Learning phases and evaluations

Learning phases determine which requirements students in a cohort must satisfy by completing evaluations.

Learning phases

Each cohort of students must meet a configured set of evaluation requirements, which are divided into various learning phases.

Learning phase	Description
Prerequisite	(Skill evaluations only) Satisfied by evals that were documented during a skill performance.
Simulation	Satisfied by evals that were documented during a simulated patient encounter, such as those created through a Sim Session.
Formative	Satisfied by evals that were documented during a skill performance or a formative patient care experience, in which the student performed with some assistance on assessment and treatment objectives.
Summative	Satisfied by evals that were documented during a skill performed on a patient OR a summative experience, in which the student performed with little to no assistance on assessment and treatment objectives, and performed with some assistance on management objectives.
Capstone	Satisfied by evals that were documented during a summative experience, where the student performed with little to no assistance on assessment, treatment, and management objectives.

You set requirements for each learning phase when you create a cohort.

Evaluations

An evaluation allows a student to demonstrate competencies in a variety of settings. Depending on the type of evaluation, the student can be evaluated by an instructor, another student, or a preceptor.

For more information about evaluations, see Introduction to evaluations.

Satisfying learning phase requirements

When a student completes an evaluation, it counts towards the earliest possible learning phase (if it meets the minimum requirements) until that phase is full. If the requirements of that learning phase are satisfied, the evaluation counts against the next phase.

• For a skill evaluation to count against a learning phase, it must be a rated with a (successful).
• For a patient evaluation to count against a learning phase, it must meet the minimum requirements for that phase. The minimum requirements for each phase are as follows:

Learning phase	Assessment (min)	Treatment (min)	Management (min)
Simulation	Any rating	Any rating	Any rating
Formative	Yellow	Yellow	Any rating
Summative	Green	Green	Yellow
Capstone	Green	Green	Green

Patient evaluations with a Management rating of green will also be tagged as Team Leader.

Learning phase score ratings

Assessment, Treatment, and Management scores are expressed by the following colors:

Icon	Color	Rating
	Gray	Not applicable or attempted
	Red	Did not perform successfully
	Yellow	Performed successfully with some assistance
	Green	Performed successfully independently or with little to no assistance