Learner Use of Logbook

To access the logbook learners must be enrolled in a course that is marked as including clinical experiences, and has loggable curriculum tags configured with minimum requirements.

Learners have a separate page for each course they are enrolled in and can log entries for any course while its curriculum period is active.

A note on communicating logbook requirements with learners: As of ME 1.14 there is not a user interface that easily allows learners to see all details of all their requirements in one table. While learners can view how many entries have to be observed, how many have to be in a particular setting, etc. there is not a matrix view that shows them how these configurations interact. For that reason, you may find it useful to provide students with a table that shows them these requirements, especially if you have complicated logbook requirements.

Accessing a Logbook

• Click 'Logbook' from the main tab menu.

• Click the grey chevron to the right of a course name to switch courses. Click on the name of the course you want to log an entry for.

• You'll see a list of curriculum tag sets that include loggable tags and an overview of the requirements for a specific tag set.

  • The percentage beside the tag name shows current completion.

  • Click on a label (e.g. Clinic) to view its details (e.g. 2 required, 0 completed). Grey labels show the entries required and green cards show the entries completed.

  • Click the plus icon on the right side of a tag to view overall completion.

  • Click the tag name or black chevron beside the tag name to view a list of existing entries.

• Click on an entry to open your options. Click 'Show Entries' to view previously logged entries, or click 'Add Entry' to log something new.

Adding An Entry

• Click 'Add Entry' at the top of the logbook.

• Complete the information, noting the following:

  • Encounter Date: This is required and can be set to before the current date if a learner needs to log a past experience.

  • Encounter Time: This is automatically set to the time when the form was triggered but can be adjusted as needed.

  • Rotation: This will be preset with the course you were looking at but can be adjusted as needed.

  • Clerkship Site: Click anywhere in the bar to access a list of available sites, and then click on the appropriate site. (If no sites were configured for the course logbook this option will not appear.)

  • Patient Age Range and Gender: These will appear as default fields on all logging forms and Gender will automatically be 'Not Specified'.

  • Clinical Tasks: This is where the learner can indicate which tags they are logging with this form. Learners can add more than one tag to a form; if they do they will have a place to log the details for each tag.

  • Preceptor: This field will appear if an observer is required for this entry. Start typing a name to get a list of people, and then click on the appropriate name.

    • If a learner is logging multiple tags on one form, they will see a Global Preceptor option. This allows them to easily apply the same preceptor to all the tags (although they can still change the preceptor on a specific task).

  • Time Spent (minutes): This will only display to learners if the loggable encounter was configured to require time. Time is entered in minutes.

  • Setting: Click anywhere in the bar to access a list of available settings, and then click on the setting in which you completed this encounter.

  • Role: Click anywhere in the bar to access a list of available roles, and then click on the role that best describes what you did during this encounter.

  • Users can clear the contents of a form by clicking the eraser icon.

    • Users will be asked to confirm their decision. Click 'OK' to confirm.

  • To deselect a task and remove it from the logging form click the small x beside the eraser icon.

    • Users will be asked to confirm their decision. Click 'OK' to confirm.

• Click 'Save'. You will get a success message and the entry will be added to your list of logged entries.

Checking your completion status

• Access the Logbook tab from the main tab menu.

• Select a course for which you have logbook requirements.

• You’ll see an overview of the requirements for each loggable objective (e.g. setting names, roles, etc.). Click on a specific label to see your requirements and progress within that category.

• Click the + icon on the right of the card to expand it and view the overall count of logged entries.

• Click the down chevron to view a list of all logged entries within that requirement.

• If a top level card is the title of a hierarchical tag set, you’ll see multiple objectives within that set when you expand the card. Click the down chevron beside an objective to view a list of all logged entries for that objective.

How to Edit an Existing Entry

• From the detailed view shown immediately above, click on the pencil icon in the left column of the entry.

• Make any required changes and click 'Update'; you can also delete the entry from this screen.

• You will get a success message confirming your action.