CastleBranch Administrator Resources
Jun 26, 2024
82
The following article details resources for administrative users of CastleBranch.
Students, see either CastleBranch Overview For Students (Fall 2023 and Prior Students) or CastleBranch Overview for Student (Incoming Spring 2024 and Future Students)
Faculty, see CastleBranch for Clinical Faculty Compliance
CastleBranch provided this Training Video for administrators.
How to use the Administrator Portal
Topics include:
- Accessing your roster
- Viewing orders and applicant details
- Viewing messages
- Responding to Alerts
- Filtering Applicants
- Classifying Applicants
- Emailing Applicants by Roster
- Creating Notes and Uploading Documents
- Logging out
How to run Reports
Topics include:
- Reporting: An Overview
- Rosters: How to Export
- Tracker Summary Report: All Compliant
- Tracker Summary Report: Non-Compliant
- Tracker Summary Report: Approaching Next Action
- Student Detail: Report
- Manage Trackers: Requirement-Specific Report
- Navigation: Logging out
Archiving Students and Trackers
For now, please email [email protected] if you would like to archive or unarchive students/trackers.
Topics include:
- Overview: What is Archiving?
- Archiving a Student
- Unarchiving a Student
- Archiving a Tracker
- Unarchiving a Tracker
How to Submit Documents
Topics include:
- Options for Digitizing your document
- Submitting through myCB
- Replacing rejected documents
- Faxing directly to requirements
- Facing to document center
- Merging faxed pages
- Mailing documents to CastleBranch
FAQs
- Why is a document blank even though a student uploaded it?
- This is a bug with CastleBranch where forms filled out electronically may sometimes appear blank. Students can take a screenshot of the form and upload it as a workaround.
- A student signed up for the wrong account, what should they do?
- They should be able to contact CastleBranch to ask for their account to be moved. If they say that CastleBranch needs administrator approval, then contact the Clinical Placement Manager who can contact CastleBranch for help.
