At present our monthly webinars are not posted on this site, but can be found on our Elentra Collaborate Intranet Portal https://collaborate.elentra.org/community/elentra-learn. If you are employed at a consortium member school and wish to access a past webinar and have not been added to the Elentra Collaborate site, please contact Alice Rush-Rhodes on Slack or via email (arush@queensu.ca).

Past webinar topics include:

Elentra Learn #39 (January 2021) - What's New in Elentra ME 1.20

Elentra Learn #38 (Nov. 18, 2020) - Workflows in Elentra ME 1.19

Bonus Content (Sept. 2020) - Team-Based Learning in Elentra ME 1.19

Elentra Learn #37 (Sept. 16, 2020) - What's New in Elentra ME 1.19

Elentra Learn #36 (August 12, 2020) - Curriculum Mapping in Elentra ME 1.18+)

Bonus Content (July 2020) - Absence Management Module in Elentra ME 1.18

Elentra Learn #35 (July 22, 2020) - Clinical Experience: Lotteries in Elentra ME 1.18

Elentra Learn #34 (June 3, 2020) - What's New in Elentra ME 1.18

Elentra Learn #33 (May 13, 2020) - Rolling Forward to a New Academic Year (ME 1.18)

Elentra Learn #32 (April 8, 2020) - Clinical Experience Rotation Schedule in Elentra ME 1.18

Elentra Learn #31 (March 11, 2020) - EJS (Technical Focus)

Elentra Learn #30 (February 5, 2020) - GraphQL (Technical Focus)

Elentra Learn #29 (January 15, 2020) - CBME Program Dashboard

Elentra Learn #28 (December 18, 2019) - What's New in Elentra ME 1.17

Elentra Learn #27 (November 20, 2019) - Elentra API (Technical Focus)

Elentra Learn #26 (October 23, 2019) - Elentra JS 2.0 (Technical Focus)

Elentra Learn #23 (July 17, 2019) - Introduction to Elentra CPD

Elentra Learn #22 (May 15, 2019) - What's New in Elentra ME 1.15.0

Elentra Learn #21 (April 10, 2019) - Elentra Collaborate Intranet Portal

Elentra Learn #20 (March 6, 2019) - AAMC Curriculum Inventory Report

Elentra Learn #19 (December 5, 2018) - What's New in ME 1.14

Elentra Learn #18 (November 13, 2018) - Scheduling Tools in Elentra

Elentra Learn #17 (September 5th, 2018) - How to Contribute to Elentra as a Developer

Elentra Learn #16 (August 8th, 2018) - What's New in Elentra 1.13

Elentra Learn #15 (July 11, 2018) - Distributions in Assessment and Evaluation in ME 1.12

Elentra Learn #14 (June 6, 2018) - Elentra Grab Bag: Things you might not know about ME 1.12

Elentra Learn #13 (May 2nd, 2018) - User Experience Development and Process

Entrada Learn #12 (April 4th, 2018) - What's New In Entrada ME 1.12

Entrada Learn #11 (March 7th, 2018) - Using the Entrada API

Entrada Learn #10 (February 7th, 2018) - Communities (types, pages, etc.)

Entrada Learn #9 (December 6th, 2017) - Curriculum Search, Explorer and Matrix

Entrada Learn #8 (November 22nd, 2017) Competency-Based Medical Education in Entrada ME 1.11

Entrada Learn #7 (November 8th, 2017) - Curriculum Management in Entrada ME 1.11

Entrada Learn #6 (October 4th, 2017) - Deep Dive into Exams in Entrada ME 1.10

Entrada Learn #5 (August 30th, 2017) - Deep Dive into Assessment & Evaluation in Entrada ME 1.10

Entrada Learn #4 (July 26th, 2017) - What’s New in Entrada ME 1.10

Entrada Learn #3 (June 28th, 2017) - Setup and Maintenance of Courses in Entrada ME 1.9

Entrada Learn #2 (May 31st, 2017) - Deep Dive into Entrada ME 1.9 Gradebook

Entrada Learn #1 (April 26th, 2017) - What’s New in Entrada ME 1.9

Administrative Staff Release Notes

For assistance with logging into Elentra Collaborate, please either reset your password or contact collaborate@elentra.org.

Technical Release Notes

You have landed at our administrative user training documentation. A range of topics are listed on the left and clicking on each will open a subset of menu options. We also recommend using the search tool in the top right.

If you do not find what you are looking for, please feel free to reach out on the Slack #help channel if you have access to the Elentra Slack team or submit a question to questions@elentra.org.

For additional documentation including technical documentation and the Elentra Mobile User Guide, please see here.

There are a number of support and communication channels used by the Elentra Consortium in order to adequately address your support needs. If you are new to Elentra development or administration please contact your local designated Elentra Consortium contact or reach out to us at .

Communication Channels

• Elentra Mailing Lists (to subscribe please email arush@queensu.ca with your name, job title and institution)

  • Community List - used to distribute the agenda for the bi-weekly community call, make release announcements, promote the Elentra Engage conference, and raise general issues

  • Elentra Learn List - used to distribute invitations to webinars, and other training activities including monthly informal chats

  • Developer List - used to distribute technical information and high priority security announcements; used to promote monthly developer chats

• (optional) Weekly School Check-In Web Conference

• Bi-Weekly Elentra Consortium Community Call

• Elentra Learn Training Webinars

Assessment Flag Severity is a feature that allows an organization to optionally set levels of severity on prompted responses in Assessment and Evaluation items. Instead of treating prompted responses as either used or not, you can create a more nuanced approach to acting on a prompted response item (i.e., if it’s flagged at a certain level, do something).

The default behaviour of a flagged item response on an assessment form is to simply set the “flag” property of the response to 1. On submission of the assessment, flagged responses are checked, and if a particular distribution indicates that specific users (or groups) be notified of a flagged response, an email goes out to them.

The Flag Severity functionality adds another layer on top of this (in addition to also being independent of a distribution). Instead of simply setting the flag property to 1, it sets it to the primary key of the record in the flag severity table.

In the Competency Based Medical Education feature, there’s a flag called “CBME Concerns Notify Directors and Coordinators”; if enabled via an Elentra setting, program coordinators and directors (of the relevant programs) are notified when items that are flagged with this particular severity are submitted. From the forms interface, if there are any organisation specific flag severities defined, the item editing interface presents the editor with an option to select one of the predefined flags (instead of presenting them with a simple checkbox). Form templates (i.e., CBME on demand assessments) use this flag severity functionality to notify program directors and coordinators when someone submits an assessment where the “Concerns” rubric has one of the responses set to “Yes” (meaning there are professionalism concerns, for example).

The Elentra Consortium relies on participant contributions in order to continue expanding the features we offer. Schools frequently develop features that they require but that might be useful to other consortium members as well.

If you have an idea for a new or improved component of Elentra we recommend speaking to a project manager or software developer at your local institution. They can reach out to other schools within the consortium to identify potential solutions or overlapping needs.

Together, we'll continue to build a great integrated teaching and learning platform.

There are over 100 database settings options in Elentra to allow you to meet the needs of your organization. These setting options are controlled through the database, not the user interface, and therefore must be enable/disabled by a developer. You can view the complete list of database settings in the Technical Documentation. Additionally, each feature landing page (e.g., Gradebook) in this documentation includes the database settings relevant to that feature.

For ME 1.21, the following database settings were introduced:

• media_source_sync_attempt_retries

• gradebook_assignment_show_form_options

• eventsteaching_minutes_enabled

• events_teaching_minutes_self_edit_enabled

• housing_distributions_enabled

• gradebook_adjusted_grades_enabled

• clerkship_housing_department_id

• calendar_separate_short_events_enabled

• disclaimer_preamble_creation

• exams_student_submit_after_date_enabled

• lti_custom_parameter_prefix_token

• lti_anonymous_username

• lti_anonymous_user_id

• lti_replacement_token_course_name

• lti_replacement_token_course_code

• lti_replacement_token_course

• lti_replacement_token_community

• lti_replacement_token_user

• lti_replacement_token_username

• lti_replacement_token_event

• custom_course_contacts_enabled

• events_resource_access_code_default

• personnel_api_program_coordinator_show_admins

• peer_assessment_target_release_enabled

• gradebook_include_ungraded_assessments

• cbme_enable_visual_summary

This page does not need to be configured. It is part of an old clerkship lottery functionality which has now been replaced.

We recommend using Elentra on Chrome, Firefox, or Safari.

We recommend Microsoft Edge based on Chromium (released in January 2020).

Elentra no longer supports Internet Explorer.

The Bookmarks section of System Settings allows an administrative user to create a list of URLs that users will not be able to bookmark in their personal My Bookmarks list.

Not all development on this feature is complete.

Adding a Blacklisted URL

• Log in as a medtech:admin or staff:admin user.

• Navigate to Admin > System Settings.

• Click on the name of the organization you want to manage blacklisted bookmarks for.

• Click 'Bookmarks' from the left sidebar.

• Click 'Blacklist URL' to add a new entry.

• Provide a title (this will display on the list of blacklisted URLs) and the URL.

• Click 'Save'.

• You will get a success message and be returned to the list of blacklisted URLs. Your new entry should display.

To edit an existing blacklisted URL, click on the cog icon in the far right column.

Deactivating a Blacklisted URL

• Log in as a medtech:admin or staff:admin user.

• Navigate to Admin > System Settings.

• Click on the name of the organization you want to manage blacklisted bookmarks for.

• Click 'Bookmarks' from the left sidebar.

• Either click on the cog icon in the far right column to edit a single bookmark or tick the checkbox beside the URL name, then click 'Deactivate Blacklisted URL'.

If you use the AAMC Curriculum Inventory Report, you can associate Medbiquitous Assessment Methods with specific assessment characteristics you have in your organization. This information is used to help populate the CIR. If you don't do this, unmapped assessments will be reported as "Exam - Institutionally Developed, Written/Computer-based".

How to map existing Medbiquitous Assessment Methods to your organization's assessment characteristics

• Click on any existing Medbiquitous Assessment Method

• Check off the relevant Assessment Types (aka Characteristics)

• Click Save

• You will see a green success message and be redirected to the list of Medbiquitous Assessment Methods

How to add additional Medbiqitous Assessment Methods

• Click Add Assessment Method

• Provide a Method title (required)

• Optionally provide a description

• Check off the relevant Assessment Types (aka Characteristics)

• Click Save

• You will see a green success message and be redirected to the list of Medbiquitous Assessment Methods

Please see additional details here.

You can configure a list of hot topics and assign those topics to learning events. If you do you can optionally indicate if a hot topic was 'major' or 'minor' when assigned to an event.

Before you do this please be aware that there is very limited reporting for hot topics applied to events, and hot topics can not be applied elsewhere in Elentra (e.g. to gradebook assessments, exam questions, etc.). We recommend that instead of using Hot Topics you create a curriculum tag set that includes the things you want to track in your learning events.

Elentra allows you to connect to other educational technologies through LTI (Learning Tools Interoperability). This allows you to connect to services like Quizlet, Google Classroom, Panopto, etc. in Course and Community pages and when adding resources to events with the resource type LTI Provider.

Permission to Admin > System Settings > LTI Providers You must have one of the following permission levels to access this feature:

• Medtech > Admin

• Staff > Admin

Add an LTI Provider

• Navigate to Admin > System Settings.

• Click on the name of the organization you want to manage LTI Providers for.

• Click LTI Providers from the left-hand sidebar.

• Click Add LTI Provider to add a new entry.

• Provide the required information.

• Additional Parameters include:

  • Course Name = %CNAME%

  • Course Code = %CCODE%

  • Course ID = %CID%

  • Community ID = %CMID%

  • User ID = %UID%

  • User Name = %UNAME%

  • Event ID = %EID%

• Click Save.

Adding a Panopto LTI Provider

In Panopto:

• Create a folder called "Elentra Folder Storage" or something similar in which the empty resource-specific folders will be created.

• Add Elentra as an Identity Provider to your Panopto installation. Learn more about Panopto's LTI Provider setup here: https://support.panopto.com/s/article/basic-lti-0.

In Elentra:

• Navigate to Admin > System Settings > [select the appropriate organisation] > LTI Providers.

• Click Add New Provider.

• LTI Provider Title: enter an appropriate title; e.g., Panopto LTI.

• Launch URL: https://.hosted.panopto.com/Panopto/BasicLTI/BasicLTILanding.aspx

• LTI Key: enter Elentra.

• LTI Shared Secret: paste the Shared Secret provided by your Elentra Identify Provider in Panopto.

• Available To: If you have more than one organisation in your installation of Elentra, select the organisations that this provider should be available to from the dropdown menu.

• Launch Presentation Width: enter 1000. This can be adjusted as desired.

• Launch Presentation Height: enter 800. This can be adjusted as desired.

• Launch CSS URL: leave blank.

• LTI Additional Parameters: custom_parent_folder_id=[enter the folder id of your Elentra Folder Storage folder by clicking on the folder in Panopto, then copying the section of the URL after folderID=]

  • Optionally, if you want to name the empty folder when it is created after the course, you can add a semicolon after the folder ID and then: context_title=%CCODE%-%CNAME%

• LTI Category: none.

• LTI Provider Type: none.

Please see additional details here.

This feature is optional and must be enabled in the settings file to be accessible through the user interface.

Context-based curriculum linkages allow you to map relationships between curriculum tags at the course, event, and unit level. These mapped relationships will be visible on the course, unit, and event pages. While this feature creates records of information in the same way that linking curriculum tags through Admin>Manage Curriculum does, the display capabilities are quite different. Using context-based linkages will allow users to click on curriculum tags from within units and events and see the mapped relationships.

There are different areas where you can build context-based linkages and often they are used in conjunction with the Units feature.

Assign curriculum tags to a course and link them to other curriculum tags. Do this from a course setup page. Assign curriculum tags to a unit and link them to other curriculum tags. The list of tags assigned to a unit will be displayed under Week's Objectives. This information, including the context-based linkages, will also display under the Unit Tags section of a weeks page. Do this from a course unit page. Assign curriculum tags to a learning event and link them to other curriculum tags. If you link your event level objectives to a unit tag the learning event will display on the list of week's objectives and show the connection to the unit objective. Do this from a learning event page.

Having a list of events display on a week's page actually comes from linking the event to a unit, not the context-based curriculum tags.

The Curriculum Map Versions feature allows an organisation to create curriculum maps with specific linkages between curriculum tags. Each curriculum map includes curriculum periods and the curriculum tags and mapped relationships between tags are available to be applied to any features (courses, learning events, gradebook assessment entries, etc.) that exist with the curriculum periods included in a specific map.

How to create a curriculum map version

• Navigate to Admin>Manage Curriculum.

• Click 'Curriculum Map Versions' from the left sidebar.

• Click 'Add Version' and fill in the required fields noting the following: Version Status: Draft or published curriculum maps will be available when creating links between curriculum tags and will also be available to be copied to new map versions as needed.

• Click on the appropriate curriculum layouts and a list of curriculum periods will be displayed. Click on the appropriate curriculum periods for this map version and save your work.

How to copy an existing curriculum map version

• Repeat the steps above and in the Import Options section, tick off the checkbox.

• Select the curriculum map version you wish to copy from the dropdown menu.

• Click 'Save'.

• This will create an identical curriculum map for the new map version which you can then edit as needed.

To learn more about the MedBiquitous Consortium please see here.

The Curriculum Matrix is available to all users by default and provides a quick visual and numerical inventory of where curriculum tags are assigned to courses. The Matrix reflects only those curriculum tags that have been assigned to a course through the Course Setup page, not all tags applied to events, gradebook assessments, etc.

Curriculum Matrix does not currently reflect relationships between mapped tags. It just shows those tags directly assigned to a course. (If context-based linkages are enabled the Matrix shows curriculum tags assigned to the course on initial setup and any added afterwards in the "Course Tags" section.)

The Curriculum Matrix can be a useful tool to help identify where curriculum objectives might be under or over-represented.

The information stored in the Curriculum Matrix can be downloaded as a csv file.

How to use Curriculum Matrix

• Navigate to Curriculum>Curriculum Matrix.

• Use the Curriculum Tag Set selector to pick a tag set. If the tag set you select includes multiple hierarchies, adjust which hierarchy you are viewing using the small grey numbers to the right of the tag set selector.

