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Rubrics are assessment tools that describe levels of performance in terms of increasing complexity with behaviourally anchored scales. In effect, performance standards are embedded in the assessment form to support assessors in interpreting their observations of learner performance.
If you create a rubric form and at least one item on the form is linked to an EPA the form will be triggerable by faculty and learners once published. Results of a completed rubric form are included on a learner's CBME dashboard information.
You need to be a staff:admin, staff:prcoordinator, or faculty:director to access Admin > Assessment & Evaluation to create a form.
From the Admin menu, select Assessment and Evaluation.
Click on Forms from the subtab menu and then click Add Form on the far right.
Provide a form name and select Rubric Form from the Form Type dropdown menu; then click Add Form.
Provide additional form information as needed: Form Description: The form description can be used to store information for administrative purposes, but it is not seen by users completing the form. 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.
Select the relevant contextual variables for this form by clicking on the checkbox. 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 assessors.
If you want to include an Entrustment Rating on the form, click the checkbox. Select an entrustment rating scaled from the dropdown menu. Note that the responses will be configured based on the scale you select. It is also possible that the Item Text will be autopopulated based on the scale you select. (More information about how to configure the item text is available here.)
For the optional Entrustment Rating, set requirements for comments noting that if you select Prompted comments you should also check off which responses are prompted in the Prompt column. If you use this option and any person completing the form selects one of the checked responses, s/he will be required to enter a comment. Additionally, if the form is part of a distribution you'll be able to define how prompted responses should be addressed (e.g. send email to program coordinator whenever anyone chooses one of those response options).
Note that the default Feedback and Concerns items will be added when the form is published.
Add form items by clicking Add Items. 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.
If you need to add a Grouped Item or Free Text to your form, click the down arrow beside the Add Item(s) button to access additional options. If you add free text, remember to click Save in the top right of the free text entry area. Any free text entered will display to people using the form.
After you have added items to your form you may download a PDF, and preview or copy the form as needed.
Save your form to return to it later, or if the form is complete, click Publish. You will see a blue message confirming that a form is published. Unlike form templates which require a behind the scenes task to be published, a rubric form will be available immediately.
Rubric forms can also be scheduled for distribution through the Assessment and Evaluation module.
Note that when a rubric form is completed its results will be included in the learner dashboard.
A field note form template is used to give a learners narrative feedback about their performance.
When you create a field note form template and publish it, the system automatically looks at the EPAs and contextual variables selected and generates the appropriate number of forms.
Ensure you are logged in as a staff:admin user, or as a Program Coordinator or Program Director affiliated with a program.
Navigate to Admin > Assessment & Evaluation.
Click ‘Form Templates’ on the tab menu.
Click the green ‘Add Form Template’ button in the top right and a pop-up window will appear.
Type in a form template name and select the form type from the dropdown menu. Select ‘Field Note Form.’
If you have permission to access multiple programs, use the dropdown menu to select the appropriate program for this form. This option will only show up if you have access to multiple programs.
Click 'Add Form'.
You will be taken to the field note form template build page.
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.
Include Instructions: Add additional text at the beginning of the form by clicking the small tick box beside ‘Include Instructions.’ This will open a rich text editor where you can enter text, images, hyperlinks, etc. This information will display to users when they complete forms published from this blueprint.
Specify which EPAs can be assessed using forms generated from this template.
All EPAs assigned to a course are included on the template by default. To remove EPAs, click on the small 'x' to the left of the EPA code. You can add back any required EPAs by clicking on the dropdown menu and checking off the tick box for a desired EPA.
After you have modified the EPAs as required, click the small save button in the top right section of the EPA Selection box.
If you want all EPAs to have the same available contextual variables leave all EPAs checked off. If you’d rather specify which contextual variables apply to which EPAs simply uncheck an EPA and it will appear below with its own customizable list of contextual variables.
Select which contextual variables you want to include with which EPAs by checking and unchecking the tick boxes.
By default, all of the options within a contextual variable are included on any forms made from the template. You can remove specific contextual variable responses by clicking on the grey button beside a contextual variable. This will open a list of contextual variable responses that by default are all checked off. To remove specific responses from this template, deselect them to remove the blue checkmark. For convenience, you can also use ‘Check All’ and ‘Uncheck All’. When you have made the required changes, click the blue ‘Save and Close’ button.
