All Assessments

The All Assessments page provides Clerkship Directors with centralized visibility into all assessment activity across students, preceptors, rotations, and disciplines.

This page allows users to review the status and progress of:

The All Assessments page is designed to help Clerkship Directors monitor assessment workflows, review feedback activity, and track assessment completion across the clerkship program.

Accessing the All Assessments Page

To access the All Assessments page:

Sign in to the Clerkship Director Portal.
Select Assessments from the top navigation menu.
Select All Assessments.

The All Assessments screen will open displaying assessment activity grouped by student and assessment type.

The All Assessments page can also be accessed directly from the Assessments section on the main dashboard.

Understanding the All Assessments Page

Assessments are grouped in the following hierarchy:

Student
Request Type
Rotation

This structure allows Clerkship Directors to quickly review all assessment activity associated with a specific student or workflow type.

Assessment Types

The All Assessments page may contain the following assessment categories:

Weekly Assessments

Ongoing assessments completed during the rotation to evaluate student progress and participation, these are linked to patient logs and patient encounters.

Ad-Hoc Assessments

Additional assessments created outside the standard workflow for targeted feedback or evaluation.

Mid-Rotation Assessments

Assessments completed during the middle of a rotation to provide formative feedback and identify areas for improvement.

End-of-Rotation Assessments

Final assessments completed at the end of the rotation to evaluate overall student performance and competency achievement.

Assessment Information

Each assessment entry may display:

Column	Description
Rotation	Rotation or session name
Course Title	Associated discipline or course
Preceptor Info	Assigned preceptor information
Status	Current workflow status
Actions	Available workflow actions

Preceptor information may include:

First Name
Last Name
Email Address

Assessment Statuses

The Status column displays the current stage of the assessment workflow.

Common statuses include:

Status	Description
Completed	Assessment has been submitted and finalized
Pending Faculty	Waiting for faculty or Clerkship Director completion
Created	Assessment request has been created but not yet completed
In Progress	Assessment has been started but not submitted

Available statuses may vary depending on institutional workflow configuration.

Expanding Assessment Sections

Assessment groups can be expanded to display additional details.

To expand a section:

Select the arrow icon beside the student, request type, or assessment row.
Additional workflow and assessment information will appear.

Expanded assessment details may include:

Assessment Request ID
Session information
Preceptor details
Creation date
Workflow actions

Assessment Request Details

Expanded assessment rows display additional request information including:

Assessment Request ID
Session or rotation name
Preceptor assignment
Assessment creation date
Workflow actions

This information helps Clerkship Directors track assessment progress and workflow history.

Viewing Workflow History

To review workflow activity for an assessment:

Expand the assessment row.
Select View Workflow History.

The workflow history may include:

Submission events
Status changes
Reviewer actions
Workflow progression
Completion activity

Viewing Feedback

Completed assessments may provide access to submitted feedback.

To review assessment feedback:

Locate the completed assessment.
Select View Feedback.

The feedback view may display:

Submitted evaluation responses
Narrative comments
Assessment scoring
Reviewer feedback

Available feedback details depend on institutional configuration and assessment type.

Searching Within the Assessment Grid

The All Assessments page supports both quick searching and advanced column filtering to help Clerkship Directors quickly locate assessment records.

Global Assessment Search

Use the Search All Assessments field in the upper-right corner of the page to search across the assessment grid.

The search can locate records based on:

Student names
Rotation names
Course titles
Preceptor information
Email addresses
Assessment details
Workflow statuses

As text is entered, the grid automatically filters matching records.

Column Search and Filtering

Individual columns within the assessment grid also support filtering and search functionality.

Filter icons are available within many columns, including:

Rotation
Course Title
Preceptor Information
Status
Actions

These filters allow Clerkship Directors to narrow results and focus on specific assessment activity.

Filtering by Column Values

To filter a column:

Select the Filter icon beside the column name.
The Filter Values window will open.
Use the search box to locate available filter values.
Select one or more values.
Select Apply.

The grid will refresh and display only matching records.

Example Filter Uses

Filters can be used to:

View assessments for a specific student
Display only Weekly or Ad-Hoc Assessments
Show assessments with a status of Completed or Pending Faculty
Filter by preceptor
Review assessments for a specific rotation or course

Grid Search Indicators

When a column filter is active:

The filtered values appear within the grid
Only matching records remain visible
Multiple filters may be combined to narrow results further

To remove a filter:

Select the clear (X) icon beside the filter value
Or reopen the filter window and clear selections

Sorting Columns

Some columns support sorting.

To sort a column:

Select the column header.
The grid will sort in ascending or descending order.

Sorting may be applied to:

Student names
Request types
Statuses
Rotation information

Student and Request Type Filters

The Student and Request Type filter boxes allow Clerkship Directors to quickly narrow the assessment grid and display only relevant assessment records.

These filters are located at the top of the All Assessments page and can be used individually or together.

Student Filter

The Student filter allows users to display assessments for specific students.

Selecting the filter icon opens the Filter Values window, where users can:

Search for students by name or email address
Select one or multiple students
Display only assessments associated with the selected students

This is useful when reviewing:

A specific student’s assessment activity
Pending assessments for an individual learner
Completed evaluations for a student

Request Type Filter

The Request Type filter allows users to display assessments by assessment category.

Available request types may include:

Weekly
AdHoc
MidRotation
EndRotation

This filter is useful when:

Reviewing only Mid-Rotation Assessments
Monitoring End-of-Rotation completion
Checking Ad-Hoc Assessment activity
Focusing on Weekly Assessment workflows

Applying Filters

To apply a filter:

Select the Filter icon beside the required filter box.
Search for or select one or more values.
Select Apply.

The assessment grid will refresh and display only matching records.

Multiple filters can be combined to further narrow assessment results.

Best Practices for Searching and Filtering

To efficiently manage large volumes of assessment activity:

Use the global search for quick lookups
Use column filters for detailed workflow review
Combine filters to narrow large result sets
Filter by status to identify pending work
Clear filters after completing reviews to restore the full assessment list

Search and filtering tools help Clerkship Directors quickly locate and manage assessment workflows across all rotations and disciplines.

Expand and Collapse Options

The page supports expandable sections for easier navigation.

Expand All

Select Expand All to open all assessment sections.

Collapse All

Select Collapse All to minimize all sections.

Individual Expansion

Use the arrow icons beside individual rows to expand or collapse specific sections.

Refreshing the Assessment List

Select Refresh to reload the latest assessment information.

This is useful when:

New assessments have been submitted
Workflow statuses have changed
Feedback has been completed
Additional assessment activity has occurred

Best Practices

To effectively manage assessment workflows:

Review assessment statuses regularly
Monitor Pending Faculty items closely
Use filters and search to quickly locate records
Review completed feedback throughout the rotation
Refresh the page periodically for updated workflow activity

The All Assessments page acts as the primary location for reviewing and monitoring all clerkship assessment activity within the Clerkship Director Portal.

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