Jump to a Section:

• User Settings
• Setting Up Site Configuration
  • Setting Site Details 
    • Adding Basic Details
    • Creating Designations, Shifts and Specializations
    • Location Grouping 
    • Locations
    • Personnel
  • Viewing and Editing Availability Details
  • Adding Program Partners
  • Managing Notifications

User Settings

You can update your password or log out of Exxat Rubix (formerly known as Talent) through the User Settings screen.
To change your password, follow these steps:

1. Click your Exxat Rubix username in the top-right corner.
2. On the User Settings screen, select Change Password.
3. An email will be sent to your registered email address.
4. Click Update Account in the email.
     
5. In the Update Password window, click Proceed with Action.
6. In the Update Password form:
   
   • Enter your new password in the New Password field.
   • Re-enter the same password in the Confirm Password field.
   • Click the eye icon to view the entered password, if needed.
     Note: The password must be at least 8 characters long, with at least one uppercase letter, one lowercase letter, one number, and one special character.
7. Click Submit to save your new password.

Setting Up Site Configuration

To manage availability and handle slot requests from schools, you first need to configure your site details. This includes creating your site profile, adding locations, managing availability, and inviting site personnel to Exxat Rubix.

Key tasks include:

• Setting Site Details
• Viewing and Editing Availability Details
• Adding Program Partners

Setting Site Details

From the Site Details menu, you can:

• Add basic site information.
• Create designations, shifts, and specializations.
• Set up location grouping.
• Add and manage locations.
• Invite and manage site personnel.

Adding Basic Details

1. Navigate to the Configuration menu.
2. Click on Site Details to begin setting up your site’s basic information.
   
3. Click Basic Details.
4. On the Basic Information section, click.
   
5. On the Site Information screen, provide the following details and click Save:
   1. Alias Name: Enter an alternative name for your site, if applicable.
   2. Address Line 1: Input the primary address details, such as building number, street name, and location.
   3. Address Line 2: Include any additional address information to clarify the location.
   4. City: Specify the city.
   5. State: Select the state from the drop-down menu.
   6. Zip Code: Enter the postal code for the address.
   7. EIN: Provide the Employer Identification Number.
   8. Phone Number: Enter the contact number for the site.
   9. Website: Include the site’s official website URL. 
      
6. Click Upload a file to upload the site logo.
   

Creating Designations, Shifts and Specializations

You can utilize the Designations, Shifts, and Specializations created in the Designations section when setting up availability or registering site users. To create or modify a designation, follow these steps to view and edit existing entries as needed:

1. Go to the Configuration menu and select Site Details.
2. Click on Designations to access and manage the designations..
   
3. In the Designation section, click.
   
4. In the Designation section, you can create or edit designations as needed.

(a) To create a new designation:

1. Enter the desired text in the text box.
2. Click the color palette icon to choose a color from the palette.
3. Click Add to save the designation..
   

(b)To edit or delete an existing designation:

1. Click the pencil icon next to the designation you want to edit, make the necessary changes, and save.
2. Click the bin icon to delete the designation.
   

View video tutorial:

Location Grouping

In the Location Grouping window, you can organize various locations into groups, which can be used when creating availability. For example, locations can be grouped by country, state, area, or other criteria. You can add, edit, delete, or filter location groups as needed.

Filtering Groups To filter location groups, follow these steps:

1. Navigate to the Configuration menu and select Site Details.
2.  From the Site Details drop-down menu, click Location Grouping.
3.  In the Location Grouping window, you can view the following details:
   • Group: The name of the group.
   • Group Coordinators: Personnel assigned as coordinators for the group.
   • Locations: The number of locations within the group.
   • Actions: Options to edit or delete the group
     
4. You can filter your view using the following options:
   • Search: Enter the group name in the search text box to locate a specific group.
   •  Coordinators: Use the drop-down menu to select the desired coordinators. You can choose multiple coordinators from the list.
     

Adding Group 

To add a group, follow these steps:

1. Click Add Group.
2. On the Add Group screen, navigate to the Locations tab and provide the following details:
   • Group Name: Enter the desired group name in the text box.
   • Group Coordinator: Select the required coordinator(s) from the drop-down menu. You can choose multiple coordinators. (For more details on group coordinators, refer to the Personnel section )
     
3. From the locations list, Choose the locations to include in the group. You can filter locations using:
   • Search - Click within the search text box and specify the name you want to search for.
     
