Managing preceptors

Directors and admins can manage the list of approved preceptors. Preceptor profiles are not tied to a single organization, but can be approved for your organization.

Go to the Preceptors screen

  1. Go to the Settings page. If you're using a mobile device, you may need to access this page by first tapping (menu).

  2. Under People, tap Preceptors.

The list of preceptors appears.

Preceptor profiles are not tied to a single organization. This list shows all preceptors that have ever participated in evaluations for your organization. Approved preceptors will appear in the Evaluator picker on eval entry forms.

List of Preceptors

Approving a preceptor

Tap Approve at the bottom of the screen to add a new preceptor, or search the system for an existing preceptor to approve for your organization.

Alternatively, you can view a preceptor's details and tap the Approved toggle. Approved preceptors will be indicated by the icon.

Programs may choose to require preceptors to be approved in Organization Options. • If Approved Preceptors Required is ON, students can only select from this list when choosing a shift evaluator.

• If Approved Preceptors Required is OFF, students can search the nationwide database or manually add new preceptors if needed.

Last updated

Was this helpful?