General Users – PlacementPro User`s Manual
Contents
1. Home Search Placements Reports Help Using the HELP button on the main navigation header you may Placements 6 Current Se also access the full user s manual as well as specific topical Goto page lt Previous Jj 2 3 4 Next gt documents to guide you through a specific workflow Actions PCode Status Requests Region Facility aa l lil lel r l Home Search Placements w Reports Students Instructors Terms Help Help Documents Add New Help Document Actions Name Upload Date By Description Key Differences from StudentMax pdf 2012 07 08 20 21 32 Pam Taylor User Guide 6 Key Differences between PlacementPro and StudentMax PlacementProGrid csv 2012 07 11 13 56 07 Pam Taylor Use this Excel CSV file to create new placements for upload PP_Definitions pdf 2012 07 02 21 09 35 PamTaylor User Guide 1 Definitions Practices amp Conceptual Framework PP_FaciltyUse pdf 2012 07 08 19 23 05 Pam Taylor User Guide 4 Facility Users PP_GeneralUse pdf 2012 07 02 21 10 18 Pam Taylor User Guide 2 Basic Use of PlacementPro PP_PartnerUse pdf 2012 07 08 20 47 25 Pam Taylor User Guide 7 Partner Users All faculty and staff who need to acce PP_Reports pdf 2012 07 02 21 12 36 Pam Taylor User Guide 5 Reports This will be updated as settings for commonly used reports are identifi PP_SchoolUse pdf 2012 09 20 16 01 35 Pam Taylor User Guide 3 School Users updated 9 20 2012 TCPSPlascementProContacts xls 2012 10 02 09 42. This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Changing your View Depending upon the width of your screen you may want to rearrange or hide columns in the placement grid that you do not routinely use To do this click on Columns link at the top of the placement grid Not available for Partner users From the popup select the columns you wish to see in the grid You may also drag column titles within the popup window to rearrange the display Once you have the columns in the order you want click on OK The system will hold this view until you change it Columns Checked items will be shown Drag items to reorder columns W Actions V PCode You can always return all columns to the display using the reset button Status Requests Region Facility Unit W Unit Type School Standing School V Program Level Instructor or Course Duration Hours Year V Term Start Date WI End Date Expired V Rotation 7 Preceptor Mon W Tue Wed Thu Fri iv Sat Sun V Time On Unit V Precepted Hours Students Max V Comments V Date Modified OK Cancel P ts This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Reviewing Placements 1 Review placements in the Placement Grid Refer to the definitions if you need assistance with the v
3. 9 03 Pam Taylor Email Contact information for TCPS PlacementPro users File is sorted Uploaded on 10 2 2012 i tl oo a a a a There are several HELP documents available including this user guide Click on the name of the document you would like to review All documents will open in a new window Note that this is the location of placement and user grids for data upload In many of the data input screens definitions are also provided for terms followed by an information icon v Facility Unit 6 Med Surg This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1
4. General Users PlacementPro User s Manual Version 2 1 All Users Logging into the TCPS PlacementPro System TCR s PLACENTIA Access the TCPS PlacementPro System either through the Partner Portal or by the direct link provided by the Site Administrator About Contact Username Password Users are categorized into four types of users with differing capabilities e General Partner may search view data export and run reports Forgot password V2 1 Instructor User General Partner activities plus add and edit students e Educational User Instructor activities plus request placements edit some placement components add students and data add and edit Instructors e Clinical User Partner activities plus add placements make placement decisions edit all placement components add and edit preceptors e Administrator has access to all tools needed to manage clinical placement data and users import all levels of data assign PCodes and assign placement data in the final step of request approval Based upon your login credentials your home page will display the tools you need to use the system The General Partner Home Page is the Search screen Search Placements Search Placements gt Search Tips Reports Help Clear selections v Clinical Facility Region East Middle MidWest SouthEast West Mississippi Facility Baptist Healthcare Desoto Baptist Mem
