Mapping Entrustable Professional Activities, Key and Enabling Competencies, Milestones, Contextual Variable Responses and Procedure Attributes for each program is what allows administrators to use the CBME form templates to quickly create assessment tools. There are two stages in mapping curriculum; in the first stage a central administrator (e.g. PGME office) needs to configure Elentra, then, in the second stage, the curriculum information specific to each program needs to be uploaded.

Steps taken once, at the organisational level, include:

• Auto-setup CBME features,

• Import standard list of Key and Enabling Competencies,

• Import custom list of contextual variables as needed, and

• Build assessment rating scales as needed.

Then individual programs can upload Entrustable Professional Activities, program-specific Key and Enabling Competencies (if desired), Milestones, Contextual Variable Responses and Procedure Attributes.

To use the CBME Module, nine required curriculum tag sets must be in place. An auto-setup tool will help users create these. Only certain users have permission to complete this step.

Note: If you are a UGME organization using CBME, some of these may be changed; please speak to a developer or the Elentra Core Team as needed.

Navigate to Admin > Manage Course > create a new program (course), and click the CBME tab.

If the required curriculum tag sets aren't yet configured, the program will prompt users to auto-setup the required curriculum tag sets and will populate the CanMEDS Roles, Royal College Stages, and Contextual Variables tags.

Users without permission to use the auto-setup feature will be directed to contact a system administrator with the message below.

After an administrative user has run the auto-setup tool, several tag sets will be created and three of them populated (users can view these via Admin > Manage Curriculum). Unless you are working with a developer, you cannot change the tags in these tags sets or after you do, you will be prompted to run the auto-setup feature again.

If an administrative user has completed the auto-setup step, but not imported a standard list of key and enabling competencies, they will be prompted to do so if they try to access a course CBME page.

A program needs to complete this template OR the Enabling Competencies Template, not both. Most programs will complete the Milestones Template. Users define which option they will use in Step 2 of the import CBME process.

Completing the Milestones Template

2) Milestone code: Codes should be recorded in uppercase letters. The format for the milestone code is: Leaner Stage letter, followed by a space, CanMEDS Role letters, Key Competency number, followed by a period, Enabling Competency number, followed by a period, Milestone number.

Note that there should be no space between the CanMEDS Role letter and the Key Competency number.

Creating and confirming your Milestones codes takes patience. You'll likely notice that in some Royal College (RC) documents there is only a two digit milestone code. For the purposes of mapping your curriculum in Elentra, you must have three digit milestone codes. We recommend you add the third digit in the order the milestones appear in the RC documents you're using. Make sure you check for duplication as you go so that unique milestones have their own codes but different codes aren't applied to repeating milestones (within one stage). Using the data organization tools to reorder the milestone code columns and title columns can help you identify unneeded duplication.

You may also notice that the RC allows programs to use milestones coded from one stage in another stage (so you may see an F milestone in a C stage EPA). How programs and organizations handle this is ultimately up to them but we recommend that you align the milestone code with the stage that it is actually being assessed in/mapped to. For example, if it’s a “D” milestone being mapped to an F EPA, rename it as an “F” milestone. This is because you likely have a different expectation of performance on the milestone in a different stage, even if it’s the same task.

3) Title: The text of the milestone should be copied verbatim from the national specialty committee EPAs.

Mapping multiple EPAs to one milestone

The system is designed to allow multiple EPAs to map to one milestone. To do so, simply insert a comma between the EPA code entries in column one. e.g. D1,D2,F1

Save as a .csv and upload

After saving your file as a .csv, scroll to step 3/6 on the Import CBME screen and either search for or drag and drop the file into place. You'll see a green checkmark when your file is successfully uploaded.

If you need to add new information to your EPAs, competencies, or milestones templates, add new information to the existing template and upload it again in the appropriate spot. The system will identify any NEWLY ADDED EPAs/competencies/milestones and append them to the existing information.

