Trigger Bulk Assessments

Forms must be permissioned to specific courses to be triggered using this tool.

Administrative users have the ability to trigger bulk assessments to send tasks to multiple assessors, for multiple targets, in the combinations required.

  • Navigate to Admin > Assessment & Evaluation.

  • Click 'Trigger Bulk Assessments'.

  • Select a course/program.

  • Select an assessor and target(s) as required. Note that to search for targets you will need to filter by curriculum period.

  • For each target you can set a start and end date to reflect what the assessment period should be.

  • To add additional assessors (and targets) click the 'Add Assessor' button.

  • Optionally set the assessments as mandatory.

  • Optionally indicate if feedback is required for the assessments. If you check this off it will add an item to the form asking the assessor whether or not they met with the trainee to discuss their performance (see sample text below). The target will also be asked this question.

  • Optionally set prompted response notifications. This allows you to decide whom to contact if any answer on the form is designated as a prompted or flagged response option. (For example, if you have an item asking about student completion of a procedure and "I had to do it" was set as a prompted/flagged response.) You can optionally select to email the Program Coordinators, Program/Course Directors, or add a Custom Reviewer. If you select to add a Custom Reviewer you can select their name from a searchable list of users.

  • Click 'Tools'. The tools returned will be those that are permissioned to the course/program you selected at the top of the page.

  • Click 'Preview This Form' to confirm you have the form you want or click 'Send Assessment' to send the assessment to the selected assessors.

  • You will be prompted to optionally provide an Assessment Cue. This can be a short note to explain the context of the assessment. The text entered will display at the top of a form when the assessor is completing it.

  • Click 'Send Assessment.'

  • A green success message will display at the top of the page and you will be returned to the beginning of the bulk trigger assessment process to repeat if needed.

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