Site Configuration

Site Configuration is your central settings area in Exxat One where site administrators control how the site behaves across the platform.

From managing basic site details to configuring onboarding requirements and activities, this section allows you to customise workflows, communication, and compliance processes for your site. 

After reading this guide, you will be able to:

• Manage and update site details and branding
• Create and manage designations
• Organise locations using location grouping
• Configure scheduling preferences and shifts
• Manage program partner categories
• Configure notification preferences
• Understand onboarding requirement groups
• Configure ongoing and offboarding activities
• Manage forms, activity settings, and workflow configurations

Site Configuration is the central settings area in Exxat One where site administrators manage site information, scheduling preferences, onboarding settings, notifications, and activity configurations. From basic site setup to onboarding requirement management, this section helps you control how your site functions across the platform.

To access Site Configuration:

1. Click the gear icon from the left navigation panel.

• Site Configuration Structure
• Basic Details
• Designations
• Location Grouping
• Discipline & Specialisation
• Program Type
• Schedule Details
• Shifts
• Program Partner Categories
• Notification Configuration
• Onboarding Requirements
• Ongoing Activities
• Offboarding Activities
• Video Walkthrough

Site Configuration Structure

Site Configuration is organised into the following sections:

Site Details

• Basic Details
• Designations
• Location Grouping

Availability Details

• Discipline & Specialisation
• Program Type
• Schedule Details
• Shifts

Program Partners

• Category

Notification

• Notification Configuration

Configure Activities & Requirements

• Onboarding Requirements
• Ongoing Activities
• Offboarding Activities

Basic Details

The Basic Details section contains the core information associated with your site.

The site description entered here will be visible to students in job postings and availability details.

Edit Basic Details

To update site information:

1. Click the Edit (Pencil icon) available in the top-right corner.
2. Update the required fields.
3. Save the changes.

You can update:

• Site Name / Alias Name 
• Address
• City
• State
• Zipcode
• EIN
• Phone Number
• Website
• Site Description

Upload Logo

On the right side of the screen, you will find the logo upload section.

To upload or update the site logo:

1. Click Upload a File
2. Select the required image
3. Save the changes

Supported formats:

• PNG
• JPG
• GIF

Maximum file size:

• 10 MB

The uploaded logo represents your site across the platform.

Designations

Designations define different user roles associated with your site, such as:

• Clinical Instructor
• Preceptor
• Site Administrator

Manage Designations

To manage designations:

1. Click the Edit (Pencil icon).
2. A side panel opens.

From the side panel, you can:

• Add a new designation
• Edit existing designation names
• Delete designations using the delete icon
• Assign colours to differentiate roles visually

Add a New Designation

1. In the text field at the top, enter the designation name.
2. Select a color for the designation using the color picker icon.
3. Click Add to create the designation.

Location Grouping

Location Grouping helps organise multiple locations under logical groups for easier coordination, scheduling, and assignment management.

Available Options

The section includes:

• Search bar
• Coordinator filter
• Reset option

Search Bar

Use the search bar to quickly locate groups.

Coordinator Filter

Use the Coordinator filter to display groups associated with specific coordinators.

Reset Option

Use the Reset option to clear applied filters.

Create a New Location Group

To create a new group:

1. Click + Add Group

2. A side panel opens with two steps:
   • Locations
   • Summary

Step 1: Locations

In the Locations step:

1. Enter the Group Name
2. Select a Group Coordinator (optional)

You can use:

• Search bar → Search locations
• State filter → Filter locations by state
• Reset button → Clear applied filters

Then:

1. Select one or more locations
2. Click Next

Step 2: Summary

The Summary step displays:

• Selected locations
• Group information
• Coordinator details

Review the details and click Save to create the group.

Edit or Delete Groups

To modify existing groups:

• Click the Edit (Pencil icon)

To remove groups:

• Click the Delete (Trash icon)

Discipline & Specialization

This section displays all disciplines and their associated specialisations configured for the site.