When you modify which contextual variable response options will be available on a template, the number in the grey badge will show how many responses have been included out of the total possible responses.
After you have modified the contextual variables as required, click the small save button in the top right section of the Contextual Variables box.
All field note form templates include a Continue and Consider section in which faculty can record comments to provide feedback to learners. These sections cannot be edited in the Field Note Form Template.
The Item Text area will be automatically completed depending on the scale you select.
From the first dropdown menu, select a Global Rating Scale.This will populate the Item Text and the Responses sections. FYI: Rating Scales can be managed from Admin>Assessment & Evaluation, Scales tab. If the Item Text doesn't populate after you have picked a scale, some additional configuration may be required in your database. Please see the Scales help section.
From the second dropdown menu, indicate whether comments are disabled, optional, mandatory, or prompted. By selecting ‘Prompted’ from the Comments dropdown menu, you can set the system to prompt and require a comment when any flagged response is selected by an assessor.
The Responses fields will be auto-populated depending on the scale selected in the first dropdown menu.
After you have made your choices for the global rating scale, click the small save button in the top right section of the Global Rating Scale Selector box.
On each form template you create you’ll notice a greyed out area at the bottom including Next Steps, Concerns, and a place for feedback. This is default form content that cannot be changed except by a developer.
Click 'Publish' to make your template available for use.
Once a form template has been published, forms created from it will live on the resident dashboard and can no longer be edited. The number of forms that will be created from a template depends on the number of EPAs assigned to the template.
A supervisor form is used to give a learner feedback on a specific EPA and can be triggered by a learner or supervisor. Once an EPA is selected, the form displays the relevant milestones to be assessed. A supervisor can indicate a learner’s progress for each milestone that was observed and can provide a global entrustment rating. Comments can be made optional, prompted or mandatory in each section of the form.
When you create a supervisor form template and publish it, the system automatically looks at the EPAs, milestones, and contextual variables selected and generates the appropriate number of forms. If you kept 3 EPAs on the supervisor form template, the system will generate 3 unique forms (one per EPA) that are available to be triggered by a user.
You need to be logged in as a Program Coordinator, Program Director or staff:admin role to access Admin > Assessment & Evaluation.
Navigate to Admin > Assessment & Evaluation.
Click ‘Form Templates’ on the tab menu.
Click the green ‘Add Form Template’ button in the top right and a pop-up window will appear.
Type in a form name and select the appropriate form type from the dropdown menu. Select ‘Supervisor Form’.
If you have permission to access multiple programs, use the dropdown menu to select the appropriate program for this form. This option will only show up if you have access to multiple programs.
Click 'Add Form'.
Add additional form template information as required:
Template Title: Edit the form template title/name if needed. Description: The form description can be used to store information for administrative purposes, but it is not seen by users completing the form. Form Type: The form type was set when you created the form and cannot be changed 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 and copy the form. 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. Include Instructions: Add additional text at the beginning of the form by clicking the small tick box beside ‘Include Instructions.’ This will open a rich text editor where you can enter text, images, hyperlinks, etc. This information will display to users when they complete forms published from this blueprint.
Specify which EPAs can be assessed using forms generated from this template.
All EPAs assigned to a course are included on the template by default. To remove EPAs, click on the small 'x' to the left of the EPA code. You can add back any required EPAs by clicking on the dropdown menu and checking off the tick box for a desired EPA.
Clicking the grey badge beside an EPA will display a list of all the milestones mapped to that EPA and by default, all are checked off. To remove specific milestones from this template, deselect them to remove the blue checkmark and then click the blue ‘Save and Close’ button. Deleting unnecessary milestones is one way to reduce the length of the form and reduce the time required to complete it.
Modify the milestones for each EPA as needed. The system does not enforce a maximum number of selected milestones but the Royal College recommends 8 milestones per EPA.
After you have modified the EPAs and milestones as required, click the small save button in the top right section of the EPA Selection box.
If you want all EPAs to have the same available contextual variables leave all EPAs checked off. If you’d rather specify which contextual variables apply to which EPAs simply uncheck an EPA and it will appear below with its own customizable list of contextual variables.
Select which contextual variables you want to include with which EPAs by checking and unchecking the tick boxes. You may only select between 1 and 6 contextual variables per EPA per supervisor form.
