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 for a role or specialty practice, as well as their contributions as a preceptor or instructor. Data points stored on the colleague record are then passed down to all subsequent learner and preceptor records, which are nested. The colleague record is a single point of data entry for and learning or precepting that has or will take place[1],[2].
The image, right, highlights the different elements on the page.
- Quick Links are highlighted in yellow,
- Colleague record and nested record summaries are highlighted in blue, including Learner and Learner Role records, and Preceptor record.
- The colleague record allows Orientation Nurse or Leadership Users to upload and/or document a colleague's professional memberships, certifications, licensure, or other professional development milestones such as awards or publications.
- List Views follow; each is sortable and searchable:
- Colleague Notes are highlighted in green
- Classes are highlighted in orange
- Shifts are highlighted in red
- Outcomes are highlighted in purple
- Competency Documents are highlighted in grey.
Learner and Learner Role Records
The Learner summary contains Quick Links, highlighted in yellow, and then summary information regarding each role that the colleague has or will be oriented for. In this case, the primary role is highlighted in blue, and a secondary role is highlighted in green. There are quick links for the Orientation Nurse user, highlighted in orange, to review the Report Card for the role, conduct a Formal Evaluation, and update the Learner's page. The quicklinks highlighted in Red are available to all users to update the role checklist, add shifts, and schedule a learder meeting.
This section repeats for each Learner record that is connected to this colleague. Over the course a colleagues' career they may function in multipe departments or affiliates. The learning that took place in any of the locations contribute to their practice and outcomes. Cohorting this information allow the user to analyze where there is return on investment and opportunities for improvement.
Preceptor Record
The Preceptor summary is a similar function to the Learner summary; however, it will not repeat, as a preceptor record can cover the instruction provided across multiple locations. The preceptor record just needs to be updated to indicate which roles the colleague can provide instruction. Quick Links to related preceptor pages are highlighted in yellow, and a summary is highlighted in blue.
Colleague Note List View
The table is searchable and sortable, and it can also be as a PDF document. The PDF displays the entire note. The table below describes how data is displayed on the list view.
| Note Title | Note | Categorization | Related Results | Visibility | Created By | Created |
|---|---|---|---|---|---|---|
| Title | Note Contents Preview | [Positive / Neutral / Negative] | Link to related content | Private, Group of Users, All | Username | Date/Time |
Class List View
The table is searchable and sortable, containing a detailed listing of all learning and instruction provided by this colleague during a class, and it can also be as a PDF document. The PDF displays all the dates for multiday classes. The table below describes how data is displayed on the list view. A summary is provided in the last row, counting events and related document completion (surveys, knowledge checks, and CDGs).
*Data is displayed if a related record was submitted or is pending.
| Course Title | Date/Time | Survey | Participant | Instructor | Knowledge Check | Clinical Dev. Grid |
|---|---|---|---|---|---|---|
| Event Title | Date/Time | Link to results* | Checked if Learning | Checked if instructing | Link to results* | Link to results* |
Shift List View
The table is searchable and sortable, containing a detailed listing of all learning and precepting provided by this colleague during a shift, and it can also be as a PDF document. The table below describes how data is displayed on the list view. A summary is provided in the last row, counting shifts and evaluation completion.
| Date/Time | Learner | Preceptor | Evaluation |
|---|---|---|---|
| Shift Date/Time | Checked if learning, name of learner otherwise. | Checked if precepting, name of preceptor otherwise. | Upcoming Shift or links to evaluations. |
Outcome List View
The table is grouped by outcome category, it is searchable and sortable, containing a detailed listing of the most recent outcomes documented for this colleague, and it can also be as a PDF document. The table below describes how data is displayed on the list view.
| Outcome Title | Data Points | Last Date | Last Data |
|---|---|---|---|
| Title | Count of data points | Last date documented | Data with label |
Competency Document List View
The table is searchable and sortable, containing a detailed listing of all competency documents assigned to this colleague and any documents signed by the colleague, and it can also be as a PDF document. The table below describes how data is displayed on the list view. Use the to link to the competency documents on the colleague's transcript.
| Topic | Status | Due Date | Assigned | Signed |
|---|---|---|---|---|
| Title of document | [Assigned, In-progress, Completed] | Due Date | Checked if assigned to this colleague | Checked if signed. |