Elentra ME User Documentation
Elentra ME 1.26
Elentra ME 1.26
  • Introduction
  • What's New in ME 1.26?
  • Support
    • Supported Browsers
    • Reporting Issues
    • Feature Requests
  • System Setup
    • Database Settings Options
    • Organisations
    • Assessment Types and Characteristics
    • Assessment Flag Severity
    • Assessment Response Categories
    • Bookmarks
    • Clinical Response Categories
    • Grading Scales
    • Departments
    • Email Templates
    • Hot Topics
    • Learning Event Types
    • Location Management
    • LTI Providers
    • Media Sources Management
    • Medbiquitous Tools
      • Medbiq Assessment Methods
      • Medbiqitous Instructional Methods
      • Medbiquitous Resources
    • Restricted Days
    • User Disclaimers
    • User Meta Data
  • Curriculum Management
    • Curriculum Framework Builder
    • 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
    • Mapping Tags to Content: Visibility and Reporting Options
  • User Management
    • Create and Manage Users
    • 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
  • Dashboard and Calendar
    • Dashboard
    • Calendar
    • Calendar Subscription
  • Communities
    • Community Types and Uses
    • Creating and Managing Communities
    • Community Pages
      • Announcements
      • Discussions
      • Document Sharing
      • Events
      • Galleries
      • Polling
      • Quizzes
      • External URL
      • BasicLTI Consumer
    • Managing Communities
      • Community Reports
      • Locking a Community
    • Subscribing to Community Notifications
    • Public/Guest Accounts
  • Courses
    • Creating Courses
    • Course Setup Tab
    • Curriculum Tags Tab
      • Copying Assigned Tags from one Curriculum Period to Another
    • Course Content Tab
    • Course Enrolment Tab
    • Course Groups Tab
    • Gradebook Tab
    • CBME Tab
    • Logbook Tab
    • Course Reports Tab
  • Course Websites
    • Creating a Course Website
    • Course Website Versioning
    • Locking a Course Website
  • Learning Events Tab
    • Learners - Bulk Download Event Files
  • Scheduling Events
    • Creating and Managing Events
    • Copying an Existing Schedule of Events
    • Recurring Events/Event Series
    • Parent Child Feature
    • Reporting on Learning Events
    • Lecture Capture
  • Event Pages
    • Learner View of Learning Events
    • Event Setup Tab
    • Event Content Tab
      • Bulk Event Feedback Management
    • Event Attendance Tab
    • Event History Tab
    • Event Statistics Tab
    • Reporting on Events
    • Recurring Events Tab
  • Units/Weeks
    • Creating Units
    • Learner View of Units
  • Cases
  • Attendance Tracking in Elentra
  • Absence Management
    • Absence Management Set Up
    • Absence Management Dashboard
    • Reporting and Tracking Absences (Learners)
    • Managing Absence Requests
    • Tracking Absences in Learning Events (Admin/Faculty)
    • Absence Management Notifications
    • Generating Reports
  • Assessment of Learners In Elentra
  • Gradebook
    • Creating Assessments
      • Collections
      • Group Assessments
      • Attaching an Exam
      • Attaching a Discussion Post
      • Attaching a Quiz
      • Manage Existing Assessments
      • Copying an Existing Gradebook
    • Considerations for Clerkship
    • Entering Grades
      • Grade Spreadsheet
      • Faculty and TAs Entering Grades
      • Grades from Exams
      • Grading Discussion Posts
      • Grades from Quizzes
    • Comments per Assessment in Gradebook
    • Drop Box Assignments
    • Document Delivery
    • View and Report on Gradebooks
    • Gradebook Calculations
    • Learner Explorer
    • Learner View of Gradebooks, Learner Explorer and Assignments
    • Group Assessments and Assignments (Learner View)
  • Exams
    • Exam Question Management
      • Exam Question Labels
      • Question Index
      • Question Groups
      • Import Exam Questions from Text Files
      • Migrating Questions from ExamSoft
      • Migrating Responses From Exam Soft
    • Create and Manage Exams
      • Export an Exam to Word (.doc) File
    • Exam Posts
    • RPNow
    • Examity
    • Safe Exam Browser
    • Respondus Lockdown Browser
    • Adjust Exam Scoring
    • Exam Reports
    • Exam History
    • Grading Exams
    • Learner View of Exam
    • Learners as Question Creators and Exam Graders
  • Team-Based Learning
  • Peer Instruction
    • Access Peer Instruction
    • Create and/or Manage a Poll
    • Attach/Detach Question(s) to a Peer Instruction
    • Manage a Peer Instruction Event
    • Peer Instruction Reports
  • Quizzes
    • Creating and Managing Quizzes
    • Learner View
  • Assessment & Evaluation
    • Required System Settings Configuration
    • Rating Scales
    • Creating and Managing Items
      • Prompted Responses
      • Items as seen in PDF
    • Forms
      • Creating and Managing Forms
      • Confidential Assessors/Evaluators
    • Form Templates
    • Distributions
      • Distribution Wizard
      • Release to Target of Individual Completed Evaluation Tasks
      • Peer Assessment Target Release Options
      • Summary Assessment Tasks
      • Date Range Distributions
      • Rotation Based Distributions
        • Support for Off-Service Rotation Assessment and Evaluation
        • Distribution Progress Report (Rotation-Based Distribution)
      • Delegation Distributions
      • Learning Event Schedule Distributions
      • Ad Hoc Distributions
      • Reciprocal Distributions
      • Managing Distributions
      • Distribution Progress Reports
