# Rotation Based Distributions

Rotation Based Distributions allow you to set up a distribution based on a rotation schedule. This means you can easily send a form to all enrolled learners to be delivered when they are actively in the rotation. Note that you must have rotations built using the Clinical Experience Rotation Scheduler to use this distribution method.

### Add New Distribution

* Navigate to Admin>Assessment and Evaluation.
* Click 'Distributions' above the Assessment and Evaluation heading.
* Click 'Add New Distribution'.

### Step 1: Form

* **Distribution Title:** Provide a title. This will display on the list of Distributions that curriculum coordinators and program coordinators can view.
* **Distribution Description:** Description is optional.
* **Task Type:** Hover over the question mark for more detail about how Elentra qualifies assessments versus evaluations. If a distribution is to assess learners, it's an assessment. If it is to evaluate courses, faculty, learning events, etc. it is an evaluation. Notice that the language on Step 4 will change if you switch your task type.
* **Disable Target Release:** If you do not want assessors/evaluators to be able to release the form to the target upon completion, check this box. If left unchecked, assessors/evaluators will be able to release the form to the target upon completion.
* **Assessment/Evaluation Mandatory:** This will be checked off be default.
* **Disable Initial Task Email:** Introduced in ME 1.26 this option allows administrative users to opt-out of having Elentra sent initial task email notifications to assessors/evaluators. (Applies to non-delegation based distributions).
* **Disable Reminders:** Check this box to exclude this distribution from reminder notification emails.
* **Select Form:** The form you want to distribute must already exist; pick the appropriate form.
* **Select a Curriculum Period:** The curriculum period you select will impact the list of available learners and associated faculty.
* **Select a Course:** The course you select will impact the list of available learners and associated faculty.
* Click 'Next Step'

### Step 2: Method

* **Distribution Method:** Select 'Rotation Distribution' from the dropdown menu.
* **Rotation Schedule:** Select the appropriate rotation schedule from the dropdown menu.
* **Specific Sites:** Select a site if you wish to include only targets from a specific site on this distribution.
* **Release Date:** This tells the system how far back on the calendar to go when creating tasks. Hover over the question mark for more detail.
* **Delivery Type:**
  * Basic delivery (single): allows you to send a single evaluation task repeatedly, once per block, or once per rotation.
  * Dynamic delivery rules (multiple): allows you to deliver multiple evaluation tasks at specific intervals during a rotation. For example, if you have a 5-month rotation, and you’d like to deliver an interim evaluation at the 2-month mark and the 4-month mark, you can set a rule for the distribution to do so.
* If you select **Basic delivery (single)**, then select your **Delivery Period**:
  * Choose between delivering tasks repeatedly, once per block, or once per rotation.
    * Repeatedly means you set how often during the rotation the task sends (e.g. every 5 days)
    * Once per block means that for each booking the learner has in a rotation they will be sent a task
    * Once per rotation means that consecutive bookings (i.e., two or more back-to-back blocks) will be treated as one unit of time
  * For each delivery period, additional customization allows you to control the timing of the distribution (e.g. 1 day after the start of the block, or 3 days before the end of the rotation).
    * Options are before/after the start, before/after the middle, and before/after the end.

In this sample schedule, a 'Once per block' delivery for the IM rotation would send learner 012022 three tasks - one each for Blocks 1, 2, and 3. A 'Once per rotation' delivery for the IM rotation would send learner 012022 two tasks - one for Blocks 1+2, and one for Block 4.

Note that if learners have consecutive bookings at **different sites** they will not be treated as one rotation. For example a 'Once per rotation' delivery for the IM rotation for Tibor would result in two assessment tasks because he is at Hospital 1 and then Hospital 2.

