Platinum Planner. Instructor User Guide

Transcription

1 Platinum Planner Instructor User Guide Platinum Educational Group 2644 Sun Valley Jenison, MI Phone Fax

2 P L A T I N U M E D U C A T I O N A L G R O U P Platinum Planner User Guide Platinum Planner is an online web application tool for Clinical Management. This site has been created exclusively for EMS Educators and Students. We know the site has a lot of functionality behind it, so we have provided this guide to help you through the process of learning the site so you have the tools you need to use it effectively and confidently. As always, Platinum Educational Group provides exceptional customer service along with this guide. We are ready to help you whenever or wherever you need it by phone or . We also provide ongoing live help webinars for you or your group. Do not hesitate to call us if you are unable to find the answers, we will be happy to take care of any questions you may have! Phone: Help requests: To provide you with our very best customer service, we always welcome any comments or feedback you can provide to improve the Platinum Planner web site and/or its functionality and usefulness to you. Sincerely, Doug Smith & Thomas Gottschalk Platinum Educational Group Platinum Educational Group 2644 Sun Valley Jenison, MI Phone Fax

3 TABLE OF CONTENTS Table of Contents... i Instructor Log-in... 1 dashboard... 2 instructor Home... 3 Calendar... 3 Classes/Students... 4 Manage My Classes... 5 Class Join Requests... 6 Manage My Students... 6 Manage My Students... 7 Labs... 7 Manage Labs... 7 Manage Lab Requests... 9 Add a new lab opportunity... 9 Edit a Single Lab Remove a Single student from a lab Batch Editing Multiple labs Manage Student Documentation Scenarios Manage Scenario Templates School Scenarios PlatinumEd Scenarios Add New Scenario Template Manage Scenarios Add Students to Scenario Manage Scenario Documentation Opportunities Manage Opportunities Create a New Opportunity Batch Edit/Delete Opportunities Manage Opportunity Requests Manage Student Documentation Preceptors Reports General Report Progress Report Affective Site Evaluation Report Affective Student Evaluation Report... 42

4 Practicum Student Evaluation Report Site Report National Registry Portfolio Progress Form Summary Reporting Options Manage Messages Manage Documents Manage Forms View Lab Documents Manage Shared Sites Manage Clinical Users Help... 50

5 P L A T I N U M P L A N N E R U S E R G U I D E Page 1 Getting Started INSTRUCTOR LOG-IN The school administrator selected by your school will need to add you as an instructor in the site before you have the ability to log into Once the school administrator has added you, you will receive an notifying you that your instructor account has been created. Click on the Activate your account button. You will need to accept the terms and conditions of use before you can access 1

6 Please read through these conditions and make sure you understand them. If you have any questions regarding our terms and conditions of use, please click on the help link on the button on the bottom right of the screen. DASHBOARD After accepting the terms & conditions you will be directed to the my.platinumed.com dashboard. Your dashboard will show you our products available based on your profession. The above example is for an Instructor for the EMS profession. Click on the red link (Instructor School Name) under Platinum Planner to be directed to the home page of Platinum Planner. 2

7 INSTRUCTOR HOME Congratulations you have been added as an instructor for your school on Platinum Planner. You are now able to get started setting up your instructor account. If you need training or any help, please call us at or click the help link on the right footer of your dashboard. CALENDAR Click on the Calendar link in the top navigation bar. You will see a calendar that lists all opportunities for your school by the defaults listed in the dropdowns. Note: Once a student signs up for an opportunity, that opportunity will show in your Calendar. To narrow down the calendar to your desired view, click on any of the 3 dropdowns above and click the Search button. 3

8 Click on any of the Calendar items to view more details about the opportunity. If you are the instructor that added the opportunity in the system, you will be able to edit it from the Edit Opportunity button. Note: If you did not create the opportunity, you will not have the option to edit, but can still see the details of the opportunity. Once you have your desired calendar view, click the Export to PDF button to download the calendar view for printing or ing. CLASSES/STUDENTS On your home page you will see an area that has items which may require your attention. This is a to do list in a way that is generated for you. Click on any of the items to review or complete. 4

