To use supervisor and procedure forms, an organization needs to have rating scales in place. Elentra includes several rating scales but organizations can also add their own. There are two types of rating scales: Global Assessment and MS/EC which stands for Milestone Scale /Enabling Competency. There is no user interface to modify the scale type and both scale types are used on form templates including supervisor and procedure form templates.
There is a user interface to manage rating scales but only System Administrators and users with Medtech>Admin group and role can modify the available scales. Note that scales are applied to an entire organization and can be accessed by multiple programs.
Navigate to Admin>Assessment and Evaluation. Select the Scales tab from the top tabs list. Any existing rating scales will be displayed. To add a rating scale, click the green add button. Create a scale title, pick a scale type from the dropdown options, and then add descriptors to your response categories. Add or remove responses using the small plus and minus symbols in the top right of the responses categories section. Once scales are created, they will become visible options when creating forms.
If you don't see the Response Categories you want to include in your scale, assessment response descriptors can be added through the Systems Settings menu. This can only be completed by a Medtech:Admin user.
Elentra is designed to automatically populate the item text when you select a global rating scale. Using different scales will result in different questions populating the form. See examples below.
There is no user interface to configure the item text used with each scale. This is controlled through the database; if you need to create a scale and will be using it as a global rating scale please speak to your project manager ora developer.