    • On-Demand Workflows
    • Rotation Evaluation Options
    • Faculty Evaluation Options
    • External Assessors
    • Email Notifications in A & E
    • Administrator Use of Assessment & Evaluation
      • Admin > Assessment & Evaluation Dashboard
      • Send Reminders
      • Forwarding Tasks
      • Record Assessment
      • Reopen and Edit Completed Forms
      • Delete and Recover/Reopen Tasks
      • Extend On-Demand Task Expiry Dates
      • Trigger Assessment
      • Trigger Bulk Assessments
      • Assessment and Evaluation Badge
      • Delegations
      • Distribution Reviewer
    • Assessment and Evaluation Reports and Completed Tasks
      • Access to Completed Assessment & Evaluation Tasks and Reports
      • Evaluations Reports
      • Assessments Reports
      • Leave Reports
      • Distribution Reports
      • Weighted CSV Report
      • Sample A&E Reports
    • Faculty Use of Assessment and Evaluation
      • Completing Tasks
      • Deleting Tasks
      • Forwarding Tasks
      • Completing a Summary Assessment Task
      • Viewing Learners' Assessments (as Staff/Faculty)
    • Learner Use of Assessment and Evaluation
      • Starting an Assessment On Demand
    • FAQ
  • Competency-Based Education
    • Setting Up CBE: Overview
      • Developer Work for CBE
    • Mapping CBE Curriculum
      • Auto-Setup Curriculum Tag Sets
      • Populate Standard Key and Enabling Competencies
      • Create a Curriculum Framework
      • Curriculum Framework Tag Set Options
      • Create an Organizational Tree
      • Create a Course Tree
      • CSV formatting for Curriculum Tag Uploads
      • Additional Information for Royal College Programs
        • CBME to CBE Post-Migration Review
        • Setting up a Royal College PG Curriculum Framework
        • Importing Curriculum Tags for Royal College Programs
        • Stages Template
        • EPAs Template
        • Roles Template
        • Key Competencies Template
        • Enabling Competencies Template
        • Milestones Template
      • Import Contextual Variable Responses
        • Contextual Variable Groups
        • Reordering Contextual Variable Responses
        • Modifying Contextual Variable Responses
      • Defining and Uploading Procedure Attributes
      • Trouble Shooting Uploaded Curriculum Content
      • Curriculum Versions Overview
        • Using the Versioning Wizard
        • Form Building after Versioning
        • Resetting Learner's Curriculum Version
      • Viewing the EPA Encyclopedia and EPA Maps
      • Priority and Likelihood Ratings
    • Creating and Managing CBE Forms
      • Rating Scales
      • On-Demand Workflows
      • Supervisor Form Template
      • Rubric Forms
      • Periodic Performance Assessment (PPA) Forms
      • Procedure Form Template
      • Smart Tag Form Template
      • Field Note Form Template
      • Reordering Items on Published Forms
      • Form Embargo Option
      • Reviewing Form Feedback
      • Tracking Completion of Tasks
    • Assessment Plan Builder
    • Managing Faculty and Learners for CBE
      • Recommendations for CBE User Roles
      • Learner Level and CBE Status
      • Resetting a Learner's Curriculum Version/User Tree
      • Course Lists
      • Setting up Academic Advisor Groups
      • Managing Competency Committees
    • 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 Learner Progress
      • CBE Program Dashboard
      • FAQ: CBME Program Dashboard
      • CBME Visual Summary
      • CBME Learner Dashboard
      • Promoting Learners Through Stages
      • Learner Meetings Logs
      • Archived Assessments
      • Pinning Forms, Items and Comments
      • Resident Tool: Thumbs Up for Helpful Feedback
      • Milestone Report
      • Updating Learner Stages
      • Learners' Curriculum Version(s)
      • Learners' Assessments Page
    • Visual Summary Dashboards
      • Normative Assessment
      • Resident Dashboard
      • Faculty Development Dashboard
      • Program Evaluation Dashboard
      • Program Oversight Dashboard
    • Elentra With or Without CBE Enabled
  • 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
      • Blocks/Slots
      • Booking Learners into Slots
      • Viewing Existing Schedules
      • Granular Clinical Scheduling
        • Clinical Event Attendance Tracking
      • Learner View of Rotation Schedule
      • FAQ
    • Lottery
      • Lottery Glossary
      • 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
  • Meeting Logs
  • 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
  • Preparing for a New Academic Year
  • Annual Reports
    • Reporting on Annual Reports
  • User Tools and Options
    • User Profile Preferences
    • User Privacy Preferences
    • User Notification Preferences
    • Organisation Switcher
    • Hide Sidebar
    • Display Style Switcher
    • Bookmarks
    • People Search
    • Permission Masks
    • RSS Feeds
    • Give Feedback!
    • My Meetings
  • System Reports
    • Learning Event Reports
    • Course Reports
    • Curriculum Reports
    • Teaching Event Reports
    • Learner Incident Reports
    • Usage Reports
    • Assessment Reports
    • External Reporting
      • AAMC CI Reporting
    • MSPR Reporting
    • Clerkship 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
    • Integration with Microsoft Teams
  • Glossary
  • Elentra Mobile User Guide
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On this page
  • Accessing CBME Dashboards
  • Reviewing Learner Progress
  • Overview Tab
  • Assessments
  • Assessments Items
  • Trends
  • Comments
  • Pins

