We know that your students are learning and juggling a variety of technologies while completing their academic program. To support their onboarding to Leo, we have developed an Orientation to Leo course that can be used to train students virtually or as a supplement to other orientation events. While the course was designed to be utilized in its entirety, the resources provided can also be implemented within an existing orientation program at your institution. This may include using all or some of the modules and resources described below, either as part of a fully virtual or hybrid orientation. Feel free to use the available resources in the manner that best fits your institution's specific needs.
This article and the video below detail the necessary steps for creating an Orientation to Leo course at your institution.
If you have any questions or concerns at any point in the setup process, please reach out to the DaVinci Education Team via the Help Desk.
Path: Home > Course Management > Course Settings > Courses > Course Templates > New Course Templates
New Course Template
Each Course Template requires a unique abbreviation to identify it as the source for any instance (Section/Rotation) of the Course that will be related to it. For the Orientation to Leo course, the same workflow applies.
- Click Save Abbreviation to save your new abbreviation and exit this screen.
NOTE: You can determine the naming convention that should be used for your Course Template. We recommend LEO.
Required fields are marked with a red asterisk (*).
- Name: This is the general name for your new Course - it must be unique. We recommend Orientation to Leo or Student Orientation Course.
- Course Description: This is the basic description of your new Course and applies to all Sections. This field can be edited at a later date, if necessary. This field is optional. We have provided a recommended Course Description below.
- School Year: This should include any School Year(s) (or cohorts) that should be able to access and complete the Orientation to Leo Course. We recommend All Years. Then it will be available to any student who many need a refresher.
- Course Type: This determines what type of Course this will be (ex. classroom, clinical, lab, etc.). This is a required field. We recommend selecting Online.
Click Save Changes to save and exit this screen.
If Online or Virtual are not current Course Types available in Leo, please refer to the Courses: Course Types article to create them.
Tip: For more information on creating a Course Template, please refer to Courses: Course Templates article
Path: Home > Course Management > Course Settings > Courses > Course Templates
On the Course Template screen, enter the Course Template Name [Orientation to Leo] that you just created in the Search Course Templates field.
From the Course Template Edit Screen, click Create new section.
- Year: Select your current Academic Year.
- Begin Date: Select the date you want the course to begin.
- End Date: Select the date you want the course to end.
- Campus: Associate a Campus with the course.
- Click Create new Section.
Tip: For more information on creating a Course Section, please refer to Settings: Create New Section article
Once the Section has been created you will need to enroll your students in the Course.
If you are adding new students manually to the Course, please refer to the People Menu Overview article for guidance.
These students will now be enrolled in the Orientation to Leo course and able to access materials.
Refer to the Import Events article for detailed information regarding required fields and formatting of the CSV file prior to upload.
Once you have downloaded the CSV file, you will need to update any required columns and columns your institution decides is relevant. For example, