Step 0.2: Customization Settings

There are a few settings that you may wish to review as you begin the customization of FieldX for your program.

To start, select My Program from the navigation menu.

Organization Settings

1. Select Edit Info: Edit your program name, domain, or address.
2. Academic Terms: This section is used to manage how tracking student completeness throughout a term is tracked. Here you can:
   • Manage the start and end date of the current term
   • Have multiple academic terms for different students
3. Student Tracks: This section is used to manage hour requirements for students. You can:
   • Enable and disable tracks (e.g., remote vs. in-person). This will determine what options students have to choose from during the clearance process.
   • Input hour requirements for each user type.

Clearance/Application Process

Here you can customize what steps students must complete before they can begin logging hours. By default, students will be asked to:

• Select their track
• Review and sign standard agreements
• Select at least 1 site and supervisor (or request a placement)
• Upload a liability form

Some programs will choose to add or remove steps, such as:

1. Requiring additional documents such as background checks, site affiliation forms, expiration dates, etc.
2. Changing the required agreements to be signed.
3. Not requiring a site to be selected initially.

The configuration view looks like:

If there are any customizations that you would like that are not included here, please reach out to tiko@simcare.ai for additional support.