# Learners - Initiate an Asssessment ## Initiate an Assessment You will have the option to initiate a new assessment if your school is using on-demand workflows in Elentra. 1. Tap the page icon to access Assessment & Evaluation. You will see any new delivered or in-progress tasks. 2. Tap the "Start Assessment/Evaluation" button at the bottom of the Assessment & Evaluation page. 3. If you are enrolled in multiple courses, tap on the course you want to collect an assessment for.

### **Select Workflow** After tapping the Start Assessment/Evaluation button: 1. Tap a workflow (e.g., EPA, Other Assessment Form, etc.). 1. Not all schools use all workflow types so ignore those that don't apply to you. 2. Begin typing a workflow name to reduce the list if needed.

### **Completing Assessments** {% tabs %} {% tab title="EPA" %} **Select an Assessor** 1. Select an assessor. Begin typing an assessor's name to find them. Previously selected assessors will appear in your custom short-list. 2. Tap on the name of the assessor you wish to select. 3. Tap the info icon to see the assessor card details (program or department affiliation, etc.). **Select an Encounter Date** The mobile app defaults to today's date. 1. If needed, update the date of the encounter that you are seeking assessment for. 2. Tap Confirm Date. **Select Assessment Method** Details about each assessment method are provided inline through the info icon. You can only select *Complete and confirm via Personal Identification Number (PIN)* if the assessor you selected has set their PIN on their profile. You will need to be physically with the assessor to use this method as they will be asked to enter their PIN on your device. **Select EPA and Send Assessment** 1. Start typing the EPA title to filter down the list. 1. For additional EPA details, tap the info icon to view the EPA Encyclopedia. 2. Tap on an EPA. 3. Tap Begin Assessment. 4. If you are completing part of the form, when done, click Submit. 1. You will be prompted to enter an assessment cue. 5. Tap Send Assessment. 6. After you send the form you will be returned to the Assessment & Evaluation screen. {% endtab %} {% tab title="Other Assessment Form" %} **Select an Assessor** 1. Select an assessor. Begin typing an assessor's name to find them. Previously selected assessors will appear in your custom short-list. 2. Tap on the name of the assessor you wish to select. 3. Tap the info icon to see the assessor card details (program or department affiliation, etc.). **Set Encounter Date** The mobile app defaults to today's date. 1. If needed, update the date of the encounter that you are seeking assessment for. 2. Tap "Confirm Date". **Select Assessment Method** Details about each assessment method are provided inline through the info icon. 1. Tap the assessment method you want to use. {% hint style="warning" %} You can only select *Complete and confirm via Personal Identification Number (PIN)* if the assessor you selected has set their PIN on their profile. You will need to be physically with the assessor to use this method as they will be asked to enter their PIN on your device. {% endhint %} **Select and Send Assessment** 1. Start typing a form name to filter down the list as needed. 2. When you see the form you want to use, tap "Begin/Send Assessment". 1. If you are sending a form, you can optionally provide additional information about the encounter, then tap "Send Assessment". 2. If you are completing part of the form, when done, tap "Submit". 1. Click "Confirm". 1. You will be prompted to enter an assessment cue. 1. Tap "Send Assessment". 3. After you send the task you will be returned to the Assessment & Evaluation screen. {% endtab %} {% tab title="Smart Tag" %} While users may see the Smart Tag workflow in the app, completing a Smart Tag form through the app is not yet supported. {% endtab %} {% endtabs %} ### **Completing Evaluations** {% tabs %} {% tab title="Faculty Evaluation" %} **Select Target** 1. Begin typing a target's name to find them. Previously selected targets will appear in your custom short-list. 2. Tap on the name of the target you wish to select. 3. Tap the info icon to see the target card details (program or department affiliation, etc.). **Set Start and End Date** 1. Provide the start and end date for the period you are providing an evaluation for. For example, if you worked with the person for a month, you could put Sept. 1 - Sept. 30. 2. Tap "Confirm Dates". **Select Form** 1. Begin typing a form's name to find it. 2. Tap "Begin Evaluation" on the form you'd like to complete. **Complete and submit Evaluation** 1. Complete the form, and when done, tap "Submit". 2. Tap "Confirm" to send complete your evaluation. 3. After you send the form you will be returned to the Assessment & Evaluation screen. {% endtab %} {% tab title="Rotation Evaluation" %} **Select a Rotation** 1. Tap a rotation. 1. You will have access to rotations you are currently enrolled in or have previously completed. **Select Form** 1. Begin typing a form's name to find it. 2. Tap "Begin Evaluation" on the form you'd like to complete. **Complete and submit Evaluation** 1. Complete the form, and when done, click "Submit". 2. Tap "Confirm" to send complete your evaluation. 3. After you send the form you will be returned to the Assessment & Evaluation screen. {% endtab %} {% endtabs %} ### Navigating Items in the Mobile App 1. A progress bar at the top of the screen shows your progress through form items. 2. Tap a response to select it. 3. For items with long lists of response options, optionally filter to find the response needed. 4. Scroll down the page to make additional selections. 5. When typing free-text responses, **tap outside** the keyboard to close it in order to return to the page. 6. You will see a spinner on the Submit button when the form is autosaving. ### **Dictation Support on Free-Text Items** Elentra Mobile leverages the built-in dictation support on your device. To dictate free-text responses, tap on the text box then tap on the **microphone icon** on your device keyboard. This will allow you to dictate narrative feedback into the box. When typing or dictating free-text responses, tap outside the keyboard to close it in order to continue. ### Mandatory Items When Submitting a Task You will not be able to submit the task until all *required* items are completed, unless you are a submitting an assessment using "complete and confirm via email". If you missed any required items, the app will autoscroll you to item(s) that still require a response. The item(s) will be highlighted in red.

The app automatically saves each item as you click through the form. You can continue the task on mobile or web at any time. ## Sample Screens Initiating an EPA Assessment