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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.

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:

  1. Access the preceptor dashboard page
  2. Click on Manage My Assignments link
  3. Locate

    Using the personQuick that you want to assign a profile item to. If you don’t find the user you are looking for,Search, you can searchtype keywordin forkeywords of the user's first name, last name or email.email to search. You can also searchfilter data by hospitalHospital, orStatus, group.

    Unit,, Cohort and Account Status (Active/Inactive). To use the search filters, click on the down arrow next to quick search.

  4. Locate the Preceptor you want to add to the given user. You can search by name, email, hospital, status, primary unit and created dates.
  5. Once you locate the user, click the star icon next to the users name
  6. Repeat as many times as necessary
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