You can do more than just review student information. Read on to learn more about all the things you can manage via the Student Page

1. Grid View and Student Selection: The system provides a grid view to display student information. By selecting a student's name, you can access their detailed profile.
2. View As Feature: Allows you to see what students see on their end in a read-only mode for assistance.
3. Updating program requirements: Track program requirements status
4. Share Profile:
   1. Share Profile: Enables sharing of student profiles via email, allowing selection of specific information to share.
   2. Download Profile: Facilitates downloading student profiles for sharing with external parties.
   3. Generate Profile URL: Creates a direct link to a student's profile for easy sharing.
   4. Profile Share History: Provides a history of shared profiles, displaying status updates such as link clicks and email delivery.
5. Student Deletion: Allows administrators to delete student profiles, subject to certain conditions.
6. Student Profile Tabs:
   1. Overviews Tab: access a consolidated snapshot of key student attributes along with items that require attention
   2. Academics Tab
      1. Update student status (Active, Inactive, Graduate).
      2. Add and manage SSO keys.
      3. Update the student cohort.
      4. Associate Faculty and Staff
   3. Compliance Tab: Review and update student compliance information and download compliance documents.
   4. Communications Tab: Log and track communications with students.
   5. Student Interventions Tab: Log and track interventions related to student progress.
   6. Coursework Tab: Manages clinical placement-related coursework.
   7. Learning Activities Tab: Review and manage specific learning activities, including forms, patient logs, timesheets, and time off requests.
   8. Competency Tab: access a student’s Competency Dashboard directly from the profile to track progress and view detailed insights.

Grid View and Student Selection

1. Login to Exxat Prism using your University Credentials.
2. From the Exxta Prism Dashboard or the hamburger menu, go to  Students.
   
    
3. The Grid View student information, the system

   1. To view additional information for a single student, select the student's name.

      
      

4. On the Grid View, find and select the student you’d like to manage. Use the search box or filter to quickly find what you are looking for. Select the desired student name.

   
   

5. The student’s profile will load. A few handy features are available to you: 

   1. View As

      1. View as allows you to look at all the information that student see on their end.

      2. At times, you may need to view what your students are seeing to assist them. In Exxat Prism, you can do so by using the “View As” feature. This feature will allow you to see what your students see.

         Note:

         The View As feature will not allow you to make any edits and will be in view-only mode.

      3. Select the View As Button. Clicking on this option will take you to the student view (view/read-only). Feel free to navigate to any necessary pages using the dashboard or the left menu

         
         

         

      4. Once done, click Switch Back to revert to your account.
         

          

   2. Email History:
      Click on the Email History button to see the logs of all the emails sent to the student. 
      
      
      Click the Export icon in the top right to download the email logs in an Excel file. 

Share Profile

The Share Profile menu provides multiple options for sharing and managing a student's profile. From this menu, you can share a student profile by email, download the profile, generate a profile URL, or view the history of previously shared profiles.

Share Profile

Use Share Profile to share a student's profile with external recipients by email. You can select the information to include in the profile link, such as contact information, completed program requirements, compliance documents, and completed placement information.

Share a Student Profile

1. From the Students page, search for and select the student whose profile you want to share.
2. Click Share Profile.
   
3. From the drop-down menu, select Share Profile.
   The Share Profile panel opens.
4. Select the information you want to include in the profile link. Depending on the information available for the student, you can select options such as:
   • Contact information
   • Completed program requirements
   • Additional documents
   • Compliance documents

   • Completed placements
     

     Some options may be unavailable when the student does not have the corresponding information or documents available. The Share Profile workflow allows you to choose specific information rather than sharing the entire student profile.

5. In the To field, enter the recipient's email address.

   Note:

   Recipients entered in the To field can see the email addresses of the other recipients entered in the same field.

6. If needed, enter recipients in the CC field.
7. Enter any additional information in the Notes field.
8. If needed, click Browse to upload to attach additional files to the email.
9. Review the email content shown in the Template section.
10. To customize the email before sending, click Edit Template.
    The Edit Template window allows you to customize the email used to share the student's profile.
    You can update:

• Subject – Modify the email subject.
• Body – Edit the email message.
• Merge fields – Use supported merge fields to automatically insert student or sender information.
• Header and Footer Layouts – Select the available header and footer branding options.
  The available merge fields include items such as University, Student first name, Student last name, Delegate Link, Notes, and Sender Full Name.

