Section 3: Adding requirements- The preceptor and site approval form

Remote video URL

THE PRECEPTOR & SITE APPROVAL FORM

The Preceptor & Site Approval Form may now be completed online in CORE ELMS (as of Sept 2016). This eliminates the need for the paper versions of the forms, prior to Sept 2016 this was two separate paper forms which are now combined into one online form.

To complete the online form:

  1. Left-click on the “My Requirements” button located in the left hand menu.
  2. This will open the “Requirements” page; the Preceptor & Site Approval Form can be found in the Miscellaneous folder.
  3. Click on the “Add" button located at the end of the row.
  4. This will open the Requirements information form for the requirement you are completing/updating.
  5. Click the “Open New Form button.
  6. The online form will open up in a new window.
  7. Once you have completed the form, click the Submit button. Make sure all the information entered is correct, because once a form has been submitted online, it cannot be changed. Note: If you submit a form without completing all the required fields, the form will be incomplete and remain “pending” until all required fields are completed and the form is successfully submitted.
  8. A form that is successfully completed online will be indicated as such in the Completed column in the requirements list.

RETURNING TO A PREVIOUS FORM

To return to a form that you started but did not complete and/or submit:

  1. Navigate to the form from the Requirements menu.
  2. Click “Edit Current” button.
  3. Select the desired form from the list of PENDING forms. This will open the started form in a new window.
  4. Complete the form

Note: the date that the form was completed is indicated along with the name of the form completed. Select the most recent form to complete.


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