Log in as a MedTech or Admin user.
Open the Admin drop-down on the top menu and click Manage Curriculum.
Click Curriculum Framework Builder in the left-side menu.
Click the Add Framework button.
In the Adding New Framework box, input the Title of the framework and click the Add Framework button.
The new framework will appear in the Curriculum Builder table.
Click on the framework title in the Curriculum Builder table that you want to add tag sets.
On the Tag Sets page, click the Create Tag Set button.
On the Adding Tag Set page, under the Details section, input the Code, Name, Shortname. These fields are required.
Scroll down to select which course(s) the tag set will be associated with.
Scroll down to select from the options under Framework Specific Options, if applicable. See Curriculum Framework Tag Set Options for more details.
Scroll down to select from the options under Form Options, if applicable. See Curriculum Framework Tag Set Options for more details.
Scroll down to select from the options under Advanced Options, if applicable. See Curriculum Framework Tag Set Options for more details.
Click the Save button to add the tag set.
Note: With CBME, there may be multiple tag sets to add using:
- STG - Stages
- EPA – Entrustable Professional Activity
- KC – Key Competencies
- EC – Enabling Competencies
- MS – Milestones
Click on the framework title in the Curriculum Builder table that you want to add tag sets.
On the Tag Sets page, click the Use Existing Tag Set button.
On the Use an Existing Objective Set box, use the Existing Objective Set drop-down to select a tag set.
Click the Import button.
On the Edit Tag Set page, under the Details section, ensure the correct Code, Name, Shortname appear.
Scroll down to ensure the proper course(s) are associated with the tag set.
Scroll down to ensure the necessary tag set options are selected, if applicable:
Click the Save button to add the tag set.
Note: With CBME, there may be multiple tag sets to add using:
- STG – Stages
- EPA – Entrustable Professional Activity
- KC – Key Competencies
- EC – Enabling Competencies
- MS – Milestones
On the Curriculum Builder page, select the tag set on the Tag Set table.
Click the Remove Tag Set button.
On the Remove Objective Sets box, review the instructions:
4. Click the Remove button to delete.
Click on the framework title in the Curriculum Builder table that you want to manage the tag set relationships for.
Click on the Relationships tab.
Click on the Manage Relationships buttons for the tag set you want to add a relationship.
In the Adding Relationships to [insert tag set title] box, use the Relationship Type and Tag Set drop-downs to add the proper relationship.
Repeat the above steps for all necessary tag sets. This will create the framework for your CBE Course (program).
Click on the framework title in the Curriculum Builder table where you want to create, or edit an organization tree.
Click the Organization Tree tab.
On the Create New Organization Tree page, input the Title name.
Click the Save and Proceed to Uploader button.
Note: You can also set up an Organization Tree under the CBME tab in Manage Courses, but this workflow currently has the most usable user interface.
On the Organization Tree tab, click the trash icon associated with the tree you want to delete.
On the Delete an Organization Tree page, click the Delete this tree button.
You will receive a notification that the tree was deleted, and the page will return to the Organization Trees table.
Create the following tag sets with their corresponding tag set options and select Stages as the Primary tag set:
2. Select the following options for Stages:
3. Select the following options for Entrustable Professional Activities:
4. Do not select options for Key Competencies or Enabling Competencies:
5. Select the following options for Milestones:
This tag set will display on the learner dashboard.
When this option is selected, a dashboard scale can also be selected. The dashboard scale will display to progress reviewers (with permission) to set a status for the objective (when clicking the status circle). If you don’t have permission to set the status for an objective, you will only see the status.
This tag set option will display the objectives under their parents as categories on the dashboard.
This option will add the tag set as a filter on the learner dashboard.
This option should be selected when triggering an on-demand assessment.
This option allows the tag set to be mapped to clinical experiences (e.g., rotations).
This option should be selected if the tag set is to be used in the assessment plan builder.
This option will allow the tag set to be displayed on the program dashboard.
This option will group children of this tag set on the program dashboard.
This option will use the tag set as a filter on the program dashboard.
This option will enable editing of the tag set once it has been uploaded.
This option will add this tag set as a smart tag item on the smart tag form templates. Smart tag items will display the mapping of the triggered branch after the form has been generated.
This option will allow this tag set to be used on other CBME form templates (Supervisor Form, Procedure Form, Field Note Form).
This option will add this tag set as a mapped objective on supervisor forms. Example: Milestones scale can be selected on a Supervisor Form template
This is meant to show an EPA; where we expect to show EPA related information, this option allows the objective set to be used in its place.
This is also important to select as the child of a primary objective (example: Parent - Stages, Child - EPAs).
You will want to select this to ensure all children and grandchildren of this tag set/objective set will be displayed in the objective tree mapping for your CBE course.
Select this to ensure uploading objective files is successful.
This option sets the tag set as a filter for on-demand triggering.
If the objective is a primary competency, this filter will display the set of objectives the learner is currently in-progress (e.g., Display EPAs by the current stage). When this option is selected, name the filter.
This option may be used if your curriculum uses stages. For example, your learners must complete a foundations stage before they move into a core stage.
This option determines that ordered objectives must start at the depth of this tag set. This is relevant when multiple types appear on the same depth. The tree in the example below is the Framework and not actual branches of objectives. If the order for B is set as a value of 2, and the order for C is set to 1 and D is left unset, then, the relevant interfaces (currently, only Smart Tag Triggering) would render as such: C, B, D
Use Case
When two objectives live on the same level, both are triggerable and you would like to identify which order they should be displayed in. Relevant to smart tag form triggering.
Clicking this option allows you to enter the order of the objective codes on each tag in this tag set, in the order that the learner will complete it. In the case of the Stages tag set, enter D,F,C,P. This indicates that the learner would complete the D, F, C, P objective codes in this tag set, in this order.
This applies to curriculum versioning.