• Results will display on the screen. A star indicates that a tag is assigned to a course. The number is the column header indicates how many courses the tag is assigned to.

• If viewing a tag set with hierarchies, some column headers may appear blue. Click on the tag to open the next hierarchy of tags.

• Collapse the view of specific curriculum layouts (e.g., term or year) by clicking on the +/- button beside the layout name.

• Click on the name of a tag to see its description (if applicable).

• Click 'Download' to download the results of the Matrix in a CSV file.

A user disclaimer can be set up to appear on the start page or your Elentra installation, when users try to access specific courses or communities, or when users access tasks in specific distributions. You must be a medtech:admin or staff:admin user to set up a disclaimer.

How to set a user disclaimer

• Navigate to Admin>System Settings.

• Click on the organisation you want to set a user disclaimer for.

• Click 'User Disclaimers' from the left sidebar.

• Click 'Add User Disclaimer'.

• Complete the required information noting the following:

  • Effective Date: Set when the disclaimer will show up to users.

  • Trigger: Decide when this disclaimer should be applied.

    • When any page is accessed

    • When a specific course or courses are accessed

      • Set the course or courses

    • When a specific community or communities are accessed

      • Set the community or communities

      • Note you must be an administrator of a specific community to add a disclaimer to it.

    • When a specific distribution or distributions are accessed

      • Browse distributions and select one or more

• When someone declines: Decide what should happen if someone declines the disclaimer. Click the checkbox to receive email notification of any declines. There is currently no user interface add additional emails in the case of a declined disclaimer.

  • This option will not display for distribution-based disclaimers. Distribution-based disclaimers will only offer the user the option to accept.

• Audience: Click the down arrow beside Browse All Users and continue to click through to add your audience. Note that it is intentional that you can only drill down to the role level or user and not individuals. To delete any group from the list, click the small x beside the group.

  • This option will not display for distribution-based disclaimers since the audience is dictated by the assessors/evaluators in the distribution.

• Click 'Save'.

• Edit an existing disclaimer by clicking on the disclaimer title which will open an edit page.

• Delete an existing disclaimer by clicking the trashcan icon in the last column.

How to report on user disclaimers

After a user disclaimer is active you can view who has accepted or declined the disclaimer.

• Navigate to Admin>System Settings.

• Click on the organisation you want to view a user disclaimer for.

• Click 'User Disclaimers' from the left sidebar.

• Find the name of the user disclaimer you wish to view and click the eye icon in the last column.

• A list of users who have approved the disclaimer will be displayed. Click on 'Declined' to view users who have declined the disclaimer.

How users experience disclaimers

• When users with an active disclaimer try to access the system or a course/community (depending on how you configure the disclaimer) they will be asked to accept or decline the disclaimer. They also have an option to print a copy of the disclaimer for their own records.

If you use the AAMC Curriculum Inventory Report, you can associate Medbiquitous Instructional Methods with specific event types you have in your organization. This information is used to help populate the CIR. If you don't do this, unmapped event types will be excluded from the report.

How to map existing Medbiquitous Instructional Methods to your organization's assessment characteristics

• Click on any existing Medbiquitous Instructional Method

• Check off the relevant Learning Event Types

• Click Save

• You will see a green success message and be redirected to the list of Medbiquitous Instructional

  Methods

How to add additional Medbiqitous Instructional Methods

• Click Add Instructional Method

• Provide a Method title (required)

• Optionally provide a description

• Provide an Instructional Code (required)

• Check off the relevant Learning Event Types

• Click Save

• You will see a green success message and be redirected to the list of Medbiquitous Instructional

  Methods

Elentra allows you to collect and store information on users in a variety of ways. Each user can have a basic profile but you can configure the system to collect additional information as desired.

Many institutions sync their user records with a centralized authoritative record of users which reduces the work of maintaining a user database.

Information you can collect and store on users through the basic profile includes:

• Institutional number

• Username and password

• Name prefix

• First and last name

• Gender

• E-mail (up to 2 by default)

• Phone and fax numbers

• Address

• Office Hours

• Notes/comments

• You can allow users to add post-nominal letters to their names, however this setting is disabled by default. If you'd like to use this feature a developer will need to enable it for your institution.

• If you have users with identical first and last names we recommend that their middle initial be entered as part of the first name field.

When an organisation wishes to record disciplinary action taken in response to a student's behavior, they can do so using the Discipline feature of the student's user profile.

Note that the Manage Incident feature might also be useful in this context and more information about Manage Incidents can be found in the User Management help section. Note that whereas Incidents is available to use with any user, Discipline is available only on student user profiles.

How to add a disciplinary action to a learner's profile

• Navigate to Admin>Manage Users.

• Search for the appropriate user and click on his/her name.

• From the Student Management box on the left sidebar, click 'Disciplinary Actions'.

• Click 'Add Disciplinary Actions' to create a new disciplinary action.

• Provide the relevant details and click 'Add Action'. Unlike Incidents, the creator of a disciplinary action will not automatically be recorded and displayed.

• Currently, learners can't view their own disciplinary actions.

• To delete an existing action click the red minus icon beside the relevant action.

By default learners can not see their own discipline records through Elentra and such records are only accessible by users with admin roles.Next Previous

The User Incident tools allows an organisation to keep a record of an incident involving a user.

How to record a user incident

• Navigate to Admin>Manage Users.

• Search for the relevant user and click on his/her name.

• In the User Management box on the left sidebar, click 'Incidents'.

• Click 'Add New Incident'. Note that the system will automatically record and display the name of the user who creates an incident.

• Provide the required information noting the following: Severity: Incident Severity cannot currently be configured through the user interface. If you wish to change the available incident severity levels you will need help from a developer. Status: An open incident can be edited for more information to be added including any follow-up. If an incident is closed its appearance will be greyed out when viewing a list of incidents. Dates: Both the incident date and the date of any follow-up can be recorded. Details: Information provided here is not currently visible to the user although it will be accessible to users with permission to view learner incident reports. The system will not automatically record and display the names of users who add to the initial report.

• Click 'Save Incident'.

• Incidents will display on the user profile page but are only accessible by users with admin roles. By default users do not currently have the ability to access their own recorded incidents.

How to report on open and closed incidents

• Navigate to Admin>System Reports.

• Scroll down to Learner Incident Reports.

• Click on the appropriate report, fill in the necessary information, and click 'Create Report'.

• Click on the name of a user or title on an incident to see the details.

When an organisation wishes to record formal remediation taken in response to a student's performance or behavior, they can do so using the Formal Remediation feature of the user profile.

How to add formal remediation to a learner's profile

• Navigate to Admin>Manage Users.

• Search for the appropriate user and click on his/her name.

• From the Student Management box on the left sidebar, click 'Formal Remediation'.

• Click 'Add Formal Remediation' to create a new remediation action.

• Provide the relevant details and click 'Add Remediation'. Unlike Incidents, the creator of a formal remediation entry will not automatically be recorded and displayed.

• Currently, learners can't view their own formal remediation records in Elentra.

• Delete an existing remediation by clicking the red minus icon beside the relevant remediation action.

By default learners can not see their own remediation records through Elentra and such records are only accessible by users with admin roles.

Elentra provides administrators with the option to keep track of any information about users, for example immunization records, police checks, mask and gown size, etc. At present, there is no interface for users to adjust these records about themselves.

How to create a meta data field

• Navigate to Admin>System Settings.

• Click the name of the organisation you want to create meta data for.

• Click 'User Meta Data' from the left sidebar.

• Click 'Add Meta Data'.

• Complete the required fields, noting the following: Parent: You can created a nested hierarchy of meta data fields (e.g. immunizations: tetanus, measles, influenza, etc.). To do this, you must first create the parent meta data category, then when you create the nested fields, select the parent from the dropdown menu. Restricted to Public: Select Public Viewable if you want users to be able to see their own meta data. Select Restricted to hide the meta data fields from users and allow only administrators to see the information (these items will appear with [Admin view only] on the list of meta data fields). Group: Select the group(s) to apply this meta data to. To delete a group from an existing list, click the minus button beside the group name.

• Click Save

How to complete a meta data field

• Navigate to Admin>Manage Users.

• Click 'Manage User Meta Data' from the left sidebar.

• Set the required fields to reflect the information you want to input.

• Click 'Show Table'.

• Click 'Export/Load'.

• Click 'Export CSV' to download a file with the list of users and other relevant column headings.

• Complete the file, noting the following:

  • Type: Type reflects the meta data you are entering. You do not need to fill this in on the file unless you are uploading multiple meta data categories using one file.

  • Value: Make this the main data (e.g. shoe size: value=10).

  • Notes: This can be used to record any additional information (e.g. Received record from health unit on Jan. 16, 2015).

  • Effective date and Expiry date: These should be listed in yyyy-mm-dd format.

• The fields for this import are optional so unused columns should be deleted before importing the file.

• Click 'Import CSV' to upload the file.

• You will be prompted to map the CSV columns you've included with the meta data fields available in the system. Click and drag any unmapped fields to the appropriate place as needed.

• Choose whether to replace existing data with information in the spreadsheet, and whether or not to delete existing records if information is empty in the spreadsheet (click each check box as needed).

• Click 'Import'.

• Alternatively, you can add individual records one by one by clicking on 'Add record' for an individual from the meta data category main screen.

How to see user meta data

To view user meta data for a group:

• Navigate to Admin>Manage Users.

• Click 'Manage User Meta Data' from the left sidebar.

• Set the required fields to reflect the information you want to view.

• Click 'Show Table'.

• You'll see a list of all users and their existing records.

• This information can be exported as a csv.

To view all meta data for an individual:

• Navigate to Admin>Manage Users.

• Search for the required user and click on his/her name.

• Select 'Edit Meta Data' from the sidebar User Management section.

• You'll see a list of meta data records for the user.

How users can see their own meta data

• Users can view their user profiles by clicking on their names at the top of the Elentra screen.

• If meta data is required/logged for the user s/he will see an Extended Profile tab.

• By clicking on this tab users will see any meta data collected for them AND which is set to Public Viewable.

• At present, there is no interface for users to adjust these records about themselves.

When a learner submits an observership, administrative staff can approve their observership request.

How to enter an observership as a learner

• From any page in Elentra, click on your name badge in the top right corner to open your user profile.

• Click 'My Observerships'.

• Complete the required information.

How to approve observerships as an administrator

Users need to have staff:admin user permissions to access observerships.

To review multiple observership requests go to Admin > Manage Observerships.

To review an individual's observership request:

• Navigate to Admin > Manage Users.

• Search for the appropriate user and click on his/her name.

• From the Student Management box on the left sidebar, click 'Observerships'.

• Pending observerships will be displayed for you to approve.

How to report on completed observerships

• Navigate to Admin > System Reports.

• Scroll to MSPR Reporting and click on 'Observership Report'.

• Set the date range and additional filter fields if desired, and then click 'Create Report'.

In the event that a learner must take a leave of absence or is required to repeat a course or year, you may have to adjust the cohort to which they belong by either temporarily deactivating them or deleting them from one cohort and adding them to another.

Short-term (Temporary) Leaves of Absence

If a learner takes a leave of absence after which they will return to the same cohort, opt to deactivate them in their current cohort. This will:

• leave them listed as a member of the cohort, but highlighted in pink, so that you know that they have been deactivated

• highlight the associated cohort in your list of cohorts (Admin > Manage Cohorts) in yellow, so that you know that the cohort contains at least one deactivated user

• allow the learner to access the courses and learning events in the system through the Courses and Learning Events tab; however, they will no longer be a member of the cohort, so will no longer be an audience member on events. In order to view learning events in the system, the learner must ensure that the events are no longer filtered by themselves as a member of the audience.

• continue to display the learner in a Course Gradebook

• remove the learner from the My Learners list (and therefore reporting on logbook completion)

Long-Term Leaves of Absence

To remove them from their cohort (as they will not be returning), so that they do not appear in your Gradebook listing, event audience, or course groups:

To revoke a learner's access to Elentra, deactivate the learner's profile:

1. Navigate to Admin > Manage Users.

2. Search for the appropriate user and click on his/her name.

3. In the User Management menu in the left-hand sidebar, click Edit Profile.

4. Under Account Options set an Access Finish date and time.

5. To immediately end a user's access, change the account status to Disabled and put in the current date and time.

6. Click Save.

Recording Leaves of Absence in Elentra

Elentra can be used to track learner leaves of absence. These need to be logged by a curriculum coordinator and can be done through a user's profile page.

• Navigate to Admin > Manage Users.

• Search for the appropriate user (the person taking leave) and click on his/her name.

• From the Student Management box on the left sidebar, click 'Leaves of Absence'.

• Click 'Add Leave of Absence' to create a new absence.

• Provide the relevant details and click 'Add Absence'.

• Delete an existing absence by clicking the red minus icon beside the relevant absence.

Repeating a Year or Joining Another Cohort

When a learner repeats a year or needs to attend an event alongside another cohort, you can do one of two things:

1. Enroll the learner as an individual in all courses that the learner is required to participate in, and leave them as a member of their previous cohort.

   1. This will allow you the flexibility to apply specific assessments in the Gradebook to this learner only, and not the rest of their new cohort, if needed.

2. Add the learner to the other cohort, in addition to their previous cohort.

There are a variety of tools available to help manage student records while they are active in your organisation.

• User Profile: Store basic information like name and contact information

• User Meta Data: Store additional information like vaccination records, background checks, etc.

• Incident reports, disciplinary action and formal remediation can also be recorded through Elentra

• Medical Student Performance Records: Pull in existing data from Elentra and allow learners to submit additional documentation to forward to residency matching bodies

• Observerships: Allow learners to request observerships and have them be approved (or not) by curriculum coordinators

• Leaves of Absence: Track leaves of absence

• Attendance Tracking: Track learner attendance at the event level

Some of these topics have their own help sections while others are addressed below.

How community administrators can build a space to share documents

• As a community administrator, navigate to a community and click 'Document Sharing'.

• Click 'Add Shared Folder'.

• Provide folder details noting that you can create sub-folders as needed. The folder description will be visible to community members.

• Set permissions for the folder. You can customize which community member types can browse the folder, upload files, and comment.

• By default folders are visible to students. If you'd like to hide the folder from students, click the appropriate radio button.

• Set the Time Release Options for the folder. This controls when the folder will be accessible to users.

• Click 'Save.'

• To edit or delete an existing folder, navigate to the document sharing page, click on cog to the right of the folder title and then make a selection from the dropdown menu.

• Note that within document sharing you can reorder folders, move files within folders, and expand all folders to view all files. Click on the appropriate button for each task from the document sharing page.

How community members can share documents (files)

Remember, a community member's ability to upload files in a folder is controlled by permission settings when the folder is set up.

• Navigate to a community and click 'Document Sharing'.

• Click 'Expand All Folders' to quickly view all existing files if desired.

• Click the cog beside a folder name and select 'Add File' from the dropdown menu.

• Browse your computer or drag and drop a file into place.

• Provide file details and set the access method and file visibility.

• Batch File Permissions allows you to customize who can view and upload new versions of files.

• Batch Time Release Options controls when this file will be accessible to other community members.

• Complete the Acceptable Use Agreement by checking the box and click 'Upload File(s)'.

• To delete or modify an existing file, click on the cog to the left of the file title and select the appropriate action.

How community members can share documents (urls and HTML)

Community members can share urls and HTML through a document sharing space; their ability to do so is controlled by permission setting when a folder in document sharing is set up.

• Navigate to a community and click 'Document Sharing'.

• Click 'Expand All Folders' to quickly view all existing files if desired.

For urls

• Click the cog beside a folder name and select 'Add Link' from the dropdown menu.

• Provide link details and if applicable open the Advanced Settings menu. Access Method: Define where the URL should open. Iframe Javascript Resizing: Select whether the resize the iframe. Session Variables: More information coming soon. Hide link from students: Define whether or not to allow students to see the link.

• Batch Link Permissions allows you to customize who can view and upload new versions of links. If you select Course Groups you'll be able to further set how browsing non-members can interact with the link (assuming your course community is open beyond enrolled learners).

• Batch Time Release Options controls when this link will be accessible to other community members.

• Click 'Save'.

• To delete or modify an existing link, click on the cog to the left of the link title and select the appropriate action.