9 On your home page you will also see a Getting Started section. The numbered list is a guide to get you started setting up your instructor area quickly. Manage My Classes Note: Your school administrator will need to add you to a class as an instructor before you will be able to see any classes show up in the manage classes area. Click on the Manage My Classes link. You will see the page below. If you have no classes listed, your school administrator has not added you as an instructor of any classes in your school yet. In the actions column you have the ability to see the Details of the class and view your class Roster. To view class Details, click on the link to go to your class details. The class details page shows your class details and class schedule in the upper portion of the page. The tabbed portion shows students in the class, instructors 5

10 teaching the class, skills associated with the class and documents attached to the class. Note: If you do not have Adobe Reader installed on your computer, please download it to view your roster. The Roster link takes you to an Adobe pdf file with a list of the students for your class as well as your course information. Class Join Requests Click on Class Join Requests under Classes/Students on the top menu. You have the ability to search by student name, opportunity title or location. The Pending Class Requests area shows you all students requesting acceptance into your opportunities. Click the Accept link in the actions column. Once you click the accept link, the student will be accepted into the Opportunity. If you click the Reject link in the actions column, the student will not be accepted into the opportunity and an will be sent to them telling them they were not accepted. If you rejected the student by mistake, have the student find the opportunity and make the request again for you to accept. Manage My Students Click on Manage Students. If you have not accepted any students to your class yet, this area will not have any students listed. How does a student sign-up for your class? 6

11 Your students can sign-up for your class by going to and clicking on the Students Sign Up here link. How does a student pay? Once they are signed into the site they will need to select their program and pay. Payment options for the student are by credit card or access card. If your school is paying for the student, your school administrator will need to accept & pay for that student from their seeking enrollment page. Manage My Students Once you have students, you can now manage your students on the Manage My Students page. You have the ability to Login As a student to see their view of the program. Note: We suggest you do not edit anything in the student role and use this for informational purposes only. Choose Edit if you would like to edit basic account information about the student such as contact information. You also have the option to Flag this user to disable their account. LABS Manage Labs The Manage Labs page gives you a search at the top of the page for the labs you are looking for by the student or lab title. Click the Search button to search. The default tab shows you all Upcoming labs. Use the History tab if the date has passed for the lab. The All tab are all labs uncategorized. 7

12 In the actions column, click Details to see more information regarding the lab. To edit the lab, click Edit in the actions column. Click Students to add or remove students in the lab. Give the student a check to add and an uncheck to remove the student from the lab. 8

13 Click the Save Changes button to save your changes. Manage Lab Requests Click on Manage Lab Requests. If you did not click the auto-accept box when setting up a clinical opportunity, you will have to go to this section to add students to the opportunity or opportunities you did not check Automatically accept student sign-up request on. You will see the student s information and the opportunity information. In the Actions column, click Accept or Reject to accept that student into the opportunity. Add a new lab opportunity To add a new lab opportunity to the system, you must have a lab class setup or be an instructor in a lab class for the top menu option to show. 9

14 Go to the top menu and click Labs, Manage Labs from the dropdown. If you have any Labs setup, you will see them displayed in the Manage Labs table. To add a new lab, click the Add New Lab button in the top red button. Enter the Lab Name, select the Lab Location, Lab Description and Lab Class(es) that the lab will be associated with. In the Settings tab, if you choose the Yes toggle for Allow Student s to sign up for this lab? The page will expand and ask you the Sign-up Start and End Time and if you want to Automatically accept student sign-up requests as well as the maximum students you would like in the lab. 10

15 Click the Create Lab button once you have completed the Settings for the lab. Now that you have entered the lab settings, you will now select your Lab Skills, Students, Lab Documents and Forms. Check off your Lab Skills, then select the Active toggle to only show your active skills. Now select the Students Tab. Click the Modify Students button to add students to your lab. The next tab is where you will add your Lab Documents. Drag your file into the blue area or click on the blue area to browse to your file(s). 11

16 The last tab is the Forms tab and it is where your custom forms will show if you created them for labs (see manage forms). Check the box to enable the form for the lab. Click the Save button. You will see your newly created lab in the list on the Manage Labs page where you have the ability to see details and edit the lab. Edit a Single Lab If you are listed as the lab creator, you will be able to edit a Lab on the Manage Labs page. Click on the Edit link next to the lab. The Edit Lab page will come up and you can make your desired changes to the opportunity. 12