5. Peds Baptist Womens Hospital 10 North Trauma DEU Centennial Medical Center 10 South Diagnostic Use the Search Tool to filter sort data related to CMC Ashland City 10 Thomas Emergent Status 0 YOUR organization al Assigned v School School Program Duration Aquinas College a All a 1 Term Arkansas State University Anesthesia Standing Auburn University EMT Release Austin Peay State University HOSA v Baptist College of Health Sciences Med Assist Belmont University Nursing Bethel College Other Brighton High School Paramedic Career Academy Memphis Pharmacy Carson Newman Radiology v Date Once your data has been exported to an Excel m em goe ema oe 2012 Spring Tuesday spreadsheet you may sort filter and analyze as 2013 Summer Wednesday Either or both dates may be specified 2014 lf only Date From is specified everything from that date will be returned n e e d e d 2015 If only Through is specified everything through that date will be returned _ lfboth are specified dates between and including them will be returned Search 2012 TCPS All Rights F This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Getting Help TCPS PlacementPro has been designed to be as intuitive as possible once a user understands the basic workflow outlined in the conceptual framework and has a working knowledge of the various terms and practices
6. acility Schools will see the opening after a placement code is assigned by the administrator Assigned placements See placements approved by Z Facility and the administrator Closed placements See closed placements at Z Facility Released placements See released placements in the current term Add a new placement Students Q a Ae Today All First Middle Last Student Snapshot Student ID e mail School Lewis Jake Appling 2123456 Tanner Philip Askew Z123658 Wright Hanna Bledsoe 2147963 Wayne Ronald Decker 2789253 Marie Shelly Garrison 2987456 Z School Z School Z School Z School Z School Total 5 result s Only students placed in the current term are listed Search Go earch all or partial Name Student ID or PCode Students Today All First Middle Lewis Jake Tanner Phillip Wright Hanna Marie Shelly Wayne Ronald Student Snapshot Last Student ID e mail School Appling 2123456 Askew 2123658 Bledsoe 2147963 Garrison 2987456 Decker 2789258 Z School Z School Z School Z School Z School Total 5 result s Only students placed in the current term are listed Sea Go Search all or partial Name Student ID or PCode From the Home Page all users should be able to access the most frequently needed placement data Instructors Schools and Facilities can also see the names of students who will be in clinical today or a listing of all students Schools w
7. aptist Healthcare Desoto 1 Central Antepartum Group a Open Middle Baptist Memorial Hospital Collierville 1CVSD Bariatric Leadership Request MidWest Baptist Memorial Hospital Memphis 1 East Beh Psych Management Assigned SouthEast Baptist Memorial Restorative Care Hospital 1NO SO Behav Psych Observation Closed West Baptist Rehabilitation Germantown 1 North Cardiac Precepted Released Mississippi Baptist Tipton 1 South Cardiac Stepdown Baptist Union City 10 East Cardiac Renal PCode Baptist Womens Hospital 10 North Trauma Critical Centennial Medical Center 10 South Critical Cardiac CMC Ashland City 10 Thomas Critical Cardiovascular p School v Date Year Term Day Of Week Date From Through 2012 Spring Monday 2013 Summer Tuesday 2014 Fall Wednesday Either or both dates may be specified 2015 Thursday lf only Date From is specified everything from that date will be returned 2016 Friday If only Through is specified everything through that date will be returned sane If both are specified dates between and including them will be returned Search Placements To specify a school or type of program in your search click on the School Header to expand the panel for additional search criteria Ba School School Program Duration Aquinas College All 1 Term Arkansas State University Anesthesia Standing Aubu
8. arious column data that describe the various placements opportunities 2 You may review the placement in detail by clicking on the VIEW placement icon listed in the Actions Column of the placement grid The Action Column on the left of the screen differs based upon your user role Actions View Placement All Users Update or Request Placement School and Facility Affiliates Only The View Placement version of the placement data is designed to print if you need to provide this information to your Educational User to request the placement This Manual is for the sole use of TCPS Partners Search Placements Reports Help View Placement 229702 PCode Status Facility Unit School Standing School Program Level Instructor or Course Duration Term Start Date End Date Rotation Mon Tue Wed Thu Fri Sat Sun Time On Unit Precepted Hours Total Students Max Students Comments Date Created r a maa Py ai TC003 Open Z Facility Unit 2 Middle Tennessee State University View Placement Screen Nursing N SN3 Jones 1 Summer 2012 07 01 2012 08 15 Group D8 Day 8H 7 3 2012 06 18 11 16 27 namnam OO amn aa amn mnm 2014 TCPS PlacementPro User s Manual Version 2 1 Using the Placement History Tab Placement Data from the previous term will be available li auc iL a under the Placement Tab and History and is noted in the Placeme Current bot Placement Gri
