Create Rotations

Modified on Fri, Oct 11 at 3:32 PM

After a rotation schedule is created, you must populate it with rotations. To do so you can either copy forward rotations from a previous year, import a csv file of rotations or build rotations by clicking through the user interface.

Copy an Existing List of Rotations

Click the three dots beside Add Rotation and select 'Import Rotations from Existing Schedule' from the dropdown options.
Select an existing schedule from the dropdown menu.
Select the relevant course you are copying from.
Note that the newly created rotations will use the block dates of the curriculum period you are copying to (i.e., the upcoming academic year).
Optionally select to include files attached to rotations by checking the tick box.
Click 'Import Rotations'. It can take some time for rotations to copy so be patient.
The copied rotations will display in a list. If you do not see any rotations, please hard refresh the webpage before you re-attempt steps one through six.

Please note that there is currently no way to copy only one or some rotations from a previous rotation schedule. If not all previous rotations apply to a new curriculum period you can copy the rotations and then delete those you don't need, or you can import a list of new rotations.

Import a csv file of Rotations

Navigate to Admin > Clinical Experience. Filter by curriculum period, course or cohort as needed.
Click on Rotation Schedule.
Click Rotations Setup.
Click the three dots beside Add Rotation and select 'Import Rotation Schedule' from the dropdown options.
From the popup that appears, optionally download a sample CSV.
Complete the CSV as needed. The required fields are:
1. Short name
2. Full name
3. Course
Drag and drop or browse your computer to select a file.
Select a Bock Template from those available (these are defined by the blocks built in the relevant curriculum period). You can select more than one block schedule template in which case all rotations listed in the CSV will have blocks automatically built for the corresponding schedule (e.g. 2-week and 4-week blocks). Each block will automatically have one slot configured.
Click 'Import Rotations'. The created rotations will display in a list. If you do not see any rotations, please hard refresh the webpage before you re-attempt steps one through eight.

After rotations are created, you can configure automatic rotation and preceptor evaluations (optional for PG but strongly recommended). If you are skipping that step, your next step is to schedule learners into their rotations.