Preceptorship Roles and Responsibilities

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Preparing for the Placement: Logistics

There are some logistical arrangements that will occur prior to the preceptorship placement. This is an overview of what preceptors can expect:

Roles and Responsibilities

An important part the preceptorship experience is understanding the roles of each participant and their associated responsibilities.

Select the boxes below to see the details.

Preceptor

  • Serves as a role model, teacher, facilitator, guide and educator.
  • Engages in co-learning with the student, guiding the student in clinical practice.
  • Participates in preceptorship orientation program.
  • Reviews student’s learning goals and facilitates learning through increasingly complex client care situations to achieve the desired learning outcomes.
  • Strives to maintain open and authentic communication with student through clarifying and validating observations.
  • Provides the student with ongoing daily feedback.
  • Collaborates regularly with faculty liaison, communicating in person or by phone, regarding the student’s clinical practice.
  • Reviews daily assignments with the student.
  • Confers when necessary with the faculty liaison regarding the complexity of nursing care assigned.
  • Completes three formal written assessments utilizing the Collaborative Assessment of Student Abilities (CASA) document at the three required assessment points. Shares assessments with the student and the faculty liaison.
  • Completes evaluation form as required by the UNB Nursing Programs.

Student

  • Participates in student orientation session.
  • Prepares learning goals which outline specific professional goals for the experience. Shares these goals with the preceptor and faculty liaison both in a letter of introduction and the CASA. Participates in developing ongoing plans to meet these goals using the available resources.
  • Prepares a letter of introduction to be shared with the preceptor and the faculty liaison.
  • Practices in the health care setting with the preceptor and collaborates with other health care professionals as appropriate.
  • Maintains open, honest and respectful communication with preceptor, faculty liaison and other members of the health care team.
  • Seeks guidance and support from preceptor.
  • Takes responsibility for own learning and for developing nursing practice by being well prepared to assume increasing responsibilities for patient care.
  • Utilizes faculty liaison as a resource.
  • Participates in the assessment of learning outcomes using the CASA at the three required assessment points and shares with the preceptor and faculty liaison for feedback.
  • Notifies faculty liaison of any changes to the schedule, including: preceptor vacation, preceptor educational leave, preceptor illness, or student illness.
  • Completes evaluation form as provided by the UNB Nursing Programs.

Faculty Liaison

  • Meets with preceptors, in person or by phone, on a regularly scheduled basis to discuss student progress and to assist with problem solving.
  • Incorporates topics and questions during regular visits as outlined in faculty liaison visit guideline to facilitate the preceptorship experience.
  • Completes online faculty liaison log sheet regularly throughout the placement. Visits are recommended once per set of shifts, at minimum once every two weeks.
  • Assists with the assessment process, collaborating with the student and preceptor, and preceptorship coordinator as required.
  • Ensures that students complete the required number of clinical hours associated with preceptorship.
  • Assigns course credit/no credit, in consultation with the student, preceptor and preceptorship coordinator as required.
  • Ensures that CASAs are completed, signed and returned to the preceptorship coordinator.
  • Contributes to the CASA assessment process, including reviewing CASA documents and providing feedback at each assessment point, and completing CASA supplemental forms, if necessary.

Preceptorship Coordinator

  • Assumes overall responsibility for the preceptorship experience.
  • Acts as a resource and support for students, preceptors, faculty liaisons and practice partners.
  • Receives student placement request forms and associated documents.
  • Determines appropriate placements for students, taking into consideration the student request, placement availability and learning opportunities.
  • Submits placement requests to appropriate agency personnel.
  • Assists with recruitment of preceptors, as appropriate.
  • Assigns students to a preceptor.
  • Ensures that orientation requirements and conditions to placement are met for all placements.
  • Ensures that preceptor schedules and contact information are obtained and distributed to students and faculty liaisons.
  • Provides orientation to preceptors (in-person, distance) and shares orientation materials.
  • Provides orientation to students.
  • Provides orientation to faculty liaisons.
  • Assists with assessment processes, as required.
  • Inputs clinical hours and area of placement into the CASA system.
  • Ensures that completed CASAs are signed and appropriately filed.
  • Ensures that preceptorship evaluations are distributed to preceptors, students and faculty liaisons at the end of the placement period, and assists with collection and collation as required.
  • Collaborates with other UNB faculty to review preceptorship evaluation feedback and implement changes as required.
  • Assists in reviewing orientation materials as required.

