Welcome back
Sign in to open your live readiness view, daily assignments, and coaching cues.
Realtime
Live staffing radar
Guided
Smart competency flows
Trusted
Audit-ready proof
Personal
Career storyboards
Workforce planning
Duty rota
Plan coverage, requests, and monthly hours in one workspace.
Live validation
Schedule health
— errors— warnings— uncovered— requests
Generation rulesSet coverage, style, rest, and hour limits
Add staff requestFixed Day/Night side, leave, or OFF
Linked same-schedule groupsKeep selected staff on the same duty pattern
No staff foundTry another search or confirm staff are assigned to this unit.
Rota profile
Complete staff details
Import a complete Excel rota
Browse for a workbook, choose the worksheet, then verify the employee-ID matches before importing.
Choose an Excel workbook to list its worksheets.
Notifications
Notifications
Quick access to assignments that need action.
Notifications
Action notifications
No action notificationsNo assignments are waiting for your action right now.Notifications will appear here when a workflow step is pending with you.
Competency progress
Grouped competencies mirror the live dashboard and keep self-proof uploads one tap away.
Core skills
0No core-skill competencies need action.
Unit-specific
0Unit-focused work will land here.
Equipment & machines
0No machine competencies need attention.
Preceptor workload
Mirror the live queue so coaching conversations start with the right priority.
Preceptees
0
Waiting on me
0
Returned for fixes
0
Recent activity
Latest 200 assignments from your queueNo recent activity recorded.
Validator triage
Counters and filters align with the validator workspace for fast reviews.
Waiting
0
Returned
0
Validated
0
Assignments
No assignments match the selected filter.
Staff review table
Educator command center
Match the educator dashboard with status chips, filters, and unit context.
Waiting: 0
Active: 0
Returned: 0
Urgent: 0
Currently viewing all units.
Waiting list
No assignments are waiting for educator review.
Staff progress snapshot
Director oversight
Blend educator insights, server-user reach, and personal-file stewardship in one glance.
Active staff
0
Assignments in motion
0
Personal-file completion
0%
Staff coverage
Staff-wide competency snapshot
Page 1
Total staff per the filter selected
0
Active assignments per the filter selected
0
Data alerts per the filter selected
0
Assignment tracker
Super user coverage
Track unit oversight, validator duties, and compliance checkpoints.
Units covered
0
Outstanding validations
0
Upcoming expirations
0
Unit coverage map
You haven't been assigned to any units yet.
Staff-wide competency snapshot
Shared workflow support
Quick links keep validators, preceptors, and educators aligned with policy.
Validator resources
Preceptor playbook
Educator standards
Learning journey evaluation
Your program sign-off is complete. Share your reflection on the learning journey.
Needs action
Items that need your attention right now.
You're all caught up 🎉
Nothing needs your action right now. Check in-progress items or review what you’ve completed.
In progress
Waiting on review or next steps from your team.
You're all caught up 🎉
Completed
Signed off and ready for history.
✅ No completed competencies yet.
Competency data informs ongoing education planning, remediation strategies, and professional development initiatives.
No preceptees assigned
Select a preceptee to view their competencies.
Reason: Ask an educator or server user to assign you as a preceptor.
Needs action
Items that need your attention right now.
You're all caught up 🎉
In progress
Waiting on updates from your preceptee.
You're all caught up 🎉
Completed
Signed off and ready for history.
✅ No completed competencies yet.
Preceptee competency insights help you prioritize coaching, feedback, and validation.
Preceptor workflow
Competencies assigned to this preceptee
Needs action
Upload proof or rate.
No action required at this time.
SIGNED OFF
Final evaluation completed
In progress
Moving through quiz, evidence, validation.
No assignments in progress.
Completed
Signed off history.
No completed items.
Active filters
Staff matches
Open a competency profile in validator mode.
No staff match the current search.
No validation work waiting
No staff assignments are currently pending validator review.
Reason: You may not be assigned as a validator, or all validation work is complete.
Needs action
Waiting validation (Validator) or failed remediation.
You're all caught up 🎉
In progress
Competencies you can monitor while others work.
You're all caught up 🎉
Completed
Validated and ready for history.
✅ No completed competencies yet.
Validator workspace
Staff assignments
Mentorship engagement lifecycle
Open the mentorship record
Review the lifecycle details and saved evaluations.
Status focus
Tap a status card to spotlight the assignments you need to see.
Filter competencies by current status.
- Needs action
- In progress
- Completed
Needs action
Assignments that are ready for validator review.
No validator actions right now.
In progress
Work moving through proof, quizzes, or preceptor steps.
No assignments are currently in progress.
Completed
Signed-off competencies ready to archive or report.
No completed items yet.
