E*Value Beginner Training
MARNA STILLEY
ACADEMIC SYSTEMS ANALYST
OCIO
STILLEY@MUSC.EDU
Contents
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Pg. 3 Purpose of E*Value
Pg. 5-6 Biographic Data
Pg. 7 At-A-Glance
Pg. 8 Director’s Page
Pg. 9-11 People Groups
Pg. 12 Security View
Pg. 13 User Data Download
Pg. 15 Activities
Pgs. 16-17 Activity Groups
Pg. 18 Default Educators
Pg. 19 Schedule Teams
Pgs. 21-22 Time Frames
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Pgs. 24-26 Add/Edit Schedules
Pgs. 28-29 Post Office
Pg 30 Reminders
Pg. 31 Email Log
Pg 33-34 Documents
Pg. 36 Anonymity View
Pg. 38 Performance Report
Pg. 39 Comments Report
Pg. 40 Scores Report
Pg. 42 Rankings Report
Pg. 44 Evaluations Report
Pg. 46 Compliance Report
Pg. 47 Survey Setup
Pg. 48 Appendix
Purpose of E*Value
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 Healthcare Education Management System
 Provides multiple tools for managing information related to
healthcare education
 Today’s training will address the evaluation and reporting
tools
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Faculty, students, courses can be evaluated in E*Value
Administration
4
USERS
Biographic Data: Adding a User to your program
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 Adding a User to your program
 Administration
 Users
 Biographic Data
ALWAYS “Fill list from” Your Institution
 Filter for the last name & select correct person from drop-down
 “View/Edit User”
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Choose appropriate Rank from grey box
Save Changes
 Inactivating a User in your program
 Choose “Inactive” from grey box & Save Changes
Biographic Data: Adding a User to the Institution
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 Adding a User to the Institution
 Administration
 Users
 Biographic Data
ALWAYS “Fill list from” Your Institution
 Filter for the last name & select correct person from drop-down
 “Add New User” if the correct person does not populate the dropdown
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Complete all boxes with a red asterisk including selecting the
appropriate Rank in the grey box
Next
Save Changes
At-A-Glance
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 Lets you see all, or a subset, of your users based upon
your selections (user group, rank, role)
 At-A-Glance
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Administration
Users
At-A-Glance
 Select from the filter boxes as appropriate
 Next
Director’s Page
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 Lets you add course or activity group directors to your
program (useful for scheduling evaluations & reporting)
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An activity group is two or more activities grouped together under a
name assigned by you
 Adding Directors
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Administration
Users
Directors
 Select from the filter boxes as appropriate
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A low-score notice is an email indicating a student, faculty member
or activity received below your standard on an evaluation
 Add Director
People Groups
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 Allows you to group people under a name assigned
by you (useful for scheduling evaluations &
reporting)
 Creating a People Group
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Administration
Users
People Groups
 Enter a name for the group description (i.e. clinical
faculty, residents, PGY1, Fellows)
 Select from the filter boxes as appropriate
 Add Group
Assigning Users to Groups - Words
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 Lets you assign users to people groups
 Assign Users to Groups
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Administration
Users
Assign Users to Groups
 Select appropriate group from drop-down in upper
right corner of blue box
 Uncheck “Limit to home subunit” in upper left corner
 Filter for user using “Filter Last Name” box & click
Refresh Available Users
 Highlight user and move from left side box to right side
box by clicking Add
Assigning Users to Groups - Pictures
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3. Filter for last
name
1. Select group
from box
4. Refresh available
users
2. Uncheck
this box
5. Add user to
group members
box
Security View
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 Allows you to view the security settings of each
“Role” within your program (refer to pg. 8 Rank vs.
