CompTracker® Solutions for Modern Learning Version 5.0 Student & Preceptor/Instructor Orientation © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Contents Title Slide # PRECEPTOR/INSTRUCTOR Approval 24 Preceptor/Instructor Main Page 27 Welcome 3 Handheld Approvals 28 System Requirements 4 Attendance Review 29 Getting Started 5 Sign Attendance 30 STUDENT PDA Login 6 Form Approvals 32 Student Main Page 9 Attendance Tracking 10 Review Forms Review Competencies/ Objectives 33 Complete Attendance 13 Add Comments 34 Submit Attendance 14 Sign Progress Data 35 Student Forms 15 Preceptor/Instructor Forms 36 Complete Form 18 Complete Form 38 Add Competencies/Objectives 19 Students Synchronize! 39 Submit Form 23 Login to Website to view Progress 40 ALL USERS Technical Support 42 © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Welcome! CompTracker replaces paper logbooks for tracking competency and call completion for your program. The system has been set up as per your School’s specific program requirements, and students will be required to complete all applicable course materials through CompTracker. Instructors are counting on students to synchronize as often as possible (preferably DAILY) in order to view the latest progress updates on the website. Click on “Training” from www.studentlogbook.com for student & preceptor Quick Start Guides and other orientation materials. If you’ve never used a PDA before, it will be beneficial to review the User Manual of the device and get to know the general functions available. CompTracker web or PDA support is handled through Great Big Solutions in Edmonton, AB at 780-432-3280. Toll Free: 1-866-432-3280 or support@studentlogbook.com. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. System Requirements CompTracker Version 5.0 Student requirements: iPod Touch or iPhone Online / Website Requirements as per graphic below and www.studentlogbook.com/requirements Internet Explorer 7+ OR Firefox 3+ OR Safari 3+ WiFi Access for Synching © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Getting Started Students will receive an email from their coordinator or support@studentlogbook.com outlining how to set up their online account. Preceptors & Instructors will receive an email with their login details for the website. Contact GBS for any assistance required through the installation process. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. PDA Login Once installed, the PDA opening screen should look like this, including the student’s name: © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. PDA Login Each time CompTracker is opened, the student will be required to Login with his/her unique PIN number. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. PDA Login To track their progress of that day or shift, the student will first tap on “Student” to self-evaluate. “Preceptor” will be used later, when these items are ready to be reviewed. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Student Main Page This is the central location of all Student activities through CompTracker. % of Approved data out of total Required in that Practicum (Increments only after items are signed off) Course Name Practicum info Your Practicums # of items awaiting Approval Tap on a practicum to enter Progress and/or Attendance. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Attendance Tracking Tap on “Attendance” to submit new attendance shifts for approval Tap Select to bring up attendance. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Attendance Tracking List of previous attendance shifts that were entered Tap “Add New” to fill out a new attendance form. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Attendance Tracking Fill in your shift details. Shift End will fill in automatically when you enter Shift Length. Click next to submit the attendance for approval. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Complete Attendance The setting on the practicum will determine where you can Submit. If available, you will have a choice: Handheld Approval is preferred, because it allows for a real signature. Website Approvals will allow your Preceptor the option to go online and approve if he/she is uncomfortable with using the PDA © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Submit Attendance Website Submissions will only allow you to select from the list of Instructors/Preceptors who have a StudentLogBook.com Login account (as per the school). Handheld Submissions will allow you to add a Preceptor who is not on the current list, if applicable. Note Preceptor, M Mouse was added manually to this PDA for signoff. M Mouse will not be able to signoff on the web without an account. Select the correct name and tap on “Submit” to send the submission to this User. Attendance Approval will be shown later in the PowerPoint. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Student Forms Tap on “Forms” to add new forms or to see existing forms that you had submitted/created. Tap Select to bring up the forms. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Student Forms Access to all Saved Forms in this Practicum (not just handheld). Tap on the form to edit forms that have been started and/or Approved. A previously Approved form will have to be re-approved if Edited. Tap “Add New” to create a new form. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Student Forms List of available forms in this practicum. Forms in red have not all been completed. Forms in green have been completed. Tap the type of form you wish to create. Different forms may be available to Students and Preceptors, depending on who is required to complete them. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Complete Form An asterisk (*) indicates a field that you must complete to continue. Fields may be set for Numerical, Date/Time, DropDown List, Text Field (with pre-written options), or Checkbox. Tap to fill in fields Attach competencies (if available) Delete form & Exit Save to complete later (Exit Form) Send this form and Competencies/ Objectives for Approval © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Add Competencies/Objectives to Form This screen is blank since there are currently “0” items attached to this new form. Tap “Add” to proceed to the available Competency/Objective list for this practicum, and select your attempted competencies/ objectives. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Select Competencies/Objectives Choose an Area (or “All Areas” for no Filter). Tap directly on any item in the list to view the full description of the item that you have attempted. Clear Search NOTE: This list defaults to “All” Competencies. You can access and record “Incomplete” or “Complete” items as well by selecting the “Complete” or “Incomplete” buttons. Tap to enter Search term Change the date of your attempts © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Add Item for Submission Review the details to ensure this is the item to submit and tap on “Add” to submit for approval. This item will still need to be reviewed by a Preceptor/Instructor before counting towards the student’s overall progress. It will NOT affect the percent on the Main screen until that is done. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Times Approved / total times Required for completion Fill in More fields (if applicable) Check for Sub-Tasks (if applicable) Add Item for Submission When all desired items are added, tap on “Done” to view a summary. Tap an item to edit or remove it then tap on “Recall” to remove it from the list Edit your form After all data is entered, tap on “Submit” to finish. Add more competencies to this form Save to complete later © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Submit Forms The setting on the practicum will determine where you can Submit. If available, you will have a choice: Handheld Approval is preferred, because it allows for a real signature. Website Approvals will allow your Preceptor the option to go online and approve if he/she is uncomfortable with using the PDA. