All residents or students who are scheduled for a rotation in your program must be added to your Rolodex.
The method you use to add a resident to your Rolodex depends on whether they are an internal resident or an external resident. An internal resident is a resident who belongs to your program (i.e., your program is their parent program). An external resident is a resident who belongs to a different program or university. External residents are usually added automatically to your Rolodex when their parent program schedules them to one of your rotations. However, if the resident's parent program does not use one45, or they come from another university, you will have to add the resident to your program manually.
An external student is one who belongs to a different program or university (as opposed to an internal student, who belongs to your program). Often, an external student is added automatically to your Rolodex when their parent program schedules them for one of your rotations. However, if the student's parent program does not use one45, or they come from another university, you will have to add the student to your program manually.
To add a learner to your Rolodex:
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One45 can add large batches of learners to your program for you. If you have a large number of learners to add (e.g., at the start of an academic year), contact us for help. |
1 Click the rolodexes tab.
2 Click the Resident/Student tab.
3 Click on the internal or external link next to add:: depending on whether the learner is internal or external to your program.
4 Search for the learner that you would like to add by the first few letters of his/her last name. You always start by searching for an individual before adding them to the system. If you don't, and you add someone who is already in the system, you will create a second eDossier for that person.
An individual may also be listed under a slightly different spelling. This is why you only type the first few letters of their last name in the People Picker.
5 If the learner's appears, click on his/her name (if the learner does not appear, go to step 8).
6 Click the calendar icon and select the effective date (i.e., the day the learner starts your program).
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The default date for adding a resident is July 1 of the year you are working in, not the current year. |
7 Click the Add Resident(s)/Student(s) button. The learner's eDossier appears and their name is added to your Rolodex.
If the learner is not on the list...
8 Click the "create new internal resident/student" link.
9 Enter the learner's information in the corresponding fields. Be sure to enter the correct start date (i.e., the day the learner starts your program).
10 Click the Submit button. The learner's eDossier appears and their name is added to your Rolodex.
In order to distinguish between your external and internal learners, the names and levels of your external learners always appear in italics in your Rolodex. Another good method of keeping track is to give external learners a different PGY prefix than internal learners. To learn more about this, please see To change a PGY prefix.
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