Managing Preceptors

The Evaluators Page

The Evaluators page shows all preceptors in your location. From here you can manage their accounts and help them access the system.

Adding New Preceptors

Clinical Instructors can add preceptors for their location:

1. Navigate to the Evaluators page
2. Click Add Preceptor
3. Enter the preceptor's name
4. Enter their email address
5. Confirm the location is correct
6. Click Save

The new preceptor will automatically receive an email with a link to set up their password.

Editing Preceptor Information

To update a preceptor's account:

1. Find the preceptor on the Evaluators page
2. Click the Edit button (green pencil icon)
3. Update their information as needed:
   • Email address
   • Role
   • Location
4. Save changes

Note: All users can also update their own name, email, and password from their Profile page.

Sending Password Reset Links

If a preceptor cannot log in or forgot their password:

1. Find the preceptor on the Evaluators page
2. Click the option to send a Password Reset Link
3. The preceptor will receive an email with instructions to reset their password

Sending Auto-Login Links

For preceptors who have difficulty logging in, you can send them an auto-login link - an email containing a button that automatically logs them in without requiring a password.

Evaluating Students (as a Clinical Instructor)

Like preceptors, Clinical Instructors may also evaluate students. Your inbox will show evaluations sent to you, and you can:

• Evaluate competencies
• Complete daily evaluations
• Create preceptor-initiated evaluations (if enabled)

Messaging Preceptors

Clinical Instructors can send messages to preceptors in their location through the Messages page. This is useful for:

• Reminding them about pending evaluations
• Communicating about students
• Sharing updates

Need More Help?

For detailed documentation, visit the CompKeepr GitBook.