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:
- 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.
- Note: Alternatively, if there is an existing Preceptor assignment, you can click the Add Preceptor Assignment button in the Preceptor Assignment Timeline section. You can only add a staff member only if more than one staff member is authorized to be a preceptor. See the Preceptor/Preceptee Relationships section for details.
- The Create/Edit Preception Assignment dialog box is displayed with the current information:
- Relationship Start Date (required): the current date/time is shown. You may edit this date, but it cannot be a past date
- Relationship End Date: This is not required, but cannot be a past date
- Update button: Click Update to update the dates (and set the Relationship End Date, if applicable)
- Preceptor information:
-
- Staff Name: Current staff member is displayed, but you may choose from the dropdown to change (if more than one staff member is authorized to be a preceptor. See the Preceptor/Preceptee Relationships section)
- Staff Role: Read-only
- Team Role: Read-only
- Preceptee information:
-
- Staff Name: Read-only
- Staff Role: Read-only
- Team Role: Read-only
- Click Update to update the Relationship Start/End date, or click Submit to change the dates or Preceptor Staff Name. Click Cancel to cancel.
- 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:
- Click the Edit icon in the Actions column.
- The Create/Edit Preception Assignment dialog box is displayed with the current information.
- You can edit as described above.
To Inactivate an entry:
- Click the Inactivate icon (red X) in the Actions column.
- The Are You Sure? dialog box displays. Click Confirm to confirm, Cancel to cancel.
- The Preceptor will be inactivated.
To Delete the entry:
- Click the Delete icon in the Actions column.
- Login to VistA if prompted (if you are already logged in, you won't be asked). Confirm the deletion.
- The record will be deleted.
See Also:
Update a Position Profile
Preceptor/Preceptee Relationships