Because of this feature, it can be valuable to keep a copy of the most recent file you’ve uploaded at all times.

If you need to correct a typo or minor error in an EPA, milestone, etc., navigate to the Import CBME Data screen and follow the instructions on the screen to edit existing EPAs, milestones, etc.

Contextual Variable Responses are used to describe the context in which a learner completes something. Examples of contextual variables include diagnosis, clinical presentation, clinical setting, case complexity, patient demographics, etc. For each variable, programs must define a list of response options. For example, under clinical presentation, a program might include cough, dyspnea, hemoptysis, etc.

Elentra will autosetup a list of contextual variables in the Manage Curriculum interface. Institutions can also add contextual variables (e.g., assessor's role) to this list before uploading contextual variable responses (e.g., nurse, physician, senior resident) via each program's CBME tab. Elentra provides access to the same Contextual Variables for all programs. Programs customize the list of contextual variable responses, but they will all see the same list of contextual variables. For this reason we strongly recommend that you work with your programs to standardize the list of contextual variables you will load into Elentra. If you do not, you risk eventually have hundreds of contextual variables that all program administrative staff have to sort through, whether they apply to their program or not.

Elentra will auto-create the following Contextual Variables for a CBME enabled organization. Do not delete any of these or your users will be prompted to run the auto-setup tool again.

Adding Additional Contextual Variables to an Organization

Institutions can add additional contextual variables to make available to their programs through Admin > Manage Curriculum. You'll need to be a medtech:admin or staff:admin user to do this. If you add a contextual variable to the organization wide tag set, programs will be able to upload their own contextual variable responses for the tag.

• Navigate to Admin > Manage Curriculum.

• Click on 'Curriculum Tags' from the Manage Curriculum Card on the left sidebar.

• Click on the Contextual Variables tag set.

• Click 'Add Tag' or 'Import from CSV' to add additional tags (more detail regarding managing curriculum tags is available here).

• Any new tags you add to the Contextual Variable tag set (e.g. observer role, consult type, domain) will be visible to and useable by all programs within your organization.

• When you add new tags to the tag set, you'll be required to provide a code and title. It is recommended that you make the code and title the same, but separate the words in the code with underscores. For example: Title: Observer Role Code: observer_role

• Please note that there is by default a 24 character limit for curriculum tag codes and a 240 character limit for curriculum tag titles. If you enter more characters than the limit, the system will automatically cut off your entry at the maximum characters.

• After you have added Contextual Variables to the existing tag set, programs will be able to add the new response codes (and responses) to the contextual variable response template and successfully import them.

Importing Contextual Variable Responses per Program

Once you have built out the list of all contextual variables you want included in the system you can import specific contextual variable responses for each program.

First complete the Contextual Variable Response template. (See here for more information on downloading templates if needed.)

Template Columns to Complete

• Response Code: This column is pre-populated by fields including assessor’s role, basis of assessment, case complexity, case type, etc. You can add to this list if you have built additional contextual variables through Manage Curriculum (see above). Make sure to use the exact response code from the newly created contextual variable tag in the response_code column.

• Response: In this column, you can add the response variables required (e.g. Case complexity response variables: low, medium, high). To add more than one response variable per response code, simply insert another line and fill in both the response code and response columns.

• If there are items in the response code column that you don’t use, you must delete them before you upload the file.

• Description (optional): This field is not seen by users at this point and simply serves as metadata.

• Save as a CSV file.

Uploading A Completed Contextual Variable Response Template

• Navigate to Admin > Manage Courses.

• From the cog menu beside the course name, select 'CBME.'

• From the tab menu below the Competency-Based Medical Education header, click CV Responses.

• Click Upload CV Responses.

• Drag and drop or search your computer for the appropriate file.

• Click 'Save and upload Contextual Variable Responses'.

• When the upload is complete you'll be able to click on any contextual variable and view the responses you've added.

Reordering Contextual Variable Responses

• Navigate to Admin > Manage Courses/Programs.

