Assign a Preceptor/Orientee

To Assign Orientees to a Preceptor

If you want to pre-assign Orientees to Preceptors, you can do so by following the instructions below. A Preceptor can also self-assign an Orientee. Assigning an Orientee(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 Keyword 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 blue hyperlinked user's name OR the Details

tab to the right
Click Details
Select the Relationships tab
The Relationships tab will show you Orientees 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 Orientee you wish to assign a preceptor's dashboard.
When finished, click Assign to user button.

Self-Assign An Orientee

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

Access the preceptor dashboard page
Click on Manage My Assignments link on the left under the Preceptor Dashboard
Using the Keyword 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.
Once you locate the user, click the star icon next to the users name.
You can add multiple Orientees simply by clicking the star for each Orientee.