Generating On-Demand Evaluations

The Generate On-Demand Evaluation feature allows users to create additional evaluations for individual residents. Evaluations can be associated with a learning experience or created outside of a learning experience when appropriate. Available evaluation types include resident, preceptor, learning experience, and custom evaluations.

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

Before You Begin

• Custom evaluations must be configured for the appropriate evaluation type before they can be selected.

• Standard reminder schedule applies (3 days prior to due date, 3 days after, and every 7 days following the due date on a weekly basis until the evaluation is submitted.)

Instructions for Accessing the Generate On-Demand Button

On-Demand evaluations are scheduled one-by-one and are associated with an individual resident.

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.

Instructions for Generating an On-Demand Evaluation for a Learning Experience

SUBJECT OF EVALUATION: RESIDENT

1. Select “Resident” in the Evaluation Type drop-down box.
2. Select the name of the Evaluation.
3. Select if Cosignature Required. Note: If the preceptor is the evaluator, the resident will cosign. If the resident is the evaluator, the preceptor will cosign.
4. Click the Next button.
5. Select Evaluators. Note: For summative evaluations, the evaluator will automatically be selected for you based on the resident’s schedule.
6. Click the Next button.
7. Enter a Delivery Date and a Due Date. Click the Next button.
8. Select whether to Send Email Notifications and Reminders. Click the Next button.
9. Confirm the selections for the on-demand evaluation and click the Finish button.

SUBJECT OF EVALUATION: PRECEPTOR

1. Select “Preceptor(s)” in the Evaluation Type drop-down box.
2. Select the name of the Evaluation.
3. Select the preceptor(s) who will be the subject of the evaluation.
4. Select if Cosignature Required.
5. Click the Next button.
6. Enter a Delivery Date and a Due Date. Click the Next button.
7. Select whether to Send Email Notifications and Reminders. Click the Next button.
8. Confirm the selections for the on-demand evaluation and click the Finish button.

SUBJECT OF EVALUATION: LEARNING EXPERIENCE

1. Select “Learning Experience” in the Evaluation Type drop-down box.
2. Select the name of the Evaluation.
3. Select the Learning Experience Being Evaluated.
4. Select if Cosignature Required.
5. Click the Next button.
6. Enter a Delivery Date and a Due Date. Click the Next button.
7. Select whether to Send Email Notifications and Reminders. Click the Next button.
8. Confirm the selections for the on-demand evaluation and click the Finish button.

Instructions for Generating an On-Demand Evaluation Not Associated with a Learning Experience

1. Select “Resident” in the Evaluation Type drop-down box. Note: Only “Resident” type evaluations can be scheduled outside of a learning experience.
2. Select the name of the Evaluation.
3. Select if Cosignature Required. The RPD will be the cosigner.
4. Click the Next button.
5. Select Evaluators.
6. Click the Next button.
7. Enter a Delivery Date and a Due Date. Click the Next button.
8. Select whether to Send Email Notifications and Reminders. Click the Next button.
9. Confirm the selections for the on-demand evaluation and click the Finish button.

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