• Search for the appropriate course as needed.

• From the cog menu on the right, select 'CBME'.

• Click on 'CV Responses' from the tab menu below the Competency-Based Medical Education heading.

• Click on a contextual variable to show its existing responses.

• Click on the double arrow in the Order column to drag and drop a response to a new location.

• You'll get a green success message that your change has been saved.

Reordering Contextual Variables List

If users want to reorder the overall list of contextual variables they can do so from Admin > Manage Curriculum. To change a tag's display order you need to edit the tag by clicking on the pencil icon beside a tag name. Then you need to adjust the display order for each individual tag.

Use the Key Competencies Template if a program wants to import program-specific key competencies. This template organizes the information about Key Competencies decided by each national specialty committee and allows the information to be uploaded to the system.

Completing the Program-Specific Key Competencies Template

Note that the first column, Key Competency Code, is completed for you with alphanumeric codes based on the CanMEDS roles. Adjust this list as needed to match the information from the national specialty committee.

• Complete the second column, Title, by providing the key competency text.

• The third column, Description, is optional. This will store information but will not be visible to users.

• Save your file as a CSV.

Uploading Program-Specific Key Competencies

• Remember that you'll only see this option if you have elected to map program specific key competencies.

• After saving your file as a .csv, scroll to step 4 on the Import CBME screen and either search for or drag and drop the file into place. You'll see a green checkmark when your file is successfully uploaded.

After a program has uploaded an initial set of contextual variable responses, they can be managed through the CBME tab.

• Navigate to Admin > Manage Courses/Programs.

• Search for the appropriate course as needed and from the cog menu on the right, select 'CBME'.

• Click on 'CV Responses' from the tab menu below the Competency-Based Medical Education heading.

• To modify the contextual variable responses, click the title of the contextual variable or click 'Show' to the right of the one you want to edit.

• To edit an existing response, make the required change and click the green disk icon in the Save column.

• To delete an existing response, click the red minus button beside the response.

• To add a new contextual variable response, click 'Add Response' at the bottom of the category window. This will open a blank response space at the end of the list. Fill in the required content and save.

Troubleshooting

If you get a yellow bar across the screen when you try to modify contextual variables it means none have been uploaded for the program you are working in. Return to the Import CBME tab and complete Step 4.

Within a given contextual variable, you are able to create groups of responses. This is leveraged in the assessment plan builder to allow you to specify exactly what requirements learners must meet.

You must be in an administrative role to manage contextual variables.

• Click Admin > Manage Courses

• Beside the appropriate program name, click the small gear icon, then click "CBME"

• Click on the "CV Responses" tab

• Click on any contextual variable category to expand the card. To add a new group within that contextual variable, click on the green "Manage Groups" button.

• To add a new group, click "Add Group". To edit an existing group, click on the group title.

• Add a title for the contextual variable group and an optional description. Check off all responses that you wish to add to the group and then click "Save Group".

• After saving, you can now use the Group contextual variable types within the assessment plan builder.

If you want to map a connection between an EPA and a milestone, you can do so through the Map Curriculum Tags tab. This allows you to map additional milestones to EPAs after you have uploaded your templates.

• Navigate to admin, manage course and select a course.

• Click CBME and then map curriculum tags.

• Scroll down to the Map Curriculum Tags area.

• Either type in and select the tags required to sort the displayed results OR click through the displayed options to create the mapping structure you require.

  • You can display the results for more than one role at a time by clicking on multiple roles. Note that any already mapped milestones will still show up in the milestone list.

• Click to highlight the appropriate tags and then click ‘Save Curriculum Map’.

Uploading Templates

All templates you upload to the system must be in .csv format.

If you are working in Excel or another spreadsheet manager use the “Save as” function to select and save your file as a .csv

To upload your files, either search for or drag and drop the file into place. You'll often see a green checkmark when your file is successfully uploaded.

