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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

  1. Click the Manage Program button.
  2. On the Program Details tab, select “Generate RPD Cosign for Evaluations.”
  3. 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.

  1. Click on the evaluation to open it.
  2. Review the evaluation details.
  3. 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.

  1. Click the Send Back for Edit button.
  2. Select the user Send Back To (the evaluator or the cosigner).
  3. Add Co-signature Comments, if desired. Note: these comments will be included in the email notification.
  4. Click the Send Back button.

Cosign
  1. Click the Cosign button.
  2. Add Comments, if desired.
  3. 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.

 

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