Items on the Topic: Leadership Users

Gaining feedback via Daily Evaluations is a core feature of the Learning Center. Daily Evaluations are collected by sending Learners and Preceptors automated reminders to complete the evaluation 1 hour before the end of their scheduled shift. Provider Evaluations can be collected via QR Code by invitation. Regular review of these evaluations…

The Preceptor List can be sorted by any column heading; by default, it is organized by last name. It is divided between Preceptors who are currently eligible to teach learners and those who are former preceptors. It can also be searched by any value and resorted.  Preceptors may be a part of multiple affiliates and do not need to have r…

The reporting capabilities cover many areas, providing data-driven insights to make informed decisions and drive continuous improvement. Colleague AchievementsA report that can be filtered and sorted in numerous ways allows organizations to determine who is prepared to practice in specific roles, who has received specific education, and other me…

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 Number, Orientation Nurse, and at least 1 preceptor[5]. Learner Notes: This is public content in…

The Preceptor record is the hub where all other data points are linked. Once a Preceptor record is created, the Preceptor can be assigned to work with Learners. The Preceptor record must be maintained with up-to-date information. Each data point can be used to analyze the success/impact of orientation efforts statistically. The Quick Links are…

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 function as the Add Learner page with the same required fields, and the same functions. This p…

Preceptor 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 function as the Add Preceptor page with the same required fields, and the same functions. Th…

The Learning Center is a web application that leverages technology to refine a learner’s experience on orientation. It also provides opportunities for advanced data analysis to monitor progress and identify opportunities to assist a learner in becoming an independent registered nurse in their care area. This helps the educator hone their efforts i…

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 to sort and create the benchmark for the Learner followed by Quick Links. The most important detai…

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: Schedule the Leader Meeting The Orientation Nurse establishes an Agenda Attendees receive a meeting…

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 is displayed as averages grouped by week with a maximum of 3 weeks displayed. Progress is only displ…

This page is typically accessed after the preceptor submits a daily evaluation. There are several messages such as the Preceptor Message that include links to this document. Purpose: The page is intended to keep the Preceptor up to date with the current goals and objectives, learners' needs, and how they should focus their efforts when worki…

The Daily Learner Evaluation is typically accessed via an invitation sent directly to the Preceptor who has worked with the Learner. The intent is to collect feedback regarding the shift immediately following. The items being evaluated are the same each time. Each item represents a component of the learner's ability to practice with good clinical…

The Daily Preceptor Evaluation is typically accessed via an invitation sent directly to the Learner who has worked with the Preceptor. The intent is to collect feedback regarding the shift immediately following. The items being evaluated are the same each time. To complete the evaluation, simply answer each item. Utilize the rubric to guide the a…

The Provider Evaluation is typically accessed via the QR codes from the Learner's Page via an invitation from the Orientation Nurse. The intent is to collect feedback regarding the shift from the Provider's perspective. The items being evaluated are the same each time; only four items are evaluated, and typically, it is a limited set from the Dail…

This page is used to view and edit individual Evaluations. It is accessible for Leadership and Orientation Nurse Users. However, leadership users are limited to viewing only formal learners and formal preceptor evaluations, Whereas Orientation Nurse Users can view and edit all Evaluation types.  The Evaluation View Edit Screen displays all E…

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 goals based on the information collected. The default page status displays: A form initiating docum…

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 match what needs to be reported to an organization's error reporting system this tool is designed t…

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 "S…

This page displays a listing of all Formal Evaluations that have been submitted and is grouped by Learner. The list can be sorted and searched using the headings on the table and the search box near the table. The listing links to the Evaluation View so that every detail on a Formal Evaluation record can be reviewed by Leadership and Orienta…

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 Enable…

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. Q…

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 or…

A tool that can be filtered, sorted, and serached to help educators and administrators understand the performance of their orientation program and identify future opportunities. The Review Dashboard can only pull data from one Affiliate (filter highlighted green) at a time however it can display multiple roles. There are filter dropdowns at the t…

