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Validate Competencies

Validating a Competency

Competencies can be Individually assigned or assigned within a Competency Group.  If a user is assigned an individual competency, the validation page will automatically appear when clicking on the competency title.

  1. From a user's status page, locate the title of the competency 
  2. The self-assessment must be completed by the preceptee before the competency can be validated.
  3. Before validating an individual competency within a competency group, you can view the Preceptee's pre self-evaluation by clicking on the view link in the Self Assessment block of the validation page.
  4. Select applicable measurement criteria on the right.
  5. A selection must be made from each dropdown box on the left.
    • Select the Validation Method 
    • Select the Level of Performance 
    • Select the Competency Status  (Not Started is list by default. In Progress status should be used for competencies that have been started, but not complete. Validated should be used once a Preceptee is 100% validated on a given competency.  Each status will display as a different color on the preceptee's status page to indicate progress)
    • Select the date that the user was effectively validated in given competency. Insert a predefined note if desired (optional)
    • Attach a document to the validation (optional)
    • Use the notes section to give additional information on the competency validation. Notes are optional.
  6. Click the Save Validation button. If you don't click save and leave the screen, the validation will not be saved.  
  7. Competencies marked as valid cannot be revalidated and the Validate button will disappear. However, a "Reopen Competency" button becomes available to make edits after a competency has been validated. Competencies with the other 3 statuses will be available for validation until the validation status is selected. 
  8. The history of the validations will appear at the bottom of the validation page. Each time a competency is validated, regardless of competency status, the record will appear on the History page.

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 
  4. A confirmation popup will appear.criteria. If ready to finalize, click the Finalize buttonbutton. A [Seeconfirmation screenshotpopup below]
    will 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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