For HTML

• Click the cog beside a folder name and select 'Add HTML' from the dropdown menu.

• Provide document title, description, and content.

• Set the access method.

• Decide whether or not to hide the document from view.

• Set viewing permissions to customize who can view the document.

• Set the Time Release Options to control when this document will be accessible to other community members.

• Click 'Save'.

• To delete or modify an existing HTML document, click on the cog to the left of the document title and select the appropriate action.

How community members can comment on shared documents

• Navigate to a community and click 'Document Sharing'.

• In Document Sharing, click 'Expand All Folders' to quickly view all existing files if desired. Click on a file name.

• If you don't expand all files, click on the appropriate folder and then file name.

• Click 'View Latest' to view the document (it will open or download depending on how its creator set it up).

• Click 'Add File Comment'.

• Provide a comment title and enter text into the comment body.

• Click 'Save.'

• The author of a comment and community administrators can edit or delete existing comments by clicking 'edit' or 'delete' beside a comment.

Any user can create a community and communities are not organisation specific. For that reason, a community built in one organisation will be visible to users in other organisation.

• Click 'Communities' in the main tab menu.

• Click 'Create a Community'.

• Step 1: Choose a category for your community by clicking on the appropriate title (e.g., Administration, Courses, Careers in Health Care).

  • The list of community categories cannot be changed through the user interface but can be adjusted by a developer if desired by your organisation.

  • Categories may be useful to see how users are using communities but there are no filter settings or reports that rely on these categories.

• Step 2: Provide the required details, noting the following:

Community Details

• Name: Pick a descriptive but concise name.

• Keywords: These will not be visible to users but will be applied when someone searches for an existing community.

• Description: This will be displayed to any user who searches for or tries to access the community.

• Shortname: This will be part of the community url. It must be lower-case, less than 20 characters, and include only letters, numbers, underscore or period. After this is set there is no user interface to change the url so pick carefully!

• Type: Select the appropriate type from the dropdown menu. More detail about community types is available in the Communities>Types help section.

• If you are creating a course website, indicate which course should be connected to the community. Note that you can connect multiple courses to one course website and they will share their student-facing website. More information about this is in the Courses>Websites help section.

• Template: A selection of templates are available but only those applicable to the community type you select will display. Click on the magnifying glass icon in the corner of each template to see a sample of its appearance. The templates are titled with their suggested uses.

Community Pages

• Different types of communities have different pages available. In generic communities the only page included by default is Home. Tick off the additional pages required. In course websites, a series of default pages are required. You will be able to add additional pages but there is not ability to delete or hide the included pages (unless you get a developer to change this in your installations database). In learning modules, you must check off any pages you wish to include.

Community Permissions

• Here you can control how users access and use the community. Details about each option are included inline on the screen.

• Many organisations set the permissions for their courses as Protected Community and Open Community but of course it is up to each organisation to decide this.

• Click 'Create'.

• You will be redirected to the community and as the creator of the community can manage all pages. You'll notice an Edit button on each page. Click on it to add or edit content on any page. Additional information about managing a community is in the Communities>Manage help section.

Additional information about creating a course website can be accessed in the Course Website help section.

How community administrators can set up a space to share images

• As a community administrator, navigate to a community and click 'Galleries'.

• Click 'Add Photo Gallery'.

• Provide gallery details including title and description. The gallery description will be visible to community members.

• Set permissions for the gallery. You can customize which community member types can view the gallery, upload photos, and comment.

• Set the Time Release Options for the gallery. This controls when the gallery will be accessible to users.

• Click 'Save.'

• To edit or delete an existing gallery, navigate to the gallery page, and then click 'edit' or 'delete' underneath the gallery you want to modify.

How community members can post images in a gallery

• Navigate to a community and click 'Galleries'.

• Click on a gallery name (remember a gallery must be built by a community administrator).

• Click 'Upload Photo'.

• Select a photo and provide a title and optional description. If a title is not provided, the filename (e.g., IMG_342.JPG) will appear in the title space when the image is displayed.

• To be notified when users comment on the photo, click the checkbox beside 'Receive notifications...'.

• Set the Time Release Options to control when this document will be accessible to other community members.

• To accept the Acceptable Use Agreement click the appropriate checkbox (required).

• Click 'Upload'.

• To more easily upload multiple images at once, click 'Add Another Photo' which will increase the spots where you can upload images.

How community members can comment on images in a gallery

• Navigate to a community and click 'Galleries'.

• Click on a gallery name (remember a gallery must be built by a community administrator).

• Click on an image.

• Click 'Add Photo Comment'.

• Type a comment (a title is not required, although will display in bold if provided).

• Click 'Save'.

• Comments appear in the order they were made with the oldest comment at the top of the list.

• Users can edit or delete their own comments.

• To quickly view more images in the gallery, use the Previous Photo and Next Photo buttons.

The MSPR is a collection of information about a student including activities completed during medical education, comments about student performance in clinical settings, amount of time spent in different departments or specialities, etc. In Canada, this information is provided by undergraduate medical education offices to the Canadian Resident Matching Service (CaRMS).

Additional information about how to manage and use the MSPR in general can be found in the MSPR help section.

Hot Topics can be configured to include a list of items your organisation would like to track across learning events. Hot topics function somewhat like curriculum tag sets but they are not available to assign to courses or assessment items. For this reason, your organisation may prefer to build a hot topic taxonomy in the curriculum tag sets via Manage Curriculum. One feature of hot topics is that you can indicate whether teaching about a hot topic was major or minor in a learning event, however there is currently no way to report on this information.

How to manage a list of hot topics

• Navigate to Admin>System Settings.

• Select the organisation for which you want to manage hot topics.

• Click Hot Topics from the left sidebar.

• Click 'Add Hot Topic'.

• Provide a name and description and click 'Save'.

• To delete hot topics, click the checkbox beside the category you wish to delete and then scroll down and click 'Delete Selected'.

How to tag hot topics within a learning event

• Navigate to a learning event you want to tag with a hot topic.

• From Administrator View, click on the Content tab.

• In the Event Objectives section scroll down to the Event Topics section. Click 'Event Topics' to make the list of topics visible.

• Tick off the Major or Minor field as needed.

• To deselect a topic, click the remove x.

• Click 'Save'.

• When a hot topic is tagged to a learning event, this information (including major or minor designation) is visible to learners on the learning event page.

How to report on hot topics across the curriculum

• Navigate to Admin>System Reports.

• The Course Summary Report includes a column to show Hot Topics tagged to specific learning events.

• From the Learning Event tab you can apply multiple filters to tailor the list of learning events you are viewing. One of the filters you can apply is Hot Topics. This allows you to generate a list of all events tagged with a specific hot topic.

Curriculum Tag Sets are the different taxonomies an organization uses to tag and track content across the system. The sets are customizable and within each set you can have a hierarchy of tags. Examples of curriculum tag sets include school objectives, clinical presentations, diagnoses, etc. These tags can be applied to courses, learning events, assessment items, exam questions, portfolio artifacts, learning objects, etc. Tag sets can be used as filters when searching the curriculum and are used in multiple reports.

While curriculum tag sets and curriculum tags are connected, there are differences in their creation and management. You must create a tag set first and then populate it with curriculum tags.

How to create a new curriculum tag set

• Navigate to Admin>Manage Curriculum.

• Click 'Curriculum Tags' from the left sidebar.

• Click 'Add Tag Set'.

• Complete the required information noting the following:

Tag Set Details:

• Title and shortname are required for the tag set. The title is displayed to users when using curriculum tags to label things and when using curriculum search tools.

• Standardization: This field was developed for the Competency-Based Medical Education tools in Elentra and identifies a tag set that is standard across multiple courses/programs. It is applicable to the "Stages" tag set that is required in CBME, but can be ignored when creating other tag sets.

• Applicable to: Usually curriculum tag sets are applicable to all courses, however you can adjust the setting, if needed. This will control which courses are able to use this tag set to tag learning events and gradebook assessments. (If you are using context-based linkages to tag curriculum that feature will allow access to all curriculum tag sets including those set to be applicable to only some courses.)

Tag Options:

• This defines the information and requirements for any tags added to this set. You can control whether there will be a space to record code, title, and description for each tag and whether any of those fields is required. You must have a minimum of one required tag option. If you later download a sample csv in order to import tags to this set the csv will include columns for the required fields configured here.

• Hierarchical levels: Here you can set how many hierarchies will be allowed within the tag set (for example you might have a set of objectives that has 3 levels in its structure like Competency, Program Objectives, and Curricular Objectives). If you use multiple levels, provide labels for each.

• Be aware that in many Elentra features when users apply curriculum tags to events or items, they will have to click through the hierarchy to find the appropriate tag. Some features also allow users to select the top or second tier of the hierarchy and automatically apply all tags below to the course.

Tag Display Options:

Here you can specify how tags within this set should be displayed in short or long display mode. Some reports will rely on the different display methods and apply your specifications. To change the display order of the components, type in the %d, %t or %c codes as you wish them to appear. A sample of what the short and long display methods will look like will show on the right.

Mappable Curriculum Tag Sets:

One feature of curriculum tags is the ability to map tags from one set to another to create a map of how your curriculum tags overlap. In this section you can define how the tags in the set you are creating can be mapped to other tag sets. Click the down arrow beside 'Browse All Tag Sets' and check off the sets you want to be able to map to, noting there is a select all feature available. To delete any unwanted tag sets from this list click on the small grey ‘x’ beside the tag set name in the 'Selected Tag Set' panel.

• Click ‘Save’ to complete the creation of the new tag set. After saving, you will be redirected to the screen where you can add tags to your newly created tag set.

How to delete existing curriculum tag sets

• Navigate to Admin>Manage Curriculum>Curriculum Tags.

• Click the checkbox beside the curriculum tag set you want to delete and then click ‘Delete Items’.

How to modify existing curriculum tag sets

• Navigate to Admin>Manage Curriculum>Curriculum Tags.

• Click the name of the tag set and then click ‘Edit Tag Set’ from the buttons on the right. This will open a page where you can edit the tag set information.

How to create new curriculum tags

• Navigate to Admin>Manage Curriculum.

• Select 'Curriculum Tags'.

• Click on the name of the curriculum tag set you want to add tags to.

• Either import curriculum tags or add individual tags.

How to import curriculum tags

• From a Curriculum Tag Set page, click 'Import from CSV' and a popup window will offer you a sample CSV template file to download. The template file will include some column headings required for this tag set, but a full list of possible CSV headings include: objective_code objective_name objective_description objective_order objective_loggable non_examinable objective_status_id admin_notes

• Complete the file with the appropriate curriculum tags (remember to remove the sample line of text).

• Import the file via the already open popup window to quickly create your tag set. To import the tags you can drag and drop the file or browse for it on your computer.

• If you are uploading to a tag set with hierarchies, select the parent tag you wish to import additional tags to.

• Click 'Import'.

• You'll see a green success message with the number of tags created and then you'll be redirected to the tag set page where you can view the newly added tags.

If you want to add curriculum tags to an existing list of tags, you can import a new file with the additional tags. The new tags will get added to the list. Any change to an existing tag (code, name, description) will result in a new tag being created. As such, if you need to fix a typo in a tag, do so through the user interface, not a new csv upload.

How to add new tags one by one

• From a Tag Set page, click 'Add Tag'.

Tag Details:

• Status: Set this as Active to allow its immediate use; if you use Draft status this tag will not be available to users and you'll have to manually update its status when you want it to be available.

• Complete the code, title, and description as needed remembering that the availability of each field and whether it is required is managed at the tag set level.

• Set the Display Order if needed. By default the new tag will be added to the end of the list of existing tags.

• Non-Examinable: At present this can be recorded for reporting purposes and does not interact or impact the functionality of other features.

• Loggable in Experience Logbook: Tick this box if this curriculum tag should be available to learners in the Experience Logbook (usually this is relevant to tags that will be used in clinical learning environments).

Map Curriculum Tags: When creating a new tag you can link it to other curriculum tags if the tag set has been built to allow for such linkages (remember that is controlled at the tag set level).

• Click on 'Map Curriculum Tags'.

• Use the Tag Set dropdown menu to find the tag you want to map to the tag you are editing.

• Click off the popup window in order to see the mapping relationship you've added. It intentionally stays open for you to pick more tags as needed.

• To delete a link click the small x beside the mapped tag.

• Click 'Save'.

Admin Notes: Use this space to record notes about a curriculum tag (e.g. the committee that requested the tag, reason for changes, etc.)

• Click 'Save & Close'.

• To add a tag in a hierarchy, navigate to a Tag Set page and click the plus sign beside the tag to which you want to add another level of tag. (Depending on whether you use list or table view you will see the plus sign or may need to hover over a tag until menu icons appear on the right.)

• Complete the tag details as you would for other tags and click 'Save'.

Where tag title, code and description display in the Elentra user interface

When building a tag set you can define whether tag title, code, or description are required for each tag added to the set. If you're curious about where this information will display to users, here are some general guidelines for various reports and tools in Elentra:

• Curriculum Search: code and title

• Learning Events Tab: shows title (currently the filter list is restricted to the 2 objective sets you’ve designated as Curriculum Objectives and Presentations)

• Curriculum Matrix: title and description

• Curriculum Explorer: title (and description once you click on an objective)

• Curriculum Tag Mapping Report: title and description

• Curriculum Tag Minutes and Mapping Report: title

• Course Website (learner view): title and description

• Course Page (no course website built) (learner view): title

• Event Page (learner view): code, title, and description

The Curriculum Review Report is being revised for ME 1.15 on to allow for user control over how the curriculum tags display (the report will reflect the Short Display Method you can configure when you edit a tag set).

How to modify your view of curriculum tags

• Toggle between a list view and table view of curriculum tags using the small icons beside the Add Tag button.

• In table view, add additional visible columns to the table by clicking on the grid with a down arrow beside it. Adding additional columns can allow you to see id, code, title, description, and an overview of existing links between tag sets.

https://vimeo.com/267800298/7e6ccf2e47

How to edit existing tags

• Click on the pencil icon available to the right of the tag (you may need to use your mouse to hover over a tag for the menu icons to appear).

How to link curriculum tags

If settings in a curriculum tag set are configured to allow the tags in the set to be mapped to other tags, you can do the mapping from the Tag Set page.

• From the Tag Set page click the chain or link icon beside a tag. This will take you to the Map Curriculum Tags tab for this tag.

• Use the Tag Set dropdown menu to find the tag you want to map to the tag you are editing.

• Click off the popup window in order to see the mapping relationship you've added.

• To delete a link click the small x beside the mapped tag.

• Click 'Save'.

• Note that you can link tags via courses, units, and learning events if you are using an Elentra setting that allows context-based linkages. See more information about this in the Curriculum>Context Based Linkages help section.

How to view tag history

• Click on any tag to access its details, mapping, admin notes and history.

• This history tab records all changes made to the tag and the user who created the change.

How to quickly view tag details

• After you've opened any curriculum tag using the pencil icon to view its details, you can quickly navigate forward and back to view additional tags in the set using the arrows in the bottom left of the screen. Easily jump to the first or last tag using the double arrow.

How to delete curriculum tags

• To delete an existing curriculum tag navigate to the Tag Set page.

• Depending on your view you'll either see small icons in the right or you'll need to hover over a curriculum tag until you see small icons appear.

• Click the garbage pail to delete the tag.

How to export curriculum tags

• Navigate to Admin>Manage Curriculum.

• Click 'Curriculum Tags' from the sidebar

• Click on the name of the curriculum tag set you wish to export.

• Click export.

• A csv file will download to your computer; it will include objective id, code, name, description, parent, etc.

An External URL page type allows you to add a url to a community. The menu title will be a live link that redirects a user to a new site when they click on it.

If you have learners who need or want to audit a course your options depend on the privacy settings of the course.

If the course is open (i.e., anyone logged in to Elentra can view it), you can:

• Leave the learner's profile as active.

• Instruct them to navigate to their Learning Event tab and remove any filters that are set by default.

• Instruct them to filter by the course they plan to audit. This will show them all the learning events for the course.

• If they have been assigned to a particular group, ask them to attend the sessions designated for that group.