This List View displays all Course Templates (Curriculum) that are offered at the various Affiliates associated with the logged-in Orientation Nurse user[1]. The list is sort-able and search-able. The lower half of the page includes a List View of each instance of each course. That list is also sort-able and searchable. The Courses are grouped by…

A Course Template (Curriculum) record documents a learning event that Learners / Preceptors from designated Affiliates can attend. It includes the Course Outcome, Objectives, and a Description of how the learning will be delivered. It also can include a Post Survey. This record provides structure with a number of nested records that are connected…

This visual report assists in creating a preceptor plan that faciliatates orientation for each learner. Use the drag-and-drop to assign preceptors to learners. Select the checkbox labeled Primary Preceptor if the preceptor should be designated as a preffered alternative to the scheduled preceptor for a shift. Save your changes each learner record…

A report that can be filtered and sorted in numerous ways allows organizations to determine who is prepared to practice in specific roles, who has received specific education, and other metrics such as tenure.

The table displays Learner Action Plans grouped by category and displays contributing factors, this is an at-a-glance view of where Learners have had or are experiencing challenges. This list can be re-sorted and searched. Clicking on the name or one of the icons takes the user to the Learner Action Plan.

A set of three list views that can each be searched and sorted showing Course instances, completed Clinical Development Grids, and Knoweldge Check assignments. The Course instance listing is the only comprehensive listing of all the courses in the given filtered year. Note the participant list shows particiapants and instructors. The Course Grade…

A searchable list view of Learner and Preceptor Transcripts as well as their completed competencies. Click the icon in the relavant column to open the colleague's transcript or completed competency documents.

Links to the comprehensive reports that are sent on a designated day each week (Monday-Thursday) to subscribed users regarding upcoming learning, new data that has been collected and highlights from the previous week. The message begins with personalized content that was prepared by an Orientation Nurse and then information is automatically compi…

Each export option has filter options in the top left of the screen. First click:  Refine, select the items to include in the dataset, Next click:  Review Data. Review the data displayed on the tables below. Each table will become its own sheet on the exported document. Finally click:  Export to Excel to save the displayed data…

This page is a tool for Leadership and Orientation Nurses. It can display data on a calendar view or on a list that is grouped by date. It allows users to easily review and make changes:  The dropdowns highlighted yellow filter the events that are displayed on the calendar and List View.  The calendar element is highlighted orange, the…

Like the other export pages, the Export Knowledge Checks has filter options at the top of the screen. It also includes an additional section that allows users to analyze the responses. First click:  Refine Participants, select the items to include in the dataset. Focus the responses to the template, an individual course instance, or even a…

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 lower half of the page, shown on in the screenshow outlined in bright yellow. Learner and Preceptor us…

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 the…

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 eve…

The Preceptor Assessment is similar to a Formal Evaluation, it is a comprehensive review of a Preceptor’s practice. Unlike a Formal Preceptor Evaluation which reviews how all the members of a Learner’s team of preceptors are interacting with that individual learner. This measures how an individual Preceptor is performing overall.  The Precep…

Access the Preceptor Assessment from the Preceptor's Transcript Quick Links. The button appears with the dates covered in the Preceptor Assessment. Preceptor Assessment February, 2024-August, 2024 The Preceptor Assessment is similar to a Formal Evaluation, it is a comprehensive review of a Preceptor’s practice. Unlike a Formal Preceptor Evaluat…

The Course record establishes an individual instance of when a learning event will be or was presented. A Course must be nested under a Course Template. Most fields in the Course Record come pre-filled from the template. The required fields are: Date / Time and Length (these can later be modified).  Multi-day courses: events 2-7 are opt…

From the Quick Links on the left side of a Course Template Site View choose: Survey Results The display includes a review of the last 10 results from the survey, it offers average results for any value that is saved as a integer or the percentage of Yes/No answers. The type column indicates if the respondent was a Learner (L) or Preceptor (P). &n…

This tool is designed to capture real-time assessment of a simulation participants’ performance. The tool is based on Miller's Pyramid[1]. It should be used to capture what is happening during a simulation or live patient encounter and is a tool to help debreif the event. Helping the learner reflect on their gaps in knowledge or practice. As the…