How to generate or schedule evaluations in eMedley.

Generating and scheduling evaluations in eMedley 

• Evaluations > Forms > Select evaluation
  • CE in front of Clinical Education forms
• Once evaluation form selected > Assignment Groups > Add
• General Tab
  • Note form selected
    • Some form assignments will give you the option to select the course form and/or faculty form. Update as necessary.
  • Update Assignment Group
    • Name of assignment group usually contains block or academic year information
  • Choose by (only available on certain form types)
    • Basic – choose from and to dates for evaluation availability
    • Schedule – Uses rotation scheduling to determine availability
  • Notes will show up in the info area of the evaluation
  • Update Evaluation Availability

Example 1 of General Tab

Example 2 of General Tab 

• Setup Evaluation tab
  • Apply to all matching schedules OR Manually Select Schedules
    • Apply to all matching schedules will let you choose specific rotations within a determined period or date timeframe. It will generate evaluations for all rotations selected within the period or dates timeframe.
    • Manually Select Schedules will let you choose specific students and their rotations/courses
  • Apply to all matching schedules
    • Choose by Period OR Dates
    • Select Period or Dates
    • Select Rotations
  • Manually Select Schedules
    • Green Add > Select period/rotations OR course/sections to filter student rotation options
    • Select Students > Add

• Options tab
  • Updatable – evaluator can update evaluation form
  • Anonymous – evaluator remains hidden (this also affects reports)
  • Auto Release – the results will be released to who is being evaluated

• Reminders tab
  • Reminders – Send reminders to evaluator or Disable sending all reminders
  • Frequency – every XX days a reminder will be sent
  • Custom Message – custom message on the reminder

• Once tabs are complete > Save
• A window will pop up with the number of evaluations that will generate or have been updated
  • You can also emulate an evaluator to see the evaluations in their available or upcoming My Evaluations tab.

Get help from HCOM IT

• Visit the Medical Education Technology page to create a ticket.