Upload Objectives for a Curriculum Tag Set

Use .csv format to upload objectives

When creating an Objective Tree allowing for Objectives to be uploaded, Objectives may (not mandatory) be uploaded individually for each of the Curriculum Framework’s containing Curriculum Tags.

Prerequisite:

The titles of the column headings in the uploaded spreadsheets must be the following:

Parent(s)

Code

Name

Two Upload Options:

Default Upload

The “Parent(s)” field must be specific as to where the objective is to be located in the Curriculum Framework structure:
- Example: for objective PTYPE1, Parent(s) field may be: “DOCC1-EPA1-POE1, DOCC1-EPA1-POE2” - This will attach objective PTYPE1 to Curriculum Tag PEO1 under EPA1, which is under DOCC1, as well as PEO2, under EPA1, which is under DOCC1.
Parent(s) field can be empty until used in another upload. For example, objectives at the highest level would be uploaded with the “Parent(s)” field empty.

Sample .csv format:

Parent(s)

Code

Name

DOCC1

Care of Adults

DOCC2

Maternity & Newborn

DOCC3

Children & Adolescents

DOCC4

Care of the Elderly

Sample .csv format:

Parent(s)

Code

Name

DOCC1-EPA1-POE6

PTYPE1

Integumentary Procedure

DOCC1-EPA2-POE6, DOCC1-EPA3-POE6

PTYPE2

Local Anaesthetic Procedures

DOCC1-EPA3-POE6, DOCC1-EPA4-POE6

PTYPE3

Eye Procedures

DOCC1-EPA4-POE6

PTYPE4

Ear Procedures

DOCC1-EPA2-POE6, DOCC1-EPA3-POE6

PTYPE5

Nose and Throat

Upload Referencing a Single Parent Code

Upload objectives referencing their immediate parent.
- Example: when uploading objective PTYPE1, the Parent(s) field may only specify “POE1, POE2”. This attaches PTYPE1 to wherever Curriculum Tags POE1 and POE2 appear, no matter their parents or where they appear in the hierarchy.

Sample .csv format:

Parent(s)

Code

Name

DOCC1

EPA1

Care of the Adult with a Chronic Condition

DOCC1

EPA2

Care of the Adult with Minor Episodic Problem

DOCC1

EPA3

Care of the Adult with Acute Serious Presentation

DOCC1

EPA4

Care of the Adult with Multiple Medical Problems

DOCC1

EPA5

Performing a Periodic Health Review of an Adult

Sample .csv format:

Parent(s)

Code

Name

EPA1, EPA2, EPA3, EPA4, EPA5

POE1

Hypothesis Generation

EPA1, EPA2, EPA3, EPA4, EPA5

POE2

History

EPA1, EPA2, EPA3, EPA4, EPA5

POE3

Physical Examination

EPA1, EPA2, EPA3, EPA4, EPA5

POE4

Diagnosis

EPA1, EPA2, EPA3, EPA4, EPA5

POE5

Investigation

EPA1, EPA2, EPA3, EPA4, EPA5

POE6

Procedural Skills

Uploading Objectives Example

Demo Session

The Core Team recorded a demo session with a complete walk-through of the creation and versioning of Objective Trees:

Overview

Given Curriculum Framework with structure:

DOCC - Domains of Clinical Care

EPA - Entrustable Professional Activity

POE - Phase of Encounter

PTYPE - Procedure Type

P - Procedure

SD/FMR - Skill Dimensions & FM CanMEDs Role

PT - Priority Topic

P&P - Progress & Promotion

When selecting to create a new Objective Tree Version and choosing to Upload, a page will be displayed to allow the user to upload objectives for each of the above Curriculum Tag Sets in the hierarchy, in order of hierarchy:

Domains of Clinical Care
Progress & Promotion
Entrustable Professional Activity
Phase of Encounter
Skill Dimensions & FM CanMEDs Role
Priority Topic
Procedure Type
Procedure

Note: For each of the above, the user can upload a CSV of objectives and select either Default upload or Upload referencing a single parent code.

Level 1 - Root Level

For Curriculum Tag Sets with no parent in the Curriculum Framework structure, the selected method does not matter, since no Parent is specified for the Objectives.

For example, the following can be used to set objectives for Curriculum Tag Domains of Clinical Care, no matter the upload method since no Parent is specified.