If the course is private and only visible to logged in users enrolled in the course, enrol the learner as an individual in the course. To exclude the learner from the course gradebook, ensure that the assessments in the Gradebook are only associated with the cohort/course list, and not all learners enrolled in the course.

Anyone who is the administrator of a community can use various tools to manage the community and its membership as well as view community statistics. If you create a community you will automatically be a community administrator. Note that being a community administrator is completely separate from the user permissions set via the user profile. Any user type can be made a community administrator.

Medtech:Admin. and Staff:Admin. users in the system can access all communities via Admin>Manage Communities and change community settings and membership from there. Simply click on the cog beside the appropriate community title and select 'Manage Community Members' or 'Manage Community.' If an admin user is also the administrator of a community, they'll be able to access a Manage Pages option from this cog as well.

General users will have to access a community from the Communities tab in order to edit its settings or members (assuming they are a community administrator).

How to add members

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Manage Members' to access a list of all members in the community.

• Click 'Add Members' from the subtab menu.

• Click 'Browse All Members' to access a user group and then select the group you'd like to look in.

• Type in a name to search for a user or scroll through the list. Click the checkbox beside the name(s) of users you'd like to add.

• After you have checked off all applicable names, click 'Add Members'.

• To view the members you've added, click the Members tab.

How to promote members to be community administrators

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Manage Members' to access a list of all members in the community.

• Click 'Members' from the subtab menu.

• Click the checkbox beside the names of users you'd like to make administrators.

• In the Select Member Action dropdown menu, select '3. Promote to administrator'.

• Click 'Proceed'.

• To view the members you've promoted to administrators, click the 'Administrators' tab.

How to demote, remove or ban members

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar.

• Click on either the Members tab or the Administrators tab to see a list of different users.

• Click the checkbox beside the names of users whose status you'd like to change.

• In the Select Member Action dropdown menu, select the appropriate action.

• Click 'Proceed'.

Removing a member will allow that person to rejoin the community at a later date. Deactivating or banning a user means the user will receive a message alerting them to this fact if they try to access the community and they will not have the option to rejoin.

How to edit the details or permissions of a community

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Details' or 'Permissions' as needed.

• Edit the details or permissions of the community as needed and click 'Save Changes'.

• Confirm your changes.

How to change a community's template

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Details'.

• Switch the template you'd like to apply to the community and click 'Save Changes'.

• Confirm your changes by clicking 'Save Changes' again.

How to view community statistics

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Manage Community'.

• Click on the Statistics tab where you can view data usage, activity points and a tally of members by member type.

• The quota usage listed under statistics is a soft limit and once exceeded will not prevent you from posting content. If you'd like to enforce a quota at your institution you'll need a developer's help.

How to deactivate a community

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Manage Community'.

• Click the Deactivate tab.

• Click the checkbox to indicate you understand what deactivation means.

• Click 'Deactivate Now'.

Users can manage the communication they receive from communities they are members of. There are two ways users can do this. They can subscribe to individual pages through the community itself, or they can use their user profile Notification Settings tool to manage multiple community notifications at once.

How to subscribe to community notifications within a community

From within a community users can navigate to most page types and subscribe to an RSS feed or opt in to email notifications for that page.

Galleries - opt in at the gallery folder level Documents - opt in at the folder and subfolder level Discussions - opt in to a discussion forum Polling - opt in for all polls Announcements - opt in for all announcements Events - In the case of an Events page, the user can also subscribe to calendar updates or download a static calendar of all currently posted events.

For tips on using the RSS feed, please see the RSS Feed help section.

How to edit notification settings

• Click the username badge beside the logout button to open the user profile.

• Click 'Notification Preferences' in the Profile card in the left sidebar.

• Active Notifications tab: Users can search for and delete any active notifications from here. Users most often see listings for discussion and comments they have subscribed to for individual events.

• Community Notifications tab: Users can enable or disable community notifications here. This will overrule the community setting (e.g., if the community admin. creates an announcement and sets it to notify community members).

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How community administrators can set up a poll

These polls function differently than polls set up via Manage Polls. These polls will only show up to users when they are in a community and navigate to the polling page (community administrators can send a notification to let community members know a poll is available).

• As a community administrator, navigate to a community and click 'Polling'.

• Click 'Add Poll'.

• Provide polling details including title and description.

• Decide whether or not to allow multiple votes by clicking the appropriate radio button. If you allow users to have multiple votes you should type in how many each gets (leave at zero for unlimited votes).

• Set up the polling question in the Question Details section. Question: This is what you are asking. If you'd like to create a poll with multiple questions you'll need to create your first question, save the poll, and then you can add additional questions. Multiple Responses: Check this off to allow respondents to choose more than one response. If you pick this, type in the range of response numbers each participant can give (e.g., between 2 and 4 responses allowed). Responses: Add answer options here. Click on the blue plus button to add your response option. After your first response is added to the list, type in another and click the blue plus button again. Edit a response by clicking on it. Delete a response by clicking the red trash can icon. Reorder responses by clicking on a response and dragging it to the place you want it to be.

• Set permissions for the poll to customize which community member types can view the poll, vote, view results (on an ongoing basis-usually most appropriate for the person controlling the poll), and post-vote results (meaning who can view the results only once they have already voted-usually most appropriate for the audience of a poll).

• You can restrict voting to specific community members by clicking on 'Select specific members to vote'. If you choose this option, click on 'Select Group & Role' to refine the list of options. Begin to type in a name and click on it when you see the appropriate user.

• If you wish to send out notifications to the community members that the poll has been posted check off the appropriate box.

• Set the Time Release Options for the event. This controls when the poll will be accessible to users.

• Click 'Proceed'.

• You can now add additional questions if desired. To do so, click 'Add New Question'. Questions can be edited or deleted by clicking on the blue pencil icon or red trash can icon.

• When you have added additional questions or made other changes, click 'Save'.

• To edit or delete an existing poll, navigate to the polling page, and then click 'edit' or 'delete' beside the event you want to modify. You may also see a 'vote' option if the poll is set up to allow administrators to vote.

• After at least one vote has been cast, administrators will also see a 'history' option beside a poll name. Click 'history' to see the current poll results.

How community members can participate in a poll

• Navigate to a community and click 'Polling'.

• Locate the appropriate poll and click 'vote'.

• Whether the community member can view the poll results depends on how the poll is set up.

Locking a community is currently only available for course websites.

Elentra offers the ability to integrate with LTI tools such as Quizlet, Turnitin, Google Classroom, etc. There are three areas where a LTI Consumer can be used: Course Pages created when a Course is added, Course Websites in Communities and Learning Events.

There are three types of communities: generic communities, learning module communities and course website communities.

Generic Communities

A community (most generic) would be most appropriate for a school committee, student work group, or social group. By default it just has a home page but users can add announcements, discussions, document sharing, etc. Through these functions you can post announcements (and send email notification of announcements to registered community members), host discussions, use poll and quiz functions, etc. Examples: Curriculum Committee, Surgery PBL Group 2, Undergraduate Cooking Club.

Learning Module Communities

Learning module communities are most appropriate to use if you want to create an educational module for users (e.g. a module on infection control in the hospital). The pages you can select from include introduction, objectives, foundational knowledge, testing understanding, etc. Users will be able to navigate through the pages as you've set them up. You can embed video, images, etc.

Course Website Communities

You can use a course website community to turn the basic information about a course completed through the course set up page, into a course website. A course website uses a template to create pages like background, course calendar, units, prerequisites, course aims, etc. The Learning Objectives and MCC Presentation pages are configured to auto-populate with the curriculum tags assigned to the course through the course setup.

New as of Elentra ME 1.16, you can copy an existing course website for a new academic year and make it available to the new learners in a course.

How community administrators can post events

Please note that these events do not get added to a learner's calendar the way events scheduled via Manage Events do. To schedule events that apply to all learners in a cohort and should appear in an organisation's schedule please use Admin>Manage Events.

• As a community administrator, navigate to a community and click 'Events'.

• Click 'Add Event'.

• Provide event title, location and start and finish times.

• Provide details or a description of the event.

• If you wish to send out notifications to the community members that the event has been posted check off the appropriate box.

• Set the Time Release Options for the event. This controls when the event will be accessible to users.

• Click 'Save'.

• To edit or delete an existing event, navigate to the event page, and then click 'edit' or 'delete' beside the event you want to modify.

How community members can view events

Depending on how a community is set up, events might be displayed on the community home page. However, if they are not, community members can still access these items from the applicable page.

• Navigate to a community and click 'Events'.

• The events will be displayed.

• Note that on the events page users can switch between viewing the day, week, month, or year's worth of events.

Please note that you will only see the CBME tab for a Course if CBME is enabled for the organization the course is a part of. Please see here for more detail on CBME.

Please see detailed information about Course Gradebooks here.

Please note you will only see the Logbook tab for a Course if the course is defined as including clinical experiences on the Course Setup tab. Please see here for more information about configuring a logbook for a course.

Configuring grading scales allows you to apply a grading scale to course gradebooks, weighted collections, and assessments. When managing assessments you can optionally allow learners to view their results using a marking scheme (e.g. percent, numeric) and/or a grading scale (e.g. Honors, Pass, Fail). Both marking scheme and grading scale all also displayed to users when entering grades in Admin > Manage Course > Gradebook.

Currently all grading scales do require a corresponding percentage to be stored in the database and no two letter grades can share the same percentage value.

How to add a grading scale to an organization

Only users with access to Admin > System Settings (e.g., medtech:admin or staff:admin users) can edit Grading Scales.

• Navigate to Admin > System Settings.

• Click the name of the organization for which you want to manage a grading scale.

• Click 'Grading Scales' on the left sidebar.

• A default grading scale is provided. If your school only has one grading scale it may be fastest to modify the existing default scale to suit your organization's needs. If so, click on the default scale to edit it.

• To add an entirely new scale, click 'Add New Grading Scale'.

• Complete the required information noting the following:

  • Title: Provide a title for the grading scale. If the grading scale applies only to one cohort of learners or is in effect for a specific period of time that might be useful to include it the title. Users working in course gradebooks will see the grading scale title when they are specifying a grading scale to use in a collection or assessment.

  • Ranges: This is where you enter the grading scale information.

    • The system requires that there be a 0 start percentage to be valid so make sure to include one.

    • The information you provide in the Letter Grade column is what will display to learners if you choose to display their results in the Gradebook using a grading scale.

    • GPA is not required and currently doesn't integrate with Elentra unless you have a customization.

    • Notes is optional and is not seen outside the Grading Scale page.

    • Click 'Add Range' to add additional rows.

    • The rows will reorder as you add them so that they display in order. You can click the arrow in the Start % column header to show the percentages ascending or descending.

    • Note that you do not enter a number to denote the top of the range.

    • To delete a range click the red X icon in the far right column of the appropriate range.

• A Description for the grading scale can be provided. This is optional and is not seen outside the Grading Scale page.

• When you've added all the required information, click 'Save'.

• You will get a green success message and be redirected to the list of existing grading scales.

• To edit an existing grading scale click on its title.

• Make the necessary changes.

• Click 'Save'.

• To delete an existing grading scale click the checkbox beside its title.

• Click 'Delete Selected'.

The tools within Manage Curriculum are used to build the structure on which many of Elentra's curriculum mapping features rely.

The structure of curriculum management within Elentra includes:

• Organisations (e.g. undergraduate medicine, nursing, pharmacy)

• Curriculum Layouts (i.e., divisions of time used to organise units of instruction, e.g., terms, semesters, years, etc.)

• Courses

• Optional Units (units exist within a course and group learning events together for a learner-friendly overview of the unit)

• Events (any scheduled time in your organisation, e.g., lecture, lab, exam)

Manage Curriculum allows users to:

• Manage curriculum layouts and curriculum periods (a curriculum period is an instance of a layout and has specific start and end dates)

• Manage curriculum tracks (a way to identify groups of related courses)

• Manage curriculum map versions (a way to capture linkages between curriculum tags relevant to specific periods of time)

• Manage curriculum tags (the taxonomies that can be applied to courses, units, learning events, gradebook assessments, exam items, and assessment items included on forms)

• Map one curriculum taxonomy to another curriculum taxonomy (e.g. map national standards to program objectives)

Mapping Between Curriculum Tag Sets (Org. Wide)

Elentra allows you to map relationships between curriculum tags so you can show connections across your curriculum framework. You might map different levels of your own curriculum to each other (e.g. map program objectives to course objectives) or you might map your school curriculum and national standards (e.g., map your program outcomes to the AAMC Physician Competency Reference Set). This mapping is completed through Admin > Manage Curriculum and creates organization wide mappings.

Please note that the intended functionality of Elentra is to take a top-down approach in mapping curriculum tags. For example, you might have exit competencies, program objectives, course objectives and sessional/event objectives. You'd start with your exit competencies and map the relevant program objectives to them, then map the course objective to the program objective, etc.

After these mapped relationships are recorded they can be reported on via the Curriculum Tag Mapping Report.

Mapping Curriculum Tags to Content

Once curriculum tags are built in your organization, you can assign them in modules across Elentra. You can assign curriculum tags to:

• Courses

• Units

• Events

• Gradebook assessments (in a course)

• Exam items

• Assessment items included on forms

• Learning Objects (i.e., online modules created in another tool)

The steps to apply curriculum tags in each of these areas is described in the relevant help section for each feature. Various reporting options to view this information also exist across the various features. Some reporting options are briefly described below.

Commonly used tools accessible to all users include Curriculum Search, Curriculum Explorer, and Curriculum Matrix.

Curriculum Search: Allows you to search for a key term and apply curriculum tags as filters.

Curriculum Explorer: Shows which objectives have been assigned to courses, tagged in events, and tagged on gradebook assessments (view of assessments is not available to learners).

Curriculum Matrix: Shows which objectives have been assigned to specific courses.

Additional tools are available only to specific users. Staff:Admin users will be able to access all of these, but faculty access will depend on the faculty role and course affiliation.

Curriculum Tag Minutes and Mapping Report: Shows which tags have been applied to events in a course.

Curriculum Review Report: Shows events, curriculum objectives, and clinical presentations within a course. (May require modification to use at your institution.)

Assessment Objective Summary Report: Lists assessments within a gradebook and provides their descriptions, and the curriculum objectives applied to them. (May require modification to use at your institution.)

Exam Data (Information and Settings): Provides an overview of the curriculum tags used on an exam and the number of questions tagged with said objectives.

Exam Results Curriculum Tag Report: Provides an overview of learner performance with regard to the curriculum tags applied to the questions.

Contextually Linking Curriculum Tags

Another curriculum mapping option exists in Elentra and that is the ability to contextually map one tag to another. This allows you to assign a tag to something like a course or event, and then link that tag to another tag in that specific context.

For example, for a learning event about fever in a child, you might assign a tag about taking a patient history. Then you could contextually link it to other tags (e.g. pediatrics, fever, etc.). This design can allow schools to keep a relatively concise list of overall learning objectives, then contextually link them to show how they will by applied in a specific context.

Reporting options for contextually linked tags are currently limited, however we intend to gradually expand the reporting options over time.

Database Setting Options

Anyone who is the administrator of a community can use various tools to manage community content and pages. If you create a community you will automatically be a community administrator. Different pages are templated to serve different functions and different community types come with specific page types. In most communities you can delete pages or hide them from view if they are unneeded (one exception is course websites which require you to use the templated pages). You can add pages of most types to any community and control which users have access to the page and how they interact with it (e.g. can upload or download files, can comment on files, etc.)

What types of pages exist

Within each community, a variety of pages are available. Below are listed the pages and their basic functions.

• Default Content: Allows you to add any information to the page using the rich text editor (includes ability to embed media and post images).

• Announcements: Allows you to post announcements to the community. You can also choose to send notifications to community members when announcements are made. Announcements can also be set to be made visible on the home page (set this from the home or background page itself).

• Discussions: Allows community members to initiate and participate in discussions. Once a discussion space has been created by a community administrator (this includes a category and a forum), users will be able to create topics within the forum. The system is set up to allow threaded discussions and users can also subscribe to an RSS feed of a discussion using Live Bookmarks, My Yahoo! or another RSS application.

  • Note that a discussion page added to a course website will have slightly more options than a discussion page in a generic community; for example, in the course website when you add a forum to a discussion page you can restrict access to the forum to specific course groups.

