What's New in This Release
This release introduces enhancements to notification management, onboarding and compliance tracking, and contract reporting in Exxat One for Sites. Site Admins can configure notification preferences, customize selected email templates, and enable email notifications for preceptors assigned to confirmed schedules. The new Onboarding & Compliance dashboard provides visibility into onboarding readiness, compliance gaps, and blocking requirements, while naming formats are now consistent across applicable screens. Additionally, enhanced contract status tracking and expiry filters help sites identify contracts approaching expiration and plan renewals more effectively.
Table of Contents
- Notification Configuration Enhancements
- New Onboarding & Compliance Dashboard
- Preceptor Assignment Email Notification
- Naming Format Enhancement
- Expiring Contract Status in the Program Partner Contracts Report
Notification Configuration Enhancements
We’ve enhanced notification management in Exxat One to give Site Admins greater control over notification preferences and email communications.
- Site-Level Notification Configuration: Site Admins can configure In-App and Email notification preferences by notification category and event for Site user roles, and lock preferences to prevent individual changes by users.
- Site users can continue to manage their individual notification preferences for available notification categories and events through “My Notifications”.
- Email Template Editing: Customize templates for selected outgoing notification emails sent from the Site to other stakeholders. Templates support editable text, merge fields, hyperlinks, and attachments. Additional notification events will be made available for editing in future releases.
- Email Setup: Configure the sender display name for outgoing notification emails so recipients can identify communications from your Site.
New Onboarding & Compliance Dashboard
The new Onboarding & Compliance dashboard gives site users one place to see onboarding readiness across active and upcoming placements for Students, Clinical Instructors and Schools. It has interactive charts and metrics that show readiness, compliance gaps and blocking requirements, and each one opens a filtered Summary view for follow-up.
| Note: The Onboarding Configuration section also has an upgraded view of onboarding requirements. |
Preceptor Assignment Email Notification
- Site Admins can enable email notifications for preceptors when they are assigned to new confirmed individual or group schedules.
- When a schedule is confirmed and falls within the 30-day time window before its start date, the assigned preceptor receives an email with the schedule details. The email also includes details of any other upcoming schedules assigned to that preceptor, where applicable.
Naming Format Enhancement
- Names across applicable screens now follow a consistent [Last Name, First Name] format.
- This update applies to students, preceptors, clinical instructors, personnel, program contacts, location coordinators, requesters, and availability creators across relevant Site-side screens, including locations, personnel, school partners, availabilities, requests, schedules, onboarding and reports.
Expiring Contract Status in the Program Partner Contracts Report
- The Contract Status column now includes an Expiring status, and the new Days to Expiry column shows the number of days remaining until a contract expires.
- Filter contracts by Expiring status and narrow the results to contracts expiring within the next 30, 60, or 90 days. Export the filtered results to use as a contract renewal list.
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