17 Once your changes have been made, click the Save button on the very bottom of the page to save your changes. You will be brought back to the Manage Opportunities or Manage Lab page. Remove a Single student from a lab If you need to remove a student from a lab, go to the Students tab and click the Modify Students button. Batch Editing Multiple labs If you need to edit multiple labs at once, you can use Batch/Create Edit. Note: If you have not created any opportunities, you will not have any to Batch Edit. Click on the Batch/Create Edit button on the Manage Labs page. 13

18 You can search by lab if you have the information for the lab you would like to change. By default, the page will open with all of your Current created labs by Opportunity Batch ID. If you created the labs in a batch they will have the same Opportunity Batch ID and can be edited or deleted together. Note: If you are looking to change opportunities in the past, click on the Past tab. Click on the red Lab Batch ID link for the lab(s) you would like to edit in the list. All labs that go into the system are classified by a Lab Batch ID. Manage Student Documentation This section is where your students submit their labs for you to review. The page will show the students information in the tabs. The tabs reflect the status of Documenting, Ready for Review, Returned, Approved, Rejected and All. The Documenting tab shows you all documents that students are currently working on, but haven t submitted yet. The tabs reflect the status by their name. Click on the View Documentation link next to the student to see their documentation. 14

19 You will see the Lab Information, Skills Summary, Skills Details. Under that information you will see the Approve, Return or Reject buttons. Type in a message, then click the Return or Reject button to send the message along with the action you took. When you select the Approve button the student will not receive an unless you enter a message. If you select Return, the opportunity will be sent back to the student to complete the desired portion you require. The documentation will then go to the Returned tab. We also added a print button on this screen. Click the print button to print out the documentation. SCENARIOS Manage Scenario Templates Under Scenarios, you will select Manage Scenario Templates from the dropdown. School Scenarios 15

20 On the Instructor Scenario Templates page, you will see all templates for scenarios created by your school under the School Scenarios tab. Click View in the Actions column to view more information about the scenario. PlatinumEd Scenarios Click the PlatinumEd Scenarios tab. We have crafted 53 validated scenarios. These scenarios have been validated by our medical educators as well as by our medical director. They are written and laid out to match the NREMT Scenario Template and are fully customizable. For more information about our Scenario Templates, read our PEG Platinum Planner Scenarios article. Click View in the Actions column to view more information about the scenario. Add New Scenario Template 16

21 If you would like to build your own scenario template(s), click the Add New Scenario Template button in the red header to add one. Add the Name and description of the scenario on the top of the screen. You can then choose an existing template to create your new template from or start from scratch. If you choose to use an existing template, the skills and documents will be copied as well. Click the Submit button to add your new scenario template. You will then select the required lab skills and documents to include in your template. 17

22 Under the Required Skills tab, click the checkbox next to the skills you would like to include. Under the Documents tab, either click the blue area to browse to a file or drag your files into the blue area to upload them. Click the Save button to save your information. You now have a scenario template you can use to create a new scenario with. Manage Scenarios Under Scenarios, you will select Manage Scenarios from the top menu. This screen shows you tabs containing your Upcoming scenario classes along with the History of the scenarios you have completed in the past. The All tab shows all scenarios uncategorized. Select the Add a New Scenario button in the red header bar on the top of the screen. 18

23 On the Instructor Create Scenario page you will see a space to add the Name of the new scenario, a dropdown to select your location of the new scenario, and a description. Enter that information along with your scenario start, end date and time, maximum students aloud in the scenario and an optional dropdown to use a scenario template. Hit the Create Scenario button to create your scenario. You will then be directed to the Instructor - Edit Scenario page. The required skills and documents setup in the template will all show in the tabs. You will see a dropdown called Scenario Classes, where you can select the class or classes you would like your scenario to be included in. Click the scenario classes dropdown, and select your classes. Select the Active display toggle to only see your active required lab skills. Once you click the Save button you will go back to the Instructor Manage Scenarios page. You will then see your newly created scenario in the list. 19

24 If you are ready to add students to your scenario click the Students link next to the scenario. Add Students to Scenario To add students, check the students you would like to add to the scenario from the classes listed. You will be able to add as many students as you have allowed on the opportunity when you set it up. Click Save Changes. To view the students you have added to the scenario, click Details next to your scenario in the list on the Instructor Manage Scenarios page. Students will show next to the students heading on the details page. Manage Scenario Documentation Under Scenarios, you will select Manage Scenario Documentation from the top Navigational dropdown. 20

