Periodic Performance Assessment (PPA) Forms

A Periodic Performance Assessment (PPA) Form is designed to capture longitudinal, holistic performance trends.

At least one item on a PPA form must be linked to an EPA for the form to be triggerable by faculty and learners.

Creating a PPA Form

• You must be in a staff:admin role, or a Program Coordinator or Program Director to access Admin > Assessment & Evaluation.

• Navigate to Admin > Assessment & Evaluation.

• Click on 'Forms' from the subtab menu and click 'Add Form'.

• Provide a form name and select PPA Form from the Form Type dropdown selector; then click 'Add Form'.

• You will be taken to the Editing Form page.

Building a PPA Form

Form Information Section

Template Title: This is the title of the form and will be seen by users. Description: The form description can be used to store information for administrative purposes, but is not seen by users completing the form. Form Type: This was set in the previous step and cannot be edited here. Course: Program coordinators and faculty directors may not have access to multiple courses, while staff:admin users are likely to. If you have access to multiple courses, make sure you've selected the correct course to affiliate the form with. EPA Version: With the introduction of EPA versioning in Elentra, you can now affiliate a form with a specific EPA version if the selected course has multiple curriculum versions. The Version Details link is not currently hooked up to anything. Permissions: Anyone added under permissions will have access to edit the form before it is in use and use the form if they are setting up a distribution. You may wish to include a program in the permissions field so that you can filter by this form type later on. To add individual, program, or organisation permissions, click the dropdown selector to select a category, and then begin to type in the appropriate name, clicking on it to add to the list. You can add multiple individuals, programs, and organisations to the permissions list as needed.

Contextual Variables

• Select the relevant contextual variables for this form. Adjust which contextual variable responses should be included by clicking on the gray badge. This allows you to deselect unneeded contextual variable responses which can make the form faster to complete for faculty.

Entrustment Rating

• Select an entrustment rating (if required) by entering item text, and selecting a scale. Note that the response options will be configured based on the scale you select.

• Set requirements for comments noting that if you select Prompted comments you should also flag which response options will result in prompted comments.

Form Items

• Add form items by clicking 'Add Items' or the down arrow to the right. You can either add existing items or create new items and add them to the form.

• Remember that every item created can be mapped to an EPA and milestones. The mapped EPA information about each item will be used to provide access to this form when a learner or faculty member triggers an assessment. At least one item added to the PPA form must be linked to an EPA in order for the form to be triggerable.

• For more information about how to create Assessment and Evaulation items, please see here.

• Preview and save your form to return to it later. When your form is complete click 'Publish' to make it available to be triggered from the CBME dashboard.