BENEFITS
- Provides new filters for document status and type to allow school and facility administrators to quickly review uploaded CB Bridges™ Pro Advantage Tracker documents.
- Reduces the number of clicks needed to review (accept, reject, or override) student documentation.
- Eliminates the need for school and facility administrators to download student documentation to review it.
NOTES
- There are now three ways to access the new CB Bridges™ Pro Advantage Tracker Document Review Station, detailed below.
ACCESSING AND NAVIGATING THE DOCUMENT REVIEW STATION
ACCESS METHOD 1:
If Clinical Coordinators and Facility Coordinators have pending documents that require review, they will see a pending document count on their CB Bridges™ dashboard. They can click the "Review Documents" button to go straight to the review station, landing on the first pending document requiring review in the queue.
ACCESS METHOD 2:
On the left–hand navigation menu, users can click "Pro Advantage Tracker" to be placed into the Group status page. From here, users can click the drop–down menu to the far right of the group they want to review, and they will be placed into the Document Review Station, landing on the first pending item for that group in the queue.
ACCESS METHOD 3:
On the left–hand navigation menu, users can click "Pro Advantage Tracker" to be placed into the Group status page. From here, they can click on a group and expand it to see group member names. On the far right of the page, beside each individual requirement for a group member, they can click on the document icon with the magnifying glass and that will take them straight into the Document Review Station, landing directly on the document displayed in the line item.
INSIDE THE DOCUMENT REVIEW STATION
STEP 1:
Once a user is in the Document Review Station, in the middle of the screen they will see the document that needs to be reviewed. They can zoom in and out of the document, expand, or rotate it. Users can download the document to be printed or saved. On the right side of the screen, the user will see the instructions that the student had to follow in order to complete the document as well as requirement guidelines for being able to review the document. Also, on the right side of the screen, users can see the details associated with the clinical group and the item history. In the bottom–middle of the screen, users can make review decisions (accept or reject, override, or reset the document). The user no longer has to download a document to view it before making a review decision.
STEP 2:
At the top of the Document Review Station screen, users can apply several filters to help them easily navigate through the review process. Filter by document status, and by specific document types. The top right corner of the screen displays how many documents the current student in the queue has to review, as well as the total number of documents that are left to review in a specific clinical experience. On the left side of the screen, the user can navigate between clinical experiences, students, and specific items.
