Every communication dispatched by the website about a record linked with this Affiliate and all its associated roles is tailored and operated by the values stored within this tab. Hovering over the field title unveils the Find/Replace functionalities within the code on the page responsible for message transmission.
The 'method' field serves as the decisive factor in determining both the recipient and the mode of delivery for each message. It possesses the capability to either deactivate a message entirely or supersede a Learner or Preceptor's preference for text messages, redirecting the communication to their email instead. Some messages allow the subject of the message to be adjusted attachments can be sent on two of the messages, but only when the method is set to Email.
General Messages
Communication Template One: New Learner
A new learner (%LName%) has been added to %Affiliate%. They will start on %DATE%.
%LINK%
Please select an Orientation Nurse and Primary Preceptor team for this learner.
Their competencies can be assigned, a schedule created, and Learner Notes updated with initial goals/objectives.
Learner Record created by: %User%Communication Template Two: New Preceptor
A new preceptor (%PName%) has been added to %Affiliate%.
%LINK%
-%User%Communication Template Three: New Daily Evaluation
%OName%,
A %Type% Evaluation received:
%LINK%
Week: %Week%, Learner: %LName%, Preceptor: %PName%
%Shift%
This evaluation will not automatically appear to the Learner, Preceptor, or Leadership until an Orientation Nurse publishes the record. (%LINK2%)
-----------Evaluation Questions----------
%LSA%
-----------Evaluation Responses----------
%Eval%
-----------Evaluation Comments----------
%Comments%
Add Preceptor Comment: %LINK%&link_option=pc
Flag Evaluations Comment to other Orientation Nurses: %LINK%&link_option=oncCommunication Template Four: New Provider Evaluation
%OName%,
A Provider Evaluation of %LName% & %PName% was received:
%LINK%
Week: %Week%, Learner: %LName%, Preceptor: %PName%
This evaluation is only visible to Orientation Nurses, regardless of whether it is published or not.
----> Please place the provider's name in the comments. <----
Provider Evaluations: %LINK2%
Add Preceptor Comment: %LINK%&link_option=pc
Flag Evaluations Comment to other Orientation Nurses: %LINK%&link_option=oncCommunication Template Five: New Formal Evaluation
A Formal Evaluation of %LName% was completed by %PName%.
Formal Learner: (Week: %Week%)
%LINK%
Formal Preceptor: (Week: %Week%)
%LINK2%
The Learner and Preceptor Evaluations are available as separate documents. This evaluation is immediately published and visible to Leadership (%LINK3%).
Update Learner's Page: %LINK4%.
-%OName%Communication Template Six: Learner Evaluation Invitation
%LINK%
%PName%, please evaluate today's shift with %LName%.
Thank you, -%OName%Communication Template Seven: Preceptor Evaluation Invitation
%LINK%
%LName%, please evaluate today's shift with %PName%.
Thank you, -%OName%Communication Template Eight: Questions Update
<p><a href="/%LINK%" target="_blank">%LName%'s Learner Page</a> has been updated with current goals and average scores from recent evaluations.</p>
<p> ----------------------------------</p>
<p>%Goal%</p>
<p> ----------------------------------</p>
<p> -%OName%</p>Communication Template Nine: Survey Invitation
%LINK%
%Name%, please review the event: %EName%
Thank you, -%OName%Leader Meetings
Communication Template Eleven: Leader Meeting Invitation:
%LEADER%,
A Leader Meeting has been scheduled with %LEARNER% on %DATE%.
%AGENDA%
%LINK%
After the meeting, please document their progress: %LINK2%
Thank you, %NAME%
------------------------------------------
%ONURSE%- Please ensure that all recent evaluations are published no later than 1 business day before the leader meeting.
