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FieldX/Step 3.1: Approving Students

Step 3.1: Approving Students

Once a student has completed all their required Clearance Tasks(such as liability forms, site selection, or background checks), they will appear in your queue for final approval.

How to Find Pending Approvals

You can access students waiting for approval in two ways:

  • 1
    The Overview Page: Click into the "Pending Tasks"KPI card at the top of your dashboard for a quick summary.
  • 2
    Program-Wide Tasks: Navigate to the specific Taskstab in the sidebar to view all pending items across your program.

Reviewing Information

Clicking on a student's task will open the review screen. Here, you can see every field the student input and every document they uploaded during the clearance process in one consolidated view.

Student Clearance Review Screen

Taking Action

At the bottom of the review screen, you have two primary options:

Approve

This grants the student full access to the platform to begin logging hours and participating in their assigned cohorts.

Deny

If something is missing or incorrect, you can deny the application. When you select Deny, you will be prompted to leave a Note.

💡 Important Note: The student will see your specific feedback the next time they log in. This ensures they know exactly what needs to be fixed before re-submitting for approval.

📝 Next Step: Create and assign tasks for your students. See Step 4: Create & Assign Tasks.

Need Help?

For any questions or customization requests, please reach out to tiko@simcare.ai.

💡 Hint: Look for the blue help circle at the bottom right of your screen for quick assistance.