![](https://1986140690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FayN3HSBiNqeeT0QDZ9TB%2Fuploads%2Fgit-blob-b33504b852075fcf4899948c51af3c18c292c264%2FScreen%20Shot%202020-09-01%20at%208.17.08%20AM%20\(1\).png?alt=media)

* If you select **Dynamic deliver rules (multiple)**, then set your delivery rules.
  * Identify the specific delivery rules depending on the length of a rotation (you identify the length of the rotation in months, weeks, or days).
  * If you enter an integer larger than 1 for the number of tasks, you will be able to define when each task will be delivered (percent of the way through the rotation) and a visualization will be supplied by the Task bar below.
  * Clicking on **Add new delivery** will allow you to add additional delivery schedules that depend on the length of the rotation, which allows you to set different parameters for shorter rotations and longer rotations.
  * As noted in the interface, “larger” rules take precedence over smaller ones. So if you had a 0-1 month rule and a 0-2 month rule, the 0-2 month would supersede the other.
  * **Remember:** if a learner's schedule has two or more of the same rotation scheduled in a row, the system will treat them as a single rotation.
  * You can have as many rules as you want, but they must be contiguous (e.g., 0-2 months, 2-4 months, 4-6 months) to avoid leaving learners without an assessment.

***Examples of Dynamic Delivery Scenarios:***

* *If you would like two interim assessment tasks delivered for any rotation 5 to 8 months in length, you could identify that for a 5 – 8-month rotation, task one should be delivered at 40% of the way through the rotation and task 2 should be delivered at 80% of the way through the rotation. Then, for a learner on a 5-month rotation, the interim task would be delivered at 2 months into the rotation and again at 4 months into the rotation, for example.*
* *If you would like three tasks delivered for any rotation 3 – 6 months in length, you could set task one at 25% through the rotation, task 2 at 50% through the rotation, and task 3 at 75% through the rotation, which would represent delivery of the task at ¼ of the way through the rotation, 1/2 the way through the rotation, and ¾ of the way through each 3-month, 4- month, 5-month, or 6-month rotation that a learner might be scheduled on.*\\
* Task Expiry: If you check this box, the tasks generated by the distribution will automatically expire (i.e., disappear from the assessor's task list and no longer be available to complete). You can customize when the task will expire in terms of days and hours after the delivery.
  * Warning Notification: If you choose to use the Task Expiry option, you'll also be able to turn on a warning notification if desired. This can be set up to send an email a specific number of days and hours before the task expires.

### Step 3: Targets

The target is who or what the form is about (e.g., learners, faculty members, a rotation). Note that you'll only see the option to set the rotation or faculty member as a target if you are creating an evaluation.

* Assessments will be delivered for: Use this area to specify the target of the form.
  * **Targets are the assessors (self assessment)**: use this for self-assessments. Learners will be delivered a task where they are both the target and assessor.
  * **Targets are learners**
    * Learner Options:
      * All learners in this rotation
        * Learners from My Program/Outside of my Program: This refers to organizations that use on and off-service rotation slots (usually PGME programs).
          * Checking My Program will target leaners who are scheduled in the rotation AND enrolled in the course.
          * Checking Outside of my program will target learners who are scheduled in the rotation but enrolled in a different course than that in which the rotation exists.
        * Learner Levels: This refers to learner levels usually used in CBME enabled organizations. Checking a learner level will restrict the distribution to target only learners at that learner level. Leaving all boxes unchecked will target all learners, regardless of their learner level.
        * Additional Learners
          * Click Browse Additional Learners. Search for a learner and check the box beside the learner name. To delete a learner, click the x beside their name.
      * Specific learners in this rotation: Use the drop down selector to add the required learners. (Hover over a learner name to see their profile information.)
      * CBME Options: This will display whether you select All Learners or Specific Learners. This option applies only to schools using Elentra for CBME. Ignore it and leave it set to **non** CBME learners if you are not using CBME. If you are a CBME school, this allows you to apply the distribution to all learners, non CBME learners, or only CBME learners as required.
  * **Targets are peers**
    * This option allows for targets who have completed the rotation to assess all of their peers in the rotation block.
    * CBME Options: This option applies only to schools using Elentra for CBME. Ignore it and leave it set to **non** CBME learners if you are not using CBME. If you are a CBME school, this allows you to apply the distribution to all learners, non CBME learners, or only CBME learners as required.
  * **Targets for this Distribution will be determined by the Assessor**
    * With this option, the assessor/evaluator selects the target based on their role and distribution assessor options when they are completing the task.
    * In the Distribution Progress Report, administrators will see the target listed as "Assessor will choose before completing task."
* Target Attempt Options: Specify how many times an assessor can assess each target, OR whether the assessor can select which targets to assess and complete a specific number (e.g. assessor will be sent a list of 20 targets, they have to complete at least 10 and no more than 15 assessments but can select which targets they assess).
  * If you select the latter, you can define whether the assessor can assess the same target multiple times. Check off the box if they can.
* Click 'Next Step'

