Elentra ME User Documentation
Elentra ME 1.18
Elentra ME 1.18
  • Introduction
  • What's New in ME 1.18?
  • Support
    • Supported Browsers
    • Reporting Issues
    • Elentra Learn Webinars
    • Feature Requests
  • System Setup
    • System Settings (Database)
    • Organisations
    • Assessment Types and Characteristics
    • Assessment Flag Severity
    • Assessment Response Categories
    • Clinical Response Categories
    • Grading Scales
    • Departments
    • Hot Topics
    • Learning Event Types
    • Location Management
    • LTI Providers
    • Bookmarks
    • Medbiquitous Tools
      • Medbiq Assessment Methods
      • Medbiqitous Instructional Methods
      • Medbiquitous Resources
    • Restricted Days
    • User Disclaimers
    • User Meta Data
  • Curriculum Management
    • Curriculum Layouts and Periods
    • Blocks in a Curriculum Period
    • Curriculum Tracks
    • Curriculum Map Versions
    • Curriculum Tag Sets and Curriculum Tags
    • Context-Based Linkages
    • Hot Topics
    • Curriculum Search
    • Curriculum Explorer
    • Curriculum Matrix
  • User Management
    • Create Users
      • Student Admin
    • User Permissions
      • Clinical Faculty Checkbox
    • User Disclaimers
    • User Metadata
    • User Incidents
    • Profile Photos
  • Manage Cohorts
  • Student Management
    • Disciplinary Actions
    • Formal Remediation
    • Leaves of Absence and Off-Cycle Learners
    • Auditing A Course
    • MSPR
    • Observerships
  • Absence Management
    • Absence Management Set Up
    • Reporting and Tracking Absences (Learners)
    • Managing Absence Requests
    • Tracking Absences in Learning Events (Admin/Faculty)
    • Absence Management Notifications
    • Generating Reports
  • Communities
    • Community Types and Uses
    • Creating a Community
    • Community Pages
      • Announcements
      • Discussions
      • Document Sharing
      • Events
      • Galleries
      • Polling
      • Quizzes
      • External URL
      • BasicLTI Consumer
    • Managing Communities
      • Locking a Community
    • Subscribing to Community Notifications
    • Public/Guest Accounts
  • Courses
    • Creating Courses
    • Course Setup
    • Curriculum Tags
      • Copying Assigned Tags from one Curriculum Period to Another
    • Course Content
    • Course Enrolment
    • Course Groups
    • Gradebook
    • CBME
    • Logbook
    • Reports
    • Course Website
      • Course Website Versioning
      • Locking a Course Website
  • Gradebook
    • Creating Assessments
      • Collections
      • Group Assessments
      • Attaching a Quiz
      • Attaching an Exam
      • Managing Existing Assessments
      • Copying an Existing Gradebook
    • Entering Grades
      • Faculty and TAs Entering Grades
      • Grades from Exams
      • Grades from Quizzes
    • Drop Box Assignments
    • Document Delivery
    • Viewing and Reporting on Gradebooks
    • Learner Explorer
    • Comments in Gradebook
    • Learner View of Gradebooks and Assignments
  • Learning Events Tab
  • Scheduling Events
    • Creating and Managing a Schedule
    • Copying an Existing Schedule of Events
    • Recurring Events/Event Series
    • Parent Child Feature
    • Lecture Capture
  • Event Pages
    • Learner View of Learning Events
    • Event Setup Tab
    • Event Content Tab
    • Event Attendance Tab
    • Event History Tab
    • Event Statistics Tab
    • Reporting on Events
    • Recurring Events Tab
  • Dashboard and Calendar
    • Calendar Subscription
  • Units/Weeks
    • Creating Units
    • Learner View of Units
  • Cases
  • Clinical Experience
    • Accessing My Learners in Clinical Experience
    • Logbook
      • Configure Curriculum Tags to be Loggable
      • Course Setup Required to use Logbook
      • Learner Use of Logbook
      • Logbook Reporting
    • Rotation Schedule
      • Rotation Schedules
      • Rotations
      • Slots
      • Booking Learners into Slots
      • Viewing Existing Schedules
      • Granular Clinical Scheduling
        • Clinical Event Attendance Tracking
      • Learner View of Rotation Schedule
      • FAQ
    • Lottery
      • Managing Lotteries
        • Lottery Cards
        • Creating a Lottery
        • Editing or Deleting a Lottery
      • Managing Stages
        • Stage Cards
        • Creating a Stage
        • Editing or Deleting a Stage
      • Managing Options
        • Options
        • Adding an Option Rotation
        • Editing or Deleting an Option Rotation
      • Learner Ranking
        • Ranking Interface
      • Managing Variations
        • Schedule Variations
        • Generating Schedule Variations
      • Publishing the Schedule
    • Leave Tracking
  • Clinical Courses Duty Hours Tracking
  • Assessment & Evaluation
    • System Settings
    • Rating Scales
    • Creating and Managing Items
      • Items as seen in PDF
    • Creating and Managing Forms
    • Form Templates
    • Distributions
      • Rotation Based Distributions
        • Support for Off-Service Rotation Assessment and Evaluation
        • Distribution Report (Rotation Based)
      • Delegation Distributions
      • Learning Event Schedule Distribution
      • Date Range Distribution
      • Ad Hoc Distribution
      • Summary Assessment Tasks
      • Optionally Release Completed Evaluation Tasks
      • Feedback Options (Distribution Step 4)
      • Target and Task Release Options (Step 5)
      • Distribution Reports
      • Retiring and Deleting Distributions
    • On-Demand Workflows