   • State – Click the drop-down menu to filter the location based on state.
     
   • Click Next to proceed.
     
4. On the Summary tab, review all the details entered in the Locations tab.
5. To make changes, click Previous and edit the details in the Locations tab.
6. Click Save to finalize the location grouping.

You can view the newly created group in the Location Grouping window.

Editing Group

To edit a group, perform one of the following:

1. Click on the required group name.
2. On the Group details screen, click Edit.
   OR
   Click  under the Action column for the required group name.
3. Make the required edits. For more information about the options on the Location tab, go to Adding Group.

Deleting Group

To delete a group, perform one of the following:

1. Click on the required group name.
2. On the Group details screen, click Delete.
   OR
   Click  under the Action column for the required group name.
   
3. In the “Are you sure you want to delete?” window, details about the selected group are displayed, along with information on how deleting it will affect associated groups and locations.
   On the delete message window, Select one of the following:
   • Cascade Delete to delete the selected group and all the associated entities like locations.
   • Cancel if you do not want to delete the selected group.

View video tutorial:

Locations

The Location View provides a list of all locations created for your site, including their status, address, and assigned groups. You can also edit, update, and add new locations directly from this view.

Filtering Locations

In the Location window, you can filter locations using the following options:

• Search - Enter the location name in the search text box.
  
• State – Use the drop-down menu to filter locations by state.
  
• Group – Use the drop-down menu to filter locations by their assigned groups. (Note: Groups will only appear if they have been created under the Location Grouping option. For details, refer to the “Adding Group” section.)
  
• Coordinators – Use the drop-down menu to select one or more coordinators associated with the locations.

These filters allow you to quickly narrow down and manage your location list.

Adding Location 

To add a location for your site, perform the following:

1. Click Add Location.
2. To add a location, follow these steps: 
   In the Add Location window, provide the required details in the following sections:
   1. In the Basic Information section, Specify:
      • Location Name – Enter the name of the location in the text box.
      • Alias Name – Provide an alternate name, if applicable.
      • Group - Use the drop-down menu to select the group for the location. (Note: Groups will only appear if they have been created under the Location Grouping option. Refer to the “Adding Group” section for more information.)
      • Location Coordinator - Use the drop-down menu to assign a coordinator to the location.
   2. In the Address Information section, specify:
      • Address Line 1 – Enter the primary address details, such as site number, street name, and location.
      • Address Line 2 – Add additional address details, if needed, for clarification.
      • Phone number – Provide the location’s contact number.
      • City – Enter the city name.
      • State – Select the state from the drop-down list.
      • Country – The default and only available option is United States.
      • Zip code – Enter the zip code for the address.
   3. Click Save to create the location.
      

Editing Location 

To edit an existing location, follow these steps:

1. Click  under the Action column for the location you want to edit.
   
   1. In the Edit Location window, update the necessary details.
      (Refer to the “Adding Location” section for detailed information about each field.)
   2. In the Basic Information section, update the Active status:
      • Select Yes if the location is still functional.
      • Select No if the location is no longer in use.
        
2. Click Update to save your changes.
   

Updating Location and adding units.

To update a location using its name, follow these steps:

1. From the Locations column, click the name of the location you want to update.
   
2. In the <<location name>> window, the details are organized into the following sections:

Basic Information

In the Basic Information section, click the pencil icon to make edits.
(For details about the fields, refer to the “Adding Location” and “Editing Location” sections.)

• Units
  You can add, edit, or delete units associated with the location.
  1. Click in the top-right corner of the Units section.
     OR
  2. Click  under the Action column for the required unit.
     
  3. Enter the unit’s name in the Name text box and its description in the Description text box.
     
  4. Click Save to create the new unit. Click Update if you are updating an existing unit. The new unit is saved and displayed within the location name.
     
  5. Click  under the Action column for the unit you want to remove.
     
     
     

      

• Associated Onboarding Requirements – Display the requirement groups and their corresponding onboarding requirements, as mapped to the selected location.

  Click "Edit" in the top-right corner of the section to access the Onboarding Requirements menu, where you can assign location-specific onboarding requirements to the selected location.
  

• Associated Disciplines & Specializations – You can add or delete disciplines and specializations for a location,
  1. Click  in the Associated Disciplines & Specializations section.
  2. Select the required disciplines by clicking Add Disciplines and save your changes.
  3. Click  to delete the disciplines.
     
