Step 3.1: Approving Placements

Approve Placement Applications on the Dashboard


To easily approve placement applications submitted by trainees directly from the dashboard, take the following steps:


  1. On the dashboard, click on the Placements tab. A red icon will be displayed with the number of placement applications ready for approval.


  2. Placements will be sorted by the following status. Click on the status to sort all applications by that status.
    1. Submitted: Sort all placement applications that have been created, but are missing one of the following requirements.
      1. Requirement 1: Agreement forms all signed and completed
      2. Requirement 2: Site Supervisor has a registered account. (If site supervisor shows "invited" it means an invitation has been sent, but an account hasn't been created.
      3. Requirement 3: Liability insurance is current and updated (if enabled in organization settings)

      4. Requirement 4: A training plan has been assigned for this application.


    2. Signature Required: Shows all placement applications that are ready for your signature.


    3. Ready: When all requirements have been met, and the application is ready to be approved or denied.


  3. On the Placement Applications page, select the desired placement application.


  4. On the Placement Application Details page, click Approve or Deny for the placement application request.

💡Tip: To approve multiple 'Ready' applications at once, after step 2, on the Placement Applications page, select the checkbox next to all placement applications to be approved, then click the Group Actions button.


Placement Application Page

To approve placement applications submitted by trainees, take the following steps:


  1. On the main menu, click on Training > Placement Applications.

💡 Tip: On the Placement Applications page, filter placement applications by their status, recurrence, or by search. Typically, the 'Ready' forms are reviewed first.


  • Approved: Applications that have already been approved
  • Ready: Applications that have all forms completed and are ready for review/approval. 
  • Submitted: Applications that a trainee has made, but has a missing form. 
  1. On the Placement Applications page, select the desired placement application.
  2. On the Placement Application Details page, review student, supervision site, and supervisor information.

💡Tip:  The student profile, supervisor profile, and compass icons may be clicked and will show their detail pages.

  1. In the Required Forms section, all forms that have been completed will have a green check mark, and all forms that have NOT been completed will have a red X. To view any submitted forms, click on Submitted (xx/xx/xxxx).

  1. In the Application Status section, review and approve the placement application.
Example of a 'Submitted' placement application
Example of a 'Ready' placement application

When a red X is present in the Application Status section, refer back to step 3 or 4 to review a training, supervisor, and/or required form that needs to be addressed.


💡Tip: At the bottom of the placement application is a + Add a Comment. This may be useful if an application is missing any items. Messages will send an e-mail notification to the student, supervisor, and assigned faculty that a comment has been left. 

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