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 with sample values 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.