Record Assessment

The administrator Record Assessment tool is to be used for forms that a user could initiate on demand (e.g. CBME forms or other assessment workflows). A user cannot record a task using a form that is configured to be sent only via a distribution.

A staff:admin or program coordinator can enter completed assessment forms on behalf of assessors. This allows faculty to complete a pen and paper version of a form and still have the data entered into Elentra.

To enter a completed form on someone's behalf:

  • Navigate to Admin > Assessment & Evaluation.

  • Click on the green 'Record Assessment' button below the orange Assessment Tasks heading.

  • Select a learner (you will need to know the curriculum period the learner is in) and assessor from the searchable dropdown menus.

  • Select an assessor (this should be the person who completed the pen and paper form).

  • Select a course/program (this will only be necessary if the learner is enrolled in multiple programs).

  • Select a CBME Version if necessary. (This helps limit to tools returned to the appropriate curriculum version).

  • Select a Date of Encounter (i.e., the day the form was completed).

  • Select an EPA as you would to initiate a form. Filters and search are available.

  • Search for the appropriate form. You can preview the form to make sure it is the one you want or click 'Begin Assessment' to start a form.

  • You will be submitting the assessment on behalf of the selected assessor. There is a reminder of the selected assessor displayed at the top of the form in a yellow information bar.

  • Complete the form and click 'Submit'.

  • You will get a green success message and be returned to the assessment entry screen to complete another form if needed.

Last updated