Create Rotations

Modified on Thu, Apr 24 at 10:41 AM

After a rotation schedule is created, you must populate it with rotations. These are the experiences residents have while completing your program (e.g., NICU, CTU-1, Emerg., etc.) To build rotations you can copy them forward 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 from a Prevoius Academic Year

This option is likely the most efficient for most programs. Note though that there is no way to copy only one or some rotations from a previous rotation schedule. After you copy a list from a previous year, you can edit it as needed to add new rotations or delete those that might no longer be used.

Navigate to Admin > Clinical Experiences. 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 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.

Note: When you copy a list of rotations from a previous year, some settings for the rotation copy forward and some do not. Make sure after you copy your rotations to check if they have automated rotation or preceptor evaluations enabled.

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 book learners into their rotations.