If you receive an error message make sure that you have:

• Deleted any unused lines. This is especially relevant in templates with pre-populated columns including the contextual variables template, and enabling competencies mapping template.

• Completed all required columns. If a column is empty for a specific line the file may fail to upload.

Viewing EPA Maps

If you've imported all CBME data for a program but you are not able to see EPA maps in the EPA Encyclopedia or in the Map Curriculum Tags tab of CBME, double check that you've uploaded your files without spaces between the EPA Code letter and number, nor between the CanMEDS Role and Key Competency number. Having spaces in the incorrect places will prevent the system from retrieving the required information to produce maps.

Mistakes When Mapping Relationships

While you can correct minor typos and add additional mapping info. through the user interface you can not delete, nor undo mapping between EPAs and milestones or enabling competencies.

The option to reset all CBME data for a program was removed in a previous Elentra version.

When importing data to create EPA maps, programs are required to upload a contextual variable template to provide contextual variable response options (e.g. case complexity: low, medium, high). In addition to this information, programs will need to add specific details about any procedures included in their contextual variable response options. This additional information, called procedure attributes, plays an important part in building procedure assessment forms. Think of the procedure attributes as assessment criteria (e.g. obtained informed consent, appropriately directed assistants, etc.) for each procedure .

Required Information for Procedure Attributes CSV File

For each procedure in your program, you must define headings, rubrics and list items that may be used to assess a learner completing the procedure. Headings appear at the top of a form, rubric becomes the subtitle of a rubric, and list items are the things that will actually be assessed on the rubric.

All this information must be stored and uploaded in a CSV spreadsheet that uses two columns: Type and Title.

Within ‘Type’ there are three things you can include: H to represent heading (e.g. Participate in Surgical Procedures, NG Insertion) R to represent rubric (e.g. Procedure, Pre-Procedure) L to represent list items (e.g. Apply knowledge of anatomy)

The three procedure criteria form a hierarchy. A heading can have multiple rubrics, and a rubric can have multiple list items. Arrange the criteria in your spreadsheet to reflect their nesting hierarchies.

In the 'Title' column enter the information to be uploaded.

When complete, save the file in a CSV format.

Sample Procedure Form On this sample form, the following information was uploaded as procedure attributes: H: Participate in Surgical Procedures R: Procedure L: (ME1.3.2) Apply knowledge... (ME3.4.2) Perform procedural tasks... Use common surgical instruments...

Uploading Procedure Attributes

• Navigate to Admin > Manage Courses.

• From the cog menu beside the course name, select 'CBME.'

• From the tab menu below the Competency-Based Medical Education header, click 'CV Responses'.

• From the list of contextual variables, click on ‘Procedure’.

• Before uploading procedure attributes, make sure you are working with the correct CBME curriculum version and change the version as needed.

• Beside each procedure you will see a small black up arrow under the Criteria column.

• Click on the arrow to upload a .csv file of information for each procedure.

• You must indicate an EPA to associate the procedure attributes with (note that you can select all as needed).

• Either choose your file name from a list or drag and drop a file into place.

• Click ‘Save and upload criteria’.

• You will get a success message that your file has been successfully uploaded. Click 'Close'.

• After procedure attributes have been uploaded for at least one EPA you will see a green checkmark in the Criteria column.

• Click the green disk in the Save column to save your work. You will get a green success message at the bottom of the screen.

• Repeat this process for each procedure and each relevant EPA. Remember, a program can use the same procedure attributes for multiple procedures and EPAs if appropriate.

Managing Existing Procedure Attributes

• You can view the procedure attributes already uploaded to a procedure by clicking on the green check mark in the criteria column.

• You will see which EPAs have had procedure attributes added and can expand an EPA to see specific details by clicking on the chevron to the right of the EPA.

The EPA Template needs to be completed by all programs. For Canadian PG programs, this template organizes the information about EPAs decided by each national specialty committee and allows the information to be uploaded to Elentra.

