Course Setup Required to use Logbook
As of ME1.13 the logbook can only be used if you use the traditional method of assigning course objectives, not the quick tag selector option (images below to help you know which you use).
After curriculum tags are set as loggable, they must be assigned to a course and the requirements for each tag defined.
Assigning Curriculum Tags to a Course
To assign objectives to a course you must have administrative role permissions; the task is completed via Admin>Manage Courses on the Setup tab of a course. Remember, as of ME 1.13 you can't use the logbook if you use the quick tag selector (the reason for this is that you must select a top level hierarchy objective and you can't do so when using the quick tag selector).
You can find more detail about the steps required to assign objectives to a course on the Course Setup help page but one important detail to note is that you should assign the top level objective to the course, not the subset of objectives. In the example below, note that Entrustable Professional Activities is added to the course, but EPA 1, 2, 3, and 4 are not checked off. They will be added automatically.
Setting Logging Requirements for Each Curriculum Tag
You have the option to define course sites, entry requirements, roles, and settings (called Environments on the admin. side) for all loggable tags. The options you define will dictate the requirements learners have to fulfill and also what displays to them when they create an entry.
Course Sites
You can define sites available to learners when they log entries for a course. Your options will depend on the sites defined in Manage Locations. Please see more detail on the System Settings>Location help page.
Click the grey plus sign on the right side of the Course Sites card.
Click the bar that reads 'Select a site' or the small grey chevron to the right of existing sites to add more.
Highlight a site and click or press Enter to add a site to the list.
Sites will display in the order added to the course sites list.
To remove an existing from the list click the small 'x' beside the site name.
Click 'Save'.
Setting Requirements for Loggable Tags
On a Course Logbook tab you'll see a list of the higher level objectives assigned to a course. Click on the plus icon beside a tag name to open the menu options.
There are three tabs under which you can configure settings for the tags: Entries, Roles, and Environment (which will show as settings to the learner).
Entries lets you define how many encounters a learner is required to have, as well as whether notes or an observer (of learner performance) is required. Roles lets you define in what capacity a learner participated in an encounter, and Environment lets you define the settings a learner can pick from when they log an entry.
For entries, roles, and environment, you can set a default to apply to all the curriculum tags under the first hierarchy. Then you can tailor individual tags by adjusting the settings in each tag row.
Entries
Define the settings you want as a default, noting the following.
Require Notes: If you check this off, the learner will be required to include notes when they log their entry.
Require Observer: If you check this off, the learner will be required to indicate the name of the person who observed them.
Min: Use the plus and minus buttons to indicate if there is a minimum number of encounters required for this entire tag subset. Whereas the notes and observer setting will apply to all tags below, the Min. set here is for the total number of encounters to allow for overall and specific encounter totals. (It is recommended that the minimum numbers set in the individual tags totals the min. listed here.)
Click 'Apply'. Any changes you've made should be applied to the individual tags below.
Next you can adjust the Entry requirements individually as needed. On this screen it is recommended you adjust Observer and Notes if required. (You can adjust Roles and Environments when you're on those tabs.)
Click 'Save' when complete.
Roles
On the Roles tab you can define whether or not a learner is required to indicate the role they played in an encounter. The default options are observed, performed with help, and performed independently.
Check off each role that you want to include with this tag group and set a minimum required number as needed. Note that these required minimums are across the entire tag subset, and currently you can't set specific role requirements for individual tags.
Click 'Apply'. Any changes you've made should be applied to the individual tags below.
Next you can adjust the Role requirement for each individual tag. As of ME 1.13 you can't tailor the role requirement for individual tags, just decide whether role is a required field or not when a learner creates an entry for this tag.
Click 'Save' when complete.
Environments
On the Environments tab you can define whether or not a learner is required to indicate the setting of an encounter and specify the environments available when learners log entries. The default options are displayed below.
Check off each environment/setting that you want to include with this tag group. These selections will apply to the entire tag subset and make the selected environments available as response options when learners complete an entry for this tag subset. After you check off an environment, you can specify a minimum number for that environment. This minimum is across the entire tag subset.
Click 'Apply'. Any changes you've made should be applied to the individual tags below.
Next you can adjust the Environment requirement for each individual tag. As of ME 1.13 you can't tailor the specific environments available for individual tags, just decide whether Environment/Setting is a required field or not when a learner creates an entry for this tag.
Click 'Save' when complete.
You will see labels for all the requirements you've defined at the bottom of the tag subset. Learners will see similar tags on their logbook entry pages.
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