Preceptor- Opportunities
The Opportunities tab allows you to see all student documentation for which the student selected you as the preceptor.
To locate this feature, click the Opportunities tab in the red toolbar.
Contents:
A. Reviewing Documentation:
1. Begin by clicking Complete under the Ready to Review tab within the actions column to review the documentation.
Note: There is an alternative option next to complete, Flag. If you click Flag (due to a disciplinary issue), an email will be sent to the instructor letting them know the student has been flagged by you, which disables their account within Platinum Planner. The instructor will then need to unflag the student for them to use Platinum Planner again. Please only use this feature when absolutely necessary.
2. The documentation will open to the Review tab. This is where you will see everything in the student's documentation (opportunity details, history, patients, forms, and documents). Scroll down to view all of the information in this tab.
Note: The term "patients" varies by profession. You may see this section referred to as cases, benches, procedural areas, or events.
Under the Patients section, click +Edit Note to add additional information to the patient.
Note: When viewing patients, some users may notice that they cannot add notes for all patients. This occurs when schools have a feature that allows different preceptors to be assigned to different patients. If this feature is enabled, users can only add notes for patients to whom they have been assigned as preceptors.
3. The Forms tab is where you will complete any forms related to this student's opportunity. Click the dropdown next to the form name, then select Fill Out Form to proceed with the form.
4. The Documents tab is where you can view the documents attached to this opportunity or attach any needed documents.
5. The Complete tab is where you will sign the documentation and leave any notes you would like. Click the appropriate button according to your determination of the documentation.
- Return to Student: Returns documentation to the student for further modification. The opportunity will move to the Student's Documenting tab.
- Reject Documentation: Indicates to the student's instructor(s) that you are dissatisfied with the student's documentation. The opportunity will move to the Completed tab.
- Approve Documentation: Indicates to the student's instructor(s) that you are satisfied with the student's documentation. The opportunity will move to the Completed tab.
Note: Please verify that all information has been completed before submitting your evaluation. Once your evaluation has been submitted, you will not be able to make additional changes.
B. Opportunity Data Table
On the Opportunities page, you will see the documentation you have been added to as a preceptor.
Opportunity Search: Enter the opportunity name and click Search.
Configure Grid Options: (Sun-shaped button next to Search) This button allows you to 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:
- Upcoming: Shows opportunities in the future in which you have been selected as a default preceptor.
- Students Documenting: Shows documentation currently being worked on by a student and has not yet been submitted.
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Ready to Review: Shows documentation that has been submitted by the student and is available for you to review (Default tab).
- Note: If an instructor approves documentation before you have the opportunity to review it, it will automatically move to the completed tab.
- Completed: All documentation approved by you or the student's instructor, where you have been added as the preceptor.
Actions:
Details: This provides information about the opportunity (when, where, student, and category).
Complete: This allows you to evaluate the opportunity submitted by the student.
Flag: This flags the student in Platinum Planner. The student will not have access until their admin has unflagged them from their account. This action should only be used if absolutely necessary.
Review: This allows you to review the information regarding the opportunity (Details of the opportunity, patients, forms, and history).
Note: The options under Actions vary by which tab you have selected.