(%LINK3%)
Thank you, %NAME%Communication Template Eighteen: Leader Meeting Post Message
%Leader% met with %Name% on %Review_time%,
%Overall%
Meeting Discussion:
%Comments%
%EndOrient%
----------------------------------
Links to Leader Update: %L_LINK%
----------------------------------
Please Reply All to this message for further commentary on the plan for %Name%.Competency Messages
Communication Template Fourteen A (Competency Assignment List)
<p>%PARTICIPANT%, the following is a <a href="/%LINK%" target="_blank">list of the assignments</a> that remain on your Orientation Check-list.</p>
<div>%LIST%</div>
<p><a href="/%LINK%" target="_blank">Review Orientation To-Do List</a></p>
<p> ----------------------------------<br />
Use your <a href="/%LINK2%#topic_date" target="_blank">Transcript of Learning Events</a> to help identify when you provided different kinds of care.<br />
----------------------------------</p>
<p> -%ONURSE%</p>Communication Template Fourteen B (Competency to be Verified)
<p>%VERIFY%,<br />
%PARTICIPANT% has identified that you can verify their <u><a href="/%LINK%" target="_blank">%COMPETENCY%</a></u> competency.</p>
<p>Please follow <u><a href="/%LINK%" target="_blank">this link</a></u>, complete any fields that are highlighted yellow, and if you agree that %PARTICIPANT% can complete the described care independently or that you have reviewed the standard of care with %PARTICIPANT%, click sign. %VERIFYCODE%</p>
<p>Reply to %PARTICIPANT% if you`re unable to verify their competency yet.</p>
<p>Thank you,<br />
-%ONURSE%</p>Communication Template Fourteen C (Competency Completed)
<p>%PARTICIPANT%,<br />
%VERIFY% has completed <a href="/%LINK%" target="_blank">%COMPETENCY%</a>.</p>
<p>Review your <a href="/%LINK2%" target="_blank">transcript</a> for a full listing of completed competencies. When all the items on your Orientation Check-list are completed, please print a copy for Leadership.</p>
<p>Thank you,<br />
-%ONURSE%</p>Communication Template Fourteen D (Competency Needs Approval - to Leadership Users)
%COMPETENCY% has been updated by %UPDATE%.
%LINK%
Please review and approve. Make changes if necessary.Communication Template Fourteen E (Competency Unable to be Signed)
<p>%PARTICIPANT%,</p>
<p>The following document was returned unable to sign: <a href="/%LINK%" target="_blank">%COMPETENCY%</a> it has been returned to your Orientation Check-list.</p>
<p> ----------------------------------<br />
Use your <a href="/%LINK2%#topic_date" target="_blank">Transcript of Learning Events</a> to help identify when you provided different kinds of care.<br />
----------------------------------</p>
<p> -%ONURSE%</p>Preceptor Messages
Communication Template Ten: Preceptor Message
<p>%Name%,<br />
Your <a href="/%LINK2%">Orientation Schedule</a> has been updated and you have upcoming shifts with:
-%List%</p>
<p>Your <a href="/%LINK%">Preceptor Page</a> has a section for each Learner that includes their current goals. Please bookmark the link to your <a href="/%LINK%">Preceptor Page</a>: %LINK%</p>
<p>A guide of how to utilize all the tools on your Preceptor Page is attached.</p>
<p>Thank you, %OName%</p>Communication Template Sixteen: Preceptor Message: To Do List
%LINK2%
%Name%, the link above is for your Orientation To Do List.
%List%
Thank you, %OName%Communication Template Twelve: Preceptor Assessment:
%LEADERS%,
A Preceptor Assessment for %PRECEPTOR% covering %DATE% has been completed by %ONURSE%.
%DESCRIPTION%
---> %LINK%.
%PRECEPTOR%'s Transcript of Orientation Activities over the past year:
---> %LINK2%
-----------Assessment----------
%ASSESSMENT%
------------Action Plan-----------
%ACTIONPLAN%
-%ONURSE%Learner Messages
Communication Template Fifteen: Learner Message: To Do List
%LINK2%
%Name%, the link above is for your Orientation To Do List.
