Account Creation/Assign Profile Items

Account Creation

1. Log into 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 A temporary password automatically populates and will be sent to the user's email address. Inform users the email may go to SPAM if they did not receive an introductory email.
   9. Click Add Person when you are ready to add the person

Assign Profile Items

• This step can be completed later if desired.

1. Select the blue Add Profile Items button

   

2. Select the blue +Add Items to Cart 

   

3. Select the desired profile items.
   • Nurse Development Resources Competencies, Modules or RPIs to add to the user.
   • Organizational Content, Competencies or Modules
     

     

4. Check
   Tothe viewboxes nextof steps,all viewitems articleyou onwant Updateto Userassign Profile.
   to the user profile 
5. Scroll
   Toto assignthe profilebottom of the page and Add Selected Items to Cart
6. You have the option of assigning an assessment date (the date the assignment must be completed)
7. You have the option of continuing to add more items orusing Preceptors/Preceptees,the view+Add articleItems onto ProfileCart Assignments.