Sending Location Specific Requirements to Site Personnel

School admins may require compliance documents completed by students for specific requirements set by sites. Follow these steps to send the necessary emails:

Steps to Send Compliance Emails:

1. Access Placement Module

   • Navigate to Placement on your dashboard.
     
   • Alternatively, click the hamburger menu and select Placement.
     

2. Open Email and Publish

   • Click on the Email and Publish option in the Placement module.
     

3. Select Group Mode

   • Choose the Group mode for bulk email sending.
     

4. Choose the Desired Rotation

   • Select the specific rotation for which compliance documents are required.
     

5. Specify Recipients

   • Choose whom to send the email to: either Location or Preceptor.
   • Select the recipients you want to include.
     
6. Click on "Compose Email"
   
   
7. Verify the recipients and click on "Next" 
   

8. Add or Select an Email Template

   • To create a custom email, click Add Template and compose your message.
   • Alternatively, select an existing template from the list.
     

9. Include the Merge Field

   • Ensure the merge field @StudentProfileWithComplianceAndLocationRequirementsLink is added to the email.
   • This link ensures site personnel can access student profiles and compliance requirements.
     

10. Preview Your Email

    • Click the Preview button to review your email before sending.
      
      

11. Send or Schedule Email

    • You can choose to:
      • Send Now – Dispatch the email immediately.
        
      • Schedule – Set a specific date and time to schedule the email.