• Associated with Groups – Associate or disassociate groups with a location:

1. Click  in the Associated with Groups section.
2. In the Manage Associated Groups window:
   • Use the search box to find a group by name.
   • Select or deselect the groups you want to associate with or disassociate the location.
   • Click Update to save changes.
     

Note: The header will display the number of groups associated with the location.

Personnel Affiliation

Manage personnel for a location:

1. Click the pencil icon in the Personnel Affiliation section.
2. In the Manage Personnel Affiliations window:
   • Check the boxes to select the required coordinators for the location.
   • Enable or disable the Location Coordinator role as needed.
   • Click Update to save changes.
     

Note: You can click on the personnel name to view their details in the Personnel window.

View video tutorial:

Personnel

You can add your colleagues and invite them to access the Exxat Rubix. You can view, add, and edit personnel details for group and location coordinators.

On the personnel window, you can perform the following actions:

1. Viewing Personnel
2. Filtering Personnel
3. Adding Personnel
4. Editing Personnel 
5. Updating Personnel

Viewing Personnel

On the personnel window, you can view all the following details of the members added to view the data.

1. Name – Displays the name of the personnel. You can click on the required name to view or edit the details. For more information about editing personnel, go to Editing Personnel Section.
2. Email – Displays the email address of the personnel.
3. Designation – Displays the designation assigned to the personnel. The list of designations will be listed based on the designations created. For more information, go to Creating Designations, Shifts and Specializations section.
4. Actions –  allows you to edit the personnel details.
   

Filtering Personnel

On the personnel window, you can filter the personnel details based on the following filter options:

• Search - Click within the search text box and specify the personnel name.
  
• Designation – Use the drop-down menu to filter by designation.
  

Adding Personnel

To add new personnel, follow these steps:

1. Click Add Personnel.
2. On the Add Personnel screen, specify the following details:
   • In the Contact Information section, provide Email and Phone number in the text box.
   • In the Basic Information section, specify the following:
     1. First Name: The given name of an individual, used to identify them on a personal level.
     2. Last Name: The family name or surname of an individual, used to identify them as part of a family or lineage.
     3. Prefix: A title or honorific used before an individual's name (for example, Mr., Mrs., Dr., Ms.) to indicate the status or professional role.
     4. Credentials: Qualifications or certifications held by the personnel that indicate their expertise or professional standing.
     5. Designation: The job title or role that you want to assign to the personnel. You can select the designation from the drop-down menu. The designation is displayed based on the designation created within the Designations. For more information, go to Creating Designations, Shifts and Specializations.
     6. Nation Provider Identifier: A unique code or identifier assigned to the personnel based on their nationality.
     7. Is This Person a Supervisor: Indicates whether the individual holds a supervisory role. Click Yes if the personnel are supervisors. Click No if the personnel are not supervisors.
   • In the Address Information section, specify the following details: 
     1. Address Line 1: The primary street address or location where the individual resides or where the business is located, including house number and street name.
     2. Address Line 2: Additional address details that supplement Address Line 1, such as apartment number, suite number, or secondary address information.
     3. Phone Number: The contact number used to reach the individual or organization.
     4. City: The name of the city where the location is set.
     5. State: The name or code of the state or province within the country where the location resides.
     6. Country: The name of the country where the location resides.
     7. Zip code: A postal code used to identify a specific geographic area for mail delivery purposes.
3. Click Save to add the personnel.
   

Editing Personnel

To edit the personnel details, follow these steps:

1. Click  under the Action column for the required personnel.
   
2. For more information about the fields, go to the Adding Personnel section.

Updating Personnel 

To update the personnel details, perform the following:

1. Click the personnel’s name to access their profile.
2. On the <<Personnel name>> window, the details are segregated based on:
   • Basic Information: On the Basic Information section, click  to edit fields as needed. For more information about the updating fields, go to the Adding Personnel and Editing Personnel section.
     
   • Associated Locations: Addresses or geographic locations linked to the personnel. On the Managed associated locations, perform the following:
     1. Select the checkboxes to assign the required locations.
     2. Assign locations or enable/disable the Location Coordinator role.
     3. Click Update to save the changes. 
        The locations associated with the personnel are displayed in the Associated location section.
   • Notes and documents: You can add notes and upload documents for the personnel. To add notes or upload documents:
     1. Click .
        
