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
  • Create a Draft Event Schedule and Copy Forward Events
  • Updating A Draft Event Schedule Copied Forward
  • Publishing a Draft Event Schedule

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  1. Scheduling Events

Copying an Existing Schedule of Events

PreviousCreating and Managing EventsNextRecurring Events/Event Series

Last updated 1 year ago

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Elentra allows you to copy existing events, including their curriculum tags and resources, by creating a draft event schedule and populating it with events from a previous course and curriculum period. After you have copied the existing events, you can adjust some of the details like teacher, location, audience, etc. and import the events back into your draft. If your curriculum and course structure are relatively consistent, copying existing events can save significant amounts of time when you begin a new academic year.

Create a Draft Event Schedule and Copy 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 and leave the appropriate boxes checked.

      • Hide files and links: Checking this box will hide all files and links from learners; that means any file or link you want to make visible to leaners will have to be edited after the events are published.

        • This is a separate feature from time releasing event resources and does need to be checked for event resource time release options to be applied.

      • Copy event resources as draft: Checking this box will set all links and files as draft in the newly created events; that means once the schedule is published event administrators will need to additionally update each resource to published status to allow learners to view it.

    • 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.

    • Automatically assign curriculum period: Optionally get Elentra to assign a curriculum period to all events copied forward. Highly recommended.

      • Elentra will check the date of the event to try to assign the appropriate curriculum period.

      • If an event falls on a date that could be in more than one curriculum period you'll likely want to manually set the curriculum period later.

      • Exceptions to setting a curriculum period are if you have a date that can exist in multiple curriculum periods and you have multiple course enrolment audiences and you want all audiences to attend the event.

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

  • Click 'Create Draft'.

  • Review events as needed.

    • If you copy forward recurring events that have the parent-child id feature enabled, these linkages will be maintained in the copied events.

  • 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 A Draft Event Schedule 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.

For a draft event schedule import, the following columns are required:

  • Course Code: This schedules the events in the correct course. You can find course codes on a course setup tab.

  • Event Types: This defines the event type and can hold multiple event types if needed (e.g., a two-hour session split between lecture and small group work).

    • If using more than one event type, and separate them with a semicolon and space (e.g., lecture; small group). Keep the order the same as the event type duration column.

  • Event Title: Enter the event title.

  • Date: Enter the date. Multiple formats are accepted.

  • Start Time: This is what time the event should start. Enter in 24 hr. format.

  • Event Type Durations: If you have multiple event types scheduled in one event, this column can be used to indicate how much time is allotted to each event type. Enter the time in minutes and separate times with semicolons and a space (e.g., 60; 60). Put the times in the same order as you list the event types.

    • You must include this field for long events, even if you don't have multiple event types included.

    • If there are not multiple event types scheduled during an event, this column should be identical to the Total Duration column.

You should also have:

  • Draft Event:

    • If you have exported a CSV of copied events, this column will already be populated for you.

  • Original Event:

    • If you have exported a CSV of copied draft events, this column will be populated with the unique id numbers of the existing events. This information should not be changed as the original event id will help Elentra know which resources, curriculum tags, etc. to associate with this event.

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.

Additional Considerations

  • If you need to add new events to an event series, and use the parent child event feature, you should duplicate the lines that represent the child events you want to copy. Then, edit the draft event id to be a unique id for this spreadsheet. You do not need to change the original event id, the parent event id, or recurring event id. Update the event title, audience, location, etc. as required.

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

  • 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.)

  • 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.

Event types must match the list of in your organization.

event types
The Admin > Manage Events Page
Options when copying forward existing learning events