Design Walkthrough
Role: Nurse Orientee
Responsibilities and feature specifications (Part of requirement gathering):
1. Complete self-skill assessment during onboarding.
2. Fill out the NASC-CDM scale prior to beginning orientation plans or skill assessments.
3. Sign off on weekly progress.
4. Provide weekly evaluations for their preceptors.
5. View skill assessments, addendums, and weekly orientation plan evaluations.
Feature 1 : Orientee's Dashboard
My approach :
I wanted orientees to feel empowered and organized the moment they logged in. To reduce overwhelm and increase clarity, I divided the dashboard into three main zones:
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Left Panel: High-level overview of the orientee's total progress across tasks.
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Center Panel: Scrollable week-by-week orientation plan, each week displays the progress bar, key descriptions, and sign-off status.
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Right Panel: An in-app messaging system for seamless communication between different user roles.
I color-coded tasks based on urgency and completion status. Forms included 'save' and 'submit' buttons with confirmation pop-ups to prevent accidental submissions.
Weekly evaluation of orientation plan, with week no, color coded progress status, start and end date, week description. This is scrollable.
In-app communication for important messages. This feature was later decided as will not be a part of Phase 1.
Overview of progress completion, along with final signatures to show which weeks are completed and left for sign-offs. Completion progress in '%' for skill assessment and addendums.
The NASC-CDM, self skill assessment, index of learning style are to be completed by the orientee before they are assigned any competencies. This may or may not be completed to be able to start orientation plan, hence I decided to color and icon code it with completed and pending.
Feature 2: NASC-CDM Scale
My approach :
Given a static PDF with uniform response types, I digitized it into a clean, dropdown-based form. My focus was reducing cognitive load by maintaining consistent response patterns throughout.
Feature 3: Self Skill-Assessment
My approach :
The self skill assessment is to be filled by orientee, before they start their orientation plan, and these responses will be mapped in the skill assessment for the preceptor to view. Each skill has to be signed off on by the orientee, as a confirmation of their answer.
Feature 4: Orientation Plan - Weekly evaluation > Orientee's evaluation for preceptor & orientee sign-off.
My approach :
To ensure this felt lightweight yet important, I integrated orientee evaluations into each week's module. Orientee evaluations of preceptors were designed to be easy to fill, and every week ended with role-based, time-stamped sign-offs to reflect accountability.
Components Library- Orientee
My approach :
I created a dedicated component library to ensure consistency across screens. Elements such as buttons, progress indicators, form layouts, and status markers were reused to create familiarity and streamline the interface.
Role: Nurse Preceptor
Responsibilities and feature specifications (Part of requirement gathering):
1. Search for an orientee's name based on which orientee is assigned to them for their shift.
2. Should be able to view the orientee's entire progress.
3. Should be able to assess orientee's skill.
4. NASC-CDM, self-skill assessment - view only for preceptor.
5. Sign-off on orientee's weekly orientation plan progress, and write evaluations, and view other preceptors' evaluations.
Feature 1: Search for an orientee and view their overall progress.
My approach :
Since, the preceptor might already know who the orientee is who they are going to work with for this shift, this preceptor can just search by their first or/and last name. If they don't know who the orientee is or they just want to view an orientee's progress, they can just click on 'Show all orientees'.
Feature 2: Expected outcomes
My approach :
Every orientation plan has several weekly expected outcomes that the preceptor should sign off on. Since, multiple preceptors work with the same orientee in a week, I wanted to make sure it was clear which preceptor has signed off on which expected outcome.
Feature 3: Skill Assessment
My approach :
This was a tricky feature to understand, map, design and develop. Every orientee is assigned a skill assessment and they have to perform these skills in front of the preceptor, on the floor. Preceptor then has to evaluate them and save or submit. I designed this to be a tree map, with several sections and sub-sections. Each skill may or may not have sub-skill, hence there had to be a clear hierarchy.
Component Library - Preceptor
My approach :
The preceptor’s design system inherited patterns from the orientee side to create a cohesive experience. However, I layered additional UI components for evaluations, filtering, and real-time validation to match their unique responsibilities.
Role: Nurse Leader
Responsibilities and feature specifications (Part of requirement gathering):
1. Dashboard for all sign-offs and orientees' progress analytics
2. Onboard employees and assign roles and documents.
3. Create and maintain templates that will be later assigned to orientees.
4. Be able to view orientee's active/assigned documents and pause/ stop progress when needed.
Feature 1 - Template management
My approach :
This is the base of the entire application. This is where leaders can create, edit, archive and publish templates that will be later assigned to an orientee based on which they are evaluated weekly.
Feature 2 - Create orientation plans and skill assessment templates
My approach :
The PDF documents provided to me had different fields, and I tried to map them based on the hierarchy - title, description, sub-titles, etc. This template and fields are exactly how it is mapped on the orientee dashboard and weekly evaluations.
Feature 3 - Onboard user
My approach :
Only the leader has the ability to onboard and remove an employee. They have to assign a role to the employee and onboard them. I wanted to design a screen that gives the leader a clear view of which employee is onboarded and which isn't with the help of a toggle button.
Feature 4 - Assign documents
My approach :
If an orientee is onboarded, leader should be able to assign documents. Leader can filter the document search based on the type of the document. Above this, they also get an overall view of employee's profile, along with an option to change their role.
Feature 5 - Status & History - Pause / Stop progress
My approach :
I designed this with two tabs:
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Competency Assignments: To manage ongoing document assignments
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Status & History: A timeline view of all actions, with pause/stop controls and reasons (e.g., sick leave, transfers). This helped reduce communication friction across departments.
Feature 6 - Leader Dashboard
My approach :
This dashboard has 2 main features - 1. Overview of all pending signatures 2. Activity status of all orientees currently enrolled in an orientation plan. I wanted to indicate the pending signatures in an analytical way in numbers format to give the leader a clear overview of exactly how many signatures are pending and for which document type. Once they click on any one, they should be able to see the all the evaluations for the document.
Component Library - Nurse Leader
This project was a culmination of design-led thinking in its most applied form, where clarity, empathy, and usability had to meet urgency, scale, and institutional need. Every decision I made was grounded in user research and problem prioritization. I designed for real people, performing high-stakes tasks in real environments. Whether it was ensuring a nurse could complete their weekly tasks without error or helping a leader get an at-a-glance view of 3000+ employees, the goal was always the same: to make complex processes feel simple, seamless, and human-centered. Momentum was a design mission to reimagine a system that healthcare professionals could trust and rely on every day.