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Version 1.7 of Orientation Tracking

December 13, 2023

Several new features were added to the Orientation Tracking web application: NTS Learning Center. The latest version includes several new features: documentation of candidate interviews, further customization for each Affilaite / Role including support for multiple time-zones, and end-user updates for communication preferences. Various bug fixes and enhancements were also included.

Change Log

  • Candidate Interview – documentation of Peer Interview and Job shadow. Information collected in an interview can be converted to create a new learner and tracked across the platform to correlate with tenure and performance.
  • Customization – Enhancements to the configuration records allow for affiliate specific settings: Time Zone, Additional Shift Options, Learner Types, Role Names (Charge Nurse, Orientation Nurse, Leadership Titles), and Learning Topics. 
  • Communication Preferences - Learners and Preceptors can edit their own Communication Preferences including updating phone numbers, email addresses, and preffered method. These updates ensure the end user is in control of how they receive communication.
  • Various minor improvements, including consistency in terms, links, and bug fixes. Major effort was placed at improving exisiting code, slimming 15,000 lines of code while adding new features.

Previous Versions

Version 1.6

  • Events – Event Type Unavailable to block specific dates on a Learner or Preceptor’s calendar. Resource Shift Evaluations can have the questions displayed limited to a smaller scope. Maintenance Script removes items from the listing of required evaluations.
  • Users – The user profile extends the standard User for the website to determine the data each User can review and the subscriptions/options that each User wishes to exercise. The information is interconnected between the standard user record and the preceptor record for the Orientation Nurse user.
  • Data Management – new fields exist on the configuration record for a maximum of days to solicit a response on an evaluation, allowing each Affiliate / Role to guide the maintenance scripts. Additional field manages where images are stored.
  • Weekly Report CommunicationCommunication – 
    • New message templates added: Learner Message / Preceptor To-Do Message (links to the To-Do list), Learner Welcome Message, Preceptor Message (links to respective public pages, schedule, and includes Userguide attachment), Leader Meeting Post Message on a template.
    • Weekly Update – a message that includes a written introduction by the default user and automated sections for new evaluations, upcoming schedules, recent changes, preceptor comments, preceptor announcements, and important links.
  • Images / Media – Added image functions to all Editors, allowing images to be uploaded to the site and displayed. Allows media from external sites (such as YouTube) to be played.

Version 1.5

  • Configuration– Front-end editing of the Configuration record, eliminating the need to provide additional training for backend use.
  • Communication – Enhancements to ensure deliverability of e-mail and text messages.
  • preceptor assessmentPreceptor Assessment – extends Evaluation functions: allows for the bulk review of a Preceptor's performance, review of their comments, strengths, opportunities, and challenges. The Orientation Nurse can then discuss an action plan and submit this documentation to the Preceptor / Leadership.
  • grid commentClinical Development Grid – extends Curriculum functions, allowing for the documentation of a simulation event in real-time. Comments are time-stamped, which can be matched to footage and used to supplement the debriefing.
  • Knowledge Check – extends Curriculum functions: allows for collecting Questions and responses from course participants.
  • Curriculum – The course Survey expanded to 25 questions, and Demographics can vary based on the settings in each template. Various site views are adjusted for consistency in displaying data, and links and listviews are added for extensions.
  • Competencies – creates a method to document regulatory requirements and skill checklists. The section also extends the Learner and Preceptor pages, creating To-Do Lists for reminders on Evaluations, Competencies, Course Surveys, and Knowledge Checks that still need to be collected.
  • Various minor improvements, including consistency in terms, links, and bug fixes

Version 1.4

This version of the tool brought many behind-the-scenes enhancements by eliminating unnecessary redirects while processing data, allowing for multiple configuration records on a single tool installation, and allowing various roles to have evaluations collected.

  • Evaluation Comments– Document discussion of an individual evaluation result among Orientation Nurses
  • Preceptor Comments– Documents positive, neutral, and negative comments related to a daily evaluation. Shares the comments with Leadership and Positive/Neutral comments with the Preceptor.
  • Review Dashboard– Compiles performance data related to Preceptors, Learners, Achievements (when Learners reached a specified level on their evaluations), Outcomes, and Courses. All data can be exported to XLS.

Version 1.3

This version brought a Leadership Portal and documentation of Outcomes following a Learning Event online.

  • leaderLeader Portal:
    • Leaders have access to view the default dashboard. The view includes Learners currently on orientation and a condensed list of facts, including anticipated end orientation dates.
    • A deeper review of published Learner Data, all Formal Evaluations, and links to the Public Learner / Preceptor pages is included.
    • Leader Update meetings have a schedule function with the Events Add Shifts site view and a process to send calendar reminders to Outlook. The Leader meeting documents and updates all leaders and the orientation nurse regarding progress and a transition to independent practice.
  • Outcomes Function: Analysis of an Affiliate's / Preceptor's / Learner's performance relative to interventions to teach how to provide the represented care.
  • Export Function: Evaluation, Survey, Events, and Outcomes along with the related Learner/Preceptor/Affiliate data and any other relative fields.

Version 1.2

scheduleIt is allowed for the documentation of the curriculum and an event schedule.

Version 1.1

You can build the first benchmark, comparing past learners of the same type, role, and location to current learners in the same orientation week.

Version 1.0

evaluationIt allows for the collection of Evaluations with basic data sorting.

  • Daily Learner
  • Daily Preceptor
  • Provider Evaluation
  • Formal Learner
  • Formal Preceptor
Zach Norman, BSN, RN, TNS, CEN, CPEN
Zach Norman, BSN, RN, TNS, CEN, CPEN

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