Being an Effective Preceptor

Many preceptors ask for tips as to how to be a supportive preceptor and share their knowledge and experience with a student as effectively as possible. It can be helpful to group different facets of preceptoring into the following headings.

The following information has been developed by Em M. Pijl, BScN, MEd, PhD, RN © 2005 – University of Lethbridge. Adapted and used with permission of author by Debra Amirault, Dr. Lisa Keeping-Burke and Karen Tamlyn, University of New Brunswick, 2017.

Interpersonal Skills Facilitation and Teaching Skills Clinical Skills

Select a circle for more information.

You May Be Wondering

As a preceptor, you probably have a number of questions. Rest assured, anyone who has been in this role has asked questions about what they can expect as a preceptor. Answers to some of the most commonly asked questions are included in this section.

Select the flip cards below to see the answers to commonly asked questions.

I’m not sure I have the knowledge or the skill to work with a student in the practice setting. I’m beginning to doubt whether I can do this.
Your manager, supervisor, or a faculty member believes that you have both the knowledge and skill to be a good preceptor. You demonstrate your ability through the care that you provide to your clients and the interest you have conveyed by accepting this role.
I’m not sure that I’m a very good teacher.
You are modeling the nursing role in your daily work and that is an important part of teaching. You have practical, day-to-day knowledge and expertise to function effectively as a RN. Watching and working with you gives the student a chance to see “real nursing” in action. Be yourself; try to reflect back on your feeling as a student nurse. Students will learn from watching you whether you are delivering client care, planning a program, or making a complex nursing judgment.
Will the student be watching everything I do?
There isn’t much doubt that the student will be watching you closely, especially at first. However, after the shadowing period, the student is going to be occupied with providing care. Students are striving to provide care that is as efficient and as organized as yours, and they are observing your care so that they can improve theirs. The student will be assuming more and more responsibility for the nursing care as the experience progresses.
I don’t want to overwhelm the student; how will I know how much responsibility to give them?
The student doesn’t have to function as a graduate nurse on the first day or during the first week. You will be working closely together over the course of 12 weeks as she/he gradually assumes more responsibility. Therefore you will have a pretty good idea of what the student is able and unable to do when the preceptorship experience ends.
How much supervision will the student require?
Initially students will require very close supervision, but as you get to know the student’s capabilities she/he will require less and less direct supervision.
How do I know when to let the student perform care and when I should jump in?
Part of learning to be a preceptor is the balance of having students provide care and knowing when to jump in. There is no clear answer and you will need to use your professional judgment to ensure patient safety. Debriefing with the student when you make these judgment calls creates an opportunity for critical learning to occur. Contacting your faculty liaison is a good idea when you have questions.
What if I can’t reach my faculty liaison when I need them?
The faculty liaison will be contacting you regularly throughout the experience. If you have questions or a situation arises in between those calls or visits, do not hesitate to contact the liaison for guidance. If you are not able to reach the liaison and the situation requires an immediate decision, please use your own judgment, collaborating with a supervisor or colleague as needed. Contact the faculty liaison as soon as you can to review the issue/problem afterwards.
What if I don’t do something exactly the way the student was taught?
In most situations, there is more than one right way to do things. Showing the student alternatives can be very effective in increasing overall learning.
What if I make a mistake?
By acknowledging mistakes and taking corrective action you can serve as an effective role model for the student.
What happens when the student and I are not working well together?
Effective communication between the preceptor and student is essential to ensure a successful and effective clinical practice experience. If you encounter challenges in working with the student, collaborate with the faculty liaison who can provide support.

Privacy and Confidentiality Related to Preceptorship

As nurses, you respect and abide by the principles of privacy and confidentiality required by your profession on a daily basis. While this concept is a familiar one to you, there are some practices specific to teaching that are important to your role as a preceptor.