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  1. Competency-Based Education
  2. Reviewing Learner Progress

CBME Learner Dashboard

PreviousCBME Visual SummaryNextPromoting Learners Through Stages

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Updated to allow for faculty and learner self-assessment on curriculum tags (Stages tab)

Faculty, program administrators and learners can easily review a learner's progress from the learner's individual CBME dashboard.

Note that the CBME dashboard includes several tabs: Stages, Assessments, Assessments Items, Trends, Comments, and Pins. (Reports can be generated from the Stages page.)

There is another Assessments Dashboard that pulls in additional form information if your organization is using the Assessment and Evaluation module for other forms (e.g. program and faculty evaluations). This page discusses just the CBME Dashboard.

Accessing CBME Dashboards

  • When logged in as a faculty member or program coordinator, click the Assessment & Evaluation badge that appears between the user's name and the logout button in the top right.

  • Click on 'My Learners' from the tab menu.

  • Search for a learner as needed, and if you can't find someone, ensure that you are in the correct curriculum period using the dropdown menu on the right.

  • After finding the correct learner, click on Dashboard under the learner's name to view the learner's progress. Residents automatically land on their CBME Dashboard when they log into Elentra.

Reviewing Learner Progress

From a learner's CBME Dashboard, click through the different tabs to view a range of assessment information. On most tabs, you can apply filters in order to refine the list of assessments visible. To use this option, select all the appropriate filters (e.g. date, curriculum tag, contextual variable, assessment tool, etc.) and then click 'Apply Filters'. Note that the filters a PA or PD applies on one learner will be maintained as you move through different pages.

Overview Tab

From the Overview tab, you can see a summary of a learner's progress across curriculum objectives. Depending on the tag set settings in a curriculum framework, tag sets may display as containers of other tags, as a flat list, etc.

Click the down arrow on the right side of an curriculum tag card to see a list of completed assessments for that curriculum tag. Depending on the form there may be a count of the learner's global assessment rating, which you can click on to access an aggregated report of the learner's performance on this form.

Stages Tab: Dashboard Assessment Options

From a learner dashboard, you can optionally allow faculty and learners to indicate progress towards curriculum tags through the use of dashboard scales.

For each tag set, faculty or administrators have the ability to mark a learner's status (e.g., In Progress, Complete). The options available depend on the dashboard scale defined for the curriculum tag set.

