Completing self-evaluations

After a student provider completes a procedure, they may need to complete an evaluation to record an assessment of their work.

There are two types of evaluations:

• Sessional evaluation: This is a regular assessment that is completed after an appointment. They are created by a student provider or a faculty member without an appointment.

• Competency evaluation: This is a formal assessment that directly relates to required coursework and a specific appointment. They can be requested by a student provider or a faculty member from an appointment but may also be created without an appointment.

To complete a self-evaluation

1. On the Student Evaluations page, clicktap the Pending tab and review the list of evaluations.

   

   Notes:

   • The Date/Time column displays the date/time the evaluation was created.

   • Evaluations that require a self-evaluation display an icon under the column.

   Tip: You can clicktap the icon to refresh the list and display any updated statuses.

2. (Optional) Filter the list of evaluations as necessary.

   1. ClickTap the Date Range field and select an option to display evaluations within a certain range.

      Note: The field defaults to today's date.

      • If you selected Specific Date, select a date from the calendar that displays and clicktap Done.

      • If you selected Custom Range, select two dates from the calendar that displays and clicktap Done.

   2. ClickTap the column header as necessary to sort the evaluations by competency or sessional evaluations.

      

3. To open the evaluation, clicktap Start.

   Tip: If your copy of the evaluation is in-progress, a Resume button displays instead. For in-progress evaluations, under Evaluator column, you can check if faculty have completed their copy of the evaluation. If completed, a check mark icon displays beside their masked name.

   

4. Complete the evaluation as necessary.

   • To complete a question, clicktap the appropriate grade button.

     Tip: You can clicktap the icon to view the description for each grade in the grading scheme.

   • To add a question-specific comment, click the icon next to a question to display a Comments field and enter the comment.

   • To use the Comment Assistant, next to each descriptor, clicktap the and icons as necessary.

     

   • To add a general comment, enter the comment in the General Comments field.

     

   Notes:

   • Not all evaluations include question-specific comments or a Comment Assistant.

   • If the evaluation is for a multi-visit procedure, only complete the sections that relate to the completed appointment.

5. When the evaluation is complete, clicktap Submit.

   Tip: If you need to complete the evaluation later, clicktap Save & Exit.

   Important: Multi-visit procedures may have sections that are required, but must be completed on a later date. If this is the case, a Warning window displays.ClickTap Submit as multi-visit or clicktap Back to evaluation and complete the remaining sections.

   

Once complete, submitted evaluations display on the Completed tab with a View button, and saved evaluations display on the Pending tab with a Resume button.

Note: If a faculty copy of the evaluation is not complete, a Remind Faculty button displays.