Trigger Assessments: Learners

From the Dashboard, learners have access to a green 'Trigger Assessment' button on the right side of the screen.

First learners select a faculty. They can begin to type a name to limit the list of options. When they mouse over a faculty name, learners can see the faculty card including their name, photo (if uploaded) and program.

Next, learners select an assessment method. Details about each assessment method are provided inline.

Note that faculty must have a PIN setup for learners to select the first option.

A date of encounter will also have to be set.

Next learners select an EPA.

For a reminder on what is included in a specific EPA the black question mark provides a quick link to the EPA Encyclopedia.

Users can easily navigate the list of EPAs by applying preset filters including Current Stage EPAs, Current Rotation EPAs, and Priority EPAs. Click on a filter title to apply it. In this example the Priority EPAs filter is being applied.

After an EPA is selected, the available assessment tools will be displayed.

Note the small clock in the top right of each tool. This is an estimate of how long the form will take to complete based on the experience of other users.

Learners can click 'Begin Assessment' on any tool to begin.

Depending on the method of assessment learners will either be directed to the assessment form to start it, or the form will be sent to the assessor.

Sample: Submit via PIN

In the first assessment method, learners will be able to save their form as draft or submit it to the assessor to confirm by PIN.

Different assessment methods will provide different options.

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