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
Powered by GitBook
On this page
  • Copying Forward Events
  • Updating Events Copied Forward
  • Publishing a Draft Event Schedule

Was this helpful?

Export as PDF
  1. Scheduling Events

Copying an Existing Schedule of Events

PreviousCreating and Managing a ScheduleNextRecurring Events/Event Series

Last updated 4 years ago

Was this helpful?

On February 8, 2021 we updated the way csv files for draft event imports should be used. If your Elentra installation uses ME 1.20, 1.19, or 1.18 and is up-to-date, please use the

Elentra allows you to copy an existing schedule of events and roll it forward to be added as a new schedule in the same or a different course. This can save significant amounts of time as you can also copy forward event resources, curriculum tags, etc.

Copying Forward Events

  • Navigate to Admin > Manage Events.

  • Click 'Manage My Drafts'.

  • Click 'Create New Draft'.

  • Provide a logical draft name and an optional description.

  • Click on the greyed-out words Copy Forward Existing Learning Events.

  • Complete the required information noting the following: Copying Learning Resources: Decide which resources should be included in the new draft events. Courses Included: Select the course where the scheduled events are and the course to which your new scheduled events will belong. In most cases, this will be same course. Note that you can add multiple destination courses if required (to delete an unwanted destination course click 'Remove' beside the course name). Copy Start and Finish: These dates define the start and end dates of the existing events in your source course and should match when the course happened (usually people select the most recent version of the course). New Start Date: Select the date on which you'd like the copied events to start. Elentra will respect the spacing and timing of all events to be copied.

  • Note that if you have included resources to copy forward, you can decide on this screen whether to set all resources to draft mode when the newly scheduled events are published. If you use draft mode you will need to publish the resources to make them accessible to learners on each event.

  • Assign Curriculum Period: Optionally get Elentra to assign a curriculum period to all events copied forward.

As of ME 1.18 you will no longer see the option to copy attached quizzes. If your organization still uses quizzes you get the copy quiz option back but you will need to speak to a developer.

  • Review events as needed.

    • If you copy forward recurring events that have the parent-child id feature enabled these links will be maintained in the copied events. Note that the recurring event and parent-child information will not display in the user interface when previewing events, but it will be there when the events are published.

  • Set the source and destination courses (i.e., which course schedule to copy and which course to create the new events in).

  • Set the required dates.

    • Copy Start and Finish refer to the events you wish to copy (e.g., Sept. 5, 2019 - Dec. 15, 2019)

    • New Start Date is the date the copied events should begin (e.g. Sept. 6, 2020)

      • Elentra will use the new start date to help maintain the appropriate timing of all new events.

  • Click 'Create Draft'.

  • If there are no changes you wish to make to the schedule, you can publish the draft now. If you wish to change information about the events, see further instructions below.

Updating Events Copied Forward

You can update events manually through the user interface (click on an event and update the required information). You can also export the list of events, edit the CSV and reimport it.

Note that there are some columns exported which you cannot re-import. These columns can be deleted before uploading data or left for your own reference.

  • Draft Event* (this is automatically generated by Elentra)

  • Original Event* (this is the event you intend to copy)

  • Parent Event

  • Parent ID (this field will not be relevant on any subsequent draft event import)

  • Recurring Event

  • Term

  • Course Code*

  • Course Name

  • Date*

  • Start Time*

  • Total Duration

  • Event Type Durations*

  • Event Types*

  • Event Title*

  • Event Description

  • Location (Elentra will look for a building ID in the draft event. If there is one, Building-Room will be in the CSV. If not, the Location (Other) a user typed in will be provided (if applicable).)

  • Audience (Cohorts)

  • Audience (Groups)

  • Audience (Students)

  • Audience (Faculty)

  • Teacher Numbers

  • Teacher Names

  • Objectives Release Date

*= required on import

  • Student Names

  • Faculty Names

  • Release Date

  • Release Until

  • Child Events

  • Required Preparation

  • Free Text Objectives

  • Curriculum Objectives

  • MCC Presentations

  • Hot Topics

  • Attached Files

  • Attached Links

  • Attached Quizzes

  • Attendance

  • Attendance Required

  • Auditor Numbers

  • Auditor Names

  • Teacher Assistant Numbers

  • Teacher Assistant Names

  • When you export the events you'll be prompted to select which fields to include in the export; consider the fields you may need to edit or review to help you decide what to include in the exported file.

  • After you've exported a file you can edit it in your preferred spreadsheet tool.

  • You must update the original event id column with the draft event id before re-importing your csv.

  • If you assign events to specific buildings and rooms stored in Elentra's Locations tool, please make sure to update the Location column to Location (Rooms). (Elentra uses the same export column for locations manually typed in or those set via site-building-room.)

  • If you assign small group audiences to events, make sure to update the small group name to the name for the appropriate curriculum period.

  • Tips for adjusting the schedule include using the find and replace function if there are consistent changes across the schedule (e.g. all audience group 2020-1 will become 2021-1, or one tutor is replacing another across multiple events). When you upload your revised CSV, the system will register the changes in the CSV and apply them to the draft schedule.

  • After preparing your spreadsheet, click 'Import CSV'. You will be prompted to match the column headings from your CSV with the available import fields. The system will try to match this for you as much as possible but you may need to manually move some. To do so, drag and drop the appropriate field name with the column heading from your file.

Publishing a Draft Event Schedule

  • Click the checkbox beside draft you wish to publish and click 'Publish Draft'.

  • Click 'Confirm'.

  • Within about an hour the scheduled events will be live in your system.

On February 8, 2021 we updated the way csv files for draft event imports should be used. If your Elentra installation uses ME 1.20, 1.19, or 1.18 and is up-to-date, please use the

revised instructions listed in the 1.20 documentation.
revised instructions listed in the 1.20 documentation.
The Manage Events administrative page
The menu options when copying forward existing learning events