9. d as Expired Data You may review this ids p Open data online or export to Excel as needed ctions Hode Req Request l Assigned Revise and Resubmit From the History view you may review previous requests pas Denied i denied requests etc Open Approved Hl Open Assigned Clicking on the History button will display ALL historical data regardless of the status If you use one of the Status SubMenus you will see only the data for that lil Open F Closed mi E TCOO Open Middle Z Facility Unt2 B particular status in the placement grid Note that the Header changes to Placements OHISTORY when historical data is being displayed Placements Reports Export Actions PCode Status Requests Region There is also a column entitled EXPIRED that will have a dot in the column for any placement that has expired Note that this column may or may not be visible unless you have it turned on using the Column link available to all users except Partners Home Search Placements Reports Students Instructors Terms Help Placements History a Export Goto page lt Previous Es 2 31 7 Standing aciity Unt UntType School oop fol I A Facility Uniti Med Surg Actions PCode Status Requests l Expired mij TC031 Open Unit 1 TC032 Open Med Surg Displaying 1 50 of 181 result s 50 rows per page U
10. election Home Search Placements Reports Help Placements dh Request New Placement eA Expo Goto page lt Previous E2 3 4 Next gt Displaying 1 50 of 164 Tes 50 rows per page Actions PCode Status Requests Region Unit Type School S Program Level er sbored Duration Year End Date Expired Rotation Mon Tue Wed Thu Fri Sat Sun tme on hse l l l d l d il or Course Middle Z Facility Behav Psych Midde Facity Behav Psych i _ Column headers may be Midde Z Facility Behav Psych Middle Z Facility Behav Psych i r 2012 07 01 cl icked to sort A Z Z A Middle Z Facility Behav Psych rsi r 2012 07 01 Middle Z Facility Behav Psych rsi T 2012 07 01 2012 08 15 Management Middle Z Facility Behav Psych i u r 2012 07 01 2012 08 15 Management Home Search Placements Reports You may also export your data to Excel Placements ee by clicking on the Export Button See 2 Goto page lt Previous E 21 3 41 5 Next gt Exporting Data for more info Action amp PCode status Requests Region Facility Use the controls on the left of Note the Searching Icon that is the screen to move from page displayed while the database is being searched based upon your search criteria This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 As an Educational User the Placement Screen will also show a button to Request a New Placement This should only be used when
11. ill see all of their students facilities will see all students who are assigned to their facility V2 1 The Search option below the Student Snapshot allows for a quick search for a student using their name student ID or an assigned PCode This feature is optional for using PlacementPro and requires that schools upload student data This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Searching the Placement Database 1 Click on the Search Button Homea eh eel noe RAIS am 2 There are search tips noted on the screen Using the Search Placements screen select the various parameters to refine your search based upon Facility School and Date These categories may be expanded or collapsed by clicking on their blue title bar Hold down the Ctrl Key to make multiple selections within a search parameter Note that choosing a region will narrow the Facility choices a Facility will narrow the Unit and Unit Type choices Status may also be selected to review OPEN Assigned and Requests Choosing no status will display all Using the Date feature it is also possible to search by Day of the Week Click on the Search Placements button to begin your search TIP The fewer search parameters the larger the search result Search Placements w Reports Help Search Placements Clear selections gt Search Tips v Clinical Facility Region Facility Unit Unit Type Rotation Status East B