%List%
Thank you, %OName%Communication Template Seventeen: Learner Welcome Message
<p>Hey %Name%,</p>
<p>I hope this letter finds you well and excited about your new journey in the department. My name is %OFullName%, and I'm the Orientation Nurse assigned to support you during your orientation period.</p>
<p>First off, let me congratulate you on joining our incredible team! It's a dynamic and fast-paced environment where every day brings new challenges and opportunities to make a difference in people's lives. As an Orientation Nurse, I ensure that your transition into the department is as smooth as possible.</p>
<p>As an experienced nurse in the department, I understand the unique demands and pressures of this specialized area. I'll share my knowledge and insights, providing you with valuable guidance to enhance your clinical skills and ensure you feel confident in your role. We'll discuss everything from patient assessments to managing critical situations and collaborating with the multidisciplinary team.</p>
<p>Moreover, I'll introduce you to our hospital's culture, values, and the essential resources available to you. We'll focus not only on clinical aspects but also on fostering a supportive and inclusive work environment. Together, we'll navigate the challenges, celebrate your successes, and help you integrate seamlessly into our department.</p>
<p>The following classes have been scheduled for you: %Classes% Any titles that are TBD will be added to your schedule, and you will be notified in advance.</p>
<p>During your orientation, I'll be your go-to person for any questions, concerns, or assistance you may need. I’ll follow your progress, coordinate with your preceptors, and help you set goals. We use an online tool called the <a href="/%LINK%">Learning Center</a>, where you’ll submit daily evaluations and course surveys and complete the required documentation. There is an attached document that explains the features. I'll work closely with you to tailor your orientation experience to suit your individual needs and learning style. Please don't hesitate to reach out to me whenever you have a question or need guidance. My goal is to ensure your transition into the department is empowering and enjoyable and sets the foundation for a fulfilling career in nursing.</p>
<p>Welcome aboard, %Name%! Let's make this orientation an incredible experience and pave the way for your success in the department.</p>
<p>Best regards,<br />
%OFullName%, Orientation Nurse<br />
%OContact%</p>Communication Template Nineteen A (Learner Action Plan Reported)
A concern was reported regarding: %LEARNER% was reported by %REPORTED% re an event on %DATE%
%INFO%
Leaner Action Plan Link: %LINK%
----------
Report: %REPORT%
----------
Update the Action Plan record, with additional interviews, if necessary, including supporting evidence from evaluations, comments, and/or outcome data, and communicate the plan with the Learner and other stakeholders.Communication Template Nineteen B (Learner Action Plan Update w/Information)
A Learner Action Plan has been created for %LEARNER%
You are receiving this message to inform and participate in finding a resolution. Detailed information is available here: %LINK_VIEW%
%INFO%
----------
Original Concern: %REPORT%
----------
Preceptor Interview: %INTERVIEW%
----------
Contributing Factors: %FACTORS%
----------
Additional Information:
%EVALUATIONS%
%COMMENTS%
%OUTCOMES%
----------
Actions Taken to date:
%ACTIONS%
----------
The full report of actions taken to work towards resolution is available for review and commentary: %LINK_VIEW%Communication Template Nineteen C (Learner Action Plan Update w/Plan)
A Learner Action Plan has been updated for %LEARNER%
You are receiving this message to inform and participate in finding a resolution. Detailed information is available here: %LINK_VIEW%
%INFO%
----------
Action Plan: %ACTION_PLAN%
%RESOLUTION%
----------
Contributing Factors: %FACTORS%
----------
Actions Taken to date:
%ACTIONS%
----------
The full report of actions taken to work towards resolution is available for review: %LINK_VIEW%
Document that you have reviewed: %LINK_VIEW%&link_option=mark_review
Please reply-all for further discussion of this matter.Message Attachments
The final entry on the list of Communication Templates is for Message Attachments. The best practice is to use PDF files as attachments.
- Upload additional, replace, and delete old files as needed using the area (highlighted in yellow).
- Save the Configuration
- Navigate to one of the two messages that allow for attachments and identify the file from the drop-down that you wish to attach to the message (highlighted in blue).
Message Ten (Preceptor Message) and Message Sixteen (Learner Welcome Message) can have attachments.