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FieldX Onboarding Form

School Name

Program Tracks: Please indicate what tracks you offer. Comma separated

Part 1: Data Imports

Student Roster Import: Please upload a .CSV or Excel file of your active students. Note: Must include First Name, Last Name, Student Email.

Site Database Import: Please upload a list of sites where you currently have active students or established contracts. Note: Must include Site Name, Address, City, State, Zip.

Part 2: Student Pre-Requisites

Mandatory Documents: Which documents are required for "Pre-Application" clearance? (Check all that apply)

Mandatory Documents: Which documents are required for "Pre-Application" clearance? (Check all that apply)

Other Mandatory Documents:

Program specific documents:

Clearance Responsibility: Who is responsible for clearing a student to begin?

Clearance Responsibility: Who is responsible for clearing a student to begin?

Part 3: Site Affiliation & Agreements

Established Sites: Do you require a NEW Affiliation Agreement for every individual student?

Established Sites: Do you require a NEW Affiliation Agreement for every individual student?
A
B

Internal Documents: When a student is placed at an existing site, do they need to sign any specific internal documents (e.g., Orientation Checklist)?

Internal Documents: When a student is placed at an existing site, do they need to sign any specific internal documents (e.g., Orientation Checklist)?
A
B

Internal Document Upload: If yes to the above, please upload the template here.

New Sites: Do you require a formal Site Affiliation Agreement for new/non-established sites?

New Sites: Do you require a formal Site Affiliation Agreement for new/non-established sites?
A
B

Template Preference: If yes to the above, which template do you use?

Template Preference: If yes to the above, which template do you use?

Authorized Signatory: Please provide the Name and Title of the authorized signatory for your program.

Signatory Email: Please provide the email address for the authorized signatory.

Part 4: Supervisor Qualifications

Supervisor Data Points: What information is required to approve a NEW supervisor? (Check all that apply)

Supervisor Data Points: What information is required to approve a NEW supervisor? (Check all that apply)

Supervisor Documents: What documents must be uploaded for a NEW supervisor? (Check all that apply)

Supervisor Documents: What documents must be uploaded for a NEW supervisor? (Check all that apply)

Supervisor Approval: Who approves new supervisors in the system?

Supervisor Approval: Who approves new supervisors in the system?

If other, please specify

Part 5: Field Experience Forms

Field Experience Forms: Do you have any field experience specific forms to be incorporated into FieldX? Ex: evaluation forms, supervision notes, MOUs etc.