By default, all of the options within a contextual variable are included on any forms made from the template. You can remove specific contextual variable responses by clicking on the grey button beside a contextual variable. This will open a list of contextual variable responses that by default are all checked off. To remove specific responses from this template, deselect them to remove the blue checkmark. For convenience, you can also use ‘Check All’ and ‘Uncheck All’. When you have made the required changes, click the blue ‘Save and Close’ button.
When you modify which contextual variable response options will be available on a template, the number in the grey badge will show how many responses have been included out of the total possible responses.
After you have modified the contextual variables as required, click the small save button in the top right section of the Contextual Variables box.
Note that if you all contextual variables will display on this list, even if a program doesn't have contextual variable responses set for that variable. If you attempt to select a contextual variable for which there are no responses set, you will get a red error message that reads "No objectives found to display." Click the X on the red message to remove it and then select a different contextual variable to use.
Use the first dropdown menu to select the scale you want to use to assess enabling competencies or milestones.
If you don't have scales configured you can access them through the Assessment and Evaluation tab.
From the second dropdown menu, indicate whether comments are disabled, optional, mandatory, or prompted. By selecting ‘Prompted’ from the Comments dropdown menu, you can set the system to prompt and require a comment when any flagged response is selected by an assessor.
The default response feature allows you to prepopulate a form with the selected response.This can be useful if there will be a significant number of milestones that will be included on a form.
The Responses fields will be automatically populated depending on the scale selected in the first dropdown menu.
After you have modified the Enabling Competency/Milestone Scale Selector as required, click the small save button in the top right section of the Enabling Competency/Milestone Scale Selector box.
The Item Text area will be automatically completed depending on the scale you select.
From the first dropdown menu, select a Global Rating Scale.This will populate the Item Text and the Responses sections.FYI: Rating Scales can be managed from Admin>Assessment & Evaluation, Scales tab. If the Item Text doesn't populate after you have picked a scale, some additional configuration may be required in your database. Please see the Scales help section.
From the second dropdown menu, indicate whether comments are disabled, optional, mandatory, or prompted. By selecting ‘Prompted’ from the Comments dropdown menu, you can set the system to prompt and require a comment when any flagged response is selected by an assessor.
The Responses fields will be auto-populated depending on the scale selected in the first dropdown menu.
After you have made your choices for the global rating scale, click the small save button in the top right section of the Global Rating Scale Selector box.
On each form template you create you’ll notice a greyed out area at the bottom including Next Steps, Concerns, and a place for feedback. This is default form content that cannot be changed except by a developer.
Click 'Publish' to make forms generated by this template available for use. Remember that the number of forms that will be created from a template depends on the number of EPAs assigned to the template. Once a form template has been published, forms created from it will live on the resident dashboard and can no longer be edited.
Please note that a behind the scenes task (a cron job) needs to run before your forms will be published. At some schools this may take up to an hour so expect a slight delay between when you publish a form and when it is available to be triggered by users.
After creating forms using a form template, you can reorder form items on individual forms. This applies to published Supervisor Forms, Field Notes, and Procedure Forms.
Open the Form Template that you used to build the form of interest.
Click on the title of the form on which you wish to re-order items.
Click and drag on the “cross” icon to re-order the assessment items.
The changes will be saved automatically. This must be done for each individual form that you wish to re-order.
Form templates and forms behave fairly similarly in terms of how you create and manage them. Specific details for each form type are included in other lessons but here is some general information.
Form Permissions: These permissions dictate who has access to and can edit a form or form template while it is still a draft. To quickly make a form available to multiple users consider adding a program permission to the form (that will give anyone affiliated with that program (e.g. PA, PD) and with access to the administration of forms access to that form).
Form Instructions: To include instructions on a form template, look in the Form Template Information section and click the box beside 'Include Instructions.' This will open a rich text editor where you can type. What you type here will be included on all forms generated from this template. You could include specifics about the use of a form, the number of assessments a learner must complete, or even the key features of an EPA. Remember that each form produced will have the same instructions so if you include key features make sure they only relate to the applicable EPAs for the template.
Publish a Form: To make a form template generate forms to be available for learners or faculty to trigger you must publish the form template. Most installations of Elentra run a behind-the-scenes action to publish form templates every hour or so.
