Overview

The Process My Request feature enables program administrators to review, update, and process student placement requests. 

Administrators can review request details, update responses, review compliance information, link locations and preceptors, manage request statuses, and create placements.

Faculty users with access to Process My Request can perform the same actions.

Access Process My Request

1. Login to Exxat Prism using your university credentials.
2. From the Exxat Prism Dashboard or the hamburger menu, select Process My Request.
   

The Dashboard provides a summary of requests across upcoming and current rotations. You can review requests based on:

• Overall Status
• Preceptor/Faculty
• Compliance
• Location/Contract
• Student
• Course
  

Select any chart segment to view the corresponding requests.

Review Requests

Select the All Requests tab to view all requests across courses and rotations.

Use the available options to:

• View Upcoming and Current requests.
• View Past requests.
• Search for specific requests.
• Filter requests.
• Customize grid columns.
• Download Raw Responses.
  

Request Statuses

Each request displays the status of the major components required for placement processing:

• Contract
• Compliance
• Preceptor
• Overall Status

To open a request, select View or use the Open in New Tab icon.

Download Raw Responses

The Download Raw Responses option exports all placement request responses along with related student, course, rotation, wishlist, and request status information.

You can download multiple MyRequest submissions in bulk. 

1. Click Download Raw Responses.
   
2. From the Select Form drop-down, select the form whose responses you want to download.
   
   The related course offerings and associated wishlists are displayed.
3. Click the Preview icon to preview the Form Template.
4. (Optional) To find a specific wishlist or course offering:
   1. In the search bar, select Course Offering or Wishlist from the search criteria drop-down.
   2. Enter the course offering name or wishlist name.
      
5. Select one or more course offerings  and the associated wishlist.
6. Click Download.
   

An Excel file containing the raw responses for all submissions associated with the selected course offerings and their associated wishlists is downloaded to your local machine.

Review and Update Request Responses

When you open a request, the request form displays:

• Course Offering
• Wishlist
• Rotation Dates
• Overall Status

Add a Response to a Not Started Request

If a request is in Not Started status:

1. Go to the request in Not started Status and click the Add Response button in the Action column. 
   
   
2. In the Overall status section, click Add new Response.
   

3. Enter the required information and click Submit
   

   The request is successfully submitted behalf of the students. the request status changes to Submitted and can be processed using the standard workflow.
   

Edit an Existing Response

Administrators can update responses that are already in In Progress or Submitted status.

1. Open the request.
2. Select Edit Response.
3. Update the required information.
4. Click  Save.
   

When editing a submitted response, the request remains in Submitted status after the changes are saved.

Link a Location

The Location Information section displays the location selected by the student.

1. Select Search Location.
   The system automatically searches for matching locations.
2. Select the appropriate location or Add New Location. 
3. Select Save.

The location is successfully linked, and you can review associated contract information and update the linked location if necessary.

Add Student Requested Location

If a student requests a location that is not already available in the Exxat System, then follow these steps. 

1. While viewing a request form, In the Location section click on the Search Location button. 
   
    
2. In the Search and Link Click Add Bew Location drawer click on the Add New Location button.
   
3. Pick the site from the list or click Add New Site button.
   
4. Enter the Site details and Click Save. 
   
   Location is added successfully. 

Link a Experiential Supervisor

After linking a location, associate a Experiential Supervisor with the request.

1. In the Preceptor Information section, select Search Preceptor.

The system displays personnel associated with the selected location.

2. Select an existing preceptor and select Save.

If the preceptor is not listed:

1. Select Add Preceptor.
2. Enter the required information.
3. Select Save.

Update Statuses and Comments

As you review the request, update the status of each section.

1. Select the appropriate status.
2. Select Update.

Use the Comments section to communicate with students.

Comments entered by administrators are visible to students, and student comments are visible within the same section.

Create a Placement

After all required components have been reviewed and approved:

1. Select Create Placement.
   
2. Complete the placement details.
3. Select a setting.
4. Enter any additional required information.
5. Select Place.

The placement is created successfully.

Move a Request

Use Move Request when a request needs to be associated with a different course or rotation.

Before moving a request:

• The same My Request form must be available in the destination course.
• My Request must be enabled for the destination course or rotation.

To move a request:

1. Open the request.
2. Select the vertical ellipsis (more) menu.
3. Select Move Request.

4. Select the destination course or rotation.
5. Select Move.
   

Delete a Request

To delete a request:

1. Open the request.
2. Select the vertical ellipsis menu.
3. Select Delete.
   

Troubleshooting

Frequently Asked Questions