PAs/CCs - Initiating an Evaluation Task for a Learner to Complete

If you are a program administrator or curriculum coordinator, there might be times that you need to send an evaluation task to a learner for completion.

Note: A prerequisite for using th option is that the form you wish to send is permissioned to the course/program.

1. Navigate to Admin > Assessment & Evaluation.
2. Click on Trigger Bulk Evaluations.
3. Adjust the target type as needed (i.e., Faculty or Rotation).
4. Adjust the program as needed.
5. Use the Browse Target button to search for and select a target. In the example below, faculty are being added as the target.
6. Use the Browse Assessors button to add the evaluators noting that you can add multiple evaluators for one target.
   1. You must search for the evaluator within a specific curriculum period. Usually you will select the current curriculum period.
7. Optionally adjust the start and end dates for the period of evaluation noting that they can be unique per evaluation.
   
   
8. Use the green Add Target button to optionally add additional targets and evaluators as needed. Note that only one form can be selected at a time so only add multiple targets if they are all being evaluated with the same form.
9. Optionally check the Prompted Response Notifications box. This will allow you to indicate whether any prompted responses selected on the task should send a notification to the Program Coordinator, Program Director, or a Custom Reviewer.
10. Click Get Tools.
11. Search for the appropriate tool and once located, click Send Assessment.
    1. Tip: If you don't see a form that you're expecting to see, check the form setup and ensure that it is permissioned to the course/program.
       
       
12. Optionally enter an assessment cue to alert the learner to why they are receiving the evaluation task. Click Send Assessment.
    
13. You will receive a green success message and can optionally send another task or navigate to another page.