• Document Sharing: Allows community members to upload, share, and download files. Folders and subfolders can be created to help organise files. Permissions can be set at the file and document level to control who can upload new versions of a document, who can access it, etc.

• Events: Post events for the community and choose whether or not to notify members of said event. Allows user to provide a title, date and time, and description for an event.

• Galleries: Galleries allows you to create folders in which to store images. Permissions can be set to allow users to upload, view, and comment on images. Images will display using thumbnails.

• Polling: This page allows you to create polls and make them available to members of the community.

• Quizzes: This page allows you to post quizzes created through Manage Quizzes.

• BasicLTI Consumer: LTI stands for Learning Tools Interoperability and is a way for one system to send a user to another system fairly seamlessly. This page type allows you to connect to an LTI provider your school has an existing arrangement with (e.g. Khan Academy, turnitin, Quizlet, etc.). You'll need to provide specific information from the LTI provider in the applicable fields. In some cases LTIs are free so you might not need a key and secret.

Please note that for all of the listed page types and their functions, the audience will be members of the specific community. If you want to create a notice to display on the main Elentra dashboard in the Message Center you should use Admin>Manage Notices. If you want to create a poll targeting all students, faculty or staff you should use Admin>Manage Polls. If you want to create scheduled learning events to be associated with a course, specific audience, faculty, etc. and to display in faculty and learner calendars you must use Admin>Manage Events. When you use page types and their features in a community space they are for members of that community only.

Course Website

Most of the pages included in a course website template are default content type and allow you to add information. The exceptions to this are the Background, Course Calendar, Learning Objectives and MCC Presentations pages; these have some information that will auto-populate based on information provided during the course setup.

• Background: This page will display the name and contact of a course director and curriculum coordinator (if applicable). It will also display any content added to the Course Description of Director's Message fields on the Manage Courses>Course Setup page. If you enable display community history for this community, that history will display on the background page. As of Feb. 2018, additional text added via the background page text box will not show up. If you enable announcements or events for this community, they will also not display on the background page (even if you check that they should).

• Course Calendar: This page will display a list of all events within a course.

• Prerequisites: This page is blank unless content is added.

• Course Aims: This page is blank unless content is added.

• Learning Objectives: This page will be populated with the curriculum tags assigned to the course through the Course Setup tab.

• MCC Presentations: This page will be populated with the clinical learning objectives assigned to the course through the Course Setup tab.

• Teaching Strategies: This page is blank unless content is added.

• Assessment Strategies: This page is blank unless content is added.

• Resources: This page can have text added to it. It will not automatically display the resources added to the course via Manage Courses (we are exploring changing this).

• Expectations of Students: This page is blank unless content is added.

• Expectations of Faculty: This page is blank unless content is added.

Learning Module

• Community Title: This is the title page of the learning module. It could include information like the affiliated course, intended audience, or instructions for using the module.

• Introduction: This page introduces the learning module.

• Objectives: This page is blank unless content is added.

• Foundational Knowledge: This page is blank unless content is added.

• Formative Assessment: This page is blank unless content is added.

• Test your understanding: This page is blank unless content is added.

• Summary: This page is blank unless content is added.

• Credits: This page is blank unless content is added.

• Print Version: This page provides users with the ability to export the learning module in a print-friendly version.

How to add content to community pages

• When logged in and on a community page, you have two options to manage the content on community pages.

• In many community templates as a community administrator you'll see an Edit button on most pages. By clicking on the button you'll be taken to a screen where you can edit the content and save your work. As a community administrator you'll also see an Admin Center card in the left or right sidebar. Click on 'Manage Pages' to access a list of all pages in the community.

• Click on the name of the page you wish to edit.

• Adjust the page attributes (e.g. parent page, menu and page title, etc.) and add any content you wish to.

• Click 'Save'.

How to add new pages to a community

• Log into Elentra and navigate to the community you want to edit.

• If you are an administrator of a community, you'll see an Admin Center card in the left or right sidebar. Click on 'Manage Pages' to access a list of all pages in the community.

• Click 'Add New Page'.

• Set the page details and add content if needed. Remember that different pages serve different functions. For an overview of page types see above.

• Click 'Save'.

• Add the required content to the page.

How to control access to individual pages

• Access a page either by clicking on the Edit button or by navigating to Manage Pages and clicking on the page name.

• In the Page Permissions section, check off the tick boxes to decide who can view the page. Scroll down and click 'Save'.

• Note that in some community types (e.g., course website), the required pages can not be hidden from the menu.

How to hide pages from view

• Access a page either by clicking on the Edit button or by navigating to Manage Pages and clicking on the page name.

• In the Page Option section, set the page visibility to 'Hide this page from menu'. This will prevent users from seeing the page, however the page still exists. If a user knows or guesses the url s/he will be able to access the page. Scroll down and click 'Save'.

How to nest pages

• Access a page either by clicking on the Edit button or by clicking Manage Pages in the Admin Center and clicking on the page name.

• In the top section of the page settings, find the 'Page Parent' section. Select a parent page from the dropdown options. Scroll down and click 'Save'.

• This will create pages that are children, or nested, below other pages.

• The first and second levels of menu titles will show up on the menu. Additional levels will show up on tabbed or list menus once the parent page is clicked on. This will appear differently depending on the template you've selected. See samples of different nesting page displays below. The Committee, Learning Module and Virtual Patient templates will allow for a mouseover display of second level menu titles and then will display third level titles in a list on the left side. The default and course website templates will display the first and second levels down the left side and third level titles as tabs across the top of the page.

Courses/programs are used to house and organise course objectives, associated faculty and administrative staff, student enrolment, assessments, course groups, etc. Scheduled learning events are associated with courses. After a course has been set up it can be linked to a course community which creates a course website.

Unlike many content management systems, Elentra does not require you to create a separate instance of a course each academic year. When a course is built you define an enrolment period for it and set an audience for that enrolment period. By adding multiple enrolments and audiences to a course you make it accessible to various learners. Most other parts of the course (e.g., the curriculum tags, gradebook, and logbook) can all be configured per curriculum period as well. One exception to this is the Course Setup tab which currently shares information across all the curriculum periods the course has assigned to it. The information on the Setup tab includes curriculum layout, course name, course code, and course contacts.

Users do have the ability to create unique course websites for different iterations of a course. This is achieved by creating course communities (aka websites) for the course and associating the course website with a specific curriculum period. (More information on course websites here.)

Individual learning events, which are mapped to a course, are available to the specific audiences for the events.

This help section addresses course creation and the setup, enrolment, groups, and reports tabs. It also includes information on setting up a course website. Please view the pages specific to CBME and Gradebook for additional detail about those tabs.

Setting Up A Course - Overview

• Create a Course

• Assign Curriculum Tags to the course

• Create Course Groups (student groups) if needed

• Configure the Course Gradebook

• Configure the Course Logbook (if needed)

• Import the course's learning events

• Tag the learning events with their learning objectives

• Create a Course Website Community if you will be using course websites

Database Setting Options

Course Setup

The first section of this page is complete with the information provided when creating the course. If you need to edit any of that information you can do so (see Creating Courses page for details).

Lecture Capture

This option will only display if lecture capture is enabled for your organization. This section of this page may also be complete with the information provided when creating the course (see Creating Courses page for details). If you need to edit any of that information you can do so here.

Course Contacts

• Course Director

  • User must be a faculty:director to be added here (this can be changed via a database setting to allow any faculty to be added, you will need developer help to make this change)

  • Assigning someone as a course/program director will allow them to:

    • edit the course content, view course enrolment, view and edit course gradebook

    • edit content tab of all learning events in the course

  • User contact information will be displayed on the course page

• Curriculum Coordinator

  • By default a user must be have staff:admin group:role permissions to be added here

    • This can be changed via a database setting to allow any faculty or staff user to be added as a Curriculum Coordinator. If you want to make this change you will need help from a developer. (setting: personnel_api_curriculum_coor_show_all_faculty and personnel_api_curriculum_coor_show_all_staff)

  • staff:admin users already have access to all courses, events, etc. so adding someone here is more for the purpose of displaying information

  • User contact info. will be displayed on course page

• Associated Faculty

  • Any faculty user can be added here

  • Users will be added to a list visible on a course page without a course community created; if you have a course website using the default template, Associated Faculty will not display on the Background page.

  • Users must be added to this list if you want to add them as a grader on an exam posted to this course

  • Users added here will be easily accessible in the Assessment and Evaluation module so you can quickly include them in a distribution

• Program Coordinator

  • By default a user must be a staff:pcoordinator to be added here

    • This can be changed via a database setting to allow staff:admin users to be added as Program Coordinators. If you want to make this change you will need help from a developer. (setting: personnel_api_program_coordinator_show_admins)

  • Associating a pcoordinator with a course gives that user admin access to that specific course and will allow them to:

    • add, edit, and delete learning events for that course

    • view and edit the course gradebook (and other course tabs)

    • access and edit information for this course in the Clinical Experiences module (e.g., rotations, logbook reporting, leaves of absence, etc.)

    • access a list of My Learners in Assessment and Evaluation and Clinical Experience

    • view the Admin > Assessment and Evaluation content for this course (e.g. items, forms, distributions, prompted responses)

    • view the CBME program dashboard (if CBME enabled)

  • Program Coordinator information can optionally display on a course page or course website Background page. This is controlled through a database setting and must adjusted by a developer (community_course_outline_hide_pcoordinators).

• Teaching Assistant

  • User contact information will be displayed on the relevant course page

  • Does not give user any additional permissions

• Evaluation Rep

  • Adding a user here is for admin. display purposes only, evaluation reps will not display on the course page or website

• Student Rep

  • Adding a user here is for admin. display purposes only, student reps will not display on the course page or website

The list of course contact options can be modified by a developer in the language file of the Elentra installation if, for example, you want Course Director to say Program Director.

Custom Course Contact Role

As of Elentra ME 1.21, you can optionally define a custom role for each course contact. For example, if you want to show someone as a Learning Specialist and you don't have that as a course contact option in your language file, you can make the change in the user interface.

• Click the cog icon beside an existing course contact.

• Provide a title.

  • The provided title will display on the course community overview page instead of the user's system defined course contact role.

In addition to defining a custom course contact role, this feature also lets you decide whether or not to include that user on the course community on the templated background page.

• By default course contacts will show. To hide them, simply uncheck the box.

  • The user's access to the course or course website/community will not be impacted.

• Click Save.

• If a user's course contact role has been customized, the cog beside their name will display green.

Course Keywords

This is an optional feature that can or cannot be used in Elentra; by default it is not enabled. Keywords allows you to assign Medical Subject Headings (MeSH) to courses and later to specific learning events. The Course Keyword feature is separate from curriculum tag sets and as such has limited reporting abilities when compared to a tag set. (The MeSH keywords are reported on in the Curriculum Inventory Reporting tool if you use it.)

If your organisation has an internal list of keywords to be tracked across the curriculum it is recommended you make those words a curriculum tag set.

To effectively use the MeSH keywords feature you will need help from a developer.

In order to use MeSH Keywords within Entrada: 1. Connect to your entrada database using a tool like Sequel Pro or Workbench. 2. Import the entrada-1x-me/www-root/setup/install/sql/entrada.tables.mesh.sql file.

Curriculum Mapping

In this section, you can assign curriculum tags to a course. This information will be reflected in the Curriculum Matrix and Curriculum Explorer. Assigning curriculum tags to a course will also make them quickly available when mapping tags to a learning event or gradebook assessment. Additionally, curriculum tags assigned to a course will dynamically display on a course website using the stock website template.

If you don't see any option to add Curriculum Objectives it may be because there are no curriculum tag sets built for your organisation. Go to Admin>Manage Curriculum to build curriculum tag sets.

How to assign curriculum tags to a course

• Click the green arrow to expand the curriculum tag drawer.

• Search for a tag or click through a hierarchical tag set to find the tag you need.

• Hover over the blue info. icon to view a tag description if one exists.

• Click the green plus icon to assign a tag to a course. (Note that hovering over the plus sign at the bottom of the list provides an Add All option.)

• Assigned tags will display on the right grouped under their tag set name.

Contextually linking assigned curriculum tags

If you choose to, you can contextually link an assigned curriculum tag it to another curriculum tag. We call this context-based linking. You are essentially saying that in the context of this course, this tag maps to this tag. For example, for a specific course, "Take a history" may map to "pediatric patient" or "geriatric patient." Other examples of curriculum tags people contextually link to are integrated threads, CanMEDS roles (if not included in their objectives already), etc. Context-based linkages are not used by all organizations and are not required.

• Context-based linkages DO NOT depend on the allowable mapping configurations set by for each tag set. You will be able to access any curriculum tag set when contextually linking.

• Context-based linkages are not stored in Admin > Manage Curriculum and will not display there.

How to contextually link assigned curriculum tags to other tags

• Click the link icon on an assigned curriculum tag.

• The curriculum tag selector will open a drawer on the left specific to this contextually linked tag.

• Search for the tag to select and click the green add button.

• The contextually linked tag will display under the assigned curriculum tag.

Course Reports

Indicate which reports should be available to be generated from this course by selecting them from the available options. In stock Elentra you will see Report Card and My Teachers as available report types. There is no user interface to control which reports are available to which organisations within an installation of Elentra, but the database can be configured to allow specific reports to be accessible to specific organisations.

• Attendance Report

  • Clicking on the Attendance will allow you to select the filters you want to apply before generating the report. Filters include event type, cohort/class list OR specific students.

  • The report is generated as a csv file.

• Report Card does not fully function right now but it is intended to allow users to select a learner, and view a table showing curriculum tags as rows, and learning events, simulations, and logbook across the top. In each grid matrix you see a completion rate (e.g. 1/3, 2/5) in terms of attendance and completion. For the learning events the denominator is the number of events where attendance was required and that curriculum tag was applied. The numerator is how many times the learner was present at those events (this tool assumes you are using attendance tracking in Elentra).

• My Teachers will provide a report displaying the names and email addresses of all teachers active in the course. You can select the teachers you want and generate an email list to quickly communicate with people.

Course Enrolment

This will appear near the bottom of the screen but was already completed during the initial course build. If you need to edit the enrolment you can do so from here.

Course Syllabus

If this feature is enabled users will be able to generate a PDF summarizing the course information provided in the course website tabs. There is a default undergrad template that comes with stock Elentra. Syllabi will be accessible from the Courses tab where all courses are listed. Syllabi will only display while a course is running (i.e., as in during the course's defined curriculum period). Please note that there may be up to a 24-hour delay between enabling a syllabus for a course and it being visible to users because of a required behind-the-scenes action that runs every 24 hours.

• After completing the required fields in Course Setup, click 'Save'.

How to create a course website using the communities module

• Note that you must create a course via Manage Courses before you can create a course community (please see here for more information).

• From the main menu, click on the Communities tab.

• Click 'Create a Community' and then click on 'Courses, etc.' in the Official Communities section.

• Fill in the required information, noting the following:

• Community Name: Pick a descriptive but concise name. This will display on the list of communities and will be used if a user searches for a community.

• Community Keywords: These will not be visible to users but will be applied when someone searches for an existing community.

• Community Description: This will be displayed to any user who searches for or tries to access the community.

• Community Shortname: This will be part of the community url. It must be lower-case, less than 20 characters, and include only letters, numbers, underscore or period. After this is set there is no user interface to change the url so pick carefully! For the purposes of uniformity you may wish to discuss naming conventions with anyone else who may be creating course websites within your organisation.

• Community Type: select ‘Course Website’ from the dropdown menu.

• Community Pages: When you select Course Website a list of default pages will appear (see detail regarding each page below) and when the course website is created these pages will be visible to users. (If you'd like to have a course website template that allows admin. users to deselect or later hide templated pages you'll need help from a developer to make a change in the database settings table.)

• Community Courses: select the appropriate course to link this community to. You can connect multiple courses to one website and they will share a student-facing web presence. If you do this, some pages will display information from both courses (e.g. Learning Objectives, MCCs) whereas some pages will only show information from one course (e.g. the course description and course director's message populate from the first course).

• Course Curriculum Periods: Select the appropriate curriculum period for this course website. If only one curriculum period exists for a course, it will automatically be selected.

• Community Permissions: Use these options to control access to the course website.

• Click 'Create'.

