Guides for Program Administrators
- Logging in
- Edit Profile
- Navigating and Understanding the CBME Program Dashboard
- *New* Visual Summary Guide
- Adding a URL to your CBME Dashboard
- Viewing a Learner’s CBME Dashboard
- A Primer on EPA Versioning
- Indicating a Learner has Completed a Stage/EPA
- Viewing a Learner’s Assessments
- Resetting EPA Assessment Expiry Dates
- Sending Reminders
- Creating Groups
- Toggling Roles to Change Access
- Understanding and Using the Assessment Data Extract
- How to Log a Meeting
- Mobile Device Setup
The Tasks and Results Dashboard is your homepage. Here you will be able to view the following tabs, which indicate outstanding or completed tasks.
Navigate to My Learners tab. Scroll down, until you see the Data Filters section. You will be able to sort and search Learners by name and apply PGY level, Competency Stage and EPA filters.
Apply the desired filters and the CBME Program Dashboard will populate accordingly for the selected learner group. The CBME Program Dashboard is composed of three tabs: Assessments by EPA, Stage Completion Status, and Program Stats.
Assessments by EPA
This tab provides a cohort overview of EPA assessment completion progress against their targets, as set by the program.
Colour-coded Legend describes the completion status of each EPA as follows:
- Red – No Progress. Indicates that the learner has not been assessed on a given EPA
- Yellow – In Progress < 50%. Indicates that the learner has been assessed on a given EPA, but is currently meeting less than 50% of the requirements
- Blue – In Progress > 50%. Indicates that the learner has been assessed on the EPA and is meeting more than 50% of the requirements
- Green – Achieved. Indicates that the learner has been assessed on a given EPA and is currently meeting all of the requirements, but that the Competence Committee has not yet confirmed successful completion (final sign-off)
- Green – Approved (with checkmark). Indicates that the EPA has been reviewed and signed-off at the Competence Committee level. EPA sign-off is subject to the CC and in consideration of all available evidence. In some cases, an EPA could be signed off without a resident having met all of the program requirements for said EPA (e.g. COVID-19 challenges in achieving assessments but with sufficient evidence triangulated from ITARs, etc. to grant completion).
- Grey: All EPAs that are not in the learner’s current or completed stages will appear grey, even if they have assessments that count towards the assessment plan. For example, in the above screenshot Learner Five is in Transition to Discipline, so all EPAs after this stage will appear grey even though they have completed EPAs in FOD. Additionally, their progress in these EPAs (e.g. number of EPAs completed) still displays.
To view a detailed breakdown of the CV requirements for a single EPA, click on the “i” icon in the top right-hand corner of each EPA box. As seen below, the ‘bubbles’ to the right of each requirement will indicate the resident’s progress (numerator) against the total number required (denominator), as applicable. The ‘bubbles’ are colour-coded based on the resident’s status of achievement (green = achieved, red = outstanding).
You can filter out the completed CVs and view
only the CV requirements remaining for a given
EPA and resident by sliding the grey “All” toggle
button to the right.
Stage Completion Status
This tab visualizes each learner’s progress towards meeting all of their EPAs within a given Competency Stage. For example, Learner Five below has met the requirements for one out of the four (1 / 4) EPAs in Transition to Discipline (D).
The Competency Stages are represented by the following 1-letter abbreviations:
- Transition to Discipline (D)
- Foundations of Discipline (F)
- Core of Discipline (C)
- Transition to Practice (P)
Program Stats
This tab displays a bar graph depicting the total number of EPA assessments that have been completed (entrusted and non-entrusted) by each resident – grey “Total Assessments” bar – against the proportion of entrusted assessments that meet the program’s requirements (both overall and contextual variable targets, as applicable) – green “Achieved” bar.
A Note on Versioning
Your National Specialty Committee may eventually decide to revise your EPAs. When the final EPAs are made available, they will be implemented at the start of the learners’ next Competency Stage (thus, resulting in different implementation times for different learners). For example, if the learner is in Foundations of Discipline, they will continue in the same (‘old’) version of their EPAs until they reach Core of Discipline. At this point they will be transitioned into the new EPA version for the rest of their training. If the learner completes EPA assessments ahead of their stage (and thus in the old version), these EPA assessments will show up under the Archived folder on their dashboard once they transition to the new EPA version (see screenshot below, for example).
Learners can click “Archived Assessments” to see a breakdown of the overall entrustment ratings for these assessments, by EPA (as shown on the right).
If you have any questions or require further assistance, please do not hesitate to contact the Elentra Help Desk.