Setting up the Progress Summary report

The Progress Summary report is a detailed summary of a student's progress in completing their evaluations. You can determine which requirements will display on the report and how it will be calculated. You can set up by adding, editing, and/or deleting requirements.

To set up the Progress Summary report

1. On the Evaluation Setup page > Progress Summary tab, review the displayed configuration.

   Note: If there is no configuration, the tab displays as blank.

   

2. Complete any of the following:

   • Add requirements.

     1. ClickTap Add Category to add a new requirement line to the list.

        

     2. Complete the fields as necessary:

        • Category - Enter the name of the requirement's category.

        • Forms - Displays the evaluation form(s) the students must complete to complete the requirement. To set the required evaluation form, enter the name in the Evaluation form search field and select from the generated search results. Repeat as necessary to add multiple evaluation forms.

        • Required - Displays the required number of procedure(s) the students must successfully complete to complete the requirement. To set the required total, enter a number manually or use the up and down buttons.

        • Procedures - Displays a list of procedure(s) the students must complete to complete the requirement by its procedure code. To set the list, enter a procedure code in the Procedure search field and select from the generated search results. Repeat as necessary to add multiple procedures.

          Note: Students do not need to complete every single procedure in the list complete the requirement. They only need to complete any from the list based on the set Required field.

          Example: If the Required field is set to three, students must complete any procedures from the list three times. They can complete three separate procedures once, one procedure three times, or one procedure twice and another procedure once.

     3. Repeat as necessary to add other requirements.

   • Edit requirements.

     1. Select a requirement to enable the requirement's fields.

        

     2. Edit the fields as necessary:

        • Category - Enter a new name for the requirement's category.

        • Forms - To add a new evaluation form, enter the evaluation form's name in the Evaluation form search field and select it from the generated search results. To remove an evaluation form, clicktap the X icon. Repeat to add or remove multiple forms.

          

        • Required - Enter a new number of procedures manually or use the up and down buttons.

        • Procedures - To add a new procedure code, enter the procedure code in the Procedure search field and select from the generated search results. To remove an evaluation form, clicktap the X icon. Repeat as necessary to add or remove multiple procedures.

          

     3. Repeat as necessary to edit other requirements.

   • Delete requirements.

     1. Next to a listed entry, clicktap the corresponding X icon.

     2. Repeat as necessary to delete other requirements.

3. When ready, clicktap Save.