25 Click the View link in the actions column next to the student documentation you would like to View. You can print this information if you need to by clicking the print button. Click the Document link in the actions column to begin your evaluation on the student s scenario documentation. Note: If you see a yellow warning section at the top of this page, this will show the required lab skills that this student has not yet completed. 21

26 The skill dropdowns will change the form based on what you select in the dropdowns. The forms used here are required by the National Registry. If you would like the Scenario documentation to be peer reviewable, select the student in the Peer Reviewer dropdown. This documentation will show for the student to review the peer on their end. After the top area information is correct, fill out the Form(s) under the Forms tab. Forms tab The Forms tab will contain the form you select to fill out for your student. Go through each part of the form carefully and fill out the information regarding the scenario that your student performed. You must click yes or no to indicate that a student was successful/unsuccessful during their scenario. Documents tab The Documents tab contains any documents that were previously attached to the scenario. To review the attachment, click download to download the document to your computer. If you would like to upload any documentation, click the blue area or drag and drop your file into the blue area to upload. 22

27 Save Changes Click the Save Changes button if you would like to come back and make changes to this documentation. When you save changes, this student documentation will appear in your Documenting tab on the Manage Student Documentation page. Finalize If you click the Finalize button you will go to the Student Categories page. Here you will enable or disable clinical categories used during the student s clinical or field internship classes. Once you click the finalize button, you can now make additional changes by clicking Reopen from the Completed tab. Note: Students will not be able to sign up for opportunities unless the category is enabled when using this scenario portfolio process. Once you finalize, the paperwork will then show in the Completed tab on the Manage Student Documentation page. 23

28 OPPORTUNITIES Manage Opportunities Click on Manage Opportunities from Opportunities on the top menu. You will see all the opportunities available for your school once you have been added to a course and class by your school. Note: If you do not have any opportunities yet you will want to create them. See the Add New Opportunities section for more. In the search box you can type in an opportunity name, location, student, category or batch id of an opportunity, then hit the Search button. You can also search by opportunity date and by the view. To see All, click All and then click the Search button. The All button is the default tab. To view all opportunities with Students, click the w/ Students toggle area then click the Search button. To see all Open or Full opportunities click on the open or full toggle area and then click the Search button. 24

29 Note: To cancel an opportunity you must remove all students first from the opportunity, then your cancel link will show in the actions column. To see the details of the opportunity (either in the default upcoming tab or the history tab), click on the Details link in the Actions column. To edit your opportunity, click on the Edit link in the Actions column. To cancel your opportunity, click on the Cancel link in the Actions column. Add Students to Opportunity To add a student or students to your opportunity, click on the Modify Students link in the student s column. On the Add/Remove Students to Clinical page you will select the students you would like to add to the class by clicking the checkbox next to the student s name. Click the Save Changes button to save your students to the opportunity. You will see your students listed next to the opportunity on the Manage Opportunities page. Create a New Opportunity There are three different ways to create new opportunities in Platinum Planner. You can click on a Calendar to create them visually, or add multiple opportunities in a batch by using our custom scheduler to schedule Repeatable Opportunities or a Fire Schedule. 25

30 To create a new opportunity, click on the +Add New Opportunities button at the top of the manage opportunities page. You will be brought to the Add New Opportunities page. Add a new clinical opportunity Fill out the Name and Description of your new Clinical Opportunity. Fill out the Settings of your new Clinical Opportunity. 26

31 Select your Opportunity Type from the dropdown. Then select the Apply Hours to dropdown and pick the category that your new opportunity applies to. Type in the Max Students or maximum amount of students you want on this opportunity (required) and choose your Default Preceptor (not required). Now go to the right side of the Settings screen. The first 2 questions are defaulted to Yes for very good reasons. Allow students to sign up for this opportunity? You would only switch this to No if you want a hidden opportunity that students cannot see or signup for. Automatically accept student signup requests? If you choose No, you will have to manually accept the students into this opportunity, if you choose the default of Yes the system will accept students into the opportunity as they request, up to the max student amount you set. Grading Process: We default this to the standard Pass/Fail with Survey. The Student Survey and Preceptor Survey are also defaulted to the system defaults. Please do not click Create Opportunities button yet, the next step is to choose your dates that this opportunity will fall on. Click the Opportunities tab. 27

