Instructions for Pulling Instructor Evaluation Data from MEDtrics
Embedded Files
Faculty Instructions for Clinical MS 3 & 4 Clerkships
Background
Background
Students at the University of Minnesota have the opportunity to complete an evaluation of preceptors at the end of every clerkship. Starting with the 22-23 academic year, student evaluation of preceptors became a standard process managed centrally by the Assessment & Evaluation team in MEDtrics. The preceptor evaluation survey include questions that ask students to provide feedback for preceptors who they worked with while on rotation that can be used as data for the promotion and tenure process. As a preceptor who worked with students in a clerkship, you can view and download this data directly from MEDtrics.
MEDtrics uses a Single Sign On (SSO) process. If you have a UofM Internet ID (X500), you can log onto MEDtrics using your Internet ID and password.
If you do not have a UofM Internet ID, you will need specific login information. Please contact the clerkship coordinator for assistance.
You can find more information about MEDtrics on the Medical School’s faculty page.
Dashboard/Homepage
Dashboard/Homepage
Once in MEDtrics, select the yellow Reports page on the Dashboard/Homepage.
Once in MEDtrics, select the yellow Reports page on the Dashboard/Homepage.
To open a report, click on the blue name in the Assigned Reports section
To open a report, click on the blue name in the Assigned Reports section
On the reports page, you will see a list of reports that you have access to. The name of the reports starts with type of survey it is connected to (i.e. Student Evaluation of Preceptor) and how the data is presented (e.g. Aggregate, Individual Clerkship/Site, or Administrative). To open a report dashboard, select the blue report name.
On the reports page, you will see a list of reports that you have access to. The name of the reports starts with type of survey it is connected to (i.e. Student Evaluation of Preceptor) and how the data is presented (e.g. Aggregate, Individual Clerkship/Site, or Administrative). To open a report dashboard, select the blue report name.
The Student Evaluation of Preceptor - Individual Preceptor Filtered Report
This report displays aggregate data for an individual preceptor with the fewer-than-6-responses filter applied. This view allows individual preceptors to be able to view and export data completed about them. Preceptors can only see their own data. All data collected in the survey is displayed in one view. Data can be filtered by preceptor name, academic year, period, preceptor role, site name, and dates.
Tableau Reports
There are two sections to the Tableau report page.
The top half of the page provides descriptive information, options to change the report view, filter the report, and to export the data.
The bottom half of the page displays the results of the report.
Report Title
Report Title
On the center of the page, the heading lists the report name that you are viewing.
On the center of the page, the heading lists the report name that you are viewing.
Report Filters
On the left-hand side of the page you will find a series of filters that allow you to narrow down what information is displayed in the report.
To open a filter, click anywhere in the box below the header to open the drop down menu, which makes the filter options visible. To adjust the filter, click the check-boxes to the left of the option name to select or unselect an option. To activate the filter, select Apply at the bottom of the filter.
To open a filter, click anywhere in the box below the header to open the drop down menu, which makes the filter options visible. To adjust the filter, click the check-boxes to the left of the option name to select or unselect an option. To activate the filter, select Apply at the bottom of the filter.
Exporting Results
Exporting Results
The Student Evaluation of Preceptor - Individual Preceptor Filtered report includes two options that allow you to export the data.
The Student Evaluation of Preceptor - Individual Preceptor Filtered report includes two options that allow you to export the data.
Download PDF
Download PDF
The blue Download PDF button creates a PDF export that is similar to taking a screenshot of the report page that users can download as a PDF of the report. The export will retain the filters as they are set on the report page. Of note, if there are comments in the report, the Download PDF will only create a screenshot of visible comments, meaning some comments are likely to be cut off.
The blue Download PDF button creates a PDF export that is similar to taking a screenshot of the report page that users can download as a PDF of the report. The export will retain the filters as they are set on the report page. Of note, if there are comments in the report, the Download PDF will only create a screenshot of visible comments, meaning some comments are likely to be cut off.
When you click the blue Download PDF button, an option screen will pop-up. The Scaling, Page Size, and Orientation options allow you to change the format of the export.
When you click the blue Download PDF button, an option screen will pop-up. The Scaling, Page Size, and Orientation options allow you to change the format of the export.
The Include option will display some additional options for exporting the data. Depending on the report, you may have the option to select individual pages or views. We recommend that you explore these options to see if there is an export that meets your specific needs.
To generate the export, click the blue Download button on the bottom right hand side of the pop-up page.
Download Data
Download Data
The orange Download Data button allows you to download the data as an excel file. When you click the orange button, a Download Crosstab page will open that prompts you to select a page to export.
The Download Crosstab page allows you to select which sheet or view from the report to download, as well the option to download the data as an excel or comma separated variable (CSV) sheet. We recommend that you explore these options to see if there is an export view that meets your specific needs.
To create the export, click the blue Download button on the bottom right hand side of the page.
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