• If you get an error saying you must specify a Community Type but don't have the option to do so on the screen, you are likely working in a second organisation (e.g., you're working in postgraduate medicine and the first organisation in your installation was undergraduate medicine). When a second organisation is created through the user interface, community types are not automatically copied into the new organisation. A developer can copy the community types for you and you'll be able to use communities properly.

• Faculty directors, and curriculum and program coordinators listed in the course contacts section of a course will automatically be made administrators of the course website community.

Templated Pages

The following pages are included in the default course website community template:

Background

Add any background information as needed. Turn on additional information to populate the page with announcements, upcoming events, and community history (e.g., new members joining). Click Save when done. (Feb. 12, 2018: Note that the display of announcements and events is currently not working and only community history will show up.)

Course Calendar

This page displays learning events scheduled in the course via Manage Events (change the date range from day, month, week, year etc. to change your view). This page was updated in Elentra ME 1.21 so that learners enrolled in a course will see only the events they are an audience member of instead of all events for a course.

You can add customized text to the top of this page. If you add free text, click 'Save' when done.

Note that users in the community who also have edit abilities in the associated learning events can click on an event, scroll down the page and click Director View/Staff View/Teacher View in the left sidebar and be taken to the event page to edit it if necessary.

Units

This page will show all existing units for the course and a user can click on a unit name to view the unit details page where the unit details, events, resources, and tags are displayed.

Prerequisites

You can add customized text to this page. Click 'Save' when done.

Course Aims

You can add customized text to this page. Click 'Save' when done.

Learning Objectives

You can add customized text to the top of this page; by default it displays the curriculum tag sets assigned to the course through the Curriculum Tags tab under Admin > Manage Courses. If you add text, click 'Save' when done.

• Viewing Contextually Linked Tags on A Course Website

  If you have assigned curriculum tags to a course and contextually linked them to other curriculum tag sets, users will optionally be able to expand each contextually linked objective to see its connections. (Note, this page does not display linkages made in Admin > Manage Curriculum.)

MCC Presentations

You can add customized text to the top of this page; by default it displays the Clinical Learning Objectives assigned to the course through the Content tab under Manage Courses. If you add text, click 'Save' when done.

Teaching Strategies

You can add customized text to this page. Click 'Save' when done.

Assessment Strategies

You can add customized text to this page. Click 'Save' when done.

Resources

You can add customized text to the top of this page. If you add text, click 'Save' when done.

If you added resources to a course when you created it via Manage Courses, those resources will not automatically populate this page.

Expectations of Students

You can add customized text to this page. Click 'Save' when done.

Expectations of Faculty

You can add customized text to this page. Click 'Save' when done.

Gradebook

This optional page can be used to provide users with a read-only overview of the gradebook assessments for the course. (When gradebook assessments are created administrators can optionally flag them to be displayed on this page.)

The information displayed includes the following:

• assessment title and description (optional input),

• weight towards the course total,

• due date (if provided),

• grade release date (e.g. when learners can see grades in My Gradebook) (if provided), and

• drop box (this provide learners with a link to go to the dropbox assignment).

Manage Notices

This optional page will provide course contacts like course directors (who are faculty:director users), curriculum coordinators (who are staff:admin users) and program coordinators (who are staff:pcoordinator users) an easy way to send notices to the course audience directly from the course website.

When adding notices from a course website, the audience filter will be preset to the course.

Notices created will still display to learners in the Elentra ME Message Centre on their dashboard. (They will not display to learners on the course website.)

EPAs

More information coming soon. You will need developer help to add this page to your course website template.

Pulls in any curriculum tags assigned to the course and that belong to a tag set named "EPAs".

Sites

More information coming soon. You will need developer help to add this page to your course website template.

Pulls in all sites assigned to the course and used in either the course logbook or a rotation schedule.

Editing Course Setup Information from the Course Website

When reviewing a course website, an administrator may notice that some pre-populated information is incorrect. Pre-populated information (e.g., curriculum tags, director's message, etc.) is coming from the course setup information accessed via Admin > Manage Courses.

To quickly access the Admin Courses menu from a course website, look in the left sidebar and click the "Edit Course" link in the "This Community" box.

Adding content to pages

• Once a course community or website is created, users who are designated as Community Administrators can manage the pages just like any other community. When viewing a course website, switch to Administrator view if necessary, and then look for the Admin Center box on the sidebar. Click Manage Pages to adjust content, reorder pages, or add a new page. For quick editing access, click the Edit Page button from any community page at any point.

How to manage community, community members, and community reports in a course website

When you build a course website and associate it with a course, some individuals listed on the course contacts page (e.g., course director, curriculum coordinator) will automatically be made administrators of the course website. As admins. they will be able to edit page content, add additional pages, etc.

The audience of a course (set from the Course Enrolment section on a Course Setup page) can automatically be made members of the affiliated course website. Course audience members will display under a separate tab when viewing community members so you can easily distinguish who has joined a course website another way. Even if you have auto-enrolment enabled, remember to make sure that the community permissions you configure for course websites will allow learners to join (i.e., use group registration and set the groups to faculty, staff, and the appropriate cohort of learners). Although learners are listed under the Course Audience tab, they usually still have to 'click to join' a course website and view all content.

Managing additional members as well as permission settings, statistics and details is like other communities so please see the Communities help section for more detail.

Community Reports

Community Reports is a tool that allows you to review which community members have viewed pages, taken specific actions, etc.

• From the Admin Centre, click 'Community Reports'.

• Click on 'Select Filter' and select the appropriate filter (member, module type, page, action).

• Click the checkbox beside the appropriate member/module/page/action and click 'Apply'. You can select filters from different filter types to further refine your results.

• To delete a filter, click the small x beside it.

The collections tool allows you to group multiple assessments together in a course gradebook assessment list allowing for quick review of learner performance (e.g., all quizzes will show up beside each other).

• Create the required assessments.

• Tick the small boxes beside the assessments you want to add to a collection.

• Click on “Add to Collection” at the bottom of the gradebook screen.

• Provide a title and optional description for the collection.

• Set the grading scale as necessary.

• Set how to display grades for the collection to the learner.

• Click '+Add to Collection'.

• The collection will now display on the Assessments list.

• To add additional assessments to an existing collection, tick the small box to the left of the assessments you want to add. Click on Add to Collection. Under Assessment Collection use the dropdown menu to select the appropriate collection title and click Add to Collection.

To deleted a collection, tick the small box beside the collection name and then click the red “Empty Collection” button at the bottom of the page.

Weighted Collections

Weighted Collections gives users the opportunity to create provide a total course weight for a selection of assessments (e.g. all quizzes will be worth a total of 20%) and then have Elentra automatically calculate the weight of individual assessments based on the total weight of the collection.

This development was initially designed to support schools using point totals (numeric grades) as the basis for multiple assessments.

• Create the required assessments.

• Tick the small boxes beside the assessments you want to add to a collection.

• Click 'Add to Collection' at the bottom of the gradebook screen.

• Provide a title and optional description for the collection.

• Set the grading scale as necessary.

• Set how to display grades for the collection to the learner.

• Check the "This Collection is Weighted" option which will open additional options. Complete the information, noting the following:

  • Total Weight of the Collection in Course Gradebook: This should reflect how much you want this collection to be worth in the total gradebook (e.g. all quizzes will be worth a total 20% of the course gradebook)

  • Distribute Weight of Assessments Using: This allows you to specify how you'd like to calculate the weights on individual assessments added to the collection. The options are Numeric Points or Percentage.

    • If you select numeric points, you'll initially see the existing points total and weight for each assessment. When you enter a total weight for the collection, the weight of each individual assessment will automatically adjust.

    • If you select percentage, you'll initially see the original percentages assigned to each assessment. If you enter a total weight for the collection, you will need to change the weight of each assessment to total 100%. The Assessment Weight in the Course Gradebook will automatically be calculated.

• Gradebook Assessments in Collection:

  • Numeric Points: You can adjust the points assigned to any assessment in the collection. This will override the previously entered points total.

  • Percentage: You can adjust the percentages which will override the percentage weights entered when creating the original assessment.

• Click '+Add to Collection'.

• The collection will now display on the Assessments list. The weight column will show the total collection weight beside the collection name and the weight within a collection for each individual assessment.

Editing an Existing Collection

• To edit an existing collection, click the pencil icon in the edit column to the right of the collection name.

• It is only by editing assessments through the collection that you can change the numeric points or percentage and have it reflected in the collection. If you edit an individual assessment that is part of a collection, you can modify the points, but the weight will not automatically adjust.

In Elentra, organisation refers to an entity using and managing its own curriculum map version, layouts, tags, courses/programs, learning events, gradebooks, etc. Examples of organisations include undergraduate medicine and postgraduate or graduate medicine. Another example could be nursing or rehabilitation therapy.

You can add and manage organisations through Admin>System Settings. While Medtech:Admin and Staff:Admin users have access to System Settings, ONLY Medtech:Admin can add a new organisation.

How to add a new organisation

• Note that this tool is only available to Medtech:Admin users.

• Navigate to Admin>System Settings.

• Click 'Add New Organisation'.

• Provide the required information noting the following: Interface Template: Stock Elentra has one default interface. If you are testing things on an installation with dummy data provided by Elentra, and have different interface options available, we recommend using them only if it has been recommended to you.

• Click 'Save'.

Additional interface template information: The Elentra template is entirely configurable by a developer and if you would like additional interface templates, that is customization that your institution can do. Many schools apply their own branding to the look of Elentra or you might create different templates for different organisations using your installation of Elentra (e.g., undergraduate and postgraduate or graduate medical education organizations).

How to edit an existing organisation's metadata

• Navigate to Admin>System Settings.

• Click on the name of the organisation you want to manage.

• Click on the pencil icon and 'Edit' in the top right to change the existing information.

• Make the required changes and click 'Save' in the bottom right.

Assessment characteristics should be configured if you plan to use course gradebooks. Within a gradebook you will need to define the assessment characteristic for each assessment added. Each assessment type has different extended options for recording data (e.g. the type of included questions for quizzes and exams, or whether to track late submissions for papers and projects).

Elentra comes with a set of assessment types. These include assessment, exam, paper, presentation, project, quiz, RAT, rating, and reflection. Within each assessment type you can further specify assessment characteristics (e.g. oral exam, written exam, OSCE). While there is no user interface to change the list of assessment types, the assessment characteristics list is completely configurable through the user interface. Assessment characteristics can also be mapped to MedBiquitous Assessment Methods if required by an organisation. Whatever is created as an assessment characteristic can later be applied to the assessments listed in a course gradebook (see image above).

• Navigate to Admin>System Settings.

• Click the name of the organisation for which you want to manage assessment characteristics.

• Click 'Assessment Types' from the left sidebar. A list of existing assessment characteristics grouped by assessment type will be displayed.

• Click 'Add Characteristic' to add a new assessment characteristic.

• Complete the required fields. The description is optional and is not often seen in other parts of Elentra. (It's possible that in the future if you mouseover an assessment characteristic you'll see its definition but that is not a current feature.)

• Click 'Save'.

• The newly added assessment characteristic will now appear on the Assessment Types list.

• To modify an existing assessment characteristic click on it.

• Edit it as needed and click 'Save'.

• To delete existing assessment characteristics click the checkbox beside the characteristic you wish to delete.

• Click 'Delete Selected'.

• Confirm your choice.

• You will be returned to the list of Assessment Types.

Assessment response categories (e.g., excellent, good, needs improvement) are used when creating items in the Assessment and Evaluation Module. The categories can also be applied to specific rating scales and when those rating scales are applied to items the response categories will pre-populate.

Adding Assessment Response Categories

Response categories are displayed in the order they were added to the system, so use the search function to quickly look for existing categories and prevent creating duplicates. Results will appear as you type.

• Navigate to Admin > System Settings.

• Click the name of the organisation for which you want to manage assessment response categories.

• Click 'Assessment Response Categories' from the left sidebar.

• Click 'Add Category'.

• Enter the response category.

• By default, all categories will be available in reports so uncheck the box if you don't want the category to be available in reports.

• Click 'Save'. Remember your new category will be added to the end of the list.

• If multiple categories have been created and are overly similar, or you have imported data from another tool and have duplicate categories, you can merge selected categories. To do this, click the checkboxes beside the categories to merge, then scroll down and click Merge Selected.

• To delete categories, click the checkbox beside the category you wish to delete and then scroll down and click 'Delete Selected'.

Use of assessment response categories in scales

Use of scales when building assessment and evaluation items

If you discover a bug or issue with Elentra, we would strongly encourage you to report the problem as a bug using our Jira Issue tracker: https://elentra.atlassian.net/projects/ME/issues/filter=allopenissues

If you need access to the issue tracker, please contact Alice Rush-Rhodes on Slack or via email (arush@queensu.ca).

Security Reporting

We take the security of the Elentra Platform very seriously. If you believe that you have discovered a security vulnerability please contact us immediately:

By reporting issues to our team you are helping to create a secure and reliable product.

Event Types describe all the different things you might include in scheduled events managed through Elentra. Examples include lectures, labs, directed independent learning, exams, lunch, etc. and the list of event types is customizable per organization. Event types are used several ways:

• any event added to a schedule must have an event type defined; you can add multiple event types to one scheduled event

• the audience of an event will see the event type

• the Learning Event Types by Course Report uses event type to summarize the use of different events types within a course

How to manage event types

• You must be logged in as an Admin user to manage event types.

• Navigate to Admin > System Settings.

• If you have multiple organizations, click the name of the organization for which you want to manage event types.

• Click 'Learning Event Types' from the left sidebar. A list of existing event types will be displayed.

• Click 'Add Event Type' to add a new event type.

• Complete the required fields, noting the following:

  • Event Type Name: This is what will display to administrative users setting up events and to the audience of an event.

  • Event Type Colour: Check this box is you want to set a default color for events of this type. This color will be used on the dashboard calendar.

    • Since there are multiple places where you can set color for events (e.g., on individual events, at the course level, and via the database), Elentra will apply event color using the following: use individual event color, course color, default color (if set via database setting), event type color.

  • Event Type Description: This field is optional, however it is visible to administrative users when they create events so you may wish to provide it. When users add events to the system through Admin > Manage Events, they can mouseover event types and view the provided description (see above).

  • Workload Multipliers: This required field will default to one. The options allow you to define a workload for the event type (e.g. lecture = 1.5, TBL = 2) per user group (faculty and learner). There are no existing reports in Elentra that include this information, but it can be collected to allow organizations to calculate faculty workforce hours, estimate learner workload, etc. outside of Elentra.

  • MedBiquitous Mappings: Allows you to map event types to specific MedBiquitous instrcutional methods, assessment methods, and resources. This information is used in the AAMC Curriculum Inventory Report.

    • MedBiquitous Instructional Method: You can map a single MedBiquitous instructional method to an event type. Any event type that is not mapped to a MedBiquitous instructional method will be omitted from the AACM CIR. Mappings do not show on learning events.

      • Note that currently once you select a MedBiquitous instructional method for an event type you can't deselect it. If you selected an instructional method by accident you can scroll down and click Cancel.

      • You can edit the list of MedBiquitous instructional methods in Admin > System Settings.

    • MedBiquitous Assessment Methods: You can map multiple assessment methods to a learning event type. When you do this, those assessment methods will automatically be added to any events created using that event type and you can optionally delete assessment methods that are not needed for a specific event from the Event's Content tab.

      • You can edit the list of MedBiquitous assessment methods in Admin > System Settings.

    • MedBiquitous Resources: You can map multiple resources to a learning event type. When you do this, those resources will automatically be added to any events created using that event type and you can optionally delete resources that are not needed for a specific event from the Event's Content tab.

      • You can edit the list of MedBiquitous resources in Admin > System Settings

• Click 'Save'.

• The newly added assessment characteristic will now appear on the event types list.

• To modify an existing event type, click on it.

• Edit it as needed and click 'Save'.

• To delete an existing event type, click the checkbox beside the event type you wish to delete.

• Click 'Delete Selected'.

• Confirm your choice.

• You will be returned to the list of event types.

Examples of Event Types being used in Elentra

After your Elentra installation is active, you'll need to configure some system settings before using other modules and features of the platform. Users with the group:role of medtech:admin or staff:admin will be able to access Admin > System Settings. Here you'll be able to configure things like assessment types, event types, location management, grading scales, and departments. Generally this is content that will remain consistent across an entire organization and will not frequently change.

