Article: Managing Evaluations

View Evaluation Completion by Rotation

Use this feature to view evaluations sent to members for a specific rotation and check their completion status.

Step 1: Access the Rotations Page

To view evaluations sent to members on a specific rotation, start by clicking the "Rotation" tab from your home page.

User nav bar highlighting rotations button

Step 2: Open Evaluation Details for a Rotation

Locate the rotation, then click the "Evaluations" (clipboard) icon under the "Actions" column. If the icon is highlighted in blue, an evaluation will send for that rotation.

Rotations table highlighting blue evaluations icon under the actions column

Step 3: View Member Evaluation Status

Click the "View" button to view the evaluation entry status per member.

evaluations attached to rotation page

Evaluation Reporting

Use the Evaluation Reporting tools to preview evaluations, track completion, and export results for analysis.

Step 1: Access the Evaluations Dashboard

From your homepage, click the "Evaluations" tab or the "More" tab and select "Evaluations" from the dropdown.

Home page highlighting the evaluations tab

Step 2: Preview or Run Evaluation Reports

Under the "Actions" column, click "Preview" to view a preview of the evaluation. Click the "Reports" icon to view reports on completed evaluation entries.

Evaluations table highlighting the reports button

Step 3: Review and Export Evaluation Results

When viewing evaluation reports, you have the option to view the "Member List" to see those who have received evaluations, as well as their completion status.

The "Results Report" allows you to filter completed evaluations, provides cumulative results, and allows you to view individual or combined evaluation entries.

"Export" your results into a spreadsheet by clicking the "Download CSV" button.

Evaluation reports page highlighting the member list, results report, and export buttons

A rotation is a scheduled clinical experience.

Evaluation Results Report Page

Once your members have completed an evaluation, you can review their answers and pull individual and aggregate reports.

Overview of Rotation Request Form

Overview of the rotation request form explains the various features and functions when requesting a rotation.

Evaluation Member List

The Evaluation Member List allows school and clinical site coordinators to monitor and manage evaluations for their members. Coordinators can track evaluation statuses, view or download completed evaluations, access comments and committee signatures, and resend or delete evaluations as needed—ensuring timely completion and oversight of all evaluations within their program.

Article: Managing Evaluations

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