Guide for Program Managers: Accepting Students in PERT System
Learn the steps for program managers to accept students onto the PERT roster, including profile updates, employment confirmation, and handling missing information.
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Program Managers Roster Management - Accepting Students onto your PERT Roster
Added on 09/27/2024
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Speaker 1: In this video, for the pre-approved program managers, we will walk through the steps for accepting students onto your pre-approved program roster in the Practical Experience Reporting Tool, which we will refer to as PERT. To begin, let's go over the steps required by the student before you can accept them onto your PERT roster. Students must first update their PERT profile to indicate they are in your pre-approved program, also referred to as a PPR, and fill in the required information. This includes organization name, location, and program. As part of their onboarding process with your PPR, please inform students of their assigned mentor's email address so that they can enter it here. Students must also create an experience report and indicate the date they started in your pre-approved program. As a result of the details they entered into their profile, the training position type drop-down menu will only list the specific positions attached to your program. If your program has multiple positions, ensure your student knows which one to choose. An email will be sent to the program manager notifying them that a student is requesting to be added to the PPR roster in PERT. This email gets sent as soon as the student chooses your pre-approved program from the initial profile creation page. On the homepage of your program manager portal, click on Manage My Programs. Here you will see a list of all students on your roster, as well as students awaiting confirmation onto your roster. Navigate to Pending Employment Confirmations Only to narrow the list to just those students awaiting your confirmation. If the student has completed the required steps of adding their mentor email to their profile and creating that initial experience report with their job start date, you will see three options, employed, follow-up, and not employed. Take a look at their mentor, start date, location, and program. If the information is correct and the student is currently employed in your pre-approved program, click Employed and then Submit. You can see that the student's PERT status now shows as In Progress. They will have received an email to let them know that they have been accepted onto your roster. If this is their first time reporting, their PERT start date will also be set. Back on the Pending Employment Confirmations Only, we will demonstrate steps to take when changes are required or information is missing. For example, if this student had indicated an incorrect employment start date or mentor, you would click on Follow-Up instead of Employed. This will open a comments box where you need to indicate the changes required from the student, and then click Yes, and then Submit. You will see a follow-up date populated next to their PERT status so that you can keep track of when they were contacted. The student will then receive an email indicating additional information is required along with the Program Manager comments. This email will also instruct them to contact you once the changes have been made. If the student is not currently employed in your PPR, please click Not Employed. Fill out the comments box. In this case, the student will receive an email to let them know that they have not been accepted onto your roster and they will no longer show in your pending list. The last scenario you may encounter is students on your list that are employed in your PPR but have either not added their mentor or have not created that initial experience report with their start date, or both. For these students, the only options will be Follow-up and Not Employed. You cannot accept a student onto your roster if either or both requirements are missing. Again, for this situation, you will need to indicate Follow-up and put in the comments what is outstanding so that the student is aware that action is required. Once they have completed the outstanding requirements, you will then see the Employed box option. Best practice for program managers is to action your employment confirmations within 15 days of receiving the initial email. Delays can result in students being unable to report experience in a timely manner, or for students who do not yet have a PRRSTART date, it may result in loss of eligible duration. For further assistance or clarity on the practical experience requirements, we recommend you go to the Resource section in PRRST and refer to the Guide for Program Managers. You can also contact us via email.

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