Editing a Form: Once a form template is published you cannot change the content of the resulting forms (you can change permissions or rearranged item order on published forms). If there is an error on a form you will need to copy the form, correct the error, and publish your new form. You can delete old forms but note that any already completed assessments will remain on the learner dashboard.
To use supervisor and procedure forms and certain item types, an organization needs to have rating scales in place. Elentra includes several default rating scales but organizations can also add their own.
There are three types of rating scales: default, Global Assessment and MS/EC which stands for Milestone Scale /Enabling Competency. There is no user interface to modify the scale types and both Global Assessment and MS/EC are used on form templates including supervisor and procedure form templates.
There is a user interface to manage rating scales but only System Administrators and users with Medtech>Admin group and role can modify the available scales. Note that scales are applied to an entire organization and can be accessed by multiple programs.Managing rating scales is part of the Assessment and Evaluation module; please see additional help resources .
Note that as of ME 1.14, when a new rating scale is added by an organization there is some developer work that must be completed to make the rating scale available on form templates. If you are a developer, please see the resource below.
Elentra is designed to automatically populate the item text when you select a global rating scale. Using different scales will result in different questions populating the form. See examples below.
There is no user interface to configure the item text used with each scale. This is controlled through the database; if you need to create a scale and will be using it as a global rating scale please speak to your project manager or a developer.
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.
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.
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.
To review feedback provided about the assessment tools themselves, go to Admin>Assessment and Evaluation, and click Reports from the second tab menu (look under the Assessment & Evaluation header). Under Assessments, click on Assessment Tools Feedback Report. CBME form feedback will show up there. You can filter by course and form to refine the list of feedback. If you are logged in as a PA you will only have access to forms associated with your program.
Learners and their affiliated faculty and program administrators can track assessment form completion by navigating to the learner's CBME dashboard.
Click on the Assessment and Evaluation badge at the top of the page. Click the My Learners tab and click on CBME Dashboard below the relevant learner name.
From the learner's CBME dashboard click on Assessments. Scroll down past the Filter Options until you see a set of tabs including Completed, In Progress, Pending, and Deleted. Choose the appropriate tab to review assessment form completion.
Click on the Assessment and Evaluation badge at the top of the page. Click the My Learners tab and click on Assessments below the relevant learner name.
These pages provide information on tasks triggered by faculty and learner's as well as tasks assigned through distributions and provide access to some reporting. For more information see the Reviewing Progress>Assessments Page help section.
PAs can view a faculty's tasks from the Assessment and Evaluation tab. It works almost the same as the learner's assessment page but is accessed from the Faculty tab.
When a PA sets up assessment and evaluation tasks to be completed via distributions, progress can quickly be viewed via the Assessment and Evaluation module.
New in ME 1.17! On-demand workflows enable learners to trigger forms on-demand using different workflow options. Administrators are able to select the on-demand workflow options when building a form.
There is developer work in the database required to set up workflows. (Please see file at bottom of the page.)
Please see additional details here.
A procedure form is an assessment tool that can be used to provide feedback on a learner’s completion of a specific procedural skill. Once a procedure is selected, specific criteria will be displayed. A procedure form can be initiated by a learner or faculty.
When you create a procedure template and publish it, the system looks at the number of EPAs and procedure contextual variable responses selected and generates the appropriate number of forms. If you keep 3 EPAs and indicate 10 procedures on the form template, the system will publish 30 forms that are available to be triggered by a user (one form per EPA per procedure).
To effectively build procedure form templates in a program, the program must have contextual variables responses defined. In addition to uploading contextual variable response options, every procedure needs specific information added. Contextual variable responses and procedural attributes (which function as assessment criteria) can be managed from Admin>Manage Program>select program name>CBME>Manage Contextual Variables. See more detail .
Ensure you are logged in as a staff:admin user, or as a Program Coordinator or Program Director affiliated with a program.
Navigate to Admin > Assessment & Evaluation.
Click ‘Form Templates’ on the tab menu.
Click the green ‘Add Form Template’ button in the top right and a pop-up window will appear.
Type in a form template name and select the form type from the dropdown menu. Select ‘Procedure Form.’
If you have permission to access multiple programs, use the dropdown menu to select the appropriate program for this form. This option will only show up if you have access to multiple programs.