     2. On the Notes and documents window, provide the following details:
        • • Title: The name or heading assigned to a document or item, providing a summary of the content or purpose.
          • Description: A summary or explanation of the document, outlining key details, purpose, or content.
          • Document Type: The category or format of the document, such as report, presentation, invoice, or form.
          • File Upload: This allows you to attach or submit a file. Click Upload a file to attach the required file.
            (supported formats: PDF, DOCX, XLSX, PPT, PNG, JPG, GIF; max size 10MB).
     3. Click Save to update the changes.
        
   • Coordinator for groups: Select the groups you want to associate this personnel with. Click  within the Coordinator for groups section.
     On the Managed associated groups:
     1. Click within the Search text box and specify the group name.
     2. Select or deselect the groups you want to associate or disassociate the groups.
     3. Click Update to save changes.
        Note: The Coordinator for groups header will display the number of groups assigned to the coordinator.

View video tutorial:

Viewing and Editing Availability Details

On the Availability Details menu, you can view details about:

• Disciplines & Specialization
• Program Type
• Shifts

Disciplines and Specializations

The Disciplines and Specializations window displays a comprehensive list of fields of study, with each discipline having specific areas (specializations) listed under it. Click the drop-down arrow next to a discipline to view its specializations.

Available disciplines include:

• Medical-Physics
• Occupational Therapist Assistance
• Occupational Therapy
• Physical Therapist Assistance
• Physical Therapy

Note: Disciplines and specializations cannot be added or edited. For changes, contact Exxat Support.

Program Type

The Program Type window displays categories or levels of educational programs. Available types include:

• Graduate
• PhD
• Undergraduate

Note: Program types cannot be added or edited. For changes, contact Exxat Support.

Shifts

Shifts define work schedules for students during clinical rotations, such as morning, afternoon, evening, or night shifts. This field allows you to select or indicate their work times during the schedule for the availability.

On the Shifts window, you can search, view, add, or edit shifts.

Viewing Shift

On the Shifts window, you can view the following details:

• Name: Displays the name of the shift.
• Timings: Displays the time scheduled for the shift.
• Description: Displays the description of the shift.
• Actions:  to edit the shift details.
• Search: Click within the search text box and specify the shift name.
  

Adding Shift

To add a new shift, follow the steps:

1. Click Add Shift.
2. On the Add Shift screen, provide the following:
   • Name: The label or title given to the shift. This will help in identifying and differentiating from other shifts. For example, the Morning Shift, and Evening Shift.
   • Shift Timings: The specific start and end times for the shift. Defining the hours during which the shift is active. For example, 9:00 AM - 5:00 PM.
   • Descriptions: Additional details about the shift, including any relevant information about responsibilities, tasks, or special instructions associated with that shift.
3. Click Save.
   

Editing Shift and Updating Shift

To edit or update the shift, perform one of the following:

1. Click the required <<shift name>>.
   Or
   Click  under the Action column for the required shift.
2. On the Update shift screen, edit or update the required field.
3. Click Update.
   

View video tutorial:

Adding Program Partners 

Configure and manage partner schools as Program Partners. Ensure your Site Profile is set up before adding program partners.

On the Program Partners menu, you can configure the following:

• Category
• Partners
  

Category

Define and categorize your relationships with schools based on their significance or type. For example, you can create categories such as Tier One, Gold Partner, or other labels that reflect the level of engagement or partnership with each school. This allows you to organize and prioritize your connections according to the frequency and nature of interactions, such as regularly accepting students from certain schools.

Adding Category

To add a category, perform the following:

1. Click  in the top right corner.
   
2. On the Categories screen, perform the following:
   • In the text box provide the category name. The label or title assigned to the category helps identify it from other categories. For example, Gold Partner, Tier One.
   • Click  to select the required color from the color pallet. The selected color is associated with the category. This will allow you to visually differentiate the categories.
3. Click Add.
   

Editing Category

To edit a category, perform the following:

1. Click  in the top right corner.
2. For the category you want to edit, Click  .
   
3. Edit the required fields.
4. Click  to save the edits.
5. Click  to cancel the edits.
   

Partners

In the Exxat Rubix, the Partners section allows you to access a central directory of schools (Exxat Program Directory) where you can locate and add any school as a Program Partner.

Tip: Before adding partners, make sure you have created Partner Categories if you want to organize and group them into different tiers or classifications. This feature helps you manage and categorize your program partnerships efficiently.