All nursing students sign a UNB Pledge of Confidentiality for their specific nursing program site when they begin the program. In addition to this pledge, students will sign any confidentially agreements required by their placement agencies.

The following section will provide you with guidelines for safeguarding the verbal and written communication and information exchanges that are a key part of the preceptorship experience. This can include:

The privacy rights of UNB students are protected under the New Brunswick Right to Information and Protection of Privacy Act (RTIPPA). As such, we recommend the following:

Student Preparation

Students are expected to prepare for their clinical experiences and are responsible for their learning. The following information has been shared with students to suggest strategies to enhance their learning:

The following information has been developed by Em M. Pijl, BScN, MEd, PhD, RN © 2005 – University of Lethbridge. Adapted and used with permission of author by Debra Amirault, Dr. Lisa Keeping-Burke and Karen Tamlyn, University of New Brunswick, 2017.

Select the boxes below to see the details.

  • Seek learning experiences that you need.
  • Seek feedback, both positive and constructive, to improve your practice.
  • Pursue the information you require from multiple sources.
  • Identify areas of strength and weakness in your performance, and find strategies to improve.
  • Engage regularly and openly in discussion with your preceptor about your clinical performance.
  • Integrate preceptor feedback into your actions.
  • Keep the lines of communication open between you and your preceptor at all times.
  • Remember that your preceptor expects you to be an independent learner who seeks her/his own information and identifies appropriate solutions.
  • Know that the knowledge you bring is not as important as your accountability in finding the answers.
  • Prepare for patient assignments by researching and asking for clarification if you don’t understand the care required or what is written.
  • Accept responsibility for your own actions. Do not make excuses for your actions. Accept feedback and find ways to improve.
  • Contribute to learning experiences through pursuing skill proficiency and increasing your knowledge base.
  • Demonstrate accountability to the academic program by adhering to practice expectations.
  • Be proactive in your interactions with the preceptor, staff, and other health team members.
  • Articulate your learning needs frequently to your preceptor to ensure an effective learning plan is in place.
  • Demonstrate a strong sense of commitment to your role in the preceptorship experience.
  • Practice according to the Code of Ethics and Standards of Practice.
  • Follow best practice guidelines.
  • Follow dress code requirements as required for the practicum, and manage your behavior, speech and attitudes to reflect the highest of professional standards.
  • Interact respectfully with the preceptor, faculty, patients, families, colleagues, fellow students, and other members of the health care team.
  • Be knowledgeable about what you can and cannot do as a student.
  • Demonstrate critical thinking and clinical judgment in decision making.
  • Ask for and be open to constructive feedback.
  • Follow through on the various roles and patient assignments for which you are responsible
  • Act in a consistent manner
  • Maintain organization in your care
  • Be safe
  • Be competent in your actions
  • Always ask for clarification if you do not understand
  • Time management
  • Clinical decision making
  • Prioritization
  • Understanding or accepting feedback
  • Adapt approaches after making mistakes

Student Learning Goals

Students have been asked to write a letter of introduction to share with their preceptor. Included in this letter will be:

During the first few days, the preceptor should review the letter with the student and set aside time for discussion about what the student has shared. It is helpful to revisit this letter throughout the experience, as it will help to provide context and guidance for learning.

Psychomotor Skills

Many preceptors ask faculty liaisons for a list of clinical skills that students have learned during the program as it is helpful to have an understanding of what students have/have not learned. There are a number of factors that result in variations of student practice experiences, and as a result, a definitive checklist is not feasible. However, a general overview of lab theory and practice is included in the section that follows, as a guide.

Psychomotor Skills Listing

Please note: This is an overview of the psychomotor skills taught throughout the BNASP. Due to the variations in student practice experiences, students may not have had opportunity to develop these skills in practice settings. Therefore, supervision by the preceptor is required to ascertain the student’s ability to perform the skill.