Click 'Add Form'.
You will be taken to the procedure form template build page.
Provide additional information as needed in the Form Template 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.
Include Instructions: Add additional text at the beginning of the form by clicking the small tick box beside ‘Include Instructions.’ This will open a rich text editor where you can enter text, images, hyperlinks, etc. This information will display to users when they complete forms published from this blueprint.
Specify which EPAs can be assessed using forms made from this template.
All EPAs assigned to a course are included on the template by default. To remove EPAs, click on the small 'x' to the left of the EPA code. You can add back any required EPAs by clicking on the dropdown menu and checking off the tick box for a desired EPA.
Note: You do not specify milestones for use on a Procedure Form.
By default, ‘Procedure’ will be selected as a contextual variable.This will require some additional information to be added to the system if the program you are working in hasn’t input procedure response options. (See above.)
If you want all EPAs to have the same available contextual variables leave all EPAs checked off. If you’d rather specify which contextual variables apply to which EPAs simply uncheck an EPA and it will appear below with its own customizable list of contextual variables.
Select which contextual variables you want to include with which EPAs by checking and unchecking the tick boxes.
In addition to ‘Procedure’, you must select at least one other contextual variable and you may select up to a total of 6 for each EPA.
By default, all of the options within a contextual variable are included on any forms made from the template. You can remove specific contextual variable responses by clicking on the grey button beside a contextual variable. This will open a list of contextual variable responses that by default are all checked off. To remove specific responses from this template, deselect them to remove the blue checkmark. For convenience, you can also use ‘Check All’ and ‘Uncheck All’. When you have made the required changes, click the blue ‘Save and Close’ button.
When you modify which contextual variable response options will be available on a template, the number in the grey badge will show how many responses have been included out of the total possible responses.
After you have modified the contextual variables as required, click the small save button in the top right section of the Contextual Variables box.
Use the first dropdown menu to select the scale you want to use to assess enabling competencies or milestones.
If you don't have scales configured you can access them through the Assessment and Evaluation tab.
From the second dropdown menu, indicate whether comments are disabled, optional, mandatory, or prompted.By selecting ‘Prompted’ from the Comments dropdown menu, you can set the system to prompt and require a comment when any flagged response is selected by an assessor.
The default response feature allows you to prepopulate a form with the selected response.This can be useful if there will be a significant number of milestones that will be included on a form.
The Responses fields will be automatically populated depending on the scale selected in the first dropdown menu.
After you have modified the Enabling Competency/Milestone Scale Selector as required, click the small save button in the top right section of the Enabling Competency/Milestone Scale Selector box.
The Item Text area will be automatically completed depending on the scale you select.
From the first dropdown menu, select a Global Rating Scale.This will populate the Item Text and the Responses sections. FYI: Rating Scales can be managed from Admin>Assessment & Evaluation, Scales tab. If the Item Text doesn't populate after you have picked a scale, some additional configuration may be required in your database. Please see the Scales help section.
From the second dropdown menu, indicate whether comments are disabled, optional, mandatory, or prompted.By selecting ‘Prompted’ from the Comments dropdown menu, you can set the system to prompt and require a comment when any flagged response is selected by an assessor.
The Responses fields will be auto-populated depending on the scale selected in the first dropdown menu.
After you have made your choices for the global rating scale, click the small save button in the top right section of the Global Rating Scale Selector box.
On each form template you create you’ll notice a greyed out area at the bottom including Next Steps, Concerns, and a place for feedback. This is default form content that cannot be changed except by a developer.
When the form is complete, a green bar will tell you the form can be published.
Click 'Publish' to make your template available for use.
Once a form template has been published, forms created from it will live on the resident dashboard and can no longer be edited. The number of forms that can be created from a template depends on the number of EPAs assigned to the template.
Navigate to Admin>Assessment and Evaluation. PAs can switch between viewing Assessments and Evaluations and can navigate through outstanding, upcoming, and deleted tasks. PAs can also filter by delivery type and can send a reminder or delete a task from the A+E dashboard.
In some programs residents may be required to log multiple procedures or encounters and only have a subset of those logged entries be assessed. Elentra does support a logbook outside the CBME module and some programs have opted to have residents use both tools to capture the full picture of residents' progress. For more detail on Elentra's logbook, please see .