On the partners window, you can view the following details:

• University and Program Name: Displays the name of the shift.
• Category: Displays the time scheduled for the shift.
• Actions: to edit the shift details.
  

Filtering Partners

You can filter the view based on the following filter options:

• Search - Click within the search text box and specify the partner name to efficiently navigate through the list of program partners.
• Category: A filter to view partners based on predefined categories or tiers, from the drop-down menu helping you organize and group them according to their level of engagement or type.

Adding Partner

To add a partner, perform the following:

1. Click Add Partner.
   
2. On the Add Program Partner screen, perform the following:
   1. Select Program: Choose the required program from a drop-down list. This allows you to specify which program you are working with or referencing.
   2. Basic Information: In this section, the first name associated with the program is automatically filled in and displayed, providing a quick view of key details.
   3. Partner Category: Select a category from the drop-down menu to classify or group the partner according to predefined tiers or classifications.
3. Click Save to add a partner.
   

Adding New Program

To add a program, perform the following:

1. Click Add Partner.
   
2. On the Add Program Partner screen, click Request to add new program in the right corner.
   
3. Specify the following details:
   • In the Program Details section, provide the following details:
     • University Name: Enter the official name of the university offering the program.
     • Website: Provide the URL of the university's or program's official website for reference.
     • Program Name: Specify the name of the program being described or listed.
   • In the Program Partner Contact Details section, provide the following details:
     • First Name: Enter the first name of the primary contact person for the program partner.
     • Last Name: Enter the last name of the primary contact person for the program partner.
     • Email: Provide the email address to contact the program partner.
     • Notes: Include any additional information or relevant comments about the contact person or program partner.
4. Click Select Program.

Editing Partners

To edit partners, perform the following:

1. Click the required <<university and program name>>.
2. The Program Partner window displays the following tabs:
   • About: Provides an overview and information about the program. You can perform the following actions in the About tab:
     1. In the Basic Information section, click  to edit the category.
     2. In the Related Documents section, click .
        • In the Related Documents section, specify:
          1. Title: Enter the name or heading of the document to provide a clear and concise identification.
          2. Description: Provide a summary or explanation of the document’s content and purpose to give context and relevance.
          3. Document Type: Indicate the category or format of the document, such as report, memo, or contract, to specify its nature and usage.
          4. File Upload: This allows you to attach or submit a file. Click Upload a file to attach the required file.Note: We support PDF, DOCX, XLSX, PPT, PNG, JPG, and GIF up to 10MB.
        • Click Save.
          
   • Contract: Contains information about the main contractual agreement between parties, including terms, conditions, and obligations that govern the relationship or arrangement. You can perform the following actions in the Contract tab:
     • In the Basic Information section, click  to edit the category.
       
       1. In the Update Contract section, specify:
          • Name: Enter the title or designation of the contract to identify it.
          • Number: Provide the unique identification number or reference for the contract to ensure proper tracking and management.
          • Start date: Specify the date when the contract becomes effective and officially begins.
          • End date: Indicate the date when the contract terminates or expires.
          • Open ended: Indicate the date when the contract terminates or expires. Select Yes, if the contract terminates. Select No, if the contract does not terminate.
          • Template Type: Choose the type of template used for the contract, such as standard, custom, or specific to certain agreements, to determine its format and structure.
       2. Click Update.
          
     • Program Contacts: Lists and details of the specific contacts associated with the program. The tab displays the Name, Email, and Phone of the program contacts. You can perform the following actions on the Program Contacts tab:
       1. Adding User:
          • Click Add User and provide First Name, Last Name, Email, and Phone of the contact.
            
          • Click Save to save the contact.
          • Click Delete to delete the contact.
            
       2. Editing User:
          • Click  under the Action column for the required contact and make the edits.
            
          • Click Update to edit the user details.
          • Click Delete to delete the user details.
          • Engagement Logs: Use the Engagement Logs tab to view, track, and record all communications, interactions, and activities with schools. This section offers a comprehensive history of interactions conducted by your site users with school partners.
            

          • Adding an engagement log:

            • To open the Engagement Log drawer, click the plus icon located in the top-right corner of the Engagement Log section.
              
          • Fill in the following details inside the drawer:
            • Mode of Engagement: Audio call, Video call, Email, In Person or any other mode of engagement.
            • From: This field is filled by default with your account name.
            • With: Select the name of the school personnel involved in the engagement from the drop-down list.
            • Date of Engagement: Select the date when the engagement happened.
            • Subject: Enter the subject of engagement and additional details in the description textbox provided.
            • Upload Documents: Upload any related attachments or documents.
          • Click on Save at the top right corner of the drawer to save the engagement log.
            