11. After making your changes, click Save.
    The updated template is saved and reflected in the Share Profile email. The updated workflow allows you to customize the sharing email directly instead of navigating to Notification settings separately.
12. Click Preview to review the profile information and email content before sending.
13. When you are ready, click Send.

The selected student information is shared with the specified recipients through the profile link.

Download Profile

Easily download your student’s profile to share with clinical sites when needed.
Click on Share Profile, and a drop-down will appear. Choose the "Download Profile" option.

Generate Profile URL

1. This will allow you to share a direct link for your student's profile. Think of this as your student's portfolio link

   
   

2. Click on Share profile, and a drop-down will appear to select "Generate Profile URL". You will be able to pick and choose specific information from the student profile, like their contact information, completed program requirements, Compliance documents, and students' completed placement information.

   

3. Click on the Generate URL button, and you will find the URL under the profile link
4. Click on the copy button to copy the URL link generated.

Profile Share History

1. Allows you to view the history of the profile shared 
    

   

2. Click on the Share Profile button, and select the Profile Share History option. On the grid, you will be able to track the history of all the profiles shared and you will be track the status of the link.
3. Under the Status column, learn about all the different statuses
   1. Link Clicked: means the recipient has clicked the profile link
   2. Opened: means the email was delivered and opened by the recipients
   3. Delivered: means the email was delivered to the recipients' inboxes
   4. Bounced: means the email was not delivered to the recipients' inboxes 

Student Delete

1. Allows admins to delete students who did not fill out any learning activities. Admins are advised to contact support for the deletion of students who have saved or submitted any learning activity data.

2. Click on the Delete Student button to delete the student

   

3. In case the student has any learning activities data, you will receive a warning message stating you will not be able to delete it.

   

4. Switch to view other student profiles using the left panel.

   
   

    

Student 360

The Student 360 in Exxat Prism is organized into multiple tabs, allowing you to view, manage, and update different aspects of a student’s information.

Select each tab to access specific details and perform relevant actions.

Overview

The Overview tab provides a consolidated snapshot of key student information along with items that require attention.

This tab helps you:

• Quickly assess a student’s status
• Identify pending tasks or alerts
• Guide students toward successful program completion

How to use:

1. Review the tiles displayed in the Overview tab.
2. Click View on any tile to navigate directly to the corresponding tab for detailed information.
   

Academics

The Academics tab allows you to manage program-related information.

You can:

• Update program details and requirements
• View and manage associated faculty
• Review attestations
• Add notes and upload documents

Note: Information in this section is visible to students.

Profile

The Profile tab displays the information provided by the student.

You can:

• View student details
• Edit profile information, if required

Compliance

The Compliance tab is used to manage student compliance records.

You can:

• Review submitted compliance items
• Approve compliance records (if applicable)

Communications

The Communications tab helps you maintain a record of interactions with the student.

You can:

• Log communication details
• Maintain a history of student interactions

Interventions

The Interventions tab is used to document any support actions taken for a student.

You can:

• Record interventions
• Track student support efforts

Coursework

The Coursework tab provides access to all placement-related information.

You can:

• Review student placements
• View completed assignments

Learning Activities

The Learning Activities tab displays all activities assigned to the student.

You can:

• View learning activities
• Track participation and progress

Competency Dashboard

The Competency Dashboard tab provides direct access to the student’s competency data.

You can:

• Review competency progress
• Monitor performance across required competencies

Academics Tab 

Administrators will be able to change the student status to Active, Inactive, or Graduate via the Status section.

• Status: Click on the Academic section, under the Status section, click on the pencil icon, and change any status attributes.

  

  
  
   

SSO: Administrators will be able to add SSO keys within the student academic section and send SSO invitations. Admins can now view already added SSO keys within the student profile as well.

1. Adding SSO Key: Select the Student, then under the Academic section, click on the Single Sign-On (SSO) Key section, and click on the + icon to add the key

   
   
   

    

Managing Program Requirements 

1. Click on Students
2. Select the student you want to manage
3. You will see three statuses under program requirements
   1. Pending: will show as the pending requirements
   2. Placed: an intermediate status to include the program requirement being completed when students are placed. Once the placement is over, the requirements will be marked as "completed".