Completing the EPA Template

Each program should complete an EPA template with the following information:

• Code: This is the EPA code. It should be recorded in uppercase letters and include the learner stage of training and the EPA number. Use the learner stage letters outlined below to ensure that the EPAs correctly map to other curriculum tags. D: Transition to Discipline F: Foundations of Discipline C: Core Discipline P: Transition to Practice Sample EPA Codes include D1, D2, D3, F1, F2, F3, C1, C2, etc. Note that there is no space between the letter and number in the EPA Code.

• Title: This should be the EPA text. This can be copied from the EPAs as decided by each national specialty committee.

• Detailed Description: In some cases, these may be the same as the EPA title; in other cases, an EPA has an additional description. Not every program will use the ‘Detailed Description’ column. Note that this information is displayed to users in the EPA Encyclopedia.

• Entrustment required (optional): This field is optional but will populate the EPA Encyclopedia which is visible to all users.

• Save your completed file as a .csv

Importing the Completed EPA Template

• Navigate to Admin > Manage Course.

• Search for a course as needed and from the menu cog, select CBME.

• Click Import CBME Data.

• When importing EPAs for the first time, you will see Step 1: Flag EPAs, click 'Next' to move on. (This step is to support EPA versioning which is unnecessary when importing the first version of EPAs.)

• You will see Step 2: Set the Status of All Objectives. click 'Next' to move on. (This step is to support EPA versioning which is unnecessary when importing the first version of EPAs.)

• The next screen you access will include 3 new steps allowing you to first Import EPAs.

• After saving your file as a .csv, scroll to Step 1 on the Import CBME screen and either search for or drag and drop the file into place. You'll see a green checkmark when your file is successfully uploaded.

A program needs to complete this template OR the Milestones Template, not both. Most programs will map milestones and there is no need to complete this template. Users define which option they will use in Step 2 of the import CBME process.

Completing the Enabling Competencies Template

• EPA code: Codes should be recorded in uppercase letters. Codes should refer to the stage of training and the EPA number. e.g. D1, D2, D3, F1, C2. Using consistent codes across your program and school is important.The system is setup to accept the following codes for learner stage: D: Transition to Discipline F: Foundations of Discipline C: Core Discipline P: Transition to Practice

• Enabling Competency Code: Note that the template already includes a list of Enabling Competency Codes using the CanMEDS role prefixes. In the first column, simply add the EPAs codes you wish to map to each enabling competency.

  If there are unmapped Enabling Competency Codes left over you must delete those rows before you upload your .csv file.

Mapping multiple EPAs to one enabling competency

The system is designed to allow multiple EPAs to map to one milestone. To do so, simply insert a comma between the EPA code entries in the first column.

Save as a .csv and upload

After saving your file as a .csv, scroll to step 5 on the Import CBME screen and either search for or drag and drop the file into place. You'll see a green checkmark when your file is successfully uploaded.

After sufficient information has been added to the system, a user can generate a map showing the connections between EPAs, roles, key competencies, enabling competencies, and milestones. This information can be accessed through the EPA Encyclopedia or a program's CBME page.

EPA Encyclopedia

From the dashboard, access the EPA Encyclopedia from the left sidebar on the Helpful Links card.

There are several filter options when viewing the EPA Encyclopedia.

1. Search for a specific learner. After you select a learner the page will refresh to show that learner's program(s).

2. Switch between multiple programs as needed.

3. Search for a specific EPA by typing in an EPA code or key word. Elentra will search the EPA title, detailed description and entrustment for a match.

4. Switch between CBME Curriculum versions as needed.

After clicking on an EPA, click on Detailed Description, Entrustment or Program Map to view details about the EPA.

Viewing Maps from the CBME page

This option is only available to users with Admin > Manage Courses access (e.g. program directors, curriculum coordinators, program coordinators).

• Navigate to Admin > Manage course/program and select a course.

• Click CBME and the Map Curriculum tab.

