Adding CI / Preceptor Information

1. Go to Sites from your dashboard or from the hamburger menu.
   
   or
   
2. Go to the Personnel tab from the top menu.
   
3. The grid provides a list of existing personnel's in the Exxat Prism system. Click Add Personnel Button to add a new CI/Preceptor.
   
4. Enter the personnel Profile Details and click Next.
   
5. Select the Communication Preferences and click Next.
    
   1. If the personnel is the Point of Contact (POC) for email requests, select option Include in slot request by checking the corresponding box.
   2. If the person is the POC for receiving student placement information, thank-you notes, or forms, select the option Include in email notification by checking the corresponding box.
      
6. Select the Site and Location where you would like to associate the personnel, and click Next.
   
    

7. Review the details added in the Summary section and click Save. 
   You can also go back and edit the sections if required. 
   
   The personnel is added to the list. 

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Editing the CI / Preceptor Information

1. Go to Sites from your dashboard or from the hamburger menu.
   or
   
2. Go to the Personnel tab from the top menu.
   
3. Click on the preceptor’s name for which you would like to update the information like email address or phone number.
4. In the Personnel menu select About from the left menu and click Edit icon in the top right of the window. 
   
5. In the Edit Profile drawer, edit the required details like email address.
   
6. Click Save. 
   When the personnel information is updated, based on the edit a confirmation message is displayed. Specify the number displayed in the message to verify the edit and update globally.

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