    • Standard Rotation and Faculty Evaluation Options
      • On-demand Standard Rotation and Faculty Evaluations
      • Automated Standard Rotation Evaluations
    • Administrator Use
      • Admin > Assessment & Evaluation Dashboard
      • Send Reminders
      • Forward Tasks
      • Record Assessment
      • Reopen and Edit Completed Forms
      • Delete and Recover/Reopen Tasks
      • Trigger Assessment
      • Trigger Bulk Assessments
      • Assessment and Evaluation Badge
      • Delegations
      • Distribution Reviewer
    • Reports
      • Access to A&E Reports
      • Evaluations Reports
      • Assessments Reports
      • Leave Reports
      • Distribution
      • Weighted CSV Report
      • Sample A&E Reports
    • External Assessors
    • Email Notifications in A & E
    • FAQ
    • Faculty Use of Assessment and Evaluation
      • Deleting Tasks
      • Forwarding Tasks
      • Completing a Head Form Task
      • Viewing Learners' Assessments (as Staff/Faculty)
    • Learner Use of Assessment and Evaluation
      • Starting an Assessment On Demand
  • Competency-Based Medical Education
    • Setting Up CBME: Overview
    • Mapping Curriculum
      • Auto-Setup Curriculum Tag Sets
      • Populate Standard Key and Enabling Competencies
      • Accessing Templates for Importing CBME Data
      • Import EPAs
      • Choose Competency and Curriculum Tag Options
      • Import Key Competencies (Program-Specific)
      • Import Enabling Competencies (Program-Specific)
      • Import Milestones
      • Import Enabling Competencies Mapping Template
      • Modifying Uploaded Templates
      • Import Contextual Variable Responses
        • Contextual Variable Groups
        • Reordering Contextual Variable Responses
        • Modifying Contextual Variable Responses
      • Defining and Uploading Procedure Attributes
      • Trouble Shooting EPA Content
      • Mapping Additional EPAs After Importing Templates
      • Editing Existing EPAs
      • Setting Priority EPAs and Likelihood
      • Viewing the EPA Encyclopedia and EPA Maps
    • Assessment Plan Builder
    • EPA Versions - Overview
      • Using the Versioning Wizard
      • Form Building with Versioning
    • Managing Faculty and Residents
      • Recommendations for CBME User Roles
      • Learner Levels
      • Course Lists
      • Setting up Academic Advisor Groups
      • Managing Competency Committees
    • Forms/Tools: Introduction
    • Creating and Managing Forms
      • Rating Scales
      • Supervisor Form Template
      • Procedure Form Template
      • Field Note Form Template
      • Rubric Forms
      • Periodic Performance Assessment (PPA) Forms
      • Reordering Items on Published Forms
      • On-Demand Workflows
      • Reviewing Form Feedback
      • Tracking Completion of Tasks and Forms
    • Initiating, Completing and Monitoring Forms
      • Initiate Assessment/Evaluation: Faculty
      • Initiate Assessment/Evaluation: Learners
      • Resident Tool: Assessor Cues
      • PAs Entering Completed Forms
      • Reopening and Editing Completed Assessments
      • Overview of Task Status
    • Reviewing Resident Progress
      • CBME Program Dashboard
      • FAQ: CBME Program Dashboard
      • CBME Learner Dashboard
      • Archived Assessments
      • Learners' Assessments Page
      • Promoting Learners Through Stages
      • Updating Learner Stages
      • Meeting Logs
      • Milestone Report
      • Pinning Forms, Items and Comments
      • Resident Tool: Thumbs Up for Helpful Feedback
  • Exams
    • Exam Questions
    • Importing Exam Questions
    • Creating and Managing Exams
    • Exam Information and Settings
    • Exam Posts
    • RPNow
    • Examity
    • Safe Exam Browser
    • Adjust Exam Scoring
    • Exam Reports
    • Exam History
    • Grading Exams
    • Learner View of Exam
    • Student Admin
  • Quizzes
    • Creating and Managing Quizzes
    • Learner View
  • Dashboard Notices
    • Creating and Managing Notices
    • User View of Notices
  • Polls
    • Creating and Managing Polls
  • Medical Student Performance Records
    • Creating and Managing MSPRs
    • Learner Use of MSPR
  • Portfolio
    • Managing Portfolios
      • Managing Portfolio Advisors
    • Viewing Portfolio Entries
    • Learner Use of the Portfolio
    • Portfolio and Gradebook Integration
  • Learning Object Repository
    • Managing Learning Objects
  • Annual Reports
    • Reporting on Annual Reports
  • User Tools and Options
    • User Profile Preferences
    • User Privacy Preferences
    • User Notification Preferences
    • Organisation Switcher
    • Learners - Bulk Download Event Files
    • Hide Sidebar
    • Display Style Switcher
    • Bookmarks
    • People Search
    • Permission Masks
    • RSS Feeds
    • Give Feedback!
  • System Reports
    • Curriculum Reports
    • Teaching Event Reports
    • Learner Incident Reports
    • Usage Reports
    • Assessment Reports
    • External Reporting
    • MSPR Reporting
    • Learner Reports
  • Awards
    • Creating and Managing Awards
  • Regional Education
    • Managing Regions
    • Apartments
      • Managing Learners and Accomodations
  • Rich Text Content and Accessibility Checker
  • Multiple Language Support
  • Remote Learning
    • Providing online meeting urls in Learning Events
  • Preparing for a New Academic Year
  • Glossary
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  • Creating and Managing Cases as an Administrator
  • Using Cases if you already have Weeks and Units Built
  • Cases tab

