Depending on the features enabled in the clinical classes by the school, students can create individual opportunities or batches. Individual opportunities can be created in the past, present, and future, depending on the class settings selected. Up to 30 opportunities can be made at the same time when creating a batch.
Contents:
A. Creating a Single Opportunity
B. Creating a Batch of Opportunities
A. Creating a Single Opportunity
1. Start by clicking your Student role for Platinum Planner.
2. Under the Opportunities tab, select My Opportunities.
3. The +Create Opportunity button will have a dropdown arrow. Click the arrow and select Create Opportunity.
Note: If you do not see this button, the opportunity creation feature has not been enabled in your clinical class settings. Please contact your instructor for assistance.
4. Enter the info and settings for the opportunity.
- Title: The name that will display for this opportunity.
- Description: (optional) An overview of the opportunity.
- Class: Choose which class the opportunity should be linked to.
- Category: This is the hour category that your shift hours will count toward.
- Site: Select the place where your opportunity will happen.
- Location: The placespecific area within the site where your opportunity will take place. Not all sites have multiple locations; primary may be the only option.
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Start Time: The scheduled start time of your opportunity.
End Time: The scheduled end time of your opportunity. - Preceptor: (optional) If the preceptor is already known, you can select one that will automatically appear in your documentation. If that changes on the day of the opportunity, you can update the documentation accordingly.
5. Click the Submit on the bottom right.
Past/Present Opportunities: If your documentation pertains to the past or present, it will open up to opportunity documentation, allowing you to start documenting.
Future Opportunities: If it is for the future, it will close, and the opportunity will appear in the Upcoming column if the event doesn’t need approval. If approval is required, it will be found on the Pending tab on the Student - Find New Opportunities page.
B. Creating a Batch of Opportunities
1. Start by clicking your student role for Platinum Planner.
2. Under the Opportunities tab, select My Opportunities.
3. The +Create Opportunity button will have a dropdown arrow. Click the arrow and select Create Opportunity Batch.
4. Enter the basic information for the opportunity batch.
- Title: The name that will appear for every opportunity in the batch.
- Class: Choose the class that all the opportunities will be associated with.
- Category: These are the hours categories in which you are currently allowed to create opportunities. If a category is disabled, contact your instructor to find out if or when that category will become available.
- Description: (optional) An overview of the batch.
5. Click the Add Opportunities button on the right.
6. Enter the Settings.
- Site: Select the place where your opportunities will take place.
- Location: The specific spot within the site where your opportunities will happen. Not all sites have multiple locations; the primary location may be the only option.
- Start Time: The time your opportunities will begin.
- Duration: How long the opportunities will last.
- Preceptor: (optional) If the preceptor is already known, you can select them, and it will default into your documentation. If the day of the opportunity changes, you can update the documentation.
7. Create your schedule, then click Add Selected Dates. In the calendar, select the dates when you'll be on site for your opportunities.
8. Double-check your dates. This can be viewed in a calendar or grid format. Once you have created your schedule, you will see a preview in the views below. If the preview is incorrect, click the Clear All Opportunities button before clicking the Create Opportunities button to reset the table and start over.
Note: The maximum number of opportunities you can create at a time is limited to 30.
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Calendar View:
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Grid View:
9. Click Create Opportunities.