Set up Automatic Rotation and Preceptor Evaluations

Modified on Fri, Oct 11 at 3:54 PM

Once rotations are set up, administrators can set up automatic rotation and preceptor evaluations through the rotations. When there options are used, administrators don't need to set up their own distributions to send out rotation or preceptor evaluations. Instead, Elentra will do it automatically.

Prerequisites:

To use these options, a course/program must have a standard rotation evaluation form and a standard faculty evaluation form built.
A rotation must have the option for automatic rotation evaluations enabled in order to use the automatic preceptor evaluation option.

Set Up Automatic Rotation and Preceptor Evaluations

From a list of Rotations click on a rotation name.
Scroll down the page past the area where you can identify site and preceptor until you see checkboxes for automated evaluations.
Enable automated rotation evaluations
1. Check this off so that learners are automatically sent rotation evaluations based on the rotation schedule
2. The recommended time from the PG office is 7 days before the end of the rotation.
Allow learners to set preceptor
1. Check this off so that learners are automatically sent faculty evaluation tasks for any faculty/preceptors listed in their slot booking; this will additionally ask learners to identify preceptors for their rotation if none are entered by the program.
2. Note: You must check this box BEFORE booking learners into slots in order for Elentra to properly record the information needed to send residents a prompt to enter their preceptor information and subsequently generate an evaluation task.

Your next step is to schedule learners into their rotations.