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Cases

PreviousLearner View of UnitsNextClinical Experience

Last updated 4 years ago

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Cases in Elentra allows you to group learning events from across courses into cohesive patient narratives to present to students. Whether your curriculum is systems-, discipline-, or problem-based, you can link lectures, labs, small group activities, etc. from multiple courses to a case and give learners an easy way to view the inter-related learning events. Cases have a designated timeframe to help keep things organized and content within cases can be mapped with curriculum tags at the event or unit level (use of Units with Cases is optional).

Features:

  • The Learner Dashboard shows current cases for quick access.

  • The Case tab stores all cases so learners can easily review past materials. Search and filter options allow learners to quickly find cases by most recent, date range, case status or instructor.

  • An administrative page to manage all cases (also includes search and filter options).

It is important to note that a case can include learning events from one curriculum period. As such, if you have a longitudinal case that students will return to over the course of a year, you would need to have a curriculum period spanning that year and use it for any courses that include learning events that are a part of the case.

Cases is an optional feature and can be enabled or disabled via the database (setting: cases_enabled). It is disabled by default. If you'd like to uses Cases, speak to a developer about changing the setting.

Creating and Managing Cases as an Administrator

  • To uses Cases, a developer will need to enable cases in the settings table in the database. If you are also using units you will also need weeks enabled in the database.

