Lottery Stages Tab

Create Stages

• From Admin > Manage Lotteries, click on any lottery title to move to the Stages tab.

• Click the green plus icon to add a stage.

• There are two stage types: Ranking and Swapping.

  • Ranking Stages allow learners to order the offered options from most to least desirable. When the stage is completed 5 variations will be created attempting to give each Learner their highest ranked option.

  • Swapping Stages require either already scheduled rotations or a previously completed Ranking stage. Learners are able to swap slots among rotation blocks among themselves. Swaps can be requested and then accepted or rejected.

• Select your Stage and click Confirm.

Ranking Stage

Rule

• Click Edit.

• This will default to Schedules which is the only available option. Click Save.

Options

This is where you input the available options for learners to later rank. So, for example, you might have Option 1 as Pediatrics, Neurology, Emergency, and Option 2 as Neurology, Emergency, Pediatrics. Since each rotation slot can also have preceptor and location information provided, the number of options can be significant.

The template requires you to list the slot id for each rotation slot. This information is available from a developer on your team.

• Click Edit.

• Export a sample schedule if you wish.

• Complete your template as required.

  • Columns: Schedule Option Key and Rotation Slot Keys

  • Schedule Option Keys should just be OPTION1, OPTION2, etc. Note that they will displayed to the Learner when they are ranking options.

  • Rotation Slot Keys should be slot ids separated by commas and in the appropriate order.

• Import your file as a csv.

• Click Save.

Exclusions

Here you can exclude specific learners from the lottery process.

• Optionally search for learners by typing their names in the search box.

• Click the checkbox beside all learners you want to exclude from the stage.

• Click Save.

Status

• Status is an indicator of the stage including if it is missing any required configurations, if the stage is open or if it is completed.

Swapping Stage

Rule

• Click Edit.

• The options are Schedules and Rotations.

  • Schedules - This allows learners to swap entire options (i.e. the entire option stream/all rotations).

  • Rotations - This allows learners to swap slots within the same rotation for a different location or preceptor.

• Click Save.

Exclusions

Here you can exclude specific learners from the lottery process.

• Optionally search for learners by typing their names in the search box.

• Click the checkbox beside all learners you want to exclude from the stage.

• Click Save.

Status

• Status is an indicator of the stage including if it is missing any required configurations, if the stage is open or if it is completed.

Open Learner Access

To open learner access on any stage and make it available for learners to access, click 'Open Learner Access.'

Close Learner Access

This will prevent Learners from accessing the stage, but all progress currently made (rankings or swaps) are preserved, and will be retained if the Learner Access is re-opened. This is useful if you need to make small adjustments to the Lottery, such as changing the exclusions. Some changes will negate progress however, such as uploading a different set of Options for a Ranking Stage or changing the Rule of a Swapping Stage.