Note that these system settings are at the organization level in Elentra so you can have different system settings for different organizations running on the same installation of Elentre (e.g., undergraduate and graduate medical education).

Which system settings you configure really depends on how your organization will be using Elentra. See the list below for some quick start ideas.

• If you want to add users: configure departments (optional) and build cohorts before importing users

• If you want to create courses: build curriculum layout and periods in Admin > Manage Curriculum

• If you want to schedule learning events: configure learning event types and locations (you'll need courses via Admin>Manage Courses and for rotation scheduling you'll also need to build blocks in the relevant curriculum period but that is done in Admin > Manage Curriculum)

• If you want to input grades: configure assessment types (you'll need to configure curriculum layout and periods, and build courses as well but that will be completed elsewhere)

• If you want to report using the curriculum inventory: configure assessment and learning event types, and curriculum layout and periods (you'll also need courses, events, and gradebooks setup but those are managed elsewhere)

Instructions for managing some system settings are included here. Other instructions are included with their related module. See a sample list of system settings below.

A list of departments, divisions, faculties, schools or units can be maintained in Elentra and applied in user profiles. This information is in turn used in some reporting tools (e.g. Faculty Teaching Report By Department).

If you import users using a CSV, you can include a column for department and add multiple departments as needed.

How to manage the list of departments

• Log in as Medtech:Admin or Staff:Admin.

• Navigate to Admin>System Settings.

• Click on the name of the organisation you want to manage departments for.

• Click 'Departments' from the left sidebar.

• Click 'Add Department' to add a new entry.

• Complete the required information noting the following: Department Type: You can select a department type from a dropdown menu. The options include department, division, faculty, school, and unit. There is no user interface to change this list.

• Click 'Save'.

• To delete existing entries, click the checkbox beside the item name and then scroll down and click 'Delete Selected'; confirm your choice.

The list of departments will display alphabetically.

Linking departments and divisions

As of Elentra ME 1.12 there is no user interface to link departments and divisions. There is space in the database to create a relationship between a department and its affiliated divisions and a developer with access to the database can do this work if it is required by your organisation. In a user profile you can assign someone to multiple departments and divisions in order to show their multiple affiliations.

Custom Profile Fields

Each department can configure custom profile fields to collect additional information from their members. This allows an administrator to define the custom profile field in terms of the type of information to collect and then create a space in the user's profile for them to provide said information.

Creating a Custom Profile Field

• In an administrator role, navigate to Admin>System Settings, pick the appropriate organization if required, and click Department from the left sidebar.

• Click on the appropriate department.

• Click Department Profile Fields

• Click Add Field

• Provide the relevant information, noting the following:

  • Field Type allows you to customize how information can be collected. The options are:

    • Rich text

    • Plain text

    • One Line text

    • Checkbox

    • External URL (e.g. for people to provide a link to their research project page)

  • Indicate using the checkbox if this custom field will be required

• Click Add

• The newly created field will display on a list of custom profile fields. You can edit, delete, or reorder the custom profile fields using the pencil and trash icons, or the Reorder button.

Completing a Custom Profile Field as a User

Users can complete their custom profile fields in their user profile, accessible by clicking on the user's name in the top right. Within their profile tab options, they will see a Department Specific Information tab and can provide the required information there. In the example below, there is a one line text item.

This stores a list of Medbiquitous resources.

When creating learning events and you can optionally map a Medbiquitous resource to an event.

The restricted days tool allows you to indicate days that are restricted within an organization. Once set up, users who try to schedule an event on one of these days when using the recurring event feature will receive a warning notifying them that something is a restricted day (users can ignore the warning and schedule an event anyway if desired).

Managing Restricted Days

Currently you must be a medtech:admin to manage restricted days. We are working to expand this to staff:admin users as well.

• Navigate to Admin > System Settings.

• Pick the organization you want to work in if necessary.

• Click 'Restricted Days' in the left sidebar.

• Click 'Add Restricted Days'.

• Add the appropriate days noting that you can add a specific date (e.g. Dec. 25), a weekly day (e.g. every Friday), a monthly day (e.g. the first Wednesday of the month), or a yearly date (e.g. the last Monday of May).

• Provide a reason for the restriction. Users will see the provided reason if they try to create an event on the restricted day.

• Click Submit.

• The newly created restricted day should display on the list of restricted days.

Viewing Restricted Days When Scheduling Events

If you are creating an event schedule and one of the dates conflicts with a restricted day, you'll see a warning. Users can ignore the warning and still schedule an event on that day if they so desire.

Curriculum layouts define the general blocks of time used within an organization to manage teaching and learning. Examples include year, term, semester, phase, blocks, etc. Courses, modules, or whatever more granular units of instruction are called at your institution live within a curriculum layout.

Within each curriculum layout, curriculum periods are added. A curriculum period has a defined start and end date and is often associated with a specific cohort of learners. An example of three curriculum periods within one layout would be:

• Term 1 Class of 2021, Sept. 2017-Dec. 2017

• Term 1 Class of 2020, Sept. 2016-Dec. 2016

• Term 1 Class of 2019, Sept. 2015-Dec. 2015

One curriculum layout can have multiple curriculum periods. Curriculum periods are required when creating the audience and enrolment for courses/programs and multiple features and reports in Elentra rely on curriculum periods to filter information.

How to create curriculum layouts

• Navigate to Admin>Manage Curriculum.

• Click 'Curriculum Layout' from the left sidebar.

• Click 'Add Layout'.

• Complete the required information, noting the following: Curriculum Level: This field collects data but is not used elsewhere in the system. There is currently no user interface to change these levels. You may see preclinical/clinical or Undergraduate/Postgraduate depending on which version of Elentra you are using.

• Click 'Save' or immediately add curriculum periods and then save your work.

How to create curriculum periods

• From the Curriculum Layout page, click on an existing curriculum layout.

• Click 'Add Curriculum Period'.

• In the line added below, adjust the start and end date for the curriculum period, add a title (e.g. the relevant cohort), and leave the final column as active.

• Scroll up if necessary and click 'Save'.

How to reorder the appearance of curriculum layouts on the screen

• Click on and drag a curriculum layout row to the appropriate place in the list and then click 'Save Ordering'.

How to delete a curriculum layout

• Click the checkbox beside the layout you wish to delete.

• Click 'Delete Selected'.

How to delete curriculum periods

• From the Curriculum Layout page, click on an existing curriculum layout.

• Click the checkbox beside the curriculum period you want to delete.

• Click 'Deactivate'.

Block schedule feature

If a specific curriculum period is a time when learners will participate in clinical learning experiences, you can automatically create a block schedule to apply to that curriculum period. This allows for easy scheduling of clinical learning experiences. Detailed instructions for this process are included in the Curriculum>Rotation Blocks help section.

Curriculum Tracks can be used to create specializations or concentrations within programs or to show a course’s language of instruction. If curriculum tracks are created you can:

• assign a track to a course

• assign a track to a student user

• assign a track to an Assessment and Evaluation items, forms and distributions

How to create a curriculum track

• Navigate to Admin > Manage Curriculum.

• Select 'Curriculum Tracks' from the left sidebar.

• Click 'Add Curriculum Track'.

• Fill in the required information noting the following: Track Public URL: If the track has a public URL you'd like to make available, provide it here.

• Set a display order. Curriculum Tracks will not automatically display alphabetically.

• Click 'Save'.

How to manage existing curriculum tracks

• After a track is created you can add an image for the track. Click on the track name to access the Edit Curriculum Track page and then upload an image via the small gray square on the right side. As of ME 1.12, these images will not be displayed anywhere in Elentra.

• To quickly change the display order of tracks on the main Curriculum Tracks page drag and drop them into new positions and click 'Save Ordering'.

• To delete unneeded tracks click the checkbox beside the track name and click 'Delete Selected'.

How to add a track to a course

Adding courses to a curriculum track is done via individual course setup pages. Please see the the Courses help section for more information.

How to assign users to a curriculum track

Note that you'll only be able to assign students users to a curriculum track if you have tracks built for the relevant organization.

• Navigate to Admin>Manage Users.

• Search for the appropriate user and click on his or her name to access their user profile page.

• Scroll down to the permissions section. If an existing permission exists in an organization that has curriculum tracks, you'll be able to select the appropriate track from a dropdown menu.

• If you are creating a new permission you'll have to add it first and then select the relevant curriculum track from the dropdown menu.

• Click 'Save' at the bottom of the page when you are done.

How to add a track to Assessment and Evaluation

Whether you are working with items, forms or distributions, you will see an option to assign a curriculum track if needed.

Location Management allows organisations to maintain a list of the sites, buildings and rooms relevant to their institution. In this context, site could refer to an institution, organization, or governing body. Site is the top tier of the location management system; within a site you can add buildings, and within a building you can add rooms. You can also add a phone number for the contact person at the site. Some examples are provided below.

• Site: University/College Name, Hospital Name

• Building(s): New Medical Building, Abramsky Hall, Student Athletic Centre

• Room(s): 201A, 201B, 430, 431, The Caldwell Room

• Phone Number: (123) 456 - 7890

Using the locations feature is useful if you plan to schedule clinical rotations or learning events in Elentra. Rotations and their corresponding blocks/slots can be assigned to sites, and learning events can be assigned a site, building and room. The building and room code will be displayed to event attendees so make sure the short codes you use are logical.

How to access locations

Only medtech:admin users have access to Locations in System Settings.

• Navigate to Admin > System Settings.

• If you have access to multiple organisations, click on the name of the organisation you want to manage locations for.

• Click 'Location Management' from the left sidebar.

How to add and manage sites

• From the Location Management screen click 'Add New Site'.

• Provide the required information noting the following: Site Code: The site code will display with the name on dropdown menus when you are assigning a site (e.g., in a learning event or rotation). Province/State: This option will only be available after you have selected a country.

• Click 'Save' and you will see your new site displayed on the existing list of sites.

• Please note that the sites will be listed in the order they were added to the system. There is currently no user interface to reorder the list of sites.

• To edit an existing site, click on the gear icon to the right of the site name.

• To delete an existing site, click the checkbox beside the site from the Location Management screen. This will cause a delete button to appear in the top right. Click 'Delete Selected' and confirm your choice.

How to add and manage buildings

• From the Location Management screen click on an existing site.

• Click 'Add New Building'.

• Complete the required information noting the following:

  • Building Name: Required. This will display on learning events scheduled in courses.

  • Building Code: Required. This will display on bookings made in Clinical Experiences > Rotation Schedule.

  • Address Line 1: Required

  • Address Line 2

  • Building Radius (meters): This is used in the attendance geo-location feature. It helps dictate how close to a building's latitude and longitude coordinates a learner's device must be when they confirm their attendance at an event.

  • Building Latitude: This is used in the attendance geo-location feature.

  • Building Longitude: This is used in the attendance geo-location feature.

  • City, Country, and Province/Staes: These will default to the same information as the site but you can change it as needed.

  • Postcode: Required

  • Phone Number

• Click 'Save' and you will see the new building added to the list of existing buildings.

• Please note, the buildings will be listed in the order they were added to the system. There is currently no user interface to reorder the list of buildings.

• To edit existing buildings, click on the gear icon to the right of the building name.

• To delete existing buildings, click the checkbox beside the building name from the list of buildings. This will cause a delete button to appear. Click 'Delete Selected' and confirm your choice.

How to add and manage rooms

• From the Location Management screen, click on an existing site.

• Click on an existing building.

• Click 'Add Room'.

• Provide the required information noting the following: Floor: This is an optional field to record the floor a room is on. Room Number (Required): Store the room number here. It will show on learning events assuming no room name exists. Room Name: This field is optional. If it is filled in it will show, instead of the room number, on learning events. Room Description: This is an optional field to collect information. Users will not see this information. Room Phone Number: This is an optional field to collect information. Users will not see this information. Room Resources: This allows you to provide information about the resources in a room. The default list includes projector, television, computer, and capture. Capture is used when you are using Elentra's lecture capture tool.

• If you select 'Capture', you'll be prompted to enter the following information. The examples included assume you are using NCast.

  • Device Name: This corresponds to the code in your NCast recorder manual that is specified for that model. For example, on an M4 recorder this value should be “M4”, whereas on a Hydra model, this code should be “PR720”.

  • Device Address: This is the IP or hostname of the NCast device on your network.

  • Channel: This is the number of the Channel to be used from NCast device’s configuration. Most devices have a limited range available, usually 1 - 100.

  • Stream Prefix: This is the named string of characters that all videos from this Room will be tagged with. For example, “surgery” or “pediatrics”.

  Room Max Occupancy: This is an optional field to collect information. Users will not see this information.

• Click 'Save' and your new room will appear on the Rooms list.

• Please note that rooms will be listed in the order they were added to the system. There is currently no user interface to reorder the list of rooms.

• To edit existing rooms, click on the gear icon to the right of the room name.

• To delete existing rooms, click the checkbox beside the room name. This will cause a delete button to appear in the top right. Click 'Delete Selected' and confirm your choice.

Room Schedule Feeds

To the right of any room you will see a calendar icon. This gives you access to a Room Schedule Feed you can copy and add to another calendar. If you also use Capture as a room resource, you will additionally see a Recording Schedule Feed. This provides a link to an .ICS calendar schedule file to be copied. You will need the URL to this .ICS file when configuring your NCast server, which will point to the schedule so that it knows when to start and stop recording.

The Curriculum Search tool is available to all users by default and uses boolean search terms to look for content within learning events. It searches event titles, event descriptions, and curriculum tag names. Users can also use advanced options to search files attached to learning events.

How to use Curriculum Search

• Type your search term(s) into the search space.

  • By default Elentra requires a minimum four character word to search. This is to prevent returning thousands of results for searches of three or fewer letters.

• If you want your search results to include files attached to Learning Events, click 'Advanced Options' and click the checkbox just below the search bar.

• Click 'Search' and your results will display on the screen.

  • Elentra searches event titles, event descriptions, and curriculum tag names for the word you entered.

  • Your search term will be highlighted if it is in the description of a relevant learning event.

• You can toggle between three different views of your search results:

  • List view: This view shows you a list of all returned events. Export your results as desired.

  • Timeline view: This view displays the returned events by cohort on a timeline. Scroll through the results or quickly jump from year to year using the links on the right above the timeline. Mouseover an event for its course affiliation and length. View a total count of results returned per cohort in the left sidebar.

  • Table view: This view shows you course name, learning event, date, duration, description, unit (if enabled), event types, and teachers. Export your results as desired.

How to use advanced options

Advanced options let you further refine your curriculum search results.

• Click 'Advanced Options'.

• Select parameters to apply to your search including cohort, academic year, curriculum tag sets, filter fields, course and weeks (weeks will only appear if units/weeks in enabled in your installation).

• To add a Tag Set click on the name of the desired tag set and click 'Add' just below the list of tag sets. You can hide this list as desired by clicking 'Hide List'. Adding a Tag Set to your search means only events with something from that tag set will be included in the results.

• To use the Search Filter Fields and Search Filter Operator options, imagine creating a sentence to limit your results. For example, "If Event Description is ----" return results. You can create multiple filters to apply to a search and the returned results will only include events that meet the filter parameters.

• The Search Filter Operator options include: is, is not, contains, does not contain, starts with, does not start with, ends with, and does not end with.

• After you've set your filters, click 'Search'.

• To clear just some existing filters click the small x on each filter card. To remove all filters, click 'Reset'.

• Make sure to click 'Reset' to clear all filters before beginning a new search.

An example of using advanced search might be that I want to find all events on a certain topic NOT taught by one faculty member. I may already know that Dr. Greene teaches about heart disease but I want to find other instances in the curriculum where another faculty member is addressing heart disease. If I search for "heart disease" and add a "Teachers is not Dr. Greene" filter, the results will give me what I want.

Exporting events: Include or exclude child events

• Elentra includes the ability to link multiple repeating events in a parent-child relationship. This is most often used when small groups of learners will complete the same activities in repeating learning events. For example, there may be 10 events scheduled for 10 small groups but each event is essentially identical in terms of content, curriculum tags applied, etc. If you use the parent-child feature some reports will look only to the parent event to collect data and therefore help to report accurately from the perspective of a single learner.