32 There are directions on the top of the tab but we will go through the process of previewing your opportunities also. Click the Add Opportunities button on the right of the screen. 28

33 You will be brought to the Custom Scheduler screen (above). In the Settings section you will pick your Site, Location, Start Time, Duration and you re Sign up by Start Date and Sign up by End Date for your new Clinical Opportunity. Sign Up By Start Date is not a required field. Leave this empty if you do not need a sign by start date. Sign Up By End Date however is required. Example #1 Positive Number: Enter 3 in the input, if student can begin signing up 3 days in advance of the opportunity date. Example #2 Negative Number: Enter -25 in the input, if the student can begin signing up by the 25th of the previous month. Use -31 for the last day of the previous month. Example #3 Choose a date: Click the calendar icon (above) to have a student begin signing up by a specific date. The Sign up by Start Date is the date you want your students to begin signing up to this opportunity by. You can choose a date for this by clicking the calendar icon or click into the textbox to assign a positive or negative number, see examples (above). Sign Up By End Date is a required field. Example #1 Positive Number: Enter 3 in the input, if student must sign up 3 days in advance of the opportunity date. Example #2 Negative Number: Enter -25 in the input, if the student must sign up by the 25th of the previous month. Use - 31 for the last day of the previous month. Example #3 Choose a date: Click the calendar icon (above) to have a student sign up by a specific date. The Sign up by End Date is the date you want your students to sign up to this opportunity by. You can choose a date for this by clicking the calendar icon or click into the textbox to assign a positive or negative number, see examples (above). The next step is to choose the days your opportunities fall on. Scheduling options for multiple Clinical Opportunities Calendar 29

34 The Calendar tab is the first tab you will see. Click on the dates you would like your opportunities to fall on in the calendar. Example: A scheduled opportunity on the Calendar for every Monday, Wednesday and Friday for a month. Click the Add Selected Calendar Dates to save the opportunity dates. Note: If the preview is incorrect, click the Clear All Opportunities button to clear the table and start again. You will see a preview (above) of what you just scheduled in the Opportunities tab. Here you can sort your data by clicking on any of the headings, adjust your page size or go to the next page if needed. 30

35 The next step is to go to the Classes tab. Click the checkbox of the class you want your opportunity to be scheduled in. The next tab is the Instructors tab. On the Instructors tab, you can assign multiple or different instructors (defaults to you) to this opportunity. The next tab is the Documents tab. Here you can see all documents that are attached to your school, or course. 31

36 Click the checkbox next to the documents listed that you would like to add or drag and drop files (or click) into the blue area to add you own documents into the opportunity. Once everything in your tabs and the preview looks right, click the Create Opportunities button to create them. The last tab is the Forms tab. If you have created custom form(s) to attach to your opportunities, (see manage forms) they will show under this tab. You can attach the form to the Student, or Preceptor by checking the box. Click the Create Opportunities button. You will see your new opportunities listed in the Manage Opportunities page. Repeatable Schedule Another option for scheduling your new clinical opportunity is the Repeatable Schedule. 32

37 The Repeatable Schedule allows you to choose the day of the week, date range and frequency of your opportunity. First select the day(s) of the week your opportunity falls on, then select the start and end dates along with the frequency you would like your opportunity to have. Note: If the preview is incorrect, click the Clear All Opportunities button to clear the table and start again. Once you have setup your repeatable opportunity, click the Add Repeatable Schedule Dates button. You will be brought back to the Opportunities tab where you will see a preview of what you just setup. The next step is to go to the Classes tab and choose the class this new opportunity will be under. You can also choose different or additional instructors or add documents to the opportunity before clicking the Create Opportunities button. Fire Schedule The third tab for scheduling your new Clinical Opportunity is a Fire Schedule. If you need to schedule your opportunity with days off and on, using a Fire Schedule will be your best choice. 33

38 Select your From and To dates then enter your Pattern in the pattern textbox. Pattern: For example, you would type 3,-2 for 3 days on and 2 days off in between your opportunity. Click the Add Fire Schedule Dates button to see a preview in the Opportunities tab. If your opportunities are incorrect, you can click the Clear All Opportunities button and start over. Batch Edit/Delete Opportunities Click the Batch Edit button on the Manage Opportunities page. 34