   3. Completed: will show completed requirements

      
      

4. Click on the pencil icon to update the status of the existing requirements

   
   

5. Once the status is updated, click on Save

   
   

Student Cohort Movement or Update

Update Cohort: At times, you may need to change the cohort of your existing student due to various reasons.

1. If the student changes their plan of study or must take a leave of absence. You can now move the student from one cohort to the next to accommodate this change.

2. To change or update the cohort, you can follow the steps:

3. Go to the student profile you would like to move from one cohort to another.

   
   

4. Go to the Academics tab and Click on the Update Cohort button on the right to change the cohort.

   
   

5. A drawer will open where you can find the instructions about the data that will be moved along with students, and the data you will lose. Click on the Next option for the Cohort Selection.

   

   When a student is moved to a new cohort, the following impacts occur:

   • Student Setup: The student gains access to announcements, resources, and program requirements for the new cohort. Shared data between cohorts is carried forward; ensure no changes are made during the transition to avoid data loss.
   • Course Registrations: Current/ongoing course enrollments remain intact; new registrations must be done manually.
   • Compliance: The system carries forward applicable compliance documents, and non-transferable ones can be downloaded. Avoid changes during the transition to ensure data integrity.
   • Placements & Learning Activities: All placements and activities transfer with no loss of progress.
   • Payment: Subscriptions remain uninterrupted; any fee changes will be handled by the support team with the program’s account manager.

6. Select the new cohort from the New Cohort option where you would like to move the student. Program administrators can also download the compliance documents uploaded by students.

   
   

7. Once done, click on the Update Cohort option.

   
   
    

Program Requirement: 

Program requirements are essential criteria students must meet to graduate from their program. Schools can define these requirements based on your discipline-specific needs.  Allows you to track the program requirements that the student has completed and met. Examples include:

• Completing placements across specific settings.
• Achieving a minimum grade in all registered courses.
• Logging a certain number of hours for specific procedures.

You will find 3 categories in which program requirements are categorized. 

1. Pending:
   • Initial status before placement.
2. Placed for:
   • Automatically updated when a placement is published.
   • Remains until the placement is successfully completed.
3. Completed:
   • Automatically updated when placement is completed successfully.

Special Cases:

• If a placement is marked “Unsuccessful,” the program requirement reverts to Pending.
• The highest status across multiple placements is reflected for each requirement (Pending < Placed for < Completed).

To manually update the program requirements

1. To update the Program Requirements,
   1. Select the student,
   2. Click on the Academic section

   3. Select the pencil icon

      
      

   4. You will be allowed to update program requirements that are not associated with placement, you can mark them Pending or Completed 

      
      
       

   5. Click on Save

Notes and Documents:

Allow you to add any notes and documents that you want to track for internal use or to share with students.

• Shared with students 

  • Click on the Notes and Documents section, click on the + icon to upload any new documents or notes to be shared with students

    

• Click on the Notes and Documents section, click on the + icon to upload any new documents or notes to be shared for Internal use only

To associate a student with Faculty & Staff: 

1. Login to Exxat Prism using your University Credentials.
2. From the Exxta Prism Dashboard or the hamburger menu, go to  Students.
   
3. The page will load all students in the system.  Click on the student’s name.
   a. To find a particular student, use the search bar.  
   b. To find a specific cohort, use the filter option. 
   
   
4. You’ll be taken to the student’s information page.
   
   
    
5. Click on the edit icon within the Associated Staff and Faculty card.
   
   
6. In Associated Faculty and Staff drawer, select the faculty's to associate and click Save when done.
   • Contacts added within the Staff & Faculty section will appear in the drop-down.
   • When the faculty and staff are associated, it allows th efaculty to access all the profile and coursework data of the student. 
     

Student "Profile" Tab:

In the profile tab, you can do the following. 

1. Areas of Professional Interest: Add the areas of interest for the student using the edit icon. 
   
2. Resume: Upload the students resume to be attached when sharing the profile.  You can upload files with file size under 25 MB. It is recommended to use PDF files. 
   
3. Additional Documents: Attach any additional documents that needs to be shared along with while sharing the profile. 
    
4. Add Education, Work Experience, Membership, Licensure and other details as relevant. ß

Student "Compliance" Tab:

Once your students start to provide compliance information, you’ll be able to review and update that within the system!

1. Select Students from your dashboard or the left menu.
   

2. Find and select your desired student.

   
   

3. Select Compliance.
   
4. The page will load all requirements enabled, along with the current status. Click on the requirement or on the status to view information provided by the student.