12. lect hold down the Ctrl key while selecting placements with these types of statuses Home Search Placements w Reports Students Instructors Terms Help Search Placements Clear selections Search Tips Clinical Facility Region Facility Unit Unit Type Rotation Status East a Baptist Healthcare Desoto a 1 Central Antepartum Group Middle Baptist Memorial Hospital Collierville 1CVSD Bariatric _ Leadership MidWest Baptist Memorial Hospital Memphis 1 East Beh Psych Management SouthEast Baptist Memorial Restorative Care Hospital 1NO SO Behav Psych Observation West Baptist Rehabilitation Germantown 1 North Cardiac Precepted X Mississippi Baptist Tipton 1 South Cardiac Stepdown Baptist Union City 10 East Cardiac Renal PCode Baptist Womens Hospital 10 North Trauma Critical Centennial Medical Center 10 South Critical Cardiac CMC Ashland City 10 Thomas Critical Cardiovascular gt School Date Year Term Day Of Week Date From Through 2012 Spring Monday 2013 Summer Tuesday 2014 Fall Wednesday Either or both dates may be specified 2015 Thursday If only Date From is specified everything from that date will be returned 2016 Friday If only Through is specified everything through that date will be returned a _ If both are specified dates between and including them will be ret
13. nit 1 m TC033 Open Med Surg arr Time On Precepted Unit Hours Unit 1 TCO33 Approved Med Surg You may download the data into EXCEL to further sort filter and analyze as desired _ This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Exporting to Excel Data that you want to Export to Excel should be displayed via the SEARCH Tool or using the Placements Submenus While you may filter and sort on the Home Search Placements Reports Help screen changes in screen data based upon sorts and filtering does not export Placement Requests ap Add New Placement ye Export Actions PCode Status Requests Region Facility Unit Unit Type School Standing School Real le ZFa lel imj i gt Search Tips v Clinical Facility Region Facility Unit Unit Type Rotation East E Baptist Healthcare Desoto a 1 Central El Antepartum a Middle _ Baptist Memorial Hospital Collierville 1CVSD Behav Psych E MidWest Baptist Memorial Hospital Memphis 1 East Cardiac a ge SouthEast Baptist Memorial Restorative Care Hospital 1 NO SO Critical Observation To Ex po rt S pecifi C Data 5 West Baptist Rehabilitation Germantown 1 North Critical Neuro Baptist Tipton 1 South Critical Newborn Baptist Union City 10 East Critical
14. orial Hospital Collierville Baptist Memorial Hospital Memphis Baptist Memorial Restorative Care Hospital Baptist Rehabilitation Germantown Baptist Tipton PCode School vy Date Year 2012 2013 2014 2015 2016 Baptist Union City Baptist Womens Hospital Centennial Medical Center CMC Ashland City Unit 1 Central 1CVSD 1 East 1NO SO 1 North 1 South 10 East 10 North Trauma 10 South 10 Thomas Unit Type Antepartum Bariatric Beh Psych Behav Psych Cardiac Cardiac Renal Critical Critical Cardiac Cardiac Stepdown Critical Cardiovascular Term Day Of Week Spring Monday Summer Tuesday Fall Wednesday Thursday Friday Saturday Sunday Date From Search Placements Through Either or both dates may be specified If only Date From is specified everything from that date will be returned If only Through is specified everything through that date will be returned If both are specified dates between and including them will be returned Rotation Group Leadership Management Observation Status Open Request Assigned Closed Precepted Released V2 1 Instructor amp Educational User Home Page Home Search Placements w Reports Students Instructors Preceptors Mentors Terms 24 Current requests See the requests from Z School awaiting a decision from the facility and the administrator O Denied reque
15. rn University DEU Request Standing Austin Peay State University EMT v Baptist College of Health Sciences HOSA Belmont University Med Assist Bethel University Nursing Breckinridge School of Nursing at ITT Tech Nashville Other Brighton High School Paramedic Career Academy Memphis Pharmacy Date Year Day Of Week Date From This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Finding a Specific Placement Home Search Placements Reports search Placements Clear selectic Search Tips Clinical Facility Region na l East H Click on Search Placements to find the specific placement in the Middle Baptist Memorial H MidWest Baptist Memorial H SouthEast Baptist Memorial K West Baptist Rehabilitati Mississippi Baptist Tipton Baptist Union City Baptist Womens Centennial Medica CMC Ashland City If you know the PCode of a particular placement such as when a Partner or Instructor has searched for a placement and needs it to be requested enter it in the PCode box just under Region on the Search screen database Follow the instructions for Requesting a Placement below Finding an OPEN placement Always SEARCH FIRST Search the database for all placements OPEN amp ASSIGNED to verify that the placement opportunity that you want is not already assigned to another school or otherwise not available in the system Remember to multi se
