What it does
Clinical Schedules Analytics is the reports home for schedule operations: Site Rotators for live coverage, Rotation Roster for the monthly roster, Teaching Credit for shift-based faculty credit, and Block Audit for block schedule changes.
Who it's for
Program administrators and coordinators use Analytics to see where learners and faculty are scheduled; site directors use it to see who is at their site for a date or period.
How it works
Open Clinical Schedules > Analytics. It defaults to Site Rotators, and each tab has a shareable URL.
Site Rotators. Shows rotation assignments, shift assignments, or both. Its one-day preset covers the old Site Survey job, so there's no separate Site Survey tab. Supports server-side search, filtering, sorting, and paged results, then exports the visible rows.
Rotation Roster. Opens to the current month, grouped by rotation and site. Expand a group to see who's assigned, their block, and their dates. Export downloads the visible roster groups only; full filtered export is a future server job.
Teaching Credit. Shift-based credit only, from selected faculty or preceptor roles, shown as a faculty summary table. Open an evidence sheet for the shifts and learners behind a row. Export the visible legacy-shaped CSV or the visible evidence rows.
Block Audit. Reads block_schedule_logs, filtered by action date, schedule date, action, and search. The read-only table shows action, individual, rotation/site, old values, schedule dates, changed-by, enrollment, audit state, and visible-row export.
Before you start
You need detailed schedule visibility or reporting access in your scope — schedule configuration edit access is not required for Site Rotators or Rotation Roster.
Know which report answers your question: Site Rotators for live coverage, Rotation Roster for the current month's roster, Teaching Credit for shift-based faculty credit, Block Audit for a change history.
Site Rotators and Rotation Roster respect your existing schedule permissions — Analytics does not grant broader access than you already have.
Do this
Open the Analytics page (
/schedules/analytics) → you should see the Site Rotators tab selected by default.Select the tab for the report you need — Site Rotators, Rotation Roster, Teaching Credit, or Block Audit → the URL updates and the matching report loads.
On the Site Rotators tab, filter and sort the report, or apply the one-day date preset to cover a single-day survey → the table updates to match your filters.
On the Rotation Roster tab, expand a rotation-and-site group → you should see who is assigned, their block, and their assignment dates.
Select the export action on the report you're viewing → you should see a downloaded file of the visible rows.
You're done when
The report tab you need is open and its URL can be bookmarked or shared.
The rows on screen match your filters — date range, sites, rotations, or search term.
Your exported file contains the visible rows you meant to share.
Boundaries and limits
Analytics is a schedule-reporting home, not a general analytics builder.
IRIS, GME finance reports, and Conference Credit are not included here.
Site Rotators and Rotation Roster are read-only and need detailed schedule visibility/reporting access, not schedule configuration edit access.
Analytics respects each user's existing schedule permissions and scope; it never grants broader data access.
Teaching Credit is shift-based only in this release; rotation-overlap credit is deferred.
Teaching Credit, Rotation Roster, and Block Audit exports are visible-page exports only; full filtered export is a future server job.
Block Audit is read-only in this release, with no mutable audited/enrolled controls.
Site Survey is no longer a separate tab — use Site Rotators with the one-day preset.
Analytics does not add a global export center.
Existing direct links to Site Rotators and Site Survey still work.
Common questions
Q: Why did Site Rotators move under Analytics? A: It groups related schedule-reporting questions in one destination, without removing the old direct links.
Q: Can I bookmark a specific report tab? A: Yes. Analytics tabs use URL parameters, so links open Site Rotators or another report tab directly.
Q: Where did the Site Survey tab go? A: It's now covered by Site Rotators. Choose the one-day preset and include shifts to see who is at a site on a specific day.
Q: Is Teaching Credit ready to use? A: Yes, for shift-based credit — calculated from faculty/preceptor and learner co-assignment on the same shift. Rotation-based credit isn't included yet.
Q: Can I edit audited or enrolled status from Block Audit? A: No. Those states are read-only; changing them needs a separate approval and audit workflow.
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