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Account Creation

  1. Log in to Engage
  2. From any page, click on Menu in the top navigation
  3. Click on People menu item
  4. On left-hand menu, click Add New Person link
  5. Enter fields for the person you want to create. The following fields are required:
    1. First Name
    2. Last Name
    3. Email (Email will be the user's username.)
    4. Cohort (optional)
    5. Role
    6. Primary Hospital
    7. Primary Unit
    8. Password (The temporary password used for first time login only)
    9. You can opt to send the new user an email about their account by clicking the box
  6. Click Add Person when you are ready to add the person
  7. Select the desired profile items (RPIs, competencies, modules) to add to the user. This step can be completed later if desired.
  8. The user will receive an email with next steps to login if you selected the box above.
  9. To view next steps, view article on Update User Profile.
  10. To assign profile items or Preceptors/Preceptees, view article on Profile Assignments.

The following fields can be entered after an account is created. The following fields are optional.

  1. Hospital Employee ID (This field can be used by the hospital to correlate user's via a unique identifiable number.)
  2. Nursing License Type (optional)
  3. License State (optional)
  4. License Number (optional)
  5. License Year (optional)
  6. License Month (optional)
  7. Years of Experience (This field is used for reporting.) (optional)
  8. Latest Nursing Degree Attained (optional)
  9. State (optional)
  10. College Attended (optional)