### Step 4: Assessors

The assessors are the people who will complete the form.

* Assessor Options:
  * Assessors are learners
    * Learner Options: All Learners of Specific Learners
      * All Learners: Select all learners in the rotation or specific learners in the rotation
        * All learners: Select from My Program and/or Outside of my program, use the drop down selector to add additional learners
        * Specific learners in the rotation: Use the drop down selector to add required learners
      * Additional Learners: Check this option to add additional learners from outside the program.
  * Assessors are faculty members
    * Browse faculty and click on the required names to add them as assessors
    * Select Associated Faculty: This tool will pull the names of faculty listed on the course setup page as associated faculty
  * Assessors are preceptors associated with a rotation schedule
    * This allows you to associated this distribution with all preceptors affiliated with the rotation based on the slot bookings made for learners. The distribution will dynamically update based on changes made to the rotation schedule.
  * Select individuals regardless of role (Individuals or external assessors)
    * This allows you to add external assessors to a distribution
    * Begin to type an email, if the user already exists you'll see them displayed in the dropdown menu. To create a new external assessor, scroll to the bottom of the list and click 'Add External Assessor'
    * Provide first and last name, and email address for the external assessor and click 'Add Assessor'
  * **Exclude Self Assessments:** Check this to stop learners from completing a self-assessment.
  * **Feedback Options:** This will only display when the assessors are faculty. Checking the box will add a default item to the distribution asking if the faculty member met with the trainee to discuss their assessment.
  * **Give access to the results of previous assessments:** This relates to Elentra's ability to provide a summary assessment task to users. If enabled, tasks generated by this distribution will link to tasks completed in the listed distributions. When users complete the summary assessment task they will be able to **view** tasks completed in the other distributions. For any items that are used on both forms, results from previously completed tasks will be aggregated for the assessor to view.
    * Click to add the relevant distribution(s).
    * Currently for rotation-based distributions there is no option to configure minimum tasks completed on linked distributions nor a fallback date for the summary assessment task.
* Click 'Next Step'

### Step 5: Results

You can immediately save your distribution at this point and it will generate the required tasks, but there is additional setup you can configure if desired.

