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Managing Custom Evaluations

Instructions for RPDs and Designees to manage custom evaluations on the Manage Custom Evaluations page

Use this page to preview, edit, copy, delete, or inactivate custom evaluations. You can also filter to locate specific evaluations. Copied evaluations can be shared with other residency programs at your site.

These tasks can be completed by the RPD or Designee.

Before You Begin: Understanding How Editing Works

  • Edits to an evaluation do not update evaluations that were previously scheduled.
  • You cannot edit certain question types on an evaluation that was previously scheduled.
  • You cannot delete an evaluation that was previously scheduled.
  • Edits to the original or a copied evaluation do not affect one another.

Instructions for Accessing Custom Evaluations

  1. Click the Manage Program button.
  2. Select the Tools tab.
  3. Click the Manage Custom Evaluations link.
  4. Use the available filters as needed to locate the evaluation:
  • Select the Type
  • Enter a Modified Since date
  • Select Show Inactive Evaluations

Instructions for Editing a Custom Evaluation

Note: Changes to an evaluation do not update evaluations that were previously scheduled. Updates apply only to newly scheduled evaluations. If an evaluation is scheduled for a learning experience, remove and re-add it to apply updates.

  1. Click the Edit link.
  2. Select the appropriate option:
  3. Click the Save button.
  4. Click the Back to My Assessments link.
  • Click Edit Assessment Options to update evaluation information
  • Click Edit Section Options to update section instructions or delete a section
  • Click Edit Question to update a question or delete it. Note: If an evaluation has already been scheduled, you will not be able to edit a question. Instead, delete the question and add it again with the changes.

Instructions for Copying a Custom Evaluation

  1. Click the Copy Evaluation link.
  2. Select the program to receive the copy:
  3. Click the Copy Evaluation button.
  • Copy to this Program
  • Copy to Different Program(s) and select the program(s) to receive the copy.

Note: Copied evaluations are independent. Changes to the original or the copy do not affect each other.

Instructions for Removing a Custom Evaluation

If an evaluation has not been scheduled, you can delete it. This will permanently remove it from your list. If you have scheduled an evaluation, you can make it inactive.

  1. Click on the Edit link next to the name of the evaluation.
  2. Click Edit Assessment Options.
  3. Click the Delete or Inactivate Evaluation button and click Ok.

Managing Inactive Custom Evaluations: Marking a custom evaluation as inactive will not affect previously scheduled evaluations. However, the evaluation will no longer be available for scheduling in PharmAcademic unless you make it active again. Click “Show Inactive Evaluation” on the Add/Edit Residency Custom Evaluations page to access inactive evaluations. To make the evaluation active and available for scheduling, click Edit > Edit assessment Options > Reactivate Evaluation.

Instructions for Previewing a Custom Evaluation

  1. Click the Preview link.
  2. Click Ok in the pop-up window.
  3. Return to the Home page.
  4. Click on the name of the evaluation on the Task List. Note: The evaluation will have the word PREVIEW in front of it.
  5. Once opened, you can take and submit the evaluation or click Print this assessment.

Note: The preview evaluation will be available for one hour. It is not “real,” and if you submit it, your data will not be collected.

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