          • Each engagement log is displayed in a card format, containing the following information:
            
            • Subject: Displays the subject of the engagement or communication.
              Initiated by and Date: Displays the site personnel name who first logged and initiated the engagement and the date of engagement as well.
            • Engagement With: Displays the school personnel’s name with whom the engagement took place.
            • Mode: Displays the mode of engagement.
            • Number of Follow Ups: Displays the number of follow ups logged under the engagement.
            • Next Follow Up date: Displays the date of follow up for the latest added follow up.
              (The information of the date of last update made to the engagement and the personnel who made the update is also displayed on each engagement log card
              
              Note: Engagement logs added by you can only be followed up by you, while other site users can just view your logs for reference

          • Editing Engagement logs:

            • After adding an engagement log, you cannot edit the information added initially but you can add follow up information by editing the engagement log in the following way:
            • Click on the edit icon at the top right corner of the engagement log card to open the Engagement Log drawer.
              
            • Click on Add Follow Up button to add information regarding a follow up interaction under the engagement.
              
            • Fill in the following details in the follow up section:
              • Mode of Engagement: Audio call, Video call, Email, In Person or any other mode of engagement.
              • From: This field is filled by default with your account name.
              • With: Select the school personnel’s name from the drop-down list with whom the follow up took place or is planned.
              • Date of Engagement: Select the date when the follow up on the engagement happened or is planned.
              • Date of Completion: This field is not editable, just click on the checkbox below saying, “Mark this engagement completed”, if no other follow ups are required.
              • Notes: Enter any notes and additional details regarding the follow up in the description textbox provided.
              • Upload Documents: Upload any related attachments or documents.
                Note: You can add multiple follow-ups to your engagement log. Mark it "Completed" when finished. This will update the card with a "Completed" tag. After completion, the card's "Edit" icon becomes a "View" link that opens the log for review.
            • Click on Save at the top right corner of the drawer to save the follow up information.
              

Editing Partners Category

To edit the category, perform the following:

1. Click  under the Action column for the required program.
   
2. On the Edit Category screen, from the Partner Category drop-down list, select the required partner category.
3. Click Update.

View video tutorial:

Notification Configuration

The Notification Configuration feature lets you personalize your notifications to receive updates that are most relevant to you.

Customizing Your Notification Preferences:

1. Access Notification Settings:
   • Navigate to the Notification menu in the Configuration action panel.
   • Click Notification Configuration to open the configuration screen.
2. Customize Notifications:
   • View the list of events that trigger notifications.
   • Select the specific events for which you want to receive notifications.
3. Save Your Preferences:
   • Click Save Now to apply and save your configuration settings.

View video tutorial:

Onboarding Requirements
You can view your onboarding requirement groups under the Requirements sub-menu of the Onboarding Requirements menu from the left action panel.

The requirement groups are specific according to the following onboarding requirement levels:

1. Site-Level Requirements: Global requirements applicable to all students scheduled at a site, regardless of location. These are mandatory for every student. 
2. Location-Level Requirements: Specific requirements tailored for students scheduled at particular locations within a site.

The requirement groups are present in the form of cards displaying the following information:

1. Whether it is a location-specific or site-specific onboarding requirement group.
2. Name of the onboarding requirement group.
3. Number of requirements under the requirement group.
4. Number of locations where the requirement group will be applicable, if it is a location-specific requirement group. Or else, All Students is displayed on the card if it is a site-specific requirement group.

Configuring your location-specific requirements:

1. Click on the requirement group card to open the Configuration drawer.
2. Within the Configuration drawer, view the list of onboarding requirements under the requirement group.
3. For a location-specific requirement group, you can map the requirement group to specific locations by selecting the site configured locations from the drop-down menu under the Locations section. The onboarding requirements under the requirement group would then be applicable for the schedules at the selected locations.
   (The site-specific requirement groups are not configurable and will have a locked symbol displayed on the card. You can just view the onboarding requirements under it inside the Configuration drawer.)
4. Click Save to save the configuration.

Note: The onboarding requirements for any availability would consist of site-specific requirements, which are applicable to the schedules across all locations and location-specific requirements according to any requirement groups mapped to the locations of the availability.