Additional Content

Review Preceptor Assessment

Completed Preceptor Assessment
Completed Preceptor Assessment
Access the Preceptor Assessment from the Preceptor's Transcript Quick Links. The button appears with the dates covered in the Preceptor Assessment. Preceptor AssessmentFebruary, 2024-August, 2024 The Preceptor Assessment is similar to a Formal Eva...

Verify Competency Documents

Documenting Orientation Competencies
Documenting Orientation Competencies
Part of your role as a preceptor is to document the learning that has occurred. The Learner on orientation is responsible for determining which of their preceptors can sign off on each document. The Preceptor is responsible for completing the documen...

Action Plan

Learner Action Plan Listing
Learner Action Plan Listing
The Learner Action Plan is designed to be a tool to take in concern regarding a learner's progress towards autonomous practice from various sources and formulate a plan to get their orientation back on track. While the origin of the concern may also ...

Add Learner

Add New Learner (Step 1)
Add New Learner (Step 1)
Required Fields: First Name, Last Name, Communication Method[1], Start Date, and Affiliate. All other fields can be completed at a later date. Before inviting a Learner/Preceptor to complete an evaluation, the record must include an E-mail, Phone ...

Add Schedule Shifts

An Orientation Nurse or Leadership User can add shifts. Log into your account. Navigate to the Learner's page Click Add Shifts to access a screen that allows the user to add new event records.[1] The screen includes a calendar of future even...

Candidate Interview

Candidate Interview Main Screen
Candidate Interview Main Screen
The purpose of conducting and documenting a Peer Interview and/or Shadow Experience is to document the learning needs of a new colleague. This information enables the educator to make better decisions in aligning preceptor assignments or initial goal...

Leader Review

Leader Review - Leadership User's view of detailed Learner Information
Leader Review - Leadership User's view of detailed Learner Information
Both Orientation Nurses and Leadership have access to this page, the display is organized to enable Leaders to understand progress and the current goals for the Learner. The page is organized to display constant data points on the left that are used...

Leader Update

Leader Meeting Documentation
Leader Meeting Documentation
The Leader Update is designed to help the Learner and Leader be connected and up to date on the Learner's progress towards being an autonomous practitioner in the role they are orienting. The page has several views that move through a process: Sch...

Learner Edit

Edit a Learner record
Edit a Learner record
Learner data can be edited on this page. The siteview can be accessed by Orientation Nurse Users and Leadership Users, so long as the privilege has been delegated to the Leadership Users within the Configuration record. The edit screen has the same ...

Learner Public

Learner's Page - available to Learner
Learner's Page - available to Learner
There is a QR code/link for a learner to directly access this page from their Welcome Message, however typical access after submitting a daily evaluation. Purpose: Keep the learner informed of current goals, objectives, and progress. Progress i...

Schedule Modification

Modify Scheduled Events
Modify Scheduled Events
Change is inevitable, and making adjustments to the schedule is simple. Event Type Floor Shifts (events colored green on the calendars) and Unavailability (events colored black on the calendars) are standalone events and can be updated individual...

Collect Evaluations

Evaluation Results
Evaluation Results
Gaining feedback via Daily Evaluations is a core feature of the Learning Center. These messages are sent automatically and depend on several settings on the Configuration record.  Each Evaluation Type needs to be enabled.  Edit the Te...

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