eValue
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Application Overview: eValue
eValue is a software solution designed to simplify program administration, improve learning outcomes, and ensure institutional oversight of clinical education programs. e-value.net/?s=dmu Users without DMU accounts will need to use this link https://www.e-value.net/login.cfm eVALUE SUPPORT Log into your eValue account using the link above and click the Help button to access documentation and support materials. If you still need help, click here to request assistance with eValue.
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Adding New Students to eValue
If you are not seeing students you need in the system, submit a Solutions Hub ticket to SolutionsHub@dmu.edu requesting accounts for a cohort of students. Normally we can process the initial account creation within 48 hours with student images taking up to a week to load. Student Records imported into our system contain the student’s name, email address, and photo by default. All students are automatically assigned the role and rank as defined in the chart below. DO students will not have their photos added until they are ready to be promoted to Trainee. DO DPM DPT MSPA Rank OMSIII DPM Year 2 DPT Year 1 PA1 Role Trainee Pre-Clinical Trainee Student Student Students are assigned to their “Class of [Graduation year]” group when they are first added to E*Value. This group is not automatically maintained in E*Value by the student information system and should not be used as a primary source for this information.
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Promoting Students
Define a Promotion Pattern Sequential promotions will be detected by eValue when available. Confirm these defaults and define any selections for which a default could not be detected. Each row represents the promotion plan for a particular Rank. Confirm or define the From Rank, To Rank and Default Action for each. From Rank: Each trainee Rank linked into the program will display. To ensure every rank has a defined promotion plan, these selections cannot be modified. To Rank: Indicate the Rank that individuals currently assigned the From Rank listed should advance to during their next promotion. eValue will detect sequential ranks and suggest a pattern (e.g. a Year 1 to a Year 2). However, certain ranks in programs, such as the highest trainee level in the program, the rank "Graduated/Active" that some programs have as an option, or a generic "Resident" rank, may not have a default selection. Take special care to indicate how these Ranks are updated during promotions. Default Action:Although this tool is most commonly used to promote Ranks, there are several additional options upon promote: Promote - Individuals assigned the From Rank will be promoted to the selected To Rank when this action is chosen. Don't Promote - Alternatively, indicate that a Rank should not be promoted. In-Activate - Indicate that a particular Rank should be inactivated upon promote. This may be useful for inactivating a graduating class. Set to Post-Active - Post-Active is a special status that a program may or may not use. It is usually used to allow graduated users access to the system for particular components (e.g. portfolio, report data, etc.). Contact a Client Service Consultant to answer any questions about the use of this option. Scheduling Promotions Select the specific Rank of Group of users that will be scheduled for promotion. Caution: When promoting trainee using their rank classification, the order each rank is updated is very important. When using this method, eValue highly recommends promoting each rank in reverse chronological order. For example, PGY2s should be promoted before PGY1s are promoted. If the PGY1 users are promoted first, the new PGY2 list will contain both the current PGY2s and the PGY1 users just promoted to PGY2s. Tip: To help avoid confusion when promoting users, create User Groups labeled by academic year (e.g. Class of 2020, Intern Class of 2021), then promote user via those groups. When creating the User Group, be sure to indicate 'Yes' for the "Make available on Promotions Screen" option. Click Save Promotion Plan and Continue to schedule the promotion date(s). Step 1: What is the standard start date for the next academic year? Assign this as the next promotion date en masse using the top row. Auto-apply: Assign a promote date to all of the users shown using this date picker and clicking the 'Apply' button. Define any exceptions to this date in the list of users shown below. Step 2: Review the users and promotion date details. Current Rank: The column will display the trainee’s current rank. Sort on this field by selecting the header link. Any changes not saved will be lost during the re-sort. Name:The column will display the trainee’s name. Sort on this field by selecting the header link. Any changes not saved will be lost during the re-sort. Note that each trainee’s name is a link. Clicking on the link displays the trainee’s CV information, if that information is being tracked. Only the CV information will be seen if this is the trainee’s home program. CV information not be visible for your in-rotators. Notice that once a promotion is scheduled it will appear in the trainee’s CV information regardless of whether or not the promotion has taken place. Tip: If the program uses the Finance component to manage residency reimbursements, then trainees' CV information will be automatically updated once a promotion is scheduling - regardless of whether or not the promotion has taken place. This is useful for setting up contracts for the upcoming year. Date Last Promoted and Last Promoted By: The table will display the last date that the trainee was promoted and the name of the person who did the promotion. The Date of Last Promotion is a sortable field. Note that these fields will only show promotions within a program, not promotions to another rank in other programs at an institution. View promotion information if users have been promoted by users within the GME Office. Next Promote Date: This field can be modified on a person-by-person basis. This is also a sortable field. Note: User will be promoted just after 12:00 a.m. on the morning of the date entered here (based on the program's Time Zone setting). Email notifications will be sent 5 days prior to the promotion date notifying that users will be promoted. Additionally, there will be an email notification the day after the promotion date notifying that users were updated. Step 3: Confirm or update the action to be performed on the Next Promote Date. Action: Although a default action was selected based on the promotion pattern, it can still be changed on a person by person basis. The options include: Don't Promote - user will not be promoted Promote To (rank) - user will be promoted to the defined training rank. Note that a 'Graduated/Active' or 'Alumni' option may be available; this status can be used for trainees who are leaving the program but who still need access to eValue to complete or review their evaluations. De-activate - user will not be promoted and their eValue user account will become inactive Post Active - user will not be promoted, but may still have access to certain menu items depending on program setup. Step 4: Edit or save changes. Promotion Scheduled?: Once changes have been made, either scroll to the bottom of the screen and click 'Submit' to record all promotions, or click Save Changes at the end of the row to save changes by user. The promotion information may also be edited. Step 5: Submit changes. Submit: If its not already been done, save any changes by clicking the 'Submit' button. To edit an already scheduled user, click 'Edit'.
