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Established sites are placements approved for your program’s site catalog. A student’s site request and clearance may still require approval, depending on your program settings. Sites are managed in the Sites tab on your main dashboard. Sites Tab Overview

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The three site sub-tabs

Pending Sites Tab Each sub-tab has filters for tags, site types, and status. Program sites automatically chip as Active, Expiring Soon (≤30 days), or Expired based on their affiliation agreement.

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Approving new site requests

Click any row in the Pending sub-tab to open the Site Details modal. You can:
  • Approve — adds the site to your Established list
  • Reject — rejects the request with a note for the student
  • Edit — adjust the site details before approving
Site Approval Actions
In Program Settings → Settings, review both Auto-Approve Site Requests and Require approval for established sites. Requiring approval takes precedence: an established-site request still waits for review when that requirement is enabled.

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Adding established sites yourself

Click Add Established Site in the top right to open the Add Site modal. Two tabs:
  • Single Site — manually enter site details (name, address, type, tags, contact info)
  • Bulk — upload a CSV, spreadsheet, or text file with multiple sites at once
The bulk uploader uses AI to parse your file — no strict template required. Drop any reasonable list and it will extract the right fields. AI Bulk Upload

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Viewing site details and documents

Open a site to use Details, Supervisors, Students, and Documents, plus Notes and Evaluations where enabled. Documents contains Supervisor Forms and Uploaded Files, with different filters, statuses, and PDF actions. See Site Details & Documents for the full tab-by-tab guide.

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Removing a student or supervisor from a site

Program Admins and faculty can end an active placement without deleting the historical record. Open a site row to launch the Site Details modal, then use the Students or Supervisors tab. Remove a student from a site
  1. Open Site Details → Students → Active.
  2. Open the student’s action menu and select Remove from site.
  3. Review and confirm in the inline panel.
The student’s placement moves to Past, where staff can restore it. Their timesheets, reports, and other historical data are preserved. Remove a supervisor from a site
  1. Open Site Details → Supervisors.
  2. Click the actions menu (⋮) on the supervisor’s row and select Remove from Site (admin or faculty only).
  3. Confirm in the inline panel.
Every student link to that supervisor at this site is removed. If the supervisor still has unsigned reports for students at the site, a warning toast shows how many remain so you can reassign or follow up before the placement closes out.
Both actions are reversible by re-adding the student or supervisor to the site — no historical data is destroyed.

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All-sites map view

For programs with many sites, an interactive map view (with AI search and clustering) is available. Reach out to SimCare to enable it for your program.
Next step: Create cohorts to organize students into classes or sections. See Setting Up Cohorts.