Use these instructions to start and complete forms such as Workplace-Based Assessments (WBAs), Clinical Performance Assessments (CPAs), and Professional Attributes Tools (PATs).
Begin a New Assessment
Click Start Assessment in the Clinical toolbar (underneath the main navigation).
Next, you’ll be presented with fields that allow you to choose a preceptor, date, assessment method, and assessment tool (or form). Click on the blue dots below to learn more about these fields.
Complete and confirm via PIN is the preferred method of assessment.
- Choose the Assessment Tool or Form.
- Type in your Preceptor’s name, or select the correct faculty member from the list.
- Select the Date of Encounter you’d like to have assessed.
- Select your Assessment method. Complete and Confirm via PIN is preferred.
- Choose the correct Course or Domain from the program drop-down. This determines which assessment tools are visible for the next step!
- Choose the Assessment tool you’d like your preceptor to complete by clicking Begin Assessment. If you’re not sure which form you need, click Preview this Form. Note: Different forms will be available at different times throughout the year.
- This Timestamp is the average time it took previous preceptors to complete the form. If you need help convincing a preceptor that it won’t take more than a couple minutes to complete, this is a super-handy bit of information.
Once you click Begin Assessment on a tool, you’ll be taken to the actual form. If you are completing and confirming via PIN, find out at the start if your preceptor will need a PIN reminder. You can send a reminder from the main Start Assessment page or from the bottom of the assessment form.
Once your preceptor has completed the form, they can select Submit and Have assessor confirm by PIN. A prompt will immediately appear for the preceptor to confirm their PIN.
Send PIN to email will send a PIN reminder email to the email address we have on file for your preceptor. If you need help updating their email address, please reach out to your Clinical Coordinator or to the Assessment Unit!
If you selected Complete and confirm via email, this option lets you begin the assessment on your device; once ready, you can click Submit and notify assessor by email. Your preceptor will receive an email with a direct link to the form.
Paper Copies
Paper copies of forms are also available! Click My Cohort from the main navigation. Then use the WBAs shortcut or click Assessment from the left sidebar menu.
Once complete, email the paper copy to medicine.assessmentforms@wsu.edu, and the Assessment Unit will enter the form for you in E.Flo MD.
Paper copies of forms are only to be used in case of technical difficulty.
Review Started and Completed Assessment Forms
In the top-right corner, you can quickly check the progress of your assessment forms. Click on your Profile icon and select Assessment and Evaluation.
You’ll first see tasks that are still in progress. Select Tasks Completed on Me to see forms that are finished.
When it comes to reviewing completed assessment forms, your PowerBI dashboard is also a powerhouse. Access the dashboard for your current year by clicking on your Profile menu. Once there, look at the Shared with me section!
Assessment Collection FAQs
Email the Assessment Unit, and they can delete the mistaken form for you.
Email your Clinical Coordinator with your preceptor’s name and email address. Ask that they be added to our system.
Email the Assessment Unit with information on which form and preceptor. We’ll have a way for students to send reminders soon!
If you have more questions or need help collecting or completing assessment forms, please reach out to the Assessment Unit.
by the Office of Technology