Preceptor Change Requests - How to Submit

Overview

Change Requests are submitted when information about a Preceptor changes and needs to be updated in related systems. This article explains how to submit a change request and how they are processed. 

How to Submit a Change Request

1. Navigate to the Preceptor's contact record in Salesforce.
2. Select the 'Performance' tab. 

3. Scroll down to the 'Feedback' section and click 'New'. 

4. A new window will appear. Please fill out the below fields. 

• 'Category' = Change Request
• 'Submitted By' - will most likely be 'Preceptor' or 'Self Report'
• 'Date Received'
• 'Change Request Type': This is a multi-select picklist, select all that apply. Options are below
  • Board Status
  • Clinical Education Site
  • E-Mail
  • Employer Change
  • Location
  • Promotion Request
  • Rotation Request
  • Status
  • Title
• 'Change Request Details' - This is where you provide additional details about what needs updated. 

5. Click 'Save'. 

• Upon save, the 'Change Request Status' will be updated to 'Submitted' and an email will be sent to ou-hcom.faculty.credentialing@ohio.edu, notifying them of the change. 

How to Process a Change Request

1. From the E-Mail received, open the link to the Change Request Record.
2. Review the request and update the Preceptor's information accordingly.
3. Upload any supporting documentation to the 'Notes & Attachments' section of the record. 
4. Once complete, update the 'Change Request Status' field to 'Completed.' 
5. Click 'Save'. 

Get help from HCOM IT

• Visit the Medical Education Technology page to create a ticket.