• Scroll down to click on an EPA or type the beginning of the EPA code and title into the dialogue box and click on the relevant EPA when it appears below.

• Hover the mouse over a point on the map to view the complete text for the mapped item.

Although Elentra allows individual programs to upload specific Key and Enabling Competencies, organizations are still required to upload a standard list of Key and Enabling Competencies at the organization level. For Canadian schools using CBME, we recommend making the CanMEDS Key and Enabling Competencies your standard list. The CanMEDS documents are available online.

If you see a warning like the below, it means your organization still needs to upload key and enabling competencies through Manage Curriculum.

Templates to Import Standard Key and Enabling Competencies

To download the required templates, complete them, and upload standard Key and Enabling Competencies information:

• Navigate to Admin > Manage Curriculum.

• Click 'Curriculum Tags' from the Manage Curriculum card on the left sidebar.

• Click on a curriculum tag set name (e.g. CanMEDS Key Competencies) and then click 'Import from CSV' in the top right to access and download the template to complete.

After you complete each required template, save it in a .csv format and upload it to the corresponding tag set page.

Accessing CanMEDS Key and Enabling Competencies

You can access the CanMEDS Key and Enabling Competencies at http://canmeds.royalcollege.ca/guide. The Key Competencies are preceded by one number like 1 or 2, and are stored under CanMEDS roles. The Enabling Competencies are preceded by a number like 1.1 or 2.2 and are also stored under CanMEDS roles.

Both of these are from the Medical Expert role so would be coded with the prefix ME. Alphanumeric codes are provided in the templates, and you will need to input the key and enabling competency text. Note that you can export the text from the CanMEDS guide.

CanMEDS Key Competencies Template

Download the template through Manage Curriculum > Curriculum Tags > CanMEDS Key Competencies.

Note that the first column, objective_code, is completed for you with alphanumeric codes based on the CanMEDS roles.

Complete the second column, objective_name, by providing the key competency text. You can access the key competencies at http://canmeds.royalcollege.ca/guide or request them from another institution.

Save your file as a CSV.

CanMEDS Enabling Competencies Template

Download the template through Manage Curriculum > Curriculum Tags > CanMEDS Enabling Competencies.

Note that the first column, objective_code, is completed for you with alphanumeric codes based on the CanMEDS roles.

Complete the second column, objective_name, by providing the enabling competency text. You can access the enabling competencies at http://canmeds.royalcollege.ca/guide or request them from another institution.

Save your file as a CSV.

Uploading Templates and Setting as Standardized Curriculum Tag Set

To upload completed templates:

• Navigate to Admin > Manage Curriculum.

• Click 'Curriculum Tags' from the Manage Curriculum card on the left sidebar.

• Click on a curriculum tag set name (e.g. CanMEDS Key Competencies) and then click 'Import from CSV' in the top right.

• Drag and drop or select the appropriate file from your computer and click 'Upload'.

• You will get a success message and the curriculum tags you've added will appear on the screen.

After the required, standard key and enabling competencies tag sets have been populated, all programs must also complete and upload multiple templates through the CBME tab for a program. Note that program directors and program coordinators will have access to the CBME tab for their affiliated programs only. The templates to complete are:

• The EPA Template

• The Program Specific Key Competency Template (optional)

• The Program Specific Enabling Competency Template (optional)

• The Milestones Template (or the Enabling Competency Map Template)

• The Contextual Variables Template

Accessing CBME Curriculum Mapping Templates

• Navigate to Admin > Manage Courses.

• Search for the required program (you may only have access to one depending on your role in your organization).

• Using the gear icon beside the program name, click 'CBME'.

• Click 'Import CBME Data' from the tab menu below the Competency-Based Medical Education heading.

• With the introduction of EPA Versioning, you will now be prompted to indicate which EPAs you are changing. Note that if you are uploading a program's CBME data for the first time, this does not apply and you can click 'Next' on Steps 1 and 2 to move forward.