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Correcting Rank or Site Details Retroactively
If you forget to change the rank of a student, you can retroactively adjust the rank. Go to Schedules > Schedule Management > Edit Schedules > pull up the name of the student > set the date range > select all Schedule Types > click Show schedule. This will produce a list of all Time Frames and Sites a user was scheduled into over the selected date range. There is a drop down menu to change the “then rank”. Tip: you can also use this to swap sites after the fact – very handy if evals have already gone out, which means you cannot change the site in the normal scheduling tools. So you could change the students highlighted on that spreadsheet form PA1 to PA2. That change propagates through all schedule records and evaluations for that user and the time frame.
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Personal Records Admin Guide
Personal Records are used to record student requirements. They will display both site requirements and personal record packages for each student. Students can maintain their own Personal Records in the system. Note: Personal record files are not copied into the test environment. This may limit your ability to test changes in the test environment. Admin Management of Personal Records Navigate to Users -> Personal Records -> Link Personal Records to Program From here you can search through personal records and add them so they are available to your program. Click on a personal record and click Add to move it into the Linked Personal Record Types. The list of Personal Records is created and maintained by E*Value. If something you need is not available in the list, E*Value support must be contacted to get a new item added. Once the Personal Records are linked to the program there are two methods for assigning personal records to students; Personal Record Packages and Site Requirements. Personal Record Packages Personal Record Packages are groups of personal records required by the University. Not to be confused with Site Requirements which are managed on a per site basis. Packages can be applied to Groups, Roles, Ranks and even individual users. To Create a new Package or edit an existing package navigate to Users -> Personal Records -> Create Personal Records Packages.
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Create and Manage Question Groups
About Question Groups are typically used to identify questions related to a specific topic – even when those questions appear on different evaluations. The Question Groups can be used to filter Questions on various performance reports. This is useful for tracking evaluation questions related to a program’s core competencies. Question Groups can also be linked to an Curriculum Component Group. By linking a Question Group to an Component Group, you can measure a trainee's performance average for questions that address the components included in the component group (see the Component by User Crosstab report documentation for more information). If you wish to link Question and Component Groups, then you should not use this tool to create the group label. Instead, use the Create & Manage Component Groups tool and check the box to also use it as a Question Group. Creating a Question Group After clicking Add a Question Group, begin by labeling the Question Group as described below: Enter a descriptive label for the questions to be grouped in the Group Description textbox. Tip: Give it a name that will be understood by any user running a report. Select a question group type from the Group Type drop-down menu. This group type will tell eValue what reports will have access to information on the question group. The options include: Trainee Question Group – Available on most reports related to trainee Performance, Rankings and Evaluations. Educator Question Group – Available on most reports related to educator Performance and Rankings, as well as for the Trainee Bias report (located under the Miscellaneous Report menu). Activity Question Group – Available on most reports related to Activity Performance and Rankings. Site Question Group – Available on reports related to Site Performance and Rankings. Click the Create Group button to finish creating the group label. Assigning Questions to a Group Once you have created a Question Group, you can assign questions to the group using this tool. Question Groups are specific to Evaluation Type. In other words, evaluation questions about trainees can be grouped, evaluation questions about educators can be grouped, etc. Click the pencil icon in the Assign Questions column. In the Assign Questions pop-up window, you may filter the list of Available Questions. Indicate if you would like the list to include Historical (old answers) questions, Currently Used Questions only, or both. To filter the Available Questions list by question text or ID, enter all or part of the text/ID ininto the Keyword/ID textbox, indicate the filter type (Text, Question, or Form), and click the Search button. Questions used by your program and matching your filter criteria will appear in the Available Questions list. This list will sort by Topic by default; use the Sort By radio buttons to sort by question ID instead. Note: To review the full question topic and text, click on the question from this list. The question Topic and Text will appear below the form. Highlight the question(s) to be added to the group from the "Available Questions" list and click the Add button. You can mult-select from this list using the Ctrl, Shift or Apple keys. You can remove questions from the Selected Questions list by highlighting it and selecting the Remove button. Again, you can double-click on a question in this list to review its topic and text.