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Approve Competencies

Finalizing Competency Validation

If your hospital requires postmanager self-evaluationsapproval fromfor Preceptees,an Competencyindividual Groupsor competency group, the nurse leader must beapprove approvedthe by a Preceptorcompetency or Nursecompetency Leadergroup before competencies are marked 100% complete. The

approval step occurs after the post self-evaluation is complete.

To approve a Preceptee's Competencies:

  1. AccessWhen "Action Required" is displayed on a Preceptee'preceptee's status page
  2. In the Competency Validation Status section, clickClick on the title of the competency or competency group (if the Approval is listed as Action Requiredgroup.
  3. Click onReview the Manager Approval button

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  4. A confirmation popup will appear.criteria. If ready to finalize, click the Finalize buttonbutton.
    A
    confirmation

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    popup
    will [See screenshot below]
    appear.
  5. Once the finalize button is clicked, a completion date is markeddocumented for validation. This date will markand the endcompetency ofor competencies for the specific user. This stepgroup is irreversible
    complete. 
  6. Once confirmed, a transcript for the Preceptee will become available.

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