Creating Lotteries

Each lottery is directly associated with a curriculum period. This helps to refine the scope of the lottery and the available learners that can be assigned to its audience.

How to create a new lottery

• Navigate to Admin > Clinical Experience.

• Click the ‘Lotteries’ button under the heading.

• The Lottery module will load with the most recent curriculum period pre-selected. If you would like to change the curriculum period, simply click on the input field to the right of the heading and select one of the other available curriculum periods from the drop-down list.

• Click the ‘Add Lottery’ button.

• Adding Lottery

• Provide a title for the lottery. This should be something descriptive, especially if you’re going to create more than one lottery. You will be able to edit the title later if you need to change it.

• Once you've entered a title, click the ‘Proceed’ button at the top right of the card to move on to the next step - defining the audience.

• Defining Audience

• The audience consists of any number of learners, who can be included individually or as a group, from any number of cohorts. Click ‘Select a Cohort’ to view all cohorts available within the curriculum period and choose one.

• After selecting the cohort, if it contains learners, two options will become enabled: adding all users in a cohort or manually adding individual learners.

• The ‘Add All (XX)’ button will add all learners within the cohort to your defined audience with one click. The parentheses on the button label displays a count of how many learners will be added with this action.

• Clicking the input directly below the cohort selector, ‘Manually add Learners from XXXX’ will allow you to add individual learners from that cohort to your audience.

• If you click the manual option, this opens up the manual learner selection pane.

  • You can scroll through the list or use the ‘Search Audience’ field to refine the results and find specific learners. The search field will filter results based on either first or last name matches.

  • To add an individual learner, click the ‘Add’ button to the right of their name. The ‘Add’ button will become disabled and the appropriate learner will be added to your defined audience list displayed below.

• As you add learners to your audience, either manually or by clicking the ‘Add All (XX)’ button, your defined audience list will be displayed at the bottom of the card. For any of the learners in your defined audience list, you can click the ‘Remove’ button to remove them from your defined audience, which will also re-enable their ‘Add’ button in their respective cohort.

• As long as at least one learner is included in your defined audience, the ‘Confirm’ button at the bottom right of the form card will be enabled. Click ‘Confirm’ to finalize the creation of your new lottery.