16. sts since last log in See the denied requests from Z School since 2014 07 21 O Requests requiring revision See the requests from Z School that require revision and resubmission for consideration 3 Requests approved by the clinical facility See the requests from Z School approved by the clinical facility and awaiting assignment by the administrator 60 Assigned placements See the placements for Z School assigned by the administrator 9 130 Open placements Open placements are posted by clinical facilities seeking students 12 Released placements See released placements in the current term Clinical Facility Home Page Home Search Placements w Reports Preceptors Mentors Students Instructors Requests modified since last log in See the requests for Z Facility modified since you last logged in 2014 07 23 Requests pending a decision See requests awaiting a decision from Z Facility Requests requiring revision by school See requests requiring revision that are expected to be resubmitted by the schoo Requests awaiting assignment by the administrator See requests approved by Z Facility that are awaiting assignment by the administrator Denied requests See requests denied by either Z Facility or the administrator Student Placements awaiting a PCode See new placements at Z Facility awaiting a placement code Schools cannot see the opening until a placement code Sea rch Open placements See open placements at Z F
17. the database has been searched for OPEN and ASSIGNED placements that may meet your needs Facility Users have a button to Add a New Placement Note the Requests Column In this column there will be a number if other requests are in the system for an OPEN placement that have not yet been acted upon by the facility Additional requests can be made but schools can know that there are other school s that have requested the same placement Home Search P ents Reports Help Placements Cure dh Request New Placen Goto page lt Previous 3 Next gt Actions PCode Status Requests Region Facility HL UIT I lity Unit 1 lity Unit 4 Open Middle Z Facility Unit 1 Be sure and record the PCode of any placement that needs to be requested for your school P rece pt or i n f orma t i on ma y b ev j ewe d by C j C ki n g on t h e uration Year Term Start Date End Date Expired Rotation Preceptor preceptor name when available in the placement grid Ea Fall 2013 0802 2013 12 21 Precepted Mary Margaret MBP receptor information can include iol bon AN drs ie rc id Name EA Contact Info 4 Ea e Phone Pager e Mary Margaret oe p Email m margaret zfacility org e Credentials BSN MSN Certifications etc _ Telephone e Length of Professional Experience Office 615 123 4567 e Email e Website E Portfolio e Specialty ies e Licensure e Facility Unit assignment e PCode of placement where preceptor is assigned
18. urned Search Placements Be sure and record the PCode of any placement that needs to be requested for your school This Manual is for the sole use of TCPS Partners 2014 TCPS PlacementPro User s Manual Version 2 1 Navigating the Placement Grid All placement data are presented in a grid with specific characteristics displayed in column format See the Definitions for more information about each column header You can access the placement grid via a SEARCH or through the PLACEMENTS button If you did a specific search the resulting data in the grid will be displayed If you used the PLACEMENTS button you have additional control over the type of placement data that is displayed using the Placement Status Menu e Default Data for School Affiliates ALLOPEN amp ASSIGNED Placements in the database e Default Data for Facility Affiliate All OPEN amp ASSIGNED Placements in their facility Using the Placements gt Current Menu you may search all data by status Placement data may be further sorted A Z by clicking on the headers and filtered by the various columns with a dropdown arrow NOTE Using the filter feature will filter ALL data not just the data from your search Use Column headers to sort data from a particular search Make your selection s and then press ENTER to begin the search or refresh the filtered data The Placement Grid also has controls for pagination on the right of the screen Filter by s
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