In addition to the CBME Dashboard, users can access a learner's Assessments page to view tasks completed on the learner, as well as tasks assigned to the learner. These pages reflect forms completed via distributions and CBME forms triggered by faculty and learners, however the reporting tool accessible from Tasks Completed on Learner applies only to forms managed via distributions (for reporting on triggered CBME forms please see the CBME Dashboard page).
When logged in as a faculty member or program administrator, click the Assessment & Evaluation badge that appears between the user's name and the logout button in the top right. Click on 'My Learners' from the tab menu. Search for a learner as needed, and if you can't find someone, ensure that you are in the correct curriculum period using the dropdown menu on the right. After finding the correct learner, click on Assessments on the resident card to view the learner's assessments page.
Note that program administrators and program directors can use these same steps to access the assessments page for faculty.
Multiple tabs are available on the Assessments page. Each tab displays a collection of assessment tasks. CBME specific forms are included on this page and so are any forms created through the Assessment and Evaluation module and sent to users through a distribution.
On each assessment card you will see a range of information which may include the form title, form type, delivery and completion dates, progress (e.g., 3 of 14 complete), who triggered the form , the target, and the assessor/evaluator (including their group and role). Not all of this information is included on every task card.
On each tab you can search for tasks, set a date range and apply filters. Click the down arrow beside the search tasks bar to select a filter type and drill down to the necessary filter. Select a filter and click the green Apply Filters button. Your applied filters will display on an Active Filters list.
These are tasks completed by assessors on the learner.
Each task can be downloaded or viewed. To download tasks, click the appropriate box at the bottom of the task card and then click Download PDF(s) at the top of the page. Note that there is a Select All tool available. To view a task click View Task at the bottom of the task card.
More tasks can be displayed by clicking Load More Tasks at the bottom of the page.
From this tab you can view all pending tasks on the learner this includes tasks that have been distributed but are not yet started. To remove a task from this list click Remove Task and provide a reason for the removal. To send reminders click the applicable tasks (or select all) and click Send Reminders in the top right. To download a task select the appropriate tasks (or select all) and click Download PDF(s) in the top right. To view a task click View Task at the bottom of the task card.
This tab displays scheduled distributions where the learner is the target.
To remove a task from this list click Remove Task and provide a reason for the removal. To download a task select the appropriate tasks (or select all) and click Download PDF(s) in the top right. To view a task click View Task at the bottom of the task card.
This tab displays active distributions where the learner is an assessor/evaluator.
To remove a task from this list click Remove Task and provide a reason for the removal. To send reminders click the applicable tasks (or select all) and click Send Reminders in the top right. To download a task select the appropriate tasks (or select all) and click Download PDF(s) in the top right. To view a task click View Task at the bottom of the task card.
This tab shows tasks scheduled through a distribution where the learner is an assessor/evaluator. Tasks can be removed from this list by clicking Remove Task and providing a reason for the removal.
From the Tasks Completed on Learner tab, users can access Reports for this Learner. This gives you access to aggregated reports on a learner for each form used. Note that these reports are available for forms managed via distributions, not those triggered by learners and faculty.
Set a report date range if desired.
From the Options dropdown menu you can: 1. Choose to generate the report with or without comments (both can then be downloaded as a PDF); 2. Click View This Form to open a new tab that shows the form; and 3. Click View Assessments to open a tab that lists all completed assessments for this form and provides links to view each one.
Clicking the 'Group by distribution' checkbox will reorganize the forms to reflect completion based on distribution and add a column to the display to show distribution information.