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Items on the Topic: Reports

Formal Evaluation Listing

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…

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. Q…

Review Dashboard

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…

Preceptor Plan

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…

Colleague Achievements

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.

Learner Action Plans

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.

Curriculum Reports

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…

Transcript Reports

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.

Weekly Reports

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…

Export Content

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…

Schedule Report

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…

Export Knowledge Checks

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…