Select the category below to see a list of psychomotor skills included in the BNASP:

Asepsis

Vital signs and glucose monitoring

Urinary care (catheterization, CBI, specimen collection)

Bowel care (enemas, specimen collection, enteric precautions)

Personal hygiene

Mobility

Oxygen therapy

Nutrition (glucose monitoring, enteral feeding)

Surgical asepsis

Insulin

Subcutaneous

Oral

Topical

Sublingual

Suppositories instillation

Trans/intradermal

IM

IV

Saline lock

Pain management (PCA, epidurals)

Staples

Sutures

Steristrips

Irrigation

Packing

Negative pressure dressings

Bandaging, binding, slings

Drainage (Penrose drain shortening, NG tube, hemovac, Jackson Pratt, urometer)

Ostomy care

Tracheostomy care

Chest tube management

IV therapy (pump, fluid balance)

Central lines and venous devices (Hickman, Portacath, PICC, midline catheters)

TPN

Blood product administration

IV initiation and phlebotomy

Accountability to Ensure Safety

All parties involved in the preceptorship experience are partners in teaching and learning. This section will provide clarification related to the responsibilities and accountabilities assumed as part of the preceptorship experience.

Information from the following two documents has been adapted and included in the section that follows. Preceptors and students are requested to review and be familiar with the content of these publications.

“Guidelines for Supporting Learners in the Workplace” (NANB)

“Managing Legal Risks in Preceptorship” (CNPS)

These documents provide overarching concepts to guide student learning while ensuring client safety within the preceptorship experience.

As outlined in the Guidelines for Supporting Learners in the Workplace (NANB, 2016), “In supporting learners, an RN is responsible and accountable for sharing nursing knowledge and for maintaining safe, competent and ethical patient care in accordance with nursing standards. The RN working with the learner is not accountable for the learner’s actions provided that the RN has fulfilled her/ his responsibilities as outlined by the employer and in the learning agreement, if applicable (e.g. learning plan, appropriate supervision) (p.2). However, in accordance with the Code of Ethics for Registered Nurses (2008), the primary responsibility for the nursing care received by the patient remains that of the primary nurse to whom the patient has been assigned, (e.g. The RN should ensure that the learner is reporting to her on patient status throughout the shift).” (pg.2)

Client safety

Client safety is always the priority and the primary responsibility of the RN is to the patient.

Learning goals and outcomes

The university, the preceptor and the student collaborate to ensure all parties are aware of the learning goals and outcomes for the placement. The student will contribute to the development of their own learning goals of the placement in collaboration with the faculty liaison and, sharing these goals with the preceptor. The preceptor will facilitate the student’s learning with these goals and use course outcomes as the focus.

Competence

All parties must determine the level of supervision required, and to use this information to identify the distribution of responsibilities related to client care.

The student must recognize her/his level of knowledge, skill, and experience and communicate with the preceptor accordingly. It is imperative that students identify the need for supervision and to communicate clearly with the preceptor to request it. If a student is not competent to provide a specific type of care, they must not do so, and must communicate this to the preceptor.

The preceptor must be aware of the student’s knowledge, skill, and experience and supervise accordingly. In addition to verbal discussions to provide information about the student’s knowledge and experience, the preceptor will observe the student to determine if the student can perform a particular aspect of care safely.

The faculty liaison will be available as a resource to answer questions about the level of supervision required.

Resources and Policy

It is the responsibility of the student to be aware of agency policy and/or other regulations (from regulatory bodies and/or provincial legislation) and to provide care in accordance with established regulations, asking for clarification as needed.

The preceptor will act as a role model by adhering and referring to standards of nursing care and agency policy when providing care.

Communication

All parties must communicate effectively and professionally. This creates an environment for learning, fosters professional and respectful relationships, and supports the provision of safe care.

In the situation of unsafe practice by the student, or if a preceptor is concerned about a student’s competence, the preceptor must increase supervision and communicate with the faculty liaison promptly.

The faculty liaison is expected to maintain consistent communication with the student and preceptor and act as a resource throughout the preceptorship experience.

While there are many variances in the learning experience due to clinical settings, agency policy and student competence, it is important to note that students may not do the following, even while supervised:

Please note:

UNB enters into an affiliation agreement with the partnering agency prior to the student being placed.