Documentation for FieldX field education management platform.
Faulty Supervisors
- Step 1: Joining Cohorts
How to access your specific student groups (classes/sections) either through a direct email invitation or by entering a provided Cohort Code.
- Step 2: Viewing Student Progress
Understanding your dashboard graphs to track completion rates and drilling down into individual cohorts to identify students who may be falling behind.
- Step 3: Signing Off on Hours
The three flexible methods for approving student logs: Via Dashboard, Via Email, or via the Weekly Digest.
Site Supervisors
- Step 1: Getting Started
How to activate your account via email invitation when a student is placed at your site.
- Step 2: Viewing Student Progress
Using your simple dashboard to visualize the progress of your assigned trainee(s) and ensure they are meeting their site hour requirements.
- Step 3: Signing Off on Hours
How to approve hours via the dashboard, via email without logging in, or using the automated Saturday summary.
Students
- Step 1: Getting Started & Clearance Tasks
Understanding why your account starts as 'Locked' and how to complete the required clearance steps (documents, site selection) to unlock the full Field Experience platform.
- Step 2: The Field Experience Dashboard
A quick tour of the main interface and the four primary tabs you will use daily: Timesheet, Cohorts, My Sites, and Reports.
- Step 3: The Timesheet Tab (Logging Hours)
How to create new hour logs (selecting activity, site, and supervisor), view your 'Pending Tasks,' and edit or filter your historical log table.
- Step 4: The Cohorts Tab
Managing your academic assignments and viewing tasks that are To-Do, In Progress, or Completed within your specific class section.
- Step 5: My Sites
How to browse established program sites for immediate placement or request a new site that isn't currently in the system.
- Step 6: Helpful Tools (Notes & To-Dos)
Using the built-in tools to set reminders for yourself and others, and using the 'My Notes' feature for private journaling or documenting supervision sessions.
Coordinators
- Step 0: Getting Started
An introduction to the Site Coordinator dashboard, navigating the sidebar, and understanding the main KPIs and cohort graphs.
- Step 0.1: Testing FieldX with your Sandbox
How to use your provided sandbox accounts to test the platform as a Student, Faculty, or Site Supervisor before going live.
- Step 0.2: Customization Settings
Configuring your program details, setting up Academic Terms, creating Student Tracks, and customizing the Clearance/Application process.
- Step 1: Adding/Managing Faculty & Students
The process for inviting users (Staff, Faculty, Students) via email or CSV bulk upload, and recommended workflows for new universities.
- Step 2: Managing Established Sites
How to approve, reject, and edit sites, and how to bulk upload established program sites so students can easily select them.
- Step 3: Set Up Cohorts
Creating cohorts (classes/sections), understanding the cohort dashboard (Tasks, Assignments, Members), and archiving cohorts when terms end.
- Step 3.1: Approving Students
How to review student clearance applications, view their uploaded documents, and approve or deny them with feedback notes.
- Step 4: Create & Assign Tasks
Creating templates for Reports (hour logs) and Forms (evaluations), and assigning them to cohorts or individuals.
- Step 5: Next Semester Setup
Your guide to the semester transition: creating new terms, archiving old cohorts, and rolling over students.
- Step 6: Evaluations & Reports Information
Visualize student progress and export data through the Run Reports tab on your main sidebar.
- Setting Up Recurring Tasks
How to automate assignments using the 'Repeat' toggle and enabling 'Automated Weekly Reports' in cohort settings.
- Building Forms
A specific guide on using the Form Builder to create custom evaluations from scratch using drag-and-drop fields.