Export Content

  • URL: /reports.html#export
  • Access: Orientation Nurse Users/Leadership Users

Contents

Export Data for Further Analysis
Export Data for Further Analysis

Each export option has filter options in the top left of the screen.

  1. First click: , select the items to include in the dataset,
  2. Next click: . Review the data displayed on the tables below. Each table will become its own sheet on the exported document.
  3. Finally click:  to save the displayed data as an .xls document.

The Knowledge Check Export also includes analysis of the answers that were selected in responses. Further instruction on that feature is found here.

Export Evaluations

Export Evaluations Filters
Export Evaluations Filters

This page view allows a user to select, preview then save data from the Evaluation and Preceptor Assessment data tables and related fields to an XLS file. Relevant details from the Learner, Preceptor, and Event tables are included in each row.

Data can be only exported for 1 role at a time, there are options to filter the data by: Learner Type, Cohort, and a Date Range of when the evaluations were submitted.

  • Click: to show a list of learners who match the selected options.
  • Select the learners whose data[1] needs to be exported and click:

Content to be Exported
Content to be Exported
Data will appear under each headline. Each headline represents a different tab in the excel file.

  • Daily Learner Evaluations
  • Daily Preceptor Evaluations
  • Formal Learner Evaluations
  • Formal Preceptor Evaluations
  • Preceptor Assessments

Export Evaluation Data to ExcellClick to save the data to a file:

Export Survey & Course Data

Export Survey Filters
Export Survey Filters

This page view allows a user to select, preview then save data from the Survey and Course Template/Course data tables and related fields to an XLS file. Relevant details from the Learner, Preceptor, and Event tables are included in each row.

Data can be only exported for 1 Affiliate at a time, there are options to filter the data for the Course Template[2] and selection of the instances of the courses.

  • Click: to show a list of courses that match the selected options.
  • Select the courses whose data[3] needs to be exported and click:

Content to be Exported
Content to be Exported
Data will appear under each headline. Each headline represents a different tab in the excel file.

  • Course Survey
  • Course Template/Course records

Export Survey Data to ExcellClick to save the data to a file:

Export Preceptors, Learners, Candidate Interviews, Events, & Leader Meetings

Export Preceptors, Learners, and Events Filters
Export Preceptors, Learners, and Events Filters

This page view allows a user to select, preview then save data from the Preceptor, Learner, Candidate Interview, Events, and Leader Meeting data tables, and related fields to an XLS file.

Data can be only exported for 1 affiliate at a time, further refinement is made under Learner Type, Cohort, Completed Orientation, and Date Range (of Events/Learner Start Date) to refine the Learner data and Event data associated with those learners.

  • Click: to show a lists of records related to those learner's orientation that match the selected options.
  • Select the learners whose data[4] needs to be exported and click:

Content to be Exported
Content to be Exported
Data will appear under each headline. Each headline represents a different tab in the excel file.

  • Preceptors
  • Learners
  • Candidate Interviews
  • Events
  • Leader Meetings

Export PLE Data to ExcellClick to save the data to a file:

Export Outcomes

This page view allows a user to select, preview then save data from the Outcome Template / Outcome data table, Course Template / Course / Events data tables, and related fields to an XLS file.

Data can be only exported for 1 Affiliate at a time, there are options to filter the data for the Outcome Category and selection of the instances of the Outcome Templates within that category.

  • Click: to show a list of entities that have outcome records that match the selected options.
  • Select the courses whose data[5] needs to be exported and click:

Data will appear under each headline. Each headline represents a different tab in the excel file.

  • Outcome Templates
  • Course List
  • Outcome Results
  • Interventions

Export Outcome Data to ExcellClick to save the data to a file:

Footnotes

[1] Exported data includes the comments a learner and preceptor make on the Daily Evaluations. Be aware that data is promised as a private message just for the Orientation Nurse. Data needs to be de-identified or comments removed before sharing with additional parties for further analysis.

[2] The Course Template guides the questions that are included in the survey export. If the questions are changed on the Course Template between when the question is answered and the data is exported then the answer for the changed question will not appear. Even if the change is simple punctuation. Best practice: Export Survey Data prior to making changes or create a new Course Template if the survey questions must be changed. This is not impacted by adding an additional question.

[3] Exported data includes the comments a learner or preceptor make on the Surveys Be aware that data is promised as a private message just for the Orientation Nurse. Data needs to be de-identified or comments removed before sharing with additional parties for further analysis.

[4] Exported data includes the Private Learner and Preceptor Notes on a respective record. Data needs to be de-identified or removed before sharing with additional parties for further analysis.

[5] There are four tabs, the first two include static information that applies to their respective records in the following tabs. Outcome Template (tab 1) includes all the baseline information that applies to every Outcome Record (tab 3). Course List (tab 2) includes all the data associated with instances of courses that were taught to Preceptors / Learners that were designed to impact this outcome. These Courses are the major interventions associated with the Outcome when an event appears on the Interventions list (tab 4) the type is labeled “Course Attended” whereas some interventions are ‘minor’ and related content was presented or practiced and the event was tagged with a related topic “Event Topic”