Mentorship engagement lifecycle
Mentorship engagement lifecycle
Mentorship engagement lifecycle
Guide the professional development track
Launch the mentorship to unlock check-ins, reminders, and evaluation tracking.
Not started
Validator controls
- Launch
- In motion
- Extended
- Re-aligned
- Cancelled
- Certified
Launch mentorship
Post-sign-off evaluations
Forms issued to close the loop
History
Mentorship engagement lifecycle history
No mentorship history yet.
Active filters
No educator review waiting
No staff assignments are currently pending educator review.
Reason: Work may be complete, filtered out, or not yet created.
Needs action
Competencies that require an educator action now.
You're all caught up.
In progress
Assignments where the educator does not need to act right now and completion is still pending.
No assignments are currently in progress.
Completed
Competencies that have been verified and completed.
No completed competencies yet.
Active filters
No staff assignment records found
No staff competency records match the current server user workspace.
Reason: No assignments exist yet, or filters are narrowing the list.
Needs action
Assignments that need a decision, review, return follow-up, or remediation.
No assignments need action.
In progress
Assignments still moving between learner, preceptor, educator, and validator steps.
No assignments are currently in progress.
Completed
Assignments that have been verified, signed off, or completed.
No completed assignments yet.
ICU patient station
Automatically sign in to the EMR patient station and surface the in-patient table for ICU staff.
Rows detected: 0
Last updated: —
Units
Manage clinical units and department structure
Staff
Manage users, roles, units, and staff access
Add Staff
Create a staff account and assign unit access.
Edit staff profile
Staff member
Update account information and unit access.
Edit competency
Upload evidence
Evidence submission
Competency
🔄 Revalidation in progress
Upload evidence for this assignment. Educators will review the documentation and confirm compliance for the learner.
- Acceptable evidence includes certificates, transcripts, or clinical documentation (e.g., photos).
- Supports expiration tracking and renewal reminders (if enabled).
Educator feedback
Comment on assignment
Proof history
Proof files
Evidence status
Loading proof files…
No proof files available yet.
Educator workspace
Staff assignments
Signed off
Educator evaluation
Capture the final learning evaluation for the preceptee.
Mentorship engagement lifecycle
Open the mentorship record
Review the lifecycle details and saved evaluations.
Status focus
Tap a status card to spotlight the assignments you need to see.
Filter competencies by current status.
- Completed
- In process
- Not started
- Waiting validation (Validator)
- Waiting preceptor proof
- Returned
- Waiting rating (Preceptor)
- Waiting evidence (Preceptor)
- Waiting quiz (Learner)
- Waiting educator
- Failed / remediation
Completed
Signed-off competencies ready to archive or export.
No completed competencies available yet.
In progress
Active work moving through quizzes, evidence, or validation.
No competencies are currently in process.
Not started
Upcoming assignments that have not yet been opened.
No competencies are waiting to be started.
Waiting validation (Validator)
Ready for sign-off and prioritization.
No competencies are waiting for validation.
Waiting preceptor proof
Evidence pending from the preceptor.
No competencies are waiting on preceptor proof.
Returned
Items that bounced back and need another look.
No competencies have been returned.
Waiting rating (Preceptor)
Proof submitted and awaiting a rating.
Waiting educator.
Waiting evidence (Preceptor)
Capture uploads or notes to move these forward.
Waiting educator.
Waiting quiz (Learner)
Queued until the learner completes the quiz.
Waiting educator.
Needs action
Assignments waiting on educator review, remediation decisions, or returned-item follow-up.
No assignments need educator action.
Failed / remediation
Assignments that need recovery plans.
No competencies are in remediation or failed status.
Expired / Revalidation
Restart revalidation
Assignment details
Assignment in progressChecklist review
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Learner
—
Status
—
Clinical assessment
—
Latest rated on
—
Role view
Next action
Open the assignment details to continue the workflow.
Details
Assignment details
- Learner
- —
- Employee ID
- —
- Assigned on
- —
- Due on
- —
- Reason for extension
- —
- Competency expiry
- —
- Status
- —
- Competency type
- —
- Required items
- —
- Clinical assessment trials
- 0
- Quiz attempts
- 0
- Returned by validator
- 0
- Returned by educator
- 0
- Preceptor
- —
- Validator
- —
- Pending with
- —
Assessments: Not required for this competency
History
Assessment history
Quiz
- Latest quiz score
- —
- Quiz attempts
- —
- Latest completed
- —
Clinical assessment history
No clinical assessments yet.
Quiz history
No quiz history yet.
Feedback
Educator comment
Assessment steps
Checklist
Resources
Learning materials
No learning materials attached for this competency.
Preceptor rating
Trial details
Checklist
Scores
No checklist ratings recorded for this trial.
