Assigning a Preceptor/Preceptee
The user can setup and staff team roles that act as preceptors first
and also to exist for the preceptees. The ability to establish
a preceptor relationship cannot occur until both preceptee and preceptor
roles are established and are staffed.
A user can assign a Preceptor to a team role:
- From the Modify an Existing Position
screen, 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, click the Add Preceptor Assignment button
in the Preceptor Assignment
Timeline section. Add a staff member only if more than
one staff member is authorized to be a preceptor.
- The Create/Edit Preception Assignment
dialog box is displayed with the current information:
- Click the calendar icon next to the Relationship
Start Date field (required) to edit the start date. The current
date/time is the default. A past date cannot be used
- Click the calendar icon next to the Relationship
End Date field to enter an end date. This is not required,
but a past date cannot be used.
- Click the Update
button to update the dates.)
- Preceptor information:
- The current staff member is displayed in the Staff
Name drop-down list. To change, select a new staff member
from the drop-down list, if more than one staff member is
authorized to be a preceptor.
- Staff Role: Read-only
- Team Role: Read-only
- Preceptee information:
- Staff Name: Read-only
- Staff Role: Read-only
- Team Role: Read-only
- Click Update 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:
A user 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.
- Modify the appropriate information
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 already logged in, you won't be
asked). Confirm the deletion.
- The record will be deleted.
See Also:
Modify or View a Team Role (Position)
Preceptor/Preceptee
Relationships