  • To create and manage cases, you must have Medtech:Admin or Staff:Admin permissions.

  • There are multiple possible workflows to use Cases. The general recommended workflow is as follows:

    • Create courses with active enrolments. (This associates a curriculum period with the course which is necessary for the case wizard to find relevant learning events.)

    • Add learning events to Elentra.

    • Create cases.

  • Alternatively, you can build weeks within your organization and then associate cases with those weeks. Please see the section for further information about configuring weeks for your organization. Note that if you are the administrator creating weeks for use with Cases, you should create a week for each case you intend to create.

  • You could also build weeks within your organization and units with courses and then associate units with cases. (Learning events would be linked to units and therefore connected to the case.)

  • For any of these options you should have courses with audiences created before you begin. For the recommended workflow, you should also have your learning events created before creating a case.

Here are detailed steps to follow the recommended workflow for creating a case:

  • Navigate to Admin>Manage Cases.

  • Click '+ Add Case' in the top right hand corner.

  • Follow the three step Case creation wizard to guide you through the creation process.

  • Step One

    • Set the start and end date of the case, the Curriculum Period, title, description or summary, photo and case contact. This information will appear on the Dashboard when the case is active during the selected date range. The date range set for the case will also impact the learning events you are able to include in the case.

    • Note: The start and end date for the case must be within the specified curriculum period. The curriculum periods displayed in the drop down are all active curriculum periods.

    • Click 'Make Draft' to save and return to your case later, or scroll up and click 'Proceed' at the top of the case card to move on to the next step. While in draft mode, a case will not be visible to learners.

  • Step Two

    • Associate a case with a week. By default, the system will create a week automatically and if following the recommended workflow, this is the option you will use.

    • Click 'Make Draft' to save and return to your case later, or scroll up and click 'Proceed' at the top of the case card to move on to the next step.

  • Step Three

    • Select Learning Events to associate with the case. Events can be selected from the 'Select Event' drop down. Only events that are note already associated with a case and that occur during the start and end date of the case specified in step one will appear. Note that there is an 'Add All' option at the bottom of the list to use as needed. To remove an event from a case, scroll down and click on the 'Remove' button beside the event title.

  • Once all steps have been completed, the 'Publish' button will be available to post the case. After clicking Publish, the case will show as published on the Manage Cases screen and the case will be visible to learners. (See Cases tab below.)

Note: When you create a case using the recommended workflow, a global week is automatically created in the database. You can view these weeks via Admin > Manage Curriculum > Manage Weeks, only if you have the weeks setting enabled in the database.

Using Cases if you already have Weeks and Units Built

If your organization already has units built in courses but you'd like to leverage the Cases function, you can create Cases and add units to them on Step 2 of the Cases wizard.

  • To associate a case with an existing week, click on 'Create Week automatically' and you'll be shown a list of existing weeks you can associate the case with.

  • On Step 2, you also have the option to associate units with a case. This could be useful if your organization was already using units prior to your decision to use case. A unit does not need to be selected unless you have previously created units for courses in Admin > Manage Courses > Units.

Note that when creating a case, as soon as you save it as a draft, the system will create a week for the case. Therefore, if you want to attach existing weeks and units to a new case, make sure you do so on Step Two before saving your draft.

Note: If you have set up Units in courses, and affiliated a unit with a case, you will also be able to select the case when creating new learning events by clicking on the Course Unit field. Only the cases that are available during the timeframe of the learning event will be visible in the drop down. When you go to Admin > Manage Cases and select the case that was attached to the learning event, it will automatically appear in the list of Associated Events and update the unit count of the case.

Cases tab

The easiest way to see all cases is to go to the Cases tab.

You will be able to see the status of all the cases (Not Started, Feature, Completed), the date range of when they are scheduled and the instructors of the case. You can search for cases or filter them based on most recent, least recent, case status or date range. The main function of this tab is to search for cases.

There is a setting option to hide future cases from the learner view (setting: cases_restrict_learner_view). Speak to a developer if you'd like to change the setting.

Units/Weeks
Step 1
Step 2
Step 3
Example of attaching a case at the Learning Event level.
Cases tab on the main ribbon.