Assign a Preceptor/Preceptee

To Assign Preceptees to a Preceptor

If you want to pre-assign Preceptees to Preceptors, you can do so by following the instructions below. A Preceptor can also self-assign a Preceptee. Assigning a Preceptee(s) to a Preceptor allows a Preceptor to easily access Preceptees data efficiently from their dashboard.

Click on Menu link in the top navigation
Click on People
Using the Quick Search, you can type in keywords of the user's first name, last name or email to search. You can also filter data by Hospital, Status, Unit,, Cohort and Account Status (Active/Inactive). To use the search filters, click on the down arrow next to quick search.
Once you locate the user, click on the user's name to access person details
Click Details on the left navigation pane
Select the Relationships tab
The Relationships tab will show you Preceptees assigned to the given user.
To assign a Preceptor, click on Add Transition Nurse button
Locate the Preceptor you want to add to the given user. Once you locate the Preceptor, select the checkbox or check the STAR for each preceptee you wish to assign a preceptor's dashboard.
When finished, click Assign to user button
The Preceeptee(s) will be assigned to the given user and you will be returned to the Assignment tab.

Self-Assign A Preceptee

Preceptors and Nurse Leaders can self-assign Preceptees to themselves. This can be done on the dashboard page. To self-assign preceptees to yourself:

Access the preceptor dashboard page
Click on Manage My Assignments link
Using the Quick Search, you can type in keywords of the user's first name, last name or email to search. You can also filter data by Hospital, Status, Unit,, Cohort and Account Status (Active/Inactive). To use the search filters, click on the down arrow next to quick search.
Locate the Preceptor you want to add to the given user. You can search by name, email, hospital, status, primary unit and created dates.
Once you locate the user, click the star icon next to the users name
Repeat as many times as necessary