to access all the information they would need to work with your program. 

1. Select Program Details from your dashboard or left menu.
   
   
   
2. Select Site Resource Page from the left panel.
   
   
   
3. Click View Site Resources Page.
   
   
   
4. A new drawer will open, displaying your program’s Site Resource Page. Copy the link on your browsers address bar.
   
   
   
5. You can now paste it anywhere you like! Whether you’re sending an email via Exxat Prism or adding it to your personal email.