When Instructors are reviewing student documentation for Opportunities, they have several options:
Info: Reviewing documentation with Bulk Updates appears slightly different, and additional options for handling documentation will be available in this section. Click here to learn more about Bulk Updates and how they function.
A. Approve For Preceptor
If a preceptor cannot approve documentation or the student adds to it after the preceptor has already left, the instructor can approve the documentation on behalf of the preceptor.
This will be noted in the opportunity's history that the instructor has approved the preceptor's documentation.
B. Approve
If you are satisfied with the documentation and want the student to receive credit for the hours and skills completed, you will click Approve.
- This will automatically generate a notification sent to the student as an email and internal message within Platinum informing them of the approval. If you have included text in the Message for the student/preceptor on Approve, Return, Reset, or Reject, it will be included in the message the student receives and added to the entry in the Opportunity Event Log.
- Approving the documentation will cause the hours and skills to start tabulating on the student's progress report. Additionally, the documentation will be moved to the Approved tab.
C. Return
If something about the documentation needs correction, you click Return.
- After clicking Return, you will be able to select either the Preceptor or the Student to whom you want to send the documentation.
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Return To Student: The site will automatically send a notification to the student via email and as a system message, informing them of the return. If you have included text in the Message for the student/preceptor on Approve, Return, Reset, or Reject, it will be included in the message the student receives and added to the entry in the Opportunity Event Log. The message will also appear on the Overview page in the History section of the documentation, so they can see any information you included that directs them to what needs correction.
- Additionally, the documentation will be moved to the Returned tab and will be available on the student's side so they can make corrections.
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Return to Preceptor: The site will automatically generate a notification, sent to the preceptor as an email and an internal message within Platinum, informing them of the return. If you have included text in the Message for student/preceptor on Approve, Return, Reset, or Reject, it will be included in the message the preceptor receives. Additionally, the message will be viewable as part of the Opportunity Event Log, which they will see when they click Complete to view the documentation.
- The documentation will remain on the Ready for Review tab but will be available on the preceptor's side to review documentation again.
D. Reject
If there is a larger issue with the documentation and you don't want the student to receive credit for the associated hours and skills, nor do you want to return it to them to allow for corrections, you can Reject the documentation. Rejecting the documentation will prevent the hours and skills from being tabulated on the student's progress report. Additionally, the documentation will be moved to the Rejected/Absent tab.
E. Mark Absent
If the student cannot attend the opportunity and they should not receive credit for the hours and skills associated with the documentation. Marking a student absent will exclude the hours and skills from the student's progress report. Additionally, the documentation will be moved to the Rejected/Absent tab.