Competency Checklist

Version 5

CREATING A CHECKLISTAuthoring View

Manage Competency Checklist

Manage Competency Categories

Create/Modify Checklist

# Mandatory…Of the cards linked to the category that was tagged as mandatory

Total Cards…Picks up how many cards is linked to the category

Create/Modify Cards

Assign Student Partners

Will only display names of other students at the same teaching site

Check this box if student will NOT have a partner

Assign Faculty

Email

Question: • Do we want to send a copy to all course directors/managers?

Send to All or to a specific group: ‘Boston-Area’ or ‘Maine Track’

REPORTINGFaculty reporting mechanism on student progress

Reports

Sortable Columns

These links should open as a new tab/window

View Comments

Note:This page opens as a new tab/window

View Status

Note:This page opens as a new tab/window

COMPETENCY CHECKLIST - DESKTOPUser View (Desktop Interface)

Competency Cards Home

View Competency Card

Note: • If self assessment is not applicable, the assess self button will not be available

Assess Self

Default = “NO”

Warning Message

Submit Confirmation Message

View Competency Card – Partner Button

Note: • Partner will be sent an email when the request is selected• If partner is not applicable, the partner request button will not be available

View Competency Card – Bypass Warning

Partner Assessment Home

This “Partner Assessment” sub-section will only be ‘active’ if there are cards listed under there

Assess Partner

View Competency Card – Faculty Button

Note: • If faculty assessment is not applicable, the faculty assessment button will not

be available

Send Card to Default Faculty

Note: By default the site director will be selected or if the student has been assigned a faculty via the “Assign Faculty” page

Send Card to Default Faculty

List is populated with names of faculty in the teaching site the student is in

Observed by MA or RN

Note: For those who observes the student, but not in the system, the student would select “Other” from the drop down and then write in the available field the name of the observer. The email will be sent to the site director (in this case, Dr. Altman)

Faculty Assessment

Opens as a new window/tab

Faculty View: Next Steps

Assess other pending competency cards for the same student

View student’s progressView list of all students at faculty’s teaching site

Faculty View: Pending Cards

Faculty View: Student List

Faculty View: Student Status

COMPETENCY CHECKLIST - MOBILEUser View (Mobile Interface)