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Co-signing Evaluations

Instructions for Residents, Preceptors, and RPDs to complete evaluation co-signature tasks.

PharmAcademic automatically schedules co-signature tasks based on the evaluation type, whether the evaluation is associated with a learning experience, and the program's RPD co-signature settings.

Cosignature tasks are completed by Residents, Preceptors and RPDs.

 Before You Begin

Important: An RPD co-signature will be scheduled if the program has selected “Generate RPD Cosign for Evaluations” on the Residency Details tab. The RPD will receive an RPD Cosign task after the preceptor/resident has cosigned the evaluation. The Designee cannot complete the RPD Cosign task.
  • An evaluation’s cosign history can be viewed at the bottom of the submitted evaluation (Resident Evaluations tab of the Resident Viewer) or in the Evaluation Response Report on the Evaluation Reports tab (Manage Program > Evaluation Reports).
  • The assigned cosigner receives an email notification when a co-signature task is available, and the evaluator receives a notification once the co-signature is completed.
  • Co-signature requirements vary depending on the evaluator and whether the evaluation is associated with a learning experience. See the table below.
Co-signature Requirements

Evaluations Associated with a Learning Experience

PharmAcademic automatically assigns co-signature tasks based on the evaluator's role.

Evaluator

Required Co-signature Path

Resident

All Preceptor(s) assigned to the learning experience on the resident’s schedule

Preceptor

Resident

Preceptor with an assigned mentor completing a summative evaluation

Preceptor's Mentor → Resident

On-demand evaluation with co-signatures selected

Follows the applicable co-signature path above

On-demand evaluation without co-signatures selected

No co-signature assigned

Evaluations Not Associated with a Learning Experience

Evaluations that are not associated with a learning experience are routed to the RPD for co-signature.

Instructions for Completing a Co-signature Task

  1. Locate the cosign task on the PharmAcademic Home page. Evaluations requiring cosigns will be displayed with “Cosign” as the type. You will also receive an email notification to alert you of the task.
  2. Click on the name of the task. It will open as a single-page, view-only document. At the end of the document, you will see the cosign history, and you will have the option to cosign or send the evaluation back for edit.
  3. Click the Cosign button.
  4. Add Comments, if desired. Note: If comments are added, they will be included in the notification email message to the evaluator.
  5. Click the Cosign button.

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