• Click the Caret (Dropdown arrow) beside a discipline
• The section expands to display associated specialisations
• Use the search bar to quickly find disciplines or specialisations

Program Type

The Program Type section displays available program categories associated with the site.

Examples may include:

• Associate
• Bachelors
• Certificate
• Doctorate
• Emergency Medical Technician
• Masters
• Paramedic
• Post-Licensure
• Pre-Licensure

   

  Click the Caret icon beside a program type

  View the associated sub-programs under each category

  Note: This section is also read-only and cannot be edited.

Schedule Details

The Schedule Details section controls what schedule-related information students can view.

Show Preceptor Contact Information to Students

Behavior:

• Enabled → Students can view preceptor name and email
• Disabled → Students can view only preceptor names

Use the toggle option to enable or disable this setting.

Shifts

Shifts define the working hours used during scheduling and availability creation.

The Shifts table displays:

• Shift Name
• Shift Timings
• Description
• Actions

Add a Shift

To create a new shift:

1. Click + Add Shift
2. Enter the required details:
   • Shift Name
   • Shift Timings
   • Description (optional)
3. Enable Overnight if the shift spans across multiple days.
4. Click Save

Edit a Shift

To edit an existing shift:

1. Locate the shift in the table
2. Click the Edit (Pencil icon) from the Actions column
3. Update the required details
4. Save the changes

Program Partner Categories

Categories are used to classify program partners into different groups such as:

• Tier 1
• Tier 2
• Gold
• Preferred Partner

Manage Categories

To manage categories:

1. Click the Edit (Pencil icon)
2. A side panel opens

From the panel, you can:

• Add a new category
• Edit category names
• Assign colours
• Delete categories

Tip: Program Partner Categories can be created and managed the same way as Designations.

Notification Configuration

The Notification Configuration section controls how and when notifications are received.

Notification types may include:

• Message notifications
• Slot requests
• Schedule updates
• Onboarding updates
• Digest notifications

Configure Notifications

To configure notifications:

1. Use the available checkboxes to enable or disable:
   • In-app notifications
   • Email notifications
2. Select the preferred notification options
3. Click Save Now

Onboarding Requirements

The Onboarding Requirements section displays all onboarding requirement groups assigned to your site.

Requirement groups may include:

• Site-specific requirements
• Location-specific requirements 
• Discipline-specific requirements
• Program-specific requirements

The section may also display:

• Number of requirements
• Applicable audience
• Requirement status

View Requirement Details

To view onboarding requirement details:

1. Click a requirement group
2. The details page opens

Status History / Timeline

To view requirement history:

1. Click the History / Timeline icon

You can view:

• Changes made
• User who made the change
• Timestamp
• Summary of updates

Ongoing Activities

Ongoing Activities are activities completed during a student’s schedule.

Examples may include:

• Feedback forms
• Evaluations
• Reflections

Activity List

The Activities table displays:

• Activity Name
• Activity Type
• Assigned To
• Discipline
• Location
• Status
• Action

Configure an Activity

To configure an activity:

1. Click Configure

2. A side panel opens with:
   • Form tab
   • Configuration tab

Configuration Tab

The Configuration tab allows you to configure:

• Assigned To
• Location/Discipline 
• Activity activation settings
• Start dates

After updating the configuration:

1. Click Save

Form Tab

The Form tab displays the structure of the activity form.

Sections may include:

• Clinical Skills & Patient Care
• Communication & Teamwork
• Weekly Feedback

Use the caret icon to expand sections and view:

• Guidelines
• Form sections
• Questions
• Uploaded files

Offboarding Activities

Offboarding Activities are activities completed after a student finishes their schedule.

Examples may include:

• Exit surveys
• Final evaluations
• Completion forms

The workflow is similar to Ongoing Activities.

🎥 Video Walkthrough
Refer to these videos for detailed walkthroughs: Site Configuration