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Organization settings

To access organization settings:

  1. Go to the Settings page. If you’re using a mobile device, you may need to access this page by first tapping (menu).
  2. Tap Organization.

The Edit Organization pane appears. See #organization-details.

The Edit Organization pane allows you to configure organization details such as organization name, details, contact person, address, website, and email domain names.

Edit Organization pane

Tap Options to modify organization options, which provide customizable policy settings. See #organization-options.

The organization options provide customizable policy settings for app behavior, including general settings, evaluations, sim sessions, scheduling, reports, notifications, and labels.

To access organization settings:

  1. Go to the Settings page. If you’re using a mobile device, you may need to access this page by first tapping (menu).
  2. Tap Organization.
  3. Tap Options at the bottom of the screen.

The General tab provides settings for new instructors, preceptor approval, and learning activity dashboard widgets for students.

Organization Options - General tab

The Evaluations tab provides settings that apply to all evaluation types, as well as customization options for each evaluation type.

Organization Options - Evaluations tab

The Sim Sessions tab allows you to enable or disable the Sim Sessions feature.

Organization Options - Sim Sessions tab

The Scheduling tab allows you to enable or disable the Scheduling feature, and control approval preferences for Locations.

Organization Options - Scheduling tab

The Reports tab allows you to control report download settings.

Organization Options - Reports tab

The Notifications tab allows you to control notification settings for evaluations.

Organization Options - Reports tab

The Labels tab allows you to rename Learning Activities, Pathologies, Learning Environments, and Skill Steps in the app to match the terminology your organization uses.

Organization Options - Labels tab