Additionally, users, including learners, can set status updates for individual tags listed on the dashboard. These also depend on the dashboard scale defined for the curriculum tag set.

to let learners use this feature, the database settings cbe_dashboard_allow_learner_self_assessment and learner_access_to_status_history are required. Additionally, a developer needs to add cbe_dashboard_allow_learner_self_assessment to the course settings table for each course that wishes to use this feature.

By clicking on the status circle a user can update the status as needed. For example, a learner can indicate that she is "In Progress" for a specific tag.

When a learner self-assesses they will be asked to provide a comment to justify their self-assessment. They can also optionally upload a supporting file.

When a faculty or administrator updates a status they can also provide comments and a file. In both cases they can optionally allow the comment or file to also be viewed by the learner.

Users can view the history of status changes to see previously made comments and uploaded files.

Overview Tab: Assessment Plan Requirements to be Met

A badge on curriculum tag cards displays the learner’s progress towards meeting the uploaded assessment plans (Achieved/Required) and is visible to all who have access to the dashboard including the learners themselves. These numbers align with those on the CBME Program Dashboard and are updated on the same nightly schedule. Note that you can toggle between viewing all requirements and remaining requirements.

If you are using the rotation scheduler, curriculum tags mapped to a learner's current rotation are outlined in the stage colour and the priority and likelihood of a tag in the learner's specific rotation is shown through the exclamation mark and bar chart (unlikely, likely, very likely).

Overview Tab: Reporting Options

  • From the “Overview” tab of the CBME Dashboard, click on the grey down arrow on the right side of the curriculum tag card (“View Assessment Details” tooltip will appear on hover).

  • This will display the titles and total counts of all forms that have been completed on a resident for that curriculum tag. Simply click on the form title that you wish to view aggregated data for.

  • This will open a new tab with the aggregated report as well as a trends chart. Within this tab, click on the form title to expand the aggregated data. If there have been multiple versions of the same form, these will aggregate separately, so you will need to click on each form version to view the data. You are also able to navigate directly to individual assessments by clicking on them within the trends chart.

Additionally, from ‘View Assessment Details’, you are able to generate an aggregated report by clicking on the entrustment rating responses. This will generate a report for only those assessments with that specific level of entrustment (e.g., to view aggregated report of all assessments where the resident was entrusted with “Supervision Only” on that particular form).

Assessments

  • See a list of all completed assessments and filter as desired.

  • Toggle between completed, in progress, pending and deleted assessments below the filter settings.

    • In Progress tasks will include any task initiated using 'Complete and confirm via email', even if the assessor has yet to independently open the task.

    • Pending tasks here includes all assessments delivered to assessors, whether or not they have expired.

  • On each individual assessment card, note that the form type and relevant EPA are displayed. You can also click the down arrow on the right to show some form information (e.g., global rating, comments, assessor and assessment method), and click 'View Details' on the left to see the assessment form.

  • Users can quickly filter for read/unread assessments.

    • The small grey number beside 'Assessments' in the tab menu represents all unread assessments.

    • From the regular list view an eye with a slash means an assessment is unread.

    • There is an option to mark all assessments as read on the right side above the assessment cards.

    • Marking assessments as read or unread is user specific so learners and faculty will see their own results.

  • Users can pin an assessment from this screen and learners can give an assessment a "thumbs up" to provide feedback to an assessor about their feedback.

Assessments Items

Quickly see a list of all completed assessment items and filter as desired. Click the down arrow on the right to see comments, response descriptor and the name of the assessor (as applicable). Click View Details at the bottom left of each card to access the completed assessment form.

Users can pin an assessment item from this screen.

Trends

View trends in learner performance across global assessment ratings. Note the overall tally of ratings in the top right corner of each card. Hover over on a node on the chart to view information about the form name, date and rating; you can also click through to access the actual assessment form.

Comments

Quickly access a list of all narrative comments provided to the learner on any complete CBME assessment tool. The tool type and relevant EPA will be displayed below the form name on each comment card.

Users can pin comments from this tab.

Pins

Quickly view all assessments, items, or comments that have been pinned. Apply filters as desired, or just scroll down to find the toggle to switch between assessments, items, and comments.

To allow faculty other than course/program directors to adjust the status for a learner on an individual curriculum tag, make sure that they have been given permission to in the relevant .

For users with a Royal College framework, when in a faculty or PA role you can also access a Milestone Report from the Overview tab. More details about the Milestone Report .

Course Group setup
here
The learner has self-assessed as 'Incomplete'; the advisor has also recorded an 'Incomplete' status
Viewing Assessment Plan Requirements from the Learner Dashboard