Logbook Reporting

Staff:admin users as well as staff:pcoor and faculty:directors affiliated with a specific course will be able to access Admin > Clinical Experience and the logbook.

  • Navigate to Admin>Clinical Experience.

  • Click on the Logbook tab below the Clinical Experience header.

  • By default the page will load one course and its most recent curriculum period, as well as 'Learners who have incomplete logbooks'.

    • The way this works is that the system checks learners’ rotation schedules and sees which rotation the learner is currently scheduled in. If learners are half way through a rotation but have less than 50% of the logging requirements complete, they are deficient. (Note a developer can change this threshold in the database as required.)

    • If a learner is for some reason enrolled in two blocks within the same rotation, the system will take the dates of the second block to measure completion.

  • You can change the filter options or search for an individual learner.

    • Filter by course to view all learners enrolled in a course. Note that you can apply multiple courses so carefully check you’ve included the ones you want. After you select a course, you can set the appropriate curriculum period.

    • Filter by cohort to view all learners in a cohort.

    • To remove a course or cohort from the list, click the small ‘x’ beside the course/cohort name.

Monitoring a Course

Monitoring an Individual's Log

  • Once you see learner cards, click the + icon on the right to see an overview of all the learner's courses and their logbook count in each.

  • Click ‘View Details’ on a learner card to open a new tab from which you can download a CSV of the learner’s logged entries in each course or view details inline.

  • Click ‘View Details’ on a course card to see an overview of progress.

  • From each objective you can click the + icon to see an overview, and then click ‘View entries’ to see a list of individual logged entries.

  • Download a CSV of what you view on your screen at any point.

    • CSV will include: learner name, learner #, learner email, list of courses and number of pending entries for each course.

  • Some CSV options will offer you two download versions:

    • Course overview: Show total count of required and logged entries organized by course.

      • This will include learner name, learner #, learner email, course name (called rotation), objective, required, and logged.

    • Course entries: List all logged entries for the learner with details like date, role, setting, etc.

      • This will include learner name, learner #, learner email, course name (called rotation), objective, required, logged, encounter date, patient age range, patient gender, role, setting, site, preceptor, and notes (called reflection).

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