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Viewing My Schedule

Instructions for preceptors and residents to view their schedule on the “My Schedule” tab of the Home page.

Viewing your schedule allows you to review assigned learning experiences, access detailed schedule information, and navigate directly to related learning experience content. This task can be completed by preceptors and residents.

Instructions for Viewing Your Schedule

  1. Select the My Schedule tab on the Home page.
  2. Select Current Schedule to view only your active schedule items.
    The system displays your current schedule.
  3. Select Filter by Date and enter a date range to view a specific timeframe.
  4. Select Export to Excel to download a copy of your schedule.
    The system generates a file with your schedule details.

Instructions for Accessing Learning Experience Details from Your Schedule

  1. Click on the name of a learning experience.
    The system opens detailed learning experience information.
  2. Review learning experience information, including name, preceptor/resident, dates, and training site. The resident’s picture will be in the header, if added.
  3. Select the resident or preceptor name to view contact information.
  4. Select the “View Resident’s Portfolio” link to access the resident’s full portfolio.
  5. Select the Resident Feedback button to provide feedback (for preceptors).
  6. Select the View link next to evaluations to view, complete, cosign, or return evaluations.
  7. Review portfolio items added by the resident, including evidence, reflections, clinical experiences, and activity logs. Note: Residents can add portfolio items directly from this page.
  8. Review formative feedback mapped to the learning experience.
  9. Review any files associated with the learning experience.

Related Documentation