Adding Assessments for Sites

1. Select "Sites and Location" from your dashboard OR
   
   Click on the Hamburger  menu and click on "Sites and Locations"
   
2. You will land on the locations tab by default
3. Click on Site tab 
   
4. Select the desired site for which you want to add assessments
   
5. Select the Assessment tab
   
6. The Page will load all logged Assessments. Click on + Add Assessment
   
7. A drawer will open with three steps: Basic Details, Form Details, Summary & Follow Up. You can always save your progress if you’d like to complete the form at a later time.
   
8. In the Basic Details section, you will provide:
   1. Basic information on the visit
   2. Placement Details (if applicable)
   3. Upload files if needed.
   4. Click Next once done.
      
9. In the Form Details section, you will have a default template built in. If you have your own form, you can get it created by contacting prism-support@exxat.com. Once done, click Save Form Details, and Click Next.
   
10. In the Summary & Follow-Up section, you’ll provide a final assessment and indicate if this requires a follow-up. Click
    
11. Your assessment will be saved. You can edit or delete them if needed.
    
12. Click on the Pencil icon to make edits to an existing assessment
13. You will be able to only access and see the assessments that are added by you. 

Location 

A “location” is best described as an address associated with the site.  In addition to the documents, clinical personnel, administrative personnel, and clearance requirements entered at the “site” that are visible at each location, users may choose to add any of these items that are unique to that location.

Location Details:

1. Select "Sites and Location" from your dashboard OR
   
   Click on the Hamburger  menu and click on "Sites and Locations"
   
2. You will land on the locations tab by default
3. Find and select your desired location. 
   1. Use the search or filter options to quickly find what you are looking for.
      
   2. Viewing Location Details: When accessing a location's profile, you can view the following sections:

      1. Basic Information: Includes the location name and full address (mandatory fields).

      2. Address Information: Displays the detailed address of the location.

      3. Contact Information: Shows optional details like office phone number, fax, and website (if provided).

      4. Additional Information: Indicates whether the location is rural, serves underserved populations, or is visible to students on the map.
         

   3. Settings

      This section displays settings for the location:

      • If settings were added at the Site level, they will appear here as inherited items.
      • For PA programs, an additional ARC-PA Settings section may be visible, providing compliance-related configurations.
        
   4. Contracts
      View details of all contracts associated with a location
      

   5. Categories

      Displays curated program categories, if any:

      • Categories added at the Site level will appear as inherited items in this section.
        

   6. This section lists the requirements that the location asks of students:

      • Inherited requirements from the Site level will be displayed in blue.
      • Requirements visible to students once they are placed at this location include:
        • Documentation or certifications needed before starting their placement.
      • 
      Note: New requirements or updates added after a placement starts will not be visible to students already placed.

   7. Student Requirement Uploads

      This section displays the documents required by the location:

      • Documents inherited from the Site level will be listed.
      • These are shared with students via a profile link when they are placed at this location
        
   8. General Documents

      This section displays general documents uploaded by administrators:

      • Documents inherited from the Site level will be listed here.
      • These documents may include policies, guidelines, or additional resources shared with students.
        

   9. Notes

      The Notes section contains important information added by administrators:

      • Notes inherited from the Site level may also appear here.
      • Some notes are shared with students and displayed on the Explore Clinical Locations page.
        

   10. Housing and Parking Information

       This section provides details about housing and parking availability at the location:

       • Information shared here is visible to students on the Explore Clinical Locations page.
         

Note: Inactive locations will not appear to students on the Explore Clinical Locations page

Adding Assessments to Locations

1. Select "Sites and Location" from your dashboard OR
   
   Click on the Hamburger  menu and click on "Sites and Locations"
   
2. You will land on the locations tab by default
3. Find and select your desired location.
   1. Use the search or filter options to quickly find what you are looking for.
      
      
      
4. Select Assessments from the left panel.
   
5. The Page will load all logged Assessments. Click on + Add Assessment
   
6. A drawer will open with three steps: Basic Details, Form Details, Summary & Follow Up. You can always save your progress if you’d like to complete the form at a later time.
   
7. In the Basic Details section, you will provide:
   1. Basic information on the visit
   2. Placement Details (if applicable)
   3. Upload files if needed.
   4. Click Next once done.
      
8. The Form Details section you will has a default template built in. If you have your own form, you can get it created by contacting prism-support@exxat.com. Once done, click Save Form Details, and Click Next.
   
9. In the Summary & Follow-Up section, you’ll provide a final assessment and indicate if this requires a follow-up. Click
   
10. Your assessment will be saved. You can edit or delete them if needed.
    
11. Your assessment will be saved. You can edit or delete them if needed.
    
12. Click on the Pencil icon to make edits to an existing assessment
13. You will be able to only access and see the assessments that are added by you.