Dec 23rd, 2024 Release

We are thrilled to introduce a series of updates designed to streamline your workflow, foster collaboration, and offer greater control over data. These enhancements on Exxat Rubix aim to improve site-school interactions, boost student onboarding efficiency, and create a more tailored request process. 

Here’s what’s new: 

Rate Ask Leo’s Responses with Thumbs Up or Down 

We’ve enhanced Ask Leo, your AI chatbot, to better meet your needs! You can now provide instant feedback on Leo’s responses using a thumbs-up or thumbs-down feature. 

• After receiving an answer, you’ll see the prompt “Was this helpful?” with thumbs-up and thumbs-down icons. 
• Your feedback plays a key role in improving Leo’s ability to provide accurate and effective guidance. 

This new feature ensures a seamless support experience while contributing to the continuous enhancement of Leo’s performance. 

Location-Specific Onboarding Requirements 

We are excited to announce the ability for sites to define and assign location-specific onboarding requirements to student schedules. This enhancement ensures students can easily view and fulfill the onboarding tasks necessary for their specific locations. 

Key Features: 

Onboarding Requirement Levels: 

• Site-Level Requirements: Global requirements applicable to all students scheduled at a site, regardless of location. These are mandatory for every student. 
• Location-Level Requirements: Specific requirements tailored to students scheduled at particular locations within a site. 
• Flexibility in Configuration: Location-specific requirements can now be configured alongside site-level requirements, enabling tailored onboarding for various site locations. 

How to Configure Location-Specific Requirements: 

1. Navigate to the Configuration menu via the settings icon. 
2. Select the new Onboarding Requirements menu from the action panel. 
3. Access the Requirements section to view requirement groups. 
4. Map the requirement groups to specific locations and save the configuration. 

Where Requirements Will Reflect: 

• Availability Creation: Location-specific requirements will appear under onboarding requirements during availability creation and under Availability Details on the View and Track Availability screen. 
• Configuration Screen: Displayed in the associated onboarding requirements section under specific locations. 
• Schools’ View: Schools can review both site-level and location-specific requirements under Availability Details while requesting availability. 
• Students’ View: Students scheduled for specific locations will see and must fulfill both site-level and location-specific requirements. 

Key Benefits: 

This update streamlines the onboarding process by accurately mapping tasks to their corresponding locations. It ensures compliance, simplifies navigation, and enhances the onboarding experience for students and schools alike. 

Customizable Request Attributes for Schools 

You can now specify additional attributes that schools must provide when placing a request for slots on availability. 

Key Features: 

• New Request Form Fields Step: 
• During availability creation, a new Request Form Fields step in the basic info window enables you to select additional fields that schools must complete when submitting a request. 
• Default Fields: Fields such as Number of Slots, Start and End Dates, Discipline/Specializations, and Graduation Year remain unchanged. 
• Additional Custom Fields: You can enable the following additional fields as needed: 
• Rotation Number: Indicating students’ experience level. 
• Semester: The students’ current semester. 
• Shifts: Including timing preferences for specific days of the week. 
• Number of Hours: Required for community benefit tracking. 
• Locations and Units: Specific details for site placement. 
• Preceptor Name: Schools can indicate a preferred preceptor. 
• Visibility Across Screens: Configured fields will be visible to schools during request submission and reflected in the Review and Approve screens as well as Schedule Drawers. 

Key Benefits: 

This enhancement ensures better alignment between site requirements and school request submissions, reducing inefficiencies and fostering improved collaboration. 

Adding and Tracking Engagement with Program Partners 

We are excited to introduce Engagement Logs, a centralized feature to track and log all communications, interactions, and activities between you and your school partners. 

Key Features: 

• Centralized Access: A new Engagement Logs tab is now available under the Program Partners detailed view within the Configuration menu. 
• Comprehensive Logging: Record all communications and activities with schools to maintain a complete history of interactions. Logs include Mode of Engagement, Subject, Description, Engagement With, Date of Engagement & Attachments.
• Follow-Up Tracking: Add follow-up details to engagements, enabling you to track follow-up dates and updates related to each interaction. 
• Clear and Informative Format: Engagement logs are displayed in a card format, showcasing Initiated By, Engagement With, Mode of Communication, Subject, Next Follow-Up Date, Number of Follow-Ups.
• Visibility for All Site Users: Gain visibility into engagements logged by other site users to ensure no critical actions are missed or past interactions overlooked. 
• User-Specific Follow-Up Permissions: Engagement logs added by you can only be followed up by you, while other site users can view your logs for reference. 

Key Benefits: 

This feature enhances collaboration with schools by providing a transparent and organized history of engagements, ensuring smoother coordination and better communication for all site users. 

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