Frequently Asked Questions

Views

How do I view a different academic year?

How do I view a different program?

Updating Rolodexes

How do I add a learner to my Rolodex?

How do I remove a learner from my Rolodex?

How do I add faculty to my Rolodex?

How do I remove faculty from my Rolodex?

eDossier Accounts

How do I view a learner's eDossier?

How do I view a faculty member's eDossier?

How do I print a summary of a learner's eDossier?

How do I add a photo to an eDossier?

How do I edit someone's personal information?

How do I change a PGY (Post Graduate Year) prefix?

How do I change a resident's PGY level?

How do I update a student's grad year?

How do I use custom fields?

How do I send a resident their username and password?

Rotation Schedule

How do I enter my rotation schedule?

How do I edit my schedule?

How do I add or remove rotations in the Scheduler Dropdown List?

How do I schedule vacation or leave time for a resident?

How do I add a note to my schedule?

How do I edit a note in my schedule?

How do I match a resident with a preceptor?

Setting up the Evaluation Workflow

How do I attach a form to a rotation?

How do I add faculty to the Faculty Best Guess List?

How do I deactivate or reactivate a form?

How do I print a blank evaluation form?

How do I remove a form from a rotation?

How do I add a learning object to a rotation?

Sending out Evaluation Forms

How do I perform a block sendout?

What is a block template?

How do I monitor my block sendouts?

How do I perform a single send?

Curriculum Schedule

How do I enter a new portfolio?

How do I enter a new course?

How do I enter a new section?

How do I enter a new session?

How do I add people to a course?

How do I make a group of students?

How do I set up a package of forms to send?

Academic Half Day Schedules

How do I view my academic and rounds schedules?

How do I schedule a new academic event?

How do I edit my academic half-day schedule?

How do I track attendance at my academic events?

What is an event template?

How do I use the coloured flags in the academic half-day schedule?

How do I add a new academic event category manually?

How do I add a new academic event location manually?

Email Notices

How do I follow-up on failed email notices?

How do I edit my email messages?

Making Changes to Sent Forms

How do I delete a form that I've already sent?

How do I reopen a form that has already been completed?

How do I change the evaluator on a form that has already been sent?

How do I change the form distributor on a form that has already been sent?

How do I change the rotation dates on a form that has already been sent?

Changing Existing Workflow

How do I change the form distributor for a rotation?

How do I change the forms that are being sent for a rotation?

How do I change when forms are being sent for a rotation?

How do I change the head evaluator or releasor for a rotation?

Monitoring Progress of Sent Evaluations

How do I perform a Custom Form Search?

How do I check the status of a form?

How do I monitor incomplete forms?

How do I remind people to complete their forms?

Low Performance

How do I set up low performance flags?

How do I change my low performance flags?

How do I view my active low performance flags?

How do I review a low performance incident that has been closed?

Rotation Planner

How do I plan my rotation schedule for next year?

How do I make next year's completed rotation schedule available to my trainees?

What is the curriculum schedule?