Educational Coordinator Guide

Create an Educational Requirement

Build program-specific requirements for students or faculty—from naming and targeting the requirement to choosing the right category options.

Educational requirement table

Review existing requirements

  1. On the Dashboard, click the Requirements link.
  2. The Requirements table lists each item you have already built, showing Name, Type, Frequency, Date Created, Status, and quick Edit/Delete actions.
  3. If you need to edit or retire an item, use the buttons in this table. Otherwise, click Create Requirement above the grid to start fresh.

Complete the Create Requirement form

  1. Name: Enter the requirement title students/faculty will see.
  2. Required By: Select the schools/programs that must complete this requirement.
  3. Category: Choose the template that fits (Forms, Site Orientations, Insurance, or Licenses). Leave sub-category blank unless CPNW asks for a specific value.
  4. Frequency: Decide whether the requirement is due Annually or only Once.
  5. User Type: Target Faculty, Students, or both.
  6. Abbr: Provide a short code used on internal tables.
  7. Status: Set to Active to make it visible; leave as Inactive while drafting.

The right-hand panel lets you upload reference files students can download and includes a large text area for instructions. Spell out exactly what proof or steps you expect.

Create requirement form fields

Category-specific guidance

  • Site Orientations: Informational only—users cannot upload documentation. Add text or downloadable orientation packets. Enable auto-approve if you want it to complete as soon as the user clicks Save.
  • Forms: Use when students must upload a document (e.g., signed PDF, driver’s license). Leave sub-category blank.
  • Insurance: For facilities that demand proof of liability coverage. Choose between Insurance verified by program or Individual Insurance (user uploads policy + expiration date).
  • Licenses: Ideal for faculty or graduate students with active healthcare licenses. Collect license type, issuing state, number, expiration date, and supporting files. Use + Add another license as needed.

Publish and maintain

  • Upload any reference documents students need to review before submitting.
  • Double-check instructions for informational requirements so students understand the purpose.
  • Switch the Status to Active when you are ready for coordinators, students, or faculty to see the requirement. Inactive items remain hidden.
  • Edit the requirement anytime from the main table; changes take effect immediately for everyone assigned to that program.
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