39 You will be directed to the Opportunity Batch Select page. Find your opportunity batch that you would like to edit in the Current or Past tabs. Note: Use the buttons in the red title bar up top to easily navigate between pages. Click on the Opportunity Batch ID link. Once you have clicked on an Opportunity Batch ID, you will go to the Editing Options page (above). Notice there are 4 tabs on the top named Settings, Classes, Opportunities and Delete. These first 3 tabs are where you batch edit the opportunity in the system. Change any of the information on these tabs and click the Update Opportunities button. Batch Deleting Multiple opportunities The 4th tab on this page is to delete opportunities completely from the system. When you click on the Delete tab, it will by default show you all opportunities by the Opportunity Batch ID. 35

40 All of the listed opportunities will be deleted from the list shown when you click the Delete All Opportunities In The Above Table button at the bottom of the page. Manage Opportunity Requests Click on Manage Opportunity Requests. If you did not click the auto-accept box when setting up a clinical opportunity, you will have to go to this section to add students to the opportunity or opportunities you did not check auto-accept on. You will see the student s information and the opportunity information. In the Actions column, click Accept or Reject to accept that student into the opportunity. Manage Student Documentation This section is where your students submit their clinical opportunity completion information for you to review. The page will show the students information in the tabs. The tabs reflect the status of Documenting, Ready for Review, Returned, Approved, Rejected and All. The Documenting tab shows you all documents that students are currently working on, but haven t submitted yet. The tabs reflect the status by their name. 36

41 Click on the View Documentation link next to the student to see their documentation. You will see the Evaluation Information, Patient/Skill Information, Student documents for you to download and any Reviews from the student. Under that information you will see the Approve, Return or Reject buttons. Type in a message, then click the Return or Reject button to send the message along with the action you took. When you select the Approve button the student will not receive an unless you enter a message. If you select Return, the opportunity will be sent back to the student to complete the desired portion you require. The documentation will then go to the Returned tab. 37

42 We also added a print button on this screen. Click the print button to print out the documentation. PRECEPTORS This page allows you to manage preceptors. By default, all preceptors for your school show in the list. You can search for a preceptor in the search area. You also have the ability to login-as, edit, flag, verify/un-verify in the actions column. To add a new preceptor, click the Add New Preceptor button on the top right of the page. Fill out the information and click the Save button. 38

43 There is also a section on the bottom of the page that gives you links to the preceptor training materials. This sections links you to the preceptor training videos on YouTube and gives you a link to the preceptor test and answers. REPORTS As an instructor you have access to 8 reports in the system. The General Report, Progress Report, Affective Site Evaluation Report, Affective Student Evaluation Report, Practitum Student Evaluation Report, Site Report, National Registry Portfolio Progress and the Form Summary Reporting. Note: If you do not see the National Registry Portfolio Progress report that means that you do not have a scenario class. General Report 39

44 Select your Course then click the Run Report button. The general report is a pivot table that can narrow down information and give you very powerful reports that are exportable to pdf for printing, sharing or saving. Note: If a column has blank information, it is because the points or hours were not assigned to a skill. To remove these, click on the pin icon and click off the checkbox for Show blanks. Drag and drop any of the tile items next to or in front of Skills to customize your view of the report. To remove a tile, drag it to the top row next to where the Course, Category, Site and Patient Type are shown (above). Click the to customize options on Course, Category, Site, Patient Type, or Skill. Click the arrow to sort by descending or ascending. Once you have customized your report, click the Export button to save it as a EXCEL report. Progress Report The Student Progress Report shows your student s progress and is run by Course, Class, Student, Start Date and End Date. 40

45 Choose at least your Course from the dropdowns to begin running your report. The report above was run for the Course: Paramedic 2014 and for one student in all classes. If you choose All Students, your progress reports will list each student s progress report on the screen. You will need to scroll down to see each student s report. Go to the bottom of the report and click the Print PDF button to print or save the report. The All Students display will print with page breaks after each student. Affective Site Evaluation Report The Affective Site Evaluation Report is run by Site, Location and or Preceptor. 41

46 You must at least choose a Site to run this report. Click the Run Report button to run the report. This report was run for the Site: Metro Hospital, Location: ER and for Preceptor: Ryan Krebs. Click the Print PDF button to print or save this report. Affective Student Evaluation Report The Affective Student Evaluation Report is run by Course, Class or Student. You must at least choose a Course to run this report. Click the Run Report button. Practicum Student Evaluation Report The Practicum Student Evaluation Report is run by Course, Class, Student(s), Start and End Date(s). 42

