Generating an Open Evaluation

The Generate On-Demand button feature allows users to create open evaluations that are available to all eligible preceptors and residents within a residency program for a specified period. Open evaluations can be distributed without assigning a specific evaluator and remain available from the delivery date through the expiration date.

This task can be completed by the RPD, Designee, or Preceptors for residents/learning experiences on their schedule.

Before You Begin

• Open evaluations are available to all preceptors and residents in the residency program.
• Open evaluations are available on tasks lists for completion between the delivery date and expiration date.
• Open evaluations cannot be edited or removed; but they will automatically be removed from tasks lists on the expiration date.
• Once an open evaluation is started or submitted, it appears on the resident's Evaluations page.
• Email notifications and reminder emails are not sent for open evaluations.

Instructions 

1. Select the Residents tab.
2. Click on the name of the resident.
3. Select the Evaluations tab.
4. In the Select Learning Experience drop-down box:
   • Select the name of the learning experience to schedule an evaluation associated with a learning experience.
   • Select “Evaluations Not in a Learning Experience” to schedule an evaluation not associated with a learning experience.
5. Click the Generate On-Demand Evaluation button.
6. Select the Subject of the Evaluation 
7. Select the name of the Evaluation.
8. Select if Cosignature Required. Click the Next button.
9. Select Open Evaluation. Click the Next button.
10. Enter a Delivery Date and an Expires Date.
11. Click the Next button.
12. Confirm the selections for the on-demand evaluation and click the Finish button.

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