Monitor and Report on Rotation Evaluations

If you are using the automated, rotation-based rotation evaluation option, you can go to Admin > Assessment & Evaluation, Evaluations tab > Outstanding tab to view the evaluation tasks that have been delivered to residents and still need to be completed. 

To search for outstanding tasks, first put the form name in the Elentra search box. In this example, the search was for ‘Standard Rotation Evaluation – DFMKTI’. 

Next use CNTR F to look for a rotation name in the Targets column. Note that the Targets column displays up to 20 characters so if a rotation has a long name, you should only enter up to 20 characters in order to get results. In this example the search was ‘fal’ to find results for the Family Medicine, Falklands rotation. 

You can optionally search a specific date range, or enter a resident name to view tasks they still need to complete. (They will be in the Owner column.) 

You can optionally send reminders from this page by checking off the box in the reminders column for all relevant tasks and then clicking “Send Reminders.” 

Distributed Rotation Evaluations

If you use PA-managed distributions to complete rotation evaluations, you can review progress on the evaluation tasks by going to the distribution progress page. Go to Admin > Assessment & Evaluation > Distributions.  

You can optionally filter by a curriculum period, course, etc. or search term to reduce the list of distributions.  

Click on a distribution title to open it and then move between the Outstanding, In Progress, and Completed cards to view which residents have done what. 

Reporting on Completed Standard Rotation Evaluation Forms 

Automated Rotation Evaluations

1. To report on completed rotation evaluation forms sent automatically by Elentra, go to Admin > Assessment & Evaluation > Reports > Evaluation Reports > Automatic Rotation Evaluations (Aggregated) 
2. Enter the report parameters, e.g., Program, date range, All tasks, select Form, select one or more rotation schedules, optionally include Comments (selected by default) and an Average. 
3. Click Generate Report. A report should open in a new tab. 
4. Optionally download the report as a PDF.