Common Tasks

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Additional Content

Dashboard

Dashboard Example: provide a snapshot of each Learner's Progress
Dashboard Example: provide a snapshot of each Learner's Progress
The Dashboard provides an at-a-glance progress report of selected learners. The dashboard is divided into several sections: Data selection (highlighted in yellow): Orientation Nurse Users can modify the display to review retrospective data. Leader...

Preceptor Add

Add a new Preceptor record
Add a new Preceptor record
Required fields: First Name, Last Name, Affiliate[4], Primary Affiliate. All these fields can be updated. E-mail & Phone: both are visible to the Learners on the Learner’s Public Page. The two pieces of contact information are necessary...

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...

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...

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...

1. Report Card

Report Card Example
Report Card Example
The Report Card is the first step in a three-step process to  (1) review progress, (2) document a Formal Evaluation, and (3) Update stakeholders about Goals and the Next Steps in their Orientation. These documents can be saved as PDFs and e-mail...

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...