Assigning a Preceptor/Preceptee

The user should setup and staff positions that can act as preceptors first so they exist for the preceptees.  The ability to establish a preceptor relationship cannot occur until both preceptee and preceptor positions are established and are staffed.

You can assign a Preceptor to a position:

  1. From the Modify an Existing Position screen (see the Update a Position Profile section), locate the Current Preceptor section. Current Preceptor information is read-only on this screen. Click the Manage Preceptor button.
  2. The Create/Edit Preception Assignment dialog box is displayed with the current information:
  3. Click Update to update the Relationship Start/End date, or click Submit to change the dates or Preceptor Staff Name. Click Cancel to cancel.
  4. A success message will display and the assignment/update data will be displayed in the Current Preceptor section. Click Close to close the dialog box.

Preceptor Assignment Timeline:

You can edit an entry or add a new entry using this section.

To Edit an entry:

  1. Click the Edit icon in the Actions column.
  2. The Create/Edit Preception Assignment dialog box is displayed with the current information.
  3. You can edit as described above.

To Inactivate an entry:

  1. Click the Inactivate icon (red X) in the Actions column.
  2. The Are You Sure? dialog box displays. Click Confirm to confirm, Cancel to cancel.
  3. The Preceptor will be inactivated.

To Delete the entry:

  1. Click the Delete icon in the Actions column.
  2. Login to VistA if prompted (if you are already logged in, you won't be asked). Confirm the deletion.
  3. The record will be deleted.

See Also:

Update a Position Profile

Preceptor/Preceptee Relationships