* **Authorship:** This allows you to add individual authors, or set the distribution to be accessible to everyone with A+E access in a course or organization. (This may be useful if you have multiple users who manage distributions or frequent staffing changes.)
* **Target Release:** These options allow you to specify whether the targets of the distribution can see the results of completed forms.
  * Task List Release:
    * "Targets can view tasks completed on them after meeting the following criteria" can be useful to promote completion of tasks and is often used in the context of peer assessments. Targets will only see tasks completed on them **after** they have completed the minimum percentage of their tasks set by you.
  * Target Self-Reporting Release: This controls whether targets can run reports for this distribution (i.e. to generate an aggregated report of all responses). When users access their own A+E they will see a My Reports button. This will allow them to access any reports available to them.
* **Target Self-Reporting Options:** This allows you to specify whether or not comments included in reports are anonymous or identifiable. (This will only be applied if you have set reports to be accessible to the targets.)
* **Reviewers:** This allows you to set up a reviewer to view completed tasks before they are released to the target (e.g. a staff person might review peer feedback before it is shared with the learner).
  * Check off the box to enable a reviewer.
  * Click Browse Reviewers and select a name from the list. Note that this list will be generated based on the course contacts (e.g. director, curriculum coordinator) stored on the course setup page.
* **Notifications and Reminders:**
  * Prompted Responses: This allows you to define whom to send an email to whenever a prompted response is selected on a form used in the distribution. For example, if you have an item asking about student completion of a procedure and "I had to do it" was set as a prompted/flagged response, any time "I had to do it" is picked as an answer an email notification will be sent.
    * You can optionally select to email Program Coordinators, Program/Course Directors, Academic Advisors, Curricular Coordinators, or you can add a Custom Reviewer. If you select to add a Custom Reviewer you can select their name from a searchable list of users.
  * Sender Details: Define the email address that notifications and reminders will be sent from for a distribution.
    * Options are the distribution author, an existing user, an existing generic email, or a new generic email.
    * To create a new generic email provide a name and email address. This will be stored in the system and available to other users to use as needed.
* Click 'Save Distribution'.

![Setting a Custom Reviewer](https://1986140690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FayN3HSBiNqeeT0QDZ9TB%2Fuploads%2Fgit-blob-61ca591c1326ac2cf499251d82cda0eecba1d39e%2FScreen%20Shot%202020-06-01%20at%203.04.36%20PM%20\(5\).png?alt=media)

### Additional Notes on "*The targets for this Distribution will be determined by the Assessor"*

{% hint style="warning" %}
Currently this feature only supports using completing one task per distribution. Even if you configure Step 3: Targets, Target Attempt Options to be more than one (which the user interface does allow), the system will not be able to support assessors/evaluators choosing more than one target per distribution.
{% endhint %}

After the distribution is created, the distribution progress page will show targets as "Assessor will choose before completing task."

![Distribution Progress Page for Not Started Assessments](https://1986140690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FayN3HSBiNqeeT0QDZ9TB%2Fuploads%2Fgit-blob-9d9e3e2daa4e823305a6ea67093a69b6cdaacf05%2FScreen%20Shot%202020-09-11%20at%203.17.46%20PM%20\(1\).png?alt=media)

When an assessor/evaluator accesses the task they will see that the target is to be defined by them.

![Viewing the Task Card](https://1986140690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FayN3HSBiNqeeT0QDZ9TB%2Fuploads%2Fgit-blob-b269a560462651f49b8942eecb62df0e675b6a9a%2FScreen%20Shot%202020-09-11%20at%203.19.33%20PM%20\(1\).png?alt=media)

When completing the task, the assessor/evaluator will define their target.

![Defining the Target](https://1986140690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FayN3HSBiNqeeT0QDZ9TB%2Fuploads%2Fgit-blob-a61031e852b03d56c30d4a189ba1ab10ccfbbca9%2FScreen%20Shot%202020-09-11%20at%203.20.34%20PM.png?alt=media)

## Editing Rotation Bookings and Impacts on Rotation-Based Distributions

If an existing distribution needs to be changed we recommend retiring the existing distribution and creating a new one. Additional details [here](https://docs.elentra.org/learn-elentra-me/assessment-evaluation/a-and-e-distributions/retiring-and-deleting-distributions#retiring-a-distribution).

For rotation-based distributions users might also edit a rotation schedule and individual learner bookings and that can impact any existing distributions.

If you are using a rotation-based distribution that relies on the clinical experience rotation schedule to determine the assessor (based on scheduled preceptors), updating a booking by changing the preceptor AFTER tasks have already been generated and delivered will result in the existing task being removed from the distribution progress report and a new one generating for the newly assigned preceptor. **However, the original task will not automatically be removed from the original assessor's A\&E task list.** If the task was optional they will be able to delete it themselves, however, if the task was mandatory, at this point the best option is for an administrator to find the task from the Admin > A & E Dashboard and delete it there.
