Preceptors

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 resorted. 

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 e-mail message to that preceptor. 
  • Clicking edit icon will allow you to modify the Preceptor's record and nested Preceptor Comment records.

Additional Content

Preceptor Add

Add a new Preceptor record
Add a new Preceptor record
Required fields: First Name, Last Name, Affiliate[4], Primary Affiliate. All these fields can be updated. E-mail & Phone: both are visible to the Learners on the Learner’s Public Page. The two pieces of contact information are necessary...

Preceptor Assessment

Preceptor Assessment
Preceptor Assessment
The Preceptor Assessment is similar to a Formal Evaluation, it is a comprehensive review of a Preceptor’s practice. Unlike a Formal Preceptor Evaluation which reviews how all the members of a Learner’s team of preceptors are interacting with that...

Preceptor Edit

Edit a Preceptor record
Edit a Preceptor record
Preceptor data can be edited on this page. The siteview can be accessed by Orientation Nurse Users and Leadership Users, so long as the privilege has been delegated to the Leadership Users within the Configuration record. The edit screen has the sam...

Preceptor Public

Preceptor's Page - available to Preceptor
Preceptor's Page - available to Preceptor
This page is typically accessed after the preceptor submits a daily evaluation. There are several messages such as the Preceptor Message that include links to this document. Purpose: The page is intended to keep the Preceptor up to date with th...

Preceptor View

Preceptor View Page
Preceptor View Page
The Preceptor record is the hub where all other data points are linked. Once a Preceptor record is created, the Preceptor can be assigned to work with Learners. The Preceptor record must be maintained with up-to-date information. Each data point can ...

Review Preceptor Assessment

Completed Preceptor Assessment
Completed Preceptor Assessment
Access the Preceptor Assessment from the Preceptor's Transcript Quick Links. The button appears with the dates covered in the Preceptor Assessment. Preceptor AssessmentFebruary, 2024-August, 2024 The Preceptor Assessment is similar to a Formal Eva...

Verify Competency Documents

Documenting Orientation Competencies
Documenting Orientation Competencies
Part of your role as a preceptor is to document the learning that has occurred. The Learner on orientation is responsible for determining which of their preceptors can sign off on each document. The Preceptor is responsible for completing the documen...