   1. The tally at the top will quickly show you how many items are Approved, Pending Review, and Needs Attention.

      
      

5. A drawer will open. Review the information provided by the student. You can update the document status, select the reason from the drop-down, and provide comments (if needed). Once done, click Update Status.

   
   

6. The requirement will be updated. Close the drawer to review other compliance items.

   
   

7. If you’d like to download documents uploaded by the student, click Download Report.

   
   

8. A drawer will open, and all items will be selected by default. Unselect any documents you would like to exclude from your download. Please note, if you only select items that do not have file uploads, the system will not provide a download file.

   
   

    

Student "Communications" Tab:

When working with students, there may be items you’d like to keep a note of, and you may not be sure of the best place to store this information.

You may have ongoing discussions with your student about a possible placement or regular check-ins. For this type of information, we recommend you utilize Communications. For incidents and ongoing problems during a placement, we recommend you use Interventions.

1. Select Students from the left menu or the dashboard.

   
   
    

2. Find and select the student you’d like to manage.

   
   

To log a communication:

1. Go to Communications tab
2. The page will load all previously added communications. Click on the + icon to add an entry.

   1. Click on the pencil icon to make edits to existing communications.

      
      

3. A drawer will open. You’ll be able to enter the following information. Click Save when done.
   1. Mode of communication
   2. Details of communication
      
       

   3. Details of follow-up if needed.

      
      

       

Student "Interventions" Tab:

1. Select Interventions

   
   

2. The page will load all previously added interventions. Click on the + icon to add an entry.
   1. Click on the pencil icon to make edits to existing interventions.
   2. For any existing interventions, you will be able to see the date by which follow-up is due.   

   3. You will also be able to track how many follow-ups are completed

      
      

3. A drawer will open. You’ll be able to enter the following information. Click Save when done.
   1. Mode of intervention
   2. Details of intervention
      

   3. Attach any files, and add details of follow-up if needed

      
      

       

Student's "Coursework" Tab:

View all the past and future courses that a student has undergone. You will find the list of all the courses that a student has been enrolled in. It shows you the information, like whether the course was associated with a placement or not, the course dates, and any additional details.

1. Click on Coursework, you can also download all the students' placement details. Click on the export icon in the top right corner of the grid to download the data.
2. On the grid, you will be able to find the following information:
   1. Course details: View course name
   2. Placement Details: View rotation name, placement dates, and track if it was published or not
   3. Preceptor Name: Details of the preceptor or supervisor for the placements. 
   4. Location and setting details: View the location name and settings for the placement that the student has been assigned to

   5. Additional details: View additional details related to the course

      

       

Student's "Learning Activities" Tab:

When reviewing learning activities, it may come in handy to focus on one individual learning activity for a student at a time. Here’s how to access that information.

1. Select the Learning Activities tab

   
   

2. The page will load, and you will select the learning activity you’d like to review – Forms/Evaluations, Patient Log, Timesheet, and Time Off.

   
   

3. For each learning activity, a status will indicate where they are in the process. Click on the status to view their assignment and review the item if needed

   
   
    

4. With forms/evaluations, you will see the form, be able to update the status, provide feedback, and click Update once done.

   
   
    

5. With patient logs, timesheets, and time off requests, click on the number highlighted in yellow to begin reviewing. You can also view entries in other statuses.

   
   
    

6. With Patient Logs, once the drawer opens, you can:
   1. Select multiple logs at a time to approve
   2. Approve all logs without having to select each entry

   3. Click on the Log ID to view the complete log

      
      
       

7. If you clicked on the Log ID, another drawer will open, allowing you to:
   1. View the complete log
   2. Provide feedback to the student

   3. Approve or indicate that the log needs attention

      Note: If you are marking a log as “Needs Attention”, feedback is required.

8. With timesheets, you can select single or multiple entries to approve or not approve.
   1. If you are marking any entries as “Not Approved”, comments are required.
      
       
9. With time off requests, you can select single or multiple entries to approve or not approve.
   1. If you are marking any entries as “Not Approved”, comments are required which are located on the far right of the grid.
      

Student's "Competency" Tab:

access a student’s Competency Dashboard directly from the profile to track progress and view detailed insights.

1. Select a Competency Framework to see the competency reports for the student. 
2. Click on the Comprehensive Report button to download the report.