47 Site Report The Site Report is run by Site, Location, Start and End Dates. Your must at least choose a Site to run this report. Click the Run Report button to run this report. National Registry Portfolio Progress Note: If you do not see the National Registry Portfolio Progress report that means that you do not have a scenario class. The National Registry Portfolio Progress report is run for Scenario classes under a course. You must choose a Course and a Student to run this report. Click the Print button on the bottom of the page to print or save this report as a pdf. Form Summary Reporting Form Summary Reporting is run by type and the custom form name. You can also filter the results further by choosing a student, preceptor, or start or end date(s). Note: See the Manage Forms section of this guide for more on this reporting feature. 43

48 OPTIONS Manage Messages This area allows you to send messages from within the Platinum Planner system. To create a message, click on Compose, select the Add button to add the person or people you would like to send a message to. 44

49 The tabs will specify if the person is in your School, is an Instructor, Student, Alumni, Preceptor, Clinical Site or Shared Site. You can click All to see all as well. Click the Done button, once you have selected the recipients of your message. Enter your Subject and Message, then click the Send button on the bottom of the screen. You will see the message send in your Outbox. Any new messages will display in your Inbox. Manage Documents By default, all your documents will show in the list. 45

50 You can search your documents in the search area. To add a new document, click on the + Add New Document button. Select the Class or Opportunity your document will be assigned to from the dropdowns. Add your Title and Description for the document, then click the browse button to find the document you need to upload on your system. Click the Save Document button to upload. You will see your document show in the list. Once it is in the list, you have the ability to Download or Delete the file by clicking the links in the actions column. Manage Forms The Manage Forms page lets you create custom forms for your opportunities for your students to complete online. The custom forms can be created for Clinicals or Labs. You will see all Active and Inactive forms under the tabs listed on the Manage Forms page. To add a new form, click the + Add New Form button on the top right of the page. 46

51 Here you will create your new form. The first step is to give your form a title, description and type. Click on the edit link or click the Settings tab to do this. Once you have given this information you can choose to enable the form so that you will see it in the Active form tab once you save it. To do that, click the Enabled button on the top right, then click the Save And Refresh to start building your form. 47

52 There are 2 ways to add a field to the form. You can click on any of the green buttons to add the specific form control to your page or you can drag and drop a form control into your page on the right. Once you have added a form control to your form, click the to customize the form fields. A Basic and Advanced tab will show allowing you to add the label of the form field, options, layout, placeholder or help text or if the form is required to answer or not. Once you have created the form, click the Save button to go back to the Manage Forms page. If you Enabled your form you will see it listed in the Active tab. If your form is Disabled, you will see it in the Inactive tab. Edit Form If you would like to Edit your form, click the Edit link in the Actions column. Make your form changes and click the Save button to return to the Manage Forms page. 48

53 CLONE FORM If you would like to Clone your form, click the Clone link in the Actions column. You will see the title of your form with - Clone next to it. Change your forms title, etc. and make any other changes you would like and your existing form will be cloned into a new form. View Lab Documents This page gives you a preview of the documents you uploaded in the previous Manage Documents section by Lab Class File(s) and Lab Class Skill Sheet(s). Manage Shared Sites This page shows you a list of Shared Sites you are affiliated with and the details of those site. Manage Clinical Users This section allows you to add and manage clinical users of the site. By default, the clinical users you have will show in the list. To search for a user, enter the user name and click the Search button. You can Edit User, Login As, or Flag any of the users in the actions column. To add a new clinical site user, click the [+] Add New Clinical Site User button in the red title bar. 49

54 Fill out the information on the page and select whether or not you want this user to be a Site Manager or a Site Supervisor. You also have the ability to set the user specifically to a clinical site by selecting the location from the Clinical Site dropdown. Hit the Save button to add your user, and they will appear in the list. HELP Platinum Educational Group is always available to help you with Platinum Planner. If you have any questions or feedback regarding the site, please let us know! Click on the Help button on the footer on your dashboard. Leave us a message by filling out the information in the box. Note: If you are descriptive with your information, we can find you in the system quickly and give you a faster response! Click the Send button and our Customer Support team will get in touch with you. 50