Managing RPD Co-Signatures
Instructions for Residency Program Directors to Manage RPD Co-Signatures for Evaluations
RPD co-signatures allow a Residency Program Director (RPD) to review and co-sign all evaluations submitted within a program. When enabled, completed evaluations are routed to the RPD after the required evaluator and resident/preceptor co-signatures have been completed.
RPD cosignatures are optional, and they can only be completed by the Residency Program Director.
Before You Begin
- The Generate RPD Cosign for Evaluations setting must be enabled in Program Details. Evaluations submitted before this setting is enabled will not be routed for RPD co-signature.
- RPD Co-signatures are not required by ASHP.
- If the RPD serves as the preceptor and completes the evaluation, the evaluation will be routed back to the RPD for co-signature after the resident signs. This allows the RPD to review any resident co-signature comments.
Instructions for Enabling RPD Co-Signatures
- Click the Manage Program button.
- On the Program Details tab, select “Generate RPD Cosign for Evaluations.”
- Click the Save Program button.
Note: This option can later be turned off by un-checking the same box.
Instructions for Completing an RPD Cosign Task
After the evaluator has submitted an evaluation and the preceptor/resident has cosigned it, the evaluation will be available on the RPD’s Global Task List with “RPD Cosign” before the name of the evaluation. Note: Evaluations can also be co-signed by the RPD on each resident’s Evaluation tab by clicking the View link next to the evaluation.
- Click on the evaluation to open it.
- Review the evaluation details.
- Review the Cosignature History section at the bottom of the evaluation. Choose one of the following actions:
-
- Send Back for Edit
- Cosign
Send Back for Edit
This allows you to send the evaluation back to the evaluator or the initial cosigner to update and resubmit or cosign.
- Click the Send Back for Edit button.
- Select the user Send Back To (the evaluator or the cosigner).
- Add Co-signature Comments, if desired. Note: these comments will be included in the email notification.
- Click the Send Back button.
Cosign
- Click the Cosign button.
- Add Comments, if desired.
- Click the Cosign button.
Instructions for Viewing Cosign Comments
- The cosign grid at the bottom of submitted evaluations includes the cosign comments. Any user with access to the evaluation can view the cosign comments.
- To download a report that includes evaluation responses and data, including cosign comments, go to Manage Program > Evaluation Reports > filter > reports view > Evaluation Response Report. This report is only available to RPDs, Designees and ASHP Surveyors.