Creating a Preceptor

Preceptors are provider staff who supervise students during their clinical placements. In CCPS, providers can add preceptor records so schools can assign them to student placement requests.

There are two ways to create preceptor records:

• Option 1: Enter records individually.
• Option 2: Import template file.

Option 1: Enter records individually:

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. On the left-hand side menu, under Provider Details and select Preceptors.

3. On the Manage Preceptors screen, click Add in the top menu and select Add Preceptor.

4. In the Add a Preceptor pop-up window, complete the preceptor’s details. Be sure to fill in all required fields, including First Name and Last Name.

5. Click Save.

The new preceptor will then be added to the preceptor list. 

Option 2: Import template file 

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. From the left-hand menu, go to Provider Details and select Preceptors.

3. On the Manage Preceptors screen, click Add and select Import Preceptors.

4. In the Import Preceptors pop-up window, click Download Template File.

5. Open the downloaded Excel template and enter the preceptor details.

6. Save the completed file to your computer.

7. Return to the Import Preceptors pop-up and upload the file by clicking Upload or by dragging and dropping it into the Drop File Here box.

8. Once uploaded, your data will display in a table format. Click Close.

9. A confirmation message—Data Successfully Loaded—will appear.

The imported preceptors will now appear under Manage Preceptors.