Role for a review of Roles)
 In other words, allows you to see what menu items
are available to users with a particular Role
 Security View
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Administration
Users
Security View
User Data Download
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 Allows you to download (html, word or excel) various
types of user information based upon your selections
 User Data Download
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Administration
Users
User Data Download
 Check the appropriate boxes
 Click the grey (+/-) to expand the choices for Biographic
and Program Information, and Custom Fields
 Filter your results as appropriate and
 Generate Report
Administration
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ACTIVITIES
Activities (Courses, Rotations)
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 Allows you to add activities (courses, rotations) to your
program
 Adding Activities
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Administration
Activities
Activities
Type your activity name
Select from the filter boxes as appropriate
Upload and select a document if appropriate
Add notes if appropriate (I usually do)
Add activity
Do not create separate activities for educator & course
Activity Groups
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 Allows you to group activities under a name assigned
by you (useful for scheduling evaluations &
reporting)
 Creating an Activity Group
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Administration
Activities
Activity Groups
 Enter a name for your group under Group
Description
 Add Group
Assigning Activities to Groups
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 Lets you assign activities to activity groups
 Assign Activity to Group
 Administration
 Activities
 Assign Activity to Group
 Choose the appropriate activity group from the drop-
down box
 Highlight the desired activities and move from left
side box to the right side box by clicking Add >>
Default Educators (the coolest trick ever!)
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 Allows you to assign an educator to all instances of an
activity with a few clicks of the mouse
 Educator doesn’t appear in the schedule until a student is
scheduled
 Default Educators
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Administration
Activities
Default Educators
 Choose the appropriate activity
 Filter by Rank, Role or last name and Refresh Available
Users
 Highlight desired educator(s), choose evaluation action
and hit Add >>
Schedule Teams
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 Allows you to schedule evaluations in an activity that
has smaller groups within it (Anatomy lab, Physical
Diagnosis)
 Great for peer evaluations
 Schedule Teams
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Administration
Activities
Schedule Teams
 Select the appropriate activity
 Follow instructions on screen
Administration
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TIME FRAMES
Creating Time Frames
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 Allows you to set date parameters for your activities,
and determine generation dates for your evaluations
 Should always include a date
 Can account for multiple activities
 Time Frames
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Administration
Time Frames
Time Frames
 Ignore everything on this page and hit Show/Add
Time Frames
Creating Time Frames, cont.
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 Input your Time Frame label
 Choose the begin & end date of your Time Frame
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(dates of your course, rotation, semester, etc)
If you attached a document to your activity, indicate
the date you’d like it to be sent out
Indicate the evaluation generation date. Evaluations
will generate midnight on this date
Add Time Frame
*Do not create a Time Frame for every activity
Administration
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SCHEDULES
Add/Edit Schedules
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 Allows you to schedule evaluations for your
educators, students and/or activities
 Add/Edit Schedules
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Administration
Schedules
Add/Edit Schedules
 Ignore all filter boxes except Activity (3/4 way down)
 View Schedule
Add/Edit Schedules, cont.
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 Click on the blue hyperlink activity name (upper left
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corner of the grid
Select Time Frame from drop-down box
Filter User List (i.e. if scheduling an entire class or
people group) or by Last Name
**Ignore Participation Start & End Dates as these are
determined by the Time Frame you chose
Choose the appropriate Evaluation Action
Schedule Entry
When done, hit Close in upper right corner
Add/Edit Schedules, cont.
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 This brings you back to the grid with the blue
hyperlink activity name you just scheduled
 Directly below the name of the Time Frame is an
icon ( ) that looks like a notebook and says Show
Evaluations when you run your cursor over it
 Click on this icon and ensure everything is in
GREEN. Check your generation date and other
information for accuracy
Administration
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EMAILS
Post Office
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 Allows you to send emails with attachments to users in
your program
 Post Office
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Administration
Emails
Post Office
 Select from the filter boxes as appropriate based upon
recipient(s) (individual, user or activity group, rank, role)
 If sending emails based upon a schedule, click the blue
+/- to expand this section and complete as appropriate
Post Office, cont.
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 If including login & password in email, make sure to
click Send to Each Recipient Individually. E*Value
will not send login information in Bulk Email format
since it’s confidential
 Attach a file if desired
 Send Emails
 You’ll have an opportunity to review the recipient list
and your verbiage.
