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Colleagues

Colleague Records organize all the learning a person has done across multiple Affiliates (departments) and all the contributions made as a Preceptor
Colleague Records organize all the learning a person has done across multiple Affiliates (departments) and all the contributions made as a Preceptor

Version 1.11.0 introduced the colleague record to simplify the data entry and maintenance across multiple tables. Still, learning is documented under a Learner record and is organized into multiple roles[1]. A colleague can have multiple learner records nested as their career grows. A preceptor record can also be created/maintained, documenting all the contributions a preceptor makes over time. All records that are nested under the colleague record are created and maintained from the Colleague Add / Edit screens.

The Colleagues listing accessed from the main menu is organized into multiple list views. These list views are searchable and re-sortable. By default, it is organized by the default role title. Use the drop-downs at the top of the page to narrow the data displayed.

Listing of all Colleague Records
Listing of all Colleague Records

There are list views for current colleagues, former colleagues (collapsed by default), Learners on orientation[1], Learners who've completed orientation (collapsed by default), and current Preceptors. Learners whose orientation is complete are displayed on a list view below.

Refreshing the screen will reset any sorting or searches back to the normal full list of colleagues. On small screens such as cell phones, some columns will be hidden to minimize scrolling. 

  • Access the individual record by clicking their name or view icon[2].
  • Edit the individual record by clicking edit icon.

Footnotes

[1] A single learner record is used to orient a single colleague to a variety of roles within their care area. Example: if a Learner has completed orientation for the RN role but is now going to also function in the Triage RN role, the Colleague record would be edited to add the Triage Role. Once the new role is added, the Learner would appear in the list for Learners on Orientation.

[2] The links bring the user to the appropriate page; if clicking on a colleague listing, the user is brought to the colleague record. A listing of Learners: the users go to the Leader Review page or Learner View page. If the user is clicking from a Preceptor listing, the user is brought to the Preceptor View page. 

Additional Content

Add New Colleague

Add a new Colleague record
Add a new Colleague record
Access this screen by clicking Add on the main Colleague screen from the Current Colleagues list view. Or select Add Colleague from the dropdown. Use the Add Colleague form to create a new record. On the second step you can nested records. Required...

Colleague Curriculum Assignments

Update Scheduled Courses for a Colleague
Update Scheduled Courses for a Colleague
Access this screen by clicking Schedule Courses in the Quick Links or in the Course List list view. Prerequiseite: A colleague must have at least one nested Learner record or a Preceptor record before the colleague can be scheduled for courses. Th...

Colleague Notes

Add a new Colleague Note record
Add a new Colleague Note record
Navigate to the Colleague's page by clicking on their name from the Colleagues list view. Then click on the Add Notes button from the Colleague Note list view. This list view can be saved as a PDF. Clicking on the link in the Related results column ...

Colleague View

Colleague record displays / links to data related to the learning and instruction provided by this colleague.
Colleague record displays / links to data related to the learning and instruction provided by this colleague.
Access this screen by clicking next to the colleague's name on the main Colleague list view or by clicking on the Colleague's name. The Colleague View screen is a comprehensive collection of data related to the learning that prepared a colleague fo...

Edit Colleague

Edit a Colleague record
Edit a Colleague record
Access this screen by clicking next to the colleague's name on the main Colleague list view or by clicking on Edit Colleague from the Colleague's record or any of their nested records (learner or preceptor records). Use the Edit Colleague form to ...

Edit Colleagues

Edit Colleagues and nested Learner Roles, Preceptor, and User records en-mass
Edit Colleagues and nested Learner Roles, Preceptor, and User records en-mass
Access this screen by clicking Edit on main Colleague screen from the Current Colleagues list view. Use the Edit Colleagues form to modify multiple colleague, learner, learner role, and preceptor records at once. The table is organized with the Col...

Subcategories

Preceptors Article Count:  6

Preceptor List
Preceptor List

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 sorted. 

Preceptors may be a part of multiple affiliates and do not need to have roles assigned, unlike learner records. The dropdown at the top of the screen labeled "Select Affiliate/Role" allows the user to toggle the list to display Preceptors who are a part of another Affiliate.

Refreshing the screen will reset any sorting or searches back to the normal full list of preceptors. On small screens such as cell phones, some columns will be hidden to minimize scrolling.

  • Clicking the Preceptor’s name or view icon will bring you to view additional details on the Preceptor's record. 
  • Clicking the mail Icon will open an email message to that preceptor. 
  • Clicking edit icon will allow you to modify the Preceptor's record and nested Preceptor Comment records.

 

Learners Article Count:  21

List Views of Learners organized by Role
List Views of Learners organized by Role

These list views are located on the Colleagues screen, are accessible by the Quick Links on the left, and are searchable and sortable. By default, it is organized by start dates: the newest learners will be on top. Learners whose orientation is complete are displayed on a list view below. The list views are separated into Learners who are orienting for a role[1] and those who have completed orienting for a role.

Refreshing the screen will reset any sorting or searches back to the normal full list of learners. On small screens such as cell phones, some columns will be hidden to minimize scrolling. 

  • Access the individual Learner’s record by clicking their name or view icon.
  • Edit the individual record by clicking edit icon.
  • The block icon on the right brings up a new window with that Learner’s QR codes for the public pages associated with that Learner. QR codes are only generated for Learners currently on orientation.

Evaluations Article Count:  10

Example of Learner Evaluation
Example of Learner Evaluation

Gaining feedback via Daily Evaluations is a core feature of the Learning Center.