Common Tasks
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Additional Content
Dashboard
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...
Logging In
Orientation Nurse users and Ledership users can access private areas of the site using their username and passwords. Passwords can be reset following the prompts given by the Reset Password link. The log-in form is located on the homepage in the lowe...
Preceptor Add
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
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 Learner
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...
Schedule Modification
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
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
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...