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Items on the Topic: Common Task

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-mailed or printed. The intention behind this Site View is to allow quick review of progress as compar...

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 events associated with the learner and each preceptor. This screen can also be reached by selecting ...

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 Template record for the Evaluation (Learner, Preceptor, or Provider) Choose the Details tab Enab...

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. Leadership Users can toggle between dashboards that display current Learners among various Affiliates. ...

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 to keep the preceptor updated with new information.  Communication Method: select the Text o...

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 documents and electronically signing the document, verifying that the learner is prepared to complete th...

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 individually or in mass on the individual's schedule Classes are all attached to a Course record and the e...