• After skipping Steps 1 and 2, you'll arrive at a screen showing Steps 1 - 3 for importing CBME data.

• On the right you will see a dropdown menu titled 'Download Example CSV Templates'.

• Click on the required template and it will download to your computer. Look for it in your downloads file if it doesn't immediately open.

You can make minor edits to existing EPAs and milestones through the user interface.

• Navigate to Admin > Manage Courses.

• From the cog menu beside the course name, select 'CBME.'

• From the tab menu below the Competency-Based Medical Education header, click on Import CBME Data.

• To make minor edits to EPA titles, detailed descriptions, or entrustment statements:

  • Click "Actions"

  • Click "Edit EPAs"

• To make minor edits to Milestones:

  • Click "Actions"

  • Click "Edit Milestones"

• Edit the EPA text, detailed descriptions, or Entrustment as required for each EPA. Then click "Save Changes" for each EPA that you have changed.

Note that this should only be used to make small modifications to this information and should not change the meaning of the text.

If you edit an EPA, it will be updated automatically across the system including on all completed forms. If you edit any milestones, you will have to republish forms on which they are used. Edits made to milestones will not be made on already published forms.

Elentra allows you to map EPAs to specific rotations and indicate for each rotation whether an EPA is a priority and how likely a learner is to encounter the EPA. For this information to be useful for learners, you must be using the Elentra Rotation Scheduler.

From the CBME dashboard, EPAs can display their priority and the likelihood of being encountered within a learner's rotation. Additionally, EPAs relevant to the learner's current rotation are outlined.

When learners and faculty trigger assessments they will also have the option to apply pre-set filters (e.g. priority EPA, current stage EPAs). All of these tools can help learners quickly identify EPAs to focus on in their clinical work.

Adding Priority and Likelihood Levels

• Navigate to Admin > Clinical Experience.

• Click on the Rotation Schedule tab.

• Create a draft schedule or open a published schedule. Note that if you are creating a new rotation schedule, you will also need to add rotations to the schedule.

• Once rotations exist within a schedule a small Objectives badge will appear beside the rotation name.

• Click on the CBME Objectives badge to open a list of EPAs tagged to the rotation.

• Click the plus sign beside any EPA you'd like to label with priority or likelihood.

• Indicate the likelihood by clicking on the appropriate button in the Likelihood.

• Set an EPA as a priority by clicking the exclamation mark in the priority column.

• Repeat as necessary.

• Return to the rotations list using the Back to Rotations button in the top right.

After you upload an EPA Template, Step 2 is to define how you'd like to continue mapping your EPAs. Each program has two decisions to make: 1. Competency Options: Decide whether or not to upload course/program specific key and enabling competencies. If you select to use the standard key and enabling competencies (e.g., CanMEDS key and enabling competencies) the system will copy the items previously uploaded via Manage Curriculum and make them the program's default key and enabling competencies. 2. Curriculum Tag Options: Decide whether to map EPAs to Milestones or Enabling Competencies. Most programs will map their EPAs to Milestones.

• Make your selections using the radio buttons, then click 'Save Competency and Curriculum Tag Options."

Use the Enabling Competencies Template if a program wants to import program specific enabling competencies. This template organizes the information about Enabling Competencies decided by each national specialty committee and allows the information to be uploaded to the system.

Completing the Program-Specific Enabling Competencies Template

Note that the first column, Enabling Competency Code, is completed for you with alphanumeric codes based on the CanMEDS roles. Adjust this list as needed to match the information from the national specialty committee.

• Complete the second column, Title, by providing the enabling competency text.

• The third column, Description, is optional. This will store information but will not be visible to users.

• Save your file as a CSV.

Uploading Program-Specific Enabling Competencies

• Remember that you'll only see this option if you have elected to map program-specific enabling competencies.

• After saving your file as a .csv, scroll to step 5 on the Import CBME screen and either search for or drag and drop the file into place. You'll see a green checkmark when your file is successfully uploaded.