(School) Manage Preceptor Training

School Administrator- Manage Preceptor Training

Manage Preceptor Training allows you to approve a preceptor's completed training and view in progress, returned, and previously approved training completed by preceptors. 

 

To locate this feature, click the Manage Users/Requests tab in the red toolbar and select Manage Preceptor Training. 

6:18 1-locate.png

 

At the top of the page in the School-Preceptor Training bar are two buttons: + Manage Training and  + Manage Preceptors. If you clicked Manage Preceptor Training by mistake, both buttons will take you to those pages. 

  • + Manage Training: This takes you to the Manage Training page, which allows you to view your school's training and add custom training if needed. 
  • + Manage Preceptors: This takes you to the manage preceptors page to view your preceptors and add new ones. 

 

 

Manage Preceptor Training Data Table: 

On the Manage Preceptor Training page, you can approve a preceptor's completed training and view in progress, returned, and previously approved training completed by preceptors associated with your school. This page defaults to the Pending tab. 

Preceptor Search: You can search the table by entering a preceptor's first or last name, the title or description of the training you want to search for, and clicking Search. 

Configure Grid Options: (Sun-shaped button next to Search) This button lets you control the columns in the grid below. 

  • Info: To learn more about how to use this button, click here. 

Export: (Raincloud button next to Search) Click to select the document type you would like to export the grid below into: PDF, XLS, XLSX, RTF, or CSV. 

 

Tabs: 

  • Pending: Training that has been completed by a preceptor and is waiting for approval. 
  • In Progress: Training that a preceptor is currently working on completing. 
  • Returned: Training that was completed by the preceptor and has been returned to them by an admin. 
  • Approved: Training completed by a preceptor and approved by an admin. 
  • All: All training (pending, in progress, returned, and approved). 

Actions: 

Review: This action will vary depending on which tab you are on. 

  • Pending: Review allows you to approve or return the training completed by the preceptor. 
  • In Progress: You can view the training a preceptor is working on and see how much they have completed so far. 
  • Returned: You can go over the training completed by the preceptor that has been returned. 
  • Approved: You can review the training and see who approved it and when. 
  • All: The action will vary by the preceptor's training status (pending/in progress/returned/approved).

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more