Pulling Faculty Evaluation Reports

Overview

This article explains how to pull reports for faculty and preceptor evaluations, including a CSV report for tracking and PDF versions that can be distributed to faculty.

Detail


Form Response Report 
 

  • Click on the Admin menu item, and select Assessment and Evaluation 

 

 

  • Once the page opens up, click on the Reports tab 
    • This will display a list of reports you will have access to.

 

 

  • Under the Assessments heading, click the Form Responses Report

 

 

  • Under the Filters heading, select the following:
    • Date Range
    • Select the appropriate course(s) 
    • Click the Select Forms drop-down, and select the “UPSOM Clerkship Preceptor Feedback Form” (or the appropriate form used to evaluate preceptors for your course.
    • Check and uncheck the statuses of forms you want to be shown.
    • Under the Options heading,  leave the Include Questions and responses checked.
  • Click the Download CSV button
     

  • Open the downloaded CSV, and once it’s open, select the entire spreadsheet and sort it by target. (Faculty or Resident) 
    • You will see how many forms were received for a particular person. 

 

Faculty Reports (Individual, Aggregated) 

 

  • Click on the Admin menu item, and select Assessment and Evaluation 

 

 

  • Once the page opens up, click on the Reports tab 
    • This will display a list of reports you will have access to.

 

 

  • Under the Evaluations heading, click Faculty Reports (Individual, Aggregated) 

 

 

  • Select the following settings: 
    • Select Course(s) 
    • Report Date Range
    • Select Faculty Member 
    • Click the Select Forms drop-down, and select the “UPSOM Clerkship Preceptor Feedback Form” (or the appropriate form used to evaluate preceptors for your course.
    • Select Distributions(OPTIONAL) 
    • Check and uncheck any information that you would like to see in this report.
  • Click the Download PDF(s) or CSV(s) button

 


 

 

Pulling Evaluations from the Faculty Page in the Assessment and Evaluations module
 

Click the Assessment and Evaluation button in the upper right-hand corner.
 

  • Once the page opens up, click the Faculty tab

 

 

  • Search and find the faculty you are pulling the reports on, and click View assessment tasks
     



 

  • Click the Tasks Completed on Faculty tab 
    • This will show you everything that has been completed on the faculty member

 


 

  • Click the Reports for this Faculty button

 


 

  • If you are working with multiple distributions and want to pull a report grouping them all, click the check box next to Group by distribution.

 

 

  • Click the options drop-down, and click Generate Report 

 

 

  • Click the Download PDF button to generate a pdf version

 

 

 

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