Reminders
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 Allows you to send reminder emails to users who have
outstanding evaluations
 Reminders
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Administration
Emails
Reminders
 Type your email subject
 Choose the activity
 Select yes to send login information
 Enter your message
 Send Emails
Email Log
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 Allows you to search sent emails
 Email Log
 Administration
 Emails
 Email Log
 Select from filter boxes and complete blank boxes as
appropriate
 *None of these boxes are required
 Filter Email Log
Administration
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D O C U M E N TS
Document Upload
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 Allows you to upload a document to E*Value’s
document management collection
 Uploading a document
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Administration
Documents
Upload
 Choose the collection where you’d like to house your
document
 Browse your computer and Upload your document
Document Search
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 Allows you to search documents currently housed in
E*Value
 Document Search
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Administration
Documents
Search
 Choose the collection where you’d like to search
 Input your search characteristics
 Search
Administration
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PROGRAM SETUP
Anonymity View
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 Allows you to see a users’ anonymity setting based
upon their role
 In other words, allows you to see what data is and is
not suppressed based upon a user’s role
 Anonymity View
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Administration
Program Setup
Anonymity Setup View
Reports
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PERFORMANCE
Performance (Trainee, Educator, Activity)
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 Allows you to pull quantitative data
 Performance Report
 Reports
 Performance
 Trainee, Educator or Activity Performance
 Input your Start & End date
 Select your Activity from the drop-down
 Filter for the last name of your student or educator if applicable
 Select your Format Option (html or excel)
 Next
 If you choose html, you can click the blue To Trainee or Educator
Comments hyperlink on the next page to view comments
 At top of page choose Print This Page or Email Me The Report
Comments (Trainee, Educator or Activity)
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 Allows you to pull comments made about a student
or students in individual or multiple activities
 Trainee Comments Report
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Reports
Performance
Trainee Comments
 Follow instructions for Trainee Performance Report
Scores (Trainee, Educator or Activity)
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 Allows you to pull raw scale scores of your trainees
by question
 Trainee Scores
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Reports
Performance
Trainee Scores
 Follow instructions for Trainee Performance Reports
Reports
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RANKINGS
Rankings (Trainee, Educator, Activity)
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 Allows you to pull rankings by standardized score of
all responses to scaled questions
 Rankings
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Reports
Rankings
Trainee, Educator or Activity
 Input your Start & End Date
 Select from filter boxes as appropriate
 *Ranking reports do not take into account the
number of evaluations completed
Reports
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EVALUATIONS
Evaluations (By A User, About Trainees,
Educator, Activities)
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 Allows you to pull evaluations completed by a User,
About Trainees, Educators or Activities
 Evaluations
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Reports
Evaluations
By A User, About Trainees, Educators or Activities)
 Input your Start & End Date
 Select from filter boxes as appropriate
 Next
Reports
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MISCELLANEOUS
Compliance
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 Allows you to see who has completed or not completed
evaluations in your program
 Compliance Report
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Reports
Miscellaneous
Compliance
Input your Start & End Date
Choose your Compliance Rate
Select from filter boxes as appropriate
Next
On the next page, at the bottom, you can send an email to
your non-compliant users by clicking To Post Office
Survey Setup
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 Allows you to view the evaluation setup in your program.
 In other words, lets you see which evaluations are linked
to which activities
 Survey Setup
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Reports
Miscellaneous
Survey Setup
 Select from the filter boxes as appropriate
 Next
 Click on blue hyperlinks to view evaluation, Preview
Evaluation or Print This Page
Appendix: E*Value language
48
E*Value
Normal
 Activity
 Course, Rotation,
 Timeframe
 Period of time during
 Schedules
 The place you go to
Session
which a course takes
place
schedule your
evaluations
Appendix: Rank vs. Role
49
 Rank dictates what evaluations a user can complete, and what
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evaluations can be completed about a user.
Rank is given by the administrator (you) on the Biographic
Information page of Biographic Data
Role determines what menu items are available to a user.
This is also called their “Security View” and is a menu item
under Administration>Users.
Role also determines a user’s anonymity view. This is a menu
item under Administration>Program Setup.
Role is automatically assigned, based on the rank*, and is
found on the Roles, Groups & Specialties page of Biographic
Data. You can assign more than one Role
*If the rank of Administrator is assigned, you must assign a
role manually
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Appendix:
Evaluation
Actions
Does Evaluations
 Evaluation action describes how a
user relates to an evaluation
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The user is being evaluated
Both
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Neither
The user is doing the evaluation
Is Evaluated
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Is Evaluated
Both
Does Evaluations
The user is both doing an evaluation and
being evaluated
Neither
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The user isn’t being evaluated, or doing
an evaluation
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E*Value
Contacts
 MUSC Contact
 Marna Stilley
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stilley@musc.edu
 E*Value Client Services
Consultants

Jenny Anderson
612-877-7253
 jmanderson@e-value.net
