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:

  1. 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.
  2. The Create/Edit Preception Assignment dialog box is displayed with the current information:
  3. Click Update 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:

A user 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. Modify the appropriate information

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 already logged in, you won't be asked). Confirm the deletion.
  3. The record will be deleted.

See Also:

Modify or View a Team Role (Position)

Preceptor/Preceptee Relationships