• When you export events from Curriculum Search you can choose whether to include or exclude child events.

• Searching for key content in your curriculum, and exporting the results can be really useful for external reporting (e.g. research projects, interest group surveys, coroner's office, etc.). Similarly, these exports can help in gap analysis and planning an intentional curriculum.

Visible only on a learner's Profile under the Account Options section, the Student Admin tool is to allow you to give a learner access to Exam question folders (as indicated in the Developer Notes).

The idea behind the Student Admin option is to allow experienced learners to create practice items for other learners. Then, this subset of the exam question bank would be used for formative exams where the learners can generate an exam comprised of random items from the bank, possibly based on curriculum tags applied to the items. (Please note that the ability for a learner to generate an exam is not yet included in Elentra.)

Students can also grade exam questions if they have been made a student admin, and assigned as a grader on an exam.

When you add group:role permissions to faculty users you will notice a Clinical Faculty checkbox in each organization they are a part of. When you add a user through the user interface this will automatically be checked off. Note that as of Elentra ME1.12 you cannot set a user as a clinical faculty member in one organisation but not another.

This is mostly a tool to store information and is rarely used elsewhere in Elentra. One place it is used is when reporting on annual reporting. When generating reports on annual reports you can filter by clinical and non-clinical faculty (see below).

The Curriculum Explorer is available to all users by default and allows you to filter by curriculum tag set, course, cohort, mapping relationship and academic year, in order to see where a specific curriculum tag has been applied to a course, learning event, or assessment.

The results returned in the Gradebook Assessments section does not return results for individual exam items, nor for Assessment and Evaluation forms. Learners accessing Curriculum Explorer will not have the option to explore Gradebook Assessments.

Curriculum Explorer does not currently reflect the parent-child relationship if you create recurring events using the parent-child relationship. It will display results for all events that have been tagged with the relevant curriculum tag.

How to use Curriculum Explorer

• Select a curriculum tag set from the dropdown menu.

• Select a course, cohort, mapping and or academic year to limit your results. Each field is optional.

  • In the Mapping Section you can specify the kind of linked curriculum tags you are looking for.

    • Direct Mappings includes tags that have been assigned to specific resources (e.g. course, event, gradebook assessment)

    • Indirect Mappings includes tags have been mapped to other tags either at the organizational level in Admin > Manage Curriculum OR contextually, and that other tag is assigned to a specific resource

• By default, the system will return results for courses, learning events and Gradebook assessments (when the user has permission to view).

  • If you want to omit a category, deselect it.

  • Results on the Events tab will be grouped under the relevant course.

• Click 'Explore'.

• In the left pane, you'll see a list of curriculum tags and the number of times they are tagged based on the filters set.

  • The badge shows the number of resources (e.g., events, courses and assessments) assigned to that tag and any of its descendants if it's part of a hierarchical tag set.

  • Each level also includes the resources from the previous, higher level. So if Tag A is assigned to Course 1, when you navigate to A’s child (A.1) Course 1 will still be displayed there.

• Click on a specific curriculum tag to view its results or to drill down to additional tags if the set has a hierarchy.

• In the right pane, switch between views of courses, events, and assessments tagged with the objective.

  • Each tab will only show up if there are results returned for it.

The Manage Cohort tool allows you to store groups of users in cohorts and course lists. You can add specific learners to cohorts/course lists and set them as the enrolment or audience for courses and events. Only users with medtech:admin and staff:admin roles in Elentra can manage cohorts.

In some cases cohorts can be automatically populated based on information provided about a user when using a csv import to create users. The graduation year provided in the csv will be used to slot the learner into the appropriate cohort. Note that the appropriate cohort must exist before you import users for this feature to work.

How to add a new cohort

When creating a cohort you can import a csv of users and their affiliated cohorts, or select users to add to the cohort through the user interface.

To import cohorts:

• Navigate to Admin>Manage Cohort.

• Click 'Import/Export' and 'Import Cohorts from CSV file'.

• Download the sample template as needed.

• Complete the template and click 'Chose File' to add the template.

• Using this tool will create any new cohorts included in the csv and add users appropriately.

• Note that this tool cannot be used to create users; any user included in the cohort import must already exist in Elentra.

To manually create and add users to a cohort:

• Navigate to Admin>Manage Cohort.

• Click 'Add New Cohort'.

• Complete the required information, noting the following: Cohort Name: Make this clear as it will show up in various contexts throughout Elentra. Examples include Class of 2021, Class of 2022. etc. Cohorts will sometimes be available as filter options in Elentra. Cohort Type: Define the type of cohort you are creating.

  • Cohort: This is generally a full list of learners moving through a program together for a duration of time. They may take multiple courses together.

  • Course list: A course list is a type of cohort. It is generally a list of learners in one specific course for a set duration of time.

• If you select Course List, note that you'll be prompted to select a specific course.

• In the Add Learners section, click on the arrow to access a list menu of user groups. Click through the options to access the users you want to add to the cohort. Note the Select All option at the top of the list in case it is useful.

• To remove a name from the list, click the small x beside the name to be removed.

• Click 'Proceed'.

Once a cohort exists it can be added as the audience of an enrolment in a course or event, or used as a filter setting on the Events tab.

How to manage users in a cohort

Once users are added to a cohort you can deactivate or delete them.

Deactivating a user in a cohort will mean that the user still appears on the cohort list, but will have a red highlight. You can reactivate a deactivated member of a cohort.

Deactivated members of a cohort will:

• be removed from course enrolments (assuming the enrolment was set by cohort)

• be removed from the audience of events in the course (assuming the audience was set by course enrolment)

  • Note that if event audiences were set to course groups, you will need to remove the user from their group to remove them from the event audience.

• remain visible in the course gradebook

• be removed from the course logbook reports

• be removed from the My Learners list accessible to faculty or admins through the Assessment & Evaluation badge (as such those users will not be able to view an individual leaner's Assessments, Learner Explorer, etc.)

• display as "off-service" in Clinical Experiences > Rotation Schedule (assuming the learner was booked into at least one slot for the course)

Deleting a user from a cohort will remove them entirely and you will no longer see their name on the cohort list.

Deleted members of a cohort will behave like deactivated members of a cohort with the exception that they will be removed from a course gradebook.

To delete/deactivate a user:

• Click the red minus sign to the right of the user's name.

• Click 'Deactivate' or 'Delete'.

• Cohorts/Course lists that include deactivated members will be highlighted yellow on the Manage Cohorts list.

How to edit an existing cohort

• Navigate to Admin>Manage Cohort.

• Search for and click on the name of the cohort you want to edit.

• To edit the cohort name, click the pencil icon to the right of the name. Change the text and click 'Rename'.

• To delete users from the cohort click the red minus button to the right of the user name. You will be prompted to deactivate or delete the user.

• You can switch the group type from the dropdown menu. If you are turning something into a course list you'll be required to add the relevant course. If you switch group type you must save your change using the small Save button to the right of Group Type.

• You can add additional learners using the same process explained above.

• When you have completed your edits to the cohort, click 'Proceed'.

How to delete a cohort

• Navigate to Admin>Manage Cohort.

• Click the checkbox beside the cohort you wish to delete.

• Click the red Delete Selected button.

• You will be prompted to deactivate or delete the cohort.

• Confirm your choice.

Cohort vs. Course List

A course list is a type of cohort but there are a few places in Elentra where options exist only for cohorts:

• Community Registration: If you create a community and you want set registration options by Group, the available options will include cohorts but not course lists.

• Clinical Experiences: In Admin > Clinical Experiences the top level filter options are Cohort or Course. Course List is not included, however you can filter by course and cperiod which will likely match a course list fairly closely. (The learners listed will be based on the actual enrolment in the course and cperiod.)

• Events Tab: You can filter by cohort or by course, by not by course list.

Elentra allows there to be two profile photos stored for each user: an official photo and a user uploaded photo. The official photo must be uploaded by an administrative user. If a user's account has both an official photo and a user uploaded photo, the official photo will be used first.

User photos appear through out Elentra. Some examples include in People Search and when triggering or completing Assessment and Evaluation forms.

Photos can be imported through the user interface in a user's profile but there is also a photo import tool that a developer can use to bulk import multiple official photos.

Please note that if a user does not want his/her photo displayed in Elentra s/he can change his/her privacy settings in the user profile. If users select Minimum Profile their photos will be hidden from other users.

Photo Import Tool

If you want to bulk import user photos you will need help from a developer. The work a non-technical staff member can do is to prepare a folder of the required photos. Each photo should be named using Lastname_Firstname.jpg or studentnumber.jpg. You don't have to worry too much about the size of the photos since Elentra will automatically resize them as needed.

Profile Photo Upload by User

If users want to upload their own profile photos they can do so through their profile. On the main Personal Information page, users can hover over the empty photo spot and click Upload Photo to add a photo.

Note that they can toggle between the official and uploaded photos to view the two photos they might have on file.

A user can't delete his or her photo. They can upload a new photo to overwrite their existing uploaded photo.

Most use of features in Elentra is based on a users group and role permission. A user can be assigned multiple group and role permissions within an organization and can hold the same permission across multiple organizations.

Below are group and role settings and their general system permissions. Please remember that your installation of Elentra may have customized aspects of the software and changed the access of specific group and roles.

A more detailed matrix of user ability across modules can be found here.

For information on Masked Permissions please see here.

When users log in to Elentra they will land on their personalized dashboard. From here they can view their schedule, quickly check their Assessment and Evaluation tasks, access any of the main menu tabs, click on their user icon for personal options, or even initiate an on-demand assessment.

The personalized calendar that displays on the dashboard will show users their upcoming events and can optionally show them additional events scheduled through Communities. Faculty and administrative users also have the option to view all events for specific courses. Academic events can be represented on the calendar in different colours which can be controlled a variety of ways (e.g., colour per event type, per course, etc.).

Database Setting Options

Most users require an account to access Elentra. There are some exceptions to this: you can create a public community and share it with others, add a guest member to a specific community, or add an external assessor to a distribution of an assessment and evaluation form.

To create user accounts you must associate a group and role with every user. Different combinations of group and role have different permissions in Elentra.

Although there is a user interface to manually add individual users, it is strongly recommended that your developers or technical team set up a relay of information from a central, authoritative database (e.g., an existing student information system) to feed users into Elentra. If you are not doing this and wish to bulk import users via a csv file, please see below.

Manually importing or creating users is restricted to those with administrator roles in Elentra (i.e. staff:admin, medtech:admin users).

How to bulk import users from a csv

• Navigate to Admin>Manage Users.

• Click 'Import From CSV'.

• From the popup window you can download a sample CSV file.

• Open the file in your preferred spreadsheet manager and complete the columns. Required fields are listed first followed by optional fields. First Name: Provide the user's given name. If you have multiple users with the same first and last name we recommend including their middle initial with their first name. Last Name: Provides the user's last name. Username: This will be the username for your Elentra installation. email: This should be the user's email and must be distinct for each user.

  Organisation: This should be a numeric id and reflect which organisation a user should be added to if there are multiple organisations on an installation (e.g., undergraduate medicine and postgraduate medicine). When logged in as a Medtech>Admin you can find the organisation id by navigating to Admin>System Settings and clicking on the organisation. When the page for that organisation opens the url will include the org id at the end. You can also ask a developer what the organisation ids for your installation are. Gender: Gender is a required field in your upload. By default Elentra includes Female (F), Male (M), Non-Binary (NB) and Undefined (U).

  • Note that the genders stored in your installation can easily be modified by a developer in the database in the elentra_auth.users_lu_genders table.

Group: Group defines the user type in the system. Pick from Alumni, Faculty, Medtech, Resident, Staff, and Student. You can only use additional groups if you have added them to the database. Role: Different group types have different role availability as shown in the table below. Many group and role configurations carry different permissions. For more detail about user permissions please see the Permissions help section. Similar to groups, you can only use additional roles if you have added them to the database.

Optional fields: Institution Number: The user's university id (e.g., staff or student number). As of ME 1.20 this can include letters and numbers. Entry Year: The year the learner entered/will enter a program. Grad Year: The anticipated graduation year. (Make sure your database includes the years you intend to enter.) Note that this field is strongly recommended for undergraduate organisations since users will automatically be added to an existing cohort if one exists for the graduation year. Notes: Information provided here will display in the General Comments section of the Personal Information section. Account Status: You can enter active or disabled in this column, you'll be able to change this setting in UI after the user is created. Access Start: Unix timestamp (e.g. 1512086400) or date-time format (2017-12-01 12:35) are accepted. Access Finish: Unix timestamp (e.g. 1512086400) or date-time format (2017-12-01 12:35) are accepted. Department: To enter a department affiliation for a user you must have department's Elentra id code. This is information you can request from a developer or you can find it by looking at a url. To discover the department id for yourself, you must be able to access Admin>System Settings. When you do, click on the name of the organisation you are working with and then click Departments in the left sidebar. Click on a department name and when the page for that department displays the url will include the department id at the end.

Password: Passwords can be set using an import but we recommend only importing existing passwords if you exported them from elsewhere. Salt: This is a way to make a password more secure. It is recommended that you use this field only if you've exported a list of users and already have the salt information (and the password). Prefix: Accepted prefixes are Dr., Mr., Mrs., Ms., Prof., Assoc. Prof., and Asst. Prof. Alt Email: This is a second or alternative email the user can provide. Telephone, Fax, City, Address, Postal Code, Country, Province: Provide contact information as desired.

• Every column header included in your file must be completed. If there is a column header with no information present delete that column before you upload the file.

• If you are importing a significant number of users we recommend limiting your file size to 1000 users or less.

• It is recommended that you use different files for different groups (e.g. faculty and learners) as they may not required the same fields and partially complete columns may result in errors. If you have blank cells please fill them with NULL.

• After completing the spreadsheet, you can browse to find the file or drag and drop it in place. You will be prompted to match the information included in your CSV against the mapped fields available. Fields that display highlighted with green are required.

• At this stage, you can scroll through the imported users to check their data. In the top right, click on the small arrows beside the Row counter. You'll see a summary of the information being uploaded for each user.

• Decide whether to send user notification emails to new users (uncheck if you don't want emails sent), and click on Import Users.

• You will see a green success message or be prompted to correct something in the CSV file.

• Creating user accounts using a csv import will also generate an email confirmation to the user who completed the import. The email will include a list of all users successfully created.

Uploading revised records for users

You are able to upload revised user records to the system. When you do the system will compare the records and in some circumstances ask you to confirm which record you want to use.

The system will respond the following way when you update records: If the user has the same group but a new role compared to their previous record - system will update the role and everything else (start and end date, and account status). You will be asked to confirm whether you want to update the user record. If the user has a different group from their previous record that group will be added to the user's account and all other information will be updated. If the user has the same group and same role as their previous record the system will automatically update everything included in the csv.

When the system finds two records for the same user it will display the two records. Currently, these lines look identical but we are working on adding a popover card to display the conflicting information so users can more easily decide which record to import.

Note that you can choose to update no records, update all records, or individually select which records you'd like to update.

When you look at a list of users note that records displaying in red indicate users with disabled accounts.

How to add individual users

• Navigate to Admin>Manage Users.

• Click 'Add New User'.

• Provide the required information and set Permissions for the user. Note that you must click Add Permission after you've selected the appropriate group and role for the user.

• After you've added a permission you may see the option to define a curriculum track if curriculum tracks exist for the relevant organization. Use the dropdown selector to set a user's curriculum track if necessary.

• Linking a user to a department may mean that certain reports include the user (e.g., faculty reports, work force reporting). A user can be linked to multiple departments/divisions.

• Leave email notification active or turn it off and click Add User. You will see a green success message or be prompted to correct something on the page.

How to create guest accounts for users to access individual communities

• To give someone access to a specific community and its documents, navigate to the desired community. You must be a community administrator to add a guest member.

• From the Admin Center of the specific community, click 'Manage Members'.

• Click the Add Guest Members tab.

• Complete the required information and click 'Add Guest'.

• You'll receive a green success message and the guest user will receive an email with further instructions. The user will only have access to the specific community.

How to disable and deactivate users

Under the Account Options section of a user profile you will see the ability to edit Account Status, Access Start and Access Finish.

Account Status