Parent(s)

Code

Name

DOCC1

Care of Adults

DOCC2

Maternity & Newborn

DOCC3

Children and Adolescents

Root Level Objectives

Level 2

In addition, for Curriculum Tag Sets that appear in the second level (below the top) in the Curriculum Framework, the upload method will also no matter since only a single Parent is specified:

Parent(s)

Code

Name

DOCC1

EPA1

Care of the Adult with Chronic Condition

DOCC2, DOCC3

EPA2

Care of the Adult with Minor Episodic Problem

DOCC3

EPA3

Care of the Adult with Acute Serious Presentation

DOCC3

EPA4

Care of the Adult with Multiple Medical Problems

Root Level Objectives

In the above example, objective EPA2 has two parents, DOCC2 and DOCC3.

For Curriculum Tag Sets that appear in lower levels than the top in the Curriculum Framework, the selected upload method will matter.

Level 3

Default Upload Method Example

The following is an example of how POE objectives can be uploaded using the Default Method, under EPAs:

Parent(s)

Code

Name

DOCC1-EPA1

POE1

...

DOCC1-EPA1, DOCC2-EPA2

POE2

...

DOCC2-EPA2

POE3

...

DOCC2-EPA2

POE4

...

DOCC3-EPA2

POE5

...

DOCC3-EPA3

POE6

...

DOCC3-EPA4

POE7

...

DOCC3-EPA4

POE8

...

The above will set objective POE1 under DOC1-EPA1 in the hierarchy for example. Also note the difference between POE4 and POE5.

POE4 is assigned to EPA2, but only EPA2 under DOCC2 in the hierarchy, where POE5 is assigned to EPA2 under DOCC3:

The above will set objective POE1 under DOC1-EPA1 in the hierarchy for example. Also note the difference between POE4 and POE5.

POE4 is assigned to EPA2, but only EPA2 under DOCC2 in the hierarchy, where POE5 is assigned to EPA2 under DOCC3:

Single Parent Code Upload Example

The following is an example of how POE objectives can be uploaded using the Single Parent Code method, under EPAs:

Parent(s)

Code

Name

DOCC1-EPA1

POE1

...

DOCC1-EPA1, DOCC2-EPA2

POE2

...

DOCC2-EPA2

POE3

...

DOCC2-EPA2

POE4

...

DOCC3-EPA2

POE5

...

DOCC3-EPA3

POE6

...

DOCC3-EPA4

POE7

...

DOCC3-EPA4

POE8

...

In the above, EPA2, no matter where it is in the hierarchy, is assigned the set objectives POE2, POE3, POE4 and PEO5. Therefore, both DOCC2-EPA2, and DOCC3-EPA2 are assigned those objectives.

Subsequent levels would be assigned objectives in a similar way.

Upload Objectives for a Curriculum Tag Set

You can upload objectives within a course under Manage Courses. The following steps are formatted under the lens of CBME.

Step 1

Within a course, select the CBME tab and then the Configure CBME tab to begin Step 1: Configuration. Select Use a curriculum framework as a base and click Next Step.

Step 2

Select a framework in the drop-down and click Next Step.

Step 3

Ensure the objective .csv files are formatted as indicated in the highlighted instructions.

Step 4

For the Stages upload, ensure the Default upload option is selected and click Choose a file or drag and drop to add a .csv file.

Step 5

Once the .csv file is selected, the upload area will display the file name. Click the Save and upload Royal College Stages button.

Step 6

A confirmation highlighted in green will display when the file is uploaded successfully.

Step 7

For the Enstrustable Professional Activities upload, ensure the Upload referencing a single parent code option is selected and click Choose a file or drag and drop to add a .csv file.

Once the .csv file is selected, the upload area will display the file name. Click the Save and upload Royal College Stages button. A confirmation highlighted in green will display when the file is uploaded successfully.

Step 8

For the Milestones upload, ensure the Upload referencing a single parent code option is selected and click Choose a file or drag and drop to add a .csv file.

Scroll down to click the Next Step button.

Notes:

If you forget to select the correct Upload radio button (ex. Upload referencing a single parent code), you must reset the upload by going back to Step 1: Configuration in the CBME tab of the course or in the Organization Trees section of the Curriculum Framework Builder.

Depending on your framework, Enabling Competencies and Key Competencies objective files do not need to be uploaded. Under the lens of a CBME framework, they are not required and the Default upload option would remain selected.

Step 9

You can review the new proposed tree structure with the uploaded objectives added. Click the Publish button to save.

Note: if there are errors in the upload, then the objective uploads have not been published. The publish button also does not appear when there is an error. You will need to reset the objective upload. See Notes section in Step 8 of this documentation.