Instructor- Preceptor Training
Preceptor Training allows you to review a preceptor's completed training and view in progress, returned, and previously approved training completed by preceptors.
Note: The options and displays mentioned in this article may vary for users based on their profession, class associations, and permissions assigned to their instructor role within Platinum Planner.
To locate this feature, click the Preceptors tab in the red toolbar and select Preceptor Training.
At the top of the page in the Instructor - Preceptor Training bar, there is a button, Manage Preceptors. This takes you to the manage preceptors page to view your preceptors and add new ones.
Instructor - Preceptor Training Data Table:
On the Preceptor Training page, you can review 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 Training 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 review.
- In Progress: Training that a preceptor is currently working on completing.
- Returned: Training completed by the preceptor, returned to them by an admin or instructor.
- Approved: Training completed by a preceptor and approved by an admin or instructor.
- All: All training (pending, in progress, returned, and approved).
Actions:
Review: This action will vary depending on which tab you are on.
- Pending tab: Review allows you to approve or return the training completed by the preceptor.
- In Progress tab: You can view the training a preceptor is working on and see how much they have completed so far.
- Returned tab: You can go over the training completed by the preceptor that has been returned.
- Approved tab: You can review the training and see who approved it and when.
- All tab: The action will vary by the preceptor's training status (pending, in progress, returned, approved).