Quiz details
Quiz details
Quiz summary
Summary
Attempts
Attempts
Attempt details
Attempt details
Quiz body
Questions & answers
No quiz questions available for this attempt.
Validator action
Return assignment
Validator action
Change assignment preceptor
Delete assignment
Delete assignment?
This action cannot be undone.
Confirm action
Update competency?
Competencies
Create and maintain competency requirements.
How this works
Choose proof-only for document evidence or template for guided observation, quiz, and validation steps.
Choose the competency workflow
Start by choosing how staff will complete this competency.
Launch a competency in minutes
Choose the flow that matches your training requirement.
- Guided wizard keeps every step on track.
- Progress indicator clarifies what comes next.
- Built for collaborative validation with preceptors and staff.
- Average setup time
- Under 5 minutes
- Team adoption
- 92% of units
- Renewal ready
- Auto-reminders enabled
Import competencies from Excel
Upload a workbook, select cells from the live preview, then apply the values to the template wizard.
Select a subject and its steps, then add it to keep mapping more subjects from the workbook.
Evidence upload only
Keep it simple when validators only need a named proof upload. Provide the title and save the draft.
Proof-only with preceptor & validator
Let preceptors submit evidence and keep everyone in the loop.
- Preceptors upload the file on behalf of their preceptees.
- Validators review, return with feedback, or validate in one click.
- Educators are notified to comment once validation is complete.
- Preceptees follow every status update directly from their overview.
- Evidence owner
- Preceptor uploads for staff
- Validation flow
- Validator decision + educator review
Template competency draft
Follow the guided wizard to capture the full template, scoring rules, quiz, and learning materials just like the legacy desktop workflow.
Competencies overview
Export every competency, including templates, proof-only competencies, drafts, versions, quizzes, and related stored competency data, as a JSON backup for another server computer.
Assignments
Assign competencies to staff with the right due dates and reviewers.
Help
Select staff, choose competencies or groups, then confirm the preceptor and validator workflow.
Guided assignment setup
Guided assignment setup
Keep staff, preceptors, and validators in sync.
- Match the competency workflow with a familiar guided layout.
- Surface the right preceptors and validators for every unit.
- Capture due dates up front to maintain accountability.
- Design parity
- Mirrors competency cards
- Role aware
- Filters by unit & role
- Validator focus
- Highlights the right validators
Assignments overview
Competency groups
Bundle multiple competencies for faster assignment.
Help
Use groups for recurring onboarding paths or unit-specific competency bundles.
Build a competency group
Name the group and choose the competencies that should be assigned together. Server users can export/import group definitions as JSON backups.
Existing groups
Review and manage competency bundles ready for assignment workflows.
Archived groups
Restore or permanently remove groups that were previously archived.
Staff file dashboard
Personal File Notes
Confidential staff documentation workspace
Select a staff member to open the personal file workspace.
Choose a staff member from the header controls to review sections, add notes, upload attachments, and view history.
Select a section
Note histories
Search notes by subject, body, author, status, or date. Click a note to open its full page.
Archived notes
Manage reflective practice
Assign templates, monitor progress, and share guidance with selected staff.
- Staff member
- —
- Employee ID
- —
- Unit
- —
Under process
Reflections that are in progress or awaiting validation.
Select a staff member to view pending reflections.
Completed reflections
Use these submissions to plan next coaching conversations.
Select a staff member to view completed reflections.
Send a reflective practice template
Choose the template that best fits the coaching moment. The staff member will see the assigned form in their workspace.
Review submissions
Explore completed reflections, provide feedback, and respond to staff updates.
No reflection responses recorded yet.
- Date
- —
Description: what happened?
Feelings: what were your thinking and feelings?
Evaluation: what was good or bad about your experience?
Analysis: what else can you make off the situation?
Conclusion: what else could you have done?
Action plan: if it happened or arose again, what would you do?
- Conversation date
- —
Focus area or goal
Strengths observed
Opportunities and challenges
Impact on patients, team, or quality
Support or resources needed
Follow-up actions
Administrative note reply
Educational activity
Log every competency that is assigned, in progress, completed, or expired.
General competencies
Confirm baseline competencies, status, and expiry dates.
Specific unit competencies
Highlight the protocols linked to the staff member’s assigned units.
Machine competency
Track equipment sign-offs, refresh dates, and responsible validators.
Saved self-assessments
Review previous self-reflections to track progress and coaching outcomes.
No self-assessments saved yet.
Competency category configuration
This is a global setting, not a per-person completion item. You do not need to select a staff member before configuring it.
Configure the Personal File competency rules once for all users. General applies to every staff member; Specific unit and Machine apply to staff in the selected unit.
Learning journey evaluation
Nursing Preceptorship Evaluation
Delete evaluation
Delete Evaluation?
This removes only the evaluation record. The mentorship will remain active.