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Submit Forms Website Submissions will only allow you to select from the list of Instructors/Preceptors who have a StudentLogBook.com Login account (as per the school). Handheld Submissions will allow you to add a Preceptor who is not on the current list, if applicable. Select the correct name and tap on “Submit” to send the submission to this User. This selection can be edited later, by going to “Forms” and Editing this form, then re-submitting to the correct person. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Preceptor/Instructor Approval Now tap on “Exit” to allow the Preceptor/Instructor to Login and review and approve these submissions. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Preceptor/Instructor Approval Select your name from the list, or add yourself as a new preceptor for this student. When adding a new Search for the preceptor by user, ONE of the contact typing their name in the search box fields Phone or Email are required; and Designation Preceptors added from the is required. handheld will have a “PDA” icon (ie. cannot approve via the website until given a complete login.) This number indicates the items awaiting approval by this person, as submitted by the student. View the contact information for this person. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Preceptor/Instructor Main Page This is the central location for the Preceptor/Instructor activities. % of Approved data out of total Required in that Practicum (will not increment until items are signed off) Course Name Practicums (A Preceptor will tap here to fill in Preceptor Forms or to record Attendance Practicum info and completion details Review items submitted for Approval First, we will cover the Approval Process. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Handheld Approvals Here is a summary of everything assigned to you for approval. When everything here is at “0,” you are Done. Attendance Approval will be covered next. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Attendance Review Review the Attendance details. Delete the item if it is incorrect; they cannot be edited. You can add a new record if desired, but it is recommended to have the student enter all attendance. When all items in the list are accurate, tap on “Approve All” to sign for all. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Sign Attendance Your signature will now be captured to verify your approval of these Attendance records. All signatures are kept secure and are not accessible by any students, via the website OR the PDA. Similar to signing for a package, your signature will only be used for confidential reporting by the school. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Handheld Approvals Follow the menu to review everything assigned to you by this student. Next, we will review a Form with competencies/ objectives attached. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Review Form An asterisk (*) indicates a field that must be completed to continue. Only Preceptor-required fields will remain, as the student will have filled out all Student-required info. Fields may be set for Numerical, Date/Time, DropDown List, Text Field (with pre-written options), or Checkbox. Tap to review the full entry in fields Delete form and everything attached Save to complete later Approve this form and move on to the attached Competencies/ Objectives © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Review Competencies/Objectives Whether you are reviewing competencies/objectives associated with a Form or not, the process is the same. Tap on any item to see the full description and any other details associated with this competency/objective. Mark each item as Approved (: student performed up to the standard of this school) or Not Approved (X: student did NOT perform up to the standard of this school). Tap on “--“ to mark individual items as Approved or Not Approved Bolded items have sub-tasks or “More” fields associated that need to be reviewed. Review entire list Mark ALL items as Approved or Not Approved Finalize status and move on to add Comments (only when ALL items are complete) “Recall” an item if the student did not attempt this competency/objective. It will not count toward their progression positively or negatively. (Not Applicable) © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Add Comments The Preceptor may first add comments to APPROVED items, then will move on to the NOT APPROVED items. A different list of pre-written options are available for each. Select the items to add the same comment to, using the “Comment” checkbox, then tap “Add Comment.” Tap the line to see the full description again, if necessary Tap to edit individual comments already added (*) Indicates a Comment is Required Finalize Comments and Sign © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Select pre-written comments to reduce text entry; use keyboard or graffiti to add your own comments Sign Progress Data Your signature will now be captured to verify your approval of this Form and associated statuses assigned to the competencies/objectives. All signatures are kept secure and are not accessible by any students, via the website OR the PDA. Similar to signing for a package, your signature will only be used for confidential reporting by the school. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Preceptor/Instructor Forms The user will tap on the desired practicum from the Preceptor/Instructor Main Screen to choose between new Progress or Attendance records. Record New Attendance Records Access New Forms We will review the process to fill out a Form. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Preceptor/Instructor Forms You will come to the Form List screen. List of available forms in this practicum Tap the form you wish to complete. Different forms may be available to Students and Preceptors, depending on who is required to complete them. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Complete Form An asterisk (*) indicates a field that you must complete to continue. Tap “Save” if you must return to this form at a later date to finish, then access it later through the “View Existing” button on the previous screen. You will need to follow the approval process to sign off the form. Tap to fill in fields Delete form & Exit Save to complete later (Exit Form) Finalize this Form © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Students: SYNCHRONIZE!!! Your data is BACKED UP AUTOMATICALLY every time you successfully synchronize your device. That means, if you lose your PDA – or it crashes – or you drop it in a lake – your information is STILL THERE! Your Instructors need the most recent data to view on the website: Progress, Attendance, Preceptor Comments & Forms. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. www.StudentLogBook.com Login to the website regularly to view your / your students’ progress. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. www.StudentLogBook.com Progress will show you summary of Attendance, Forms, and Competencies/Objectives, as well as what is left to complete. © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved. Technical Support: ALL Users Great Big Solutions – Edmonton, Alberta PHONE Edmonton Area: 780-432-3280 Toll-Free: 1-866-432-3280 E-MAIL: support@studentlogbook.com ONLINE Support: www.studentlogbook.com/support Submit case through Support Suite (click on “Support” tab after logging in) Office hours 8am-4pm Mountain Standard Time, Monday through Friday (Except Holidays) Response time is 2 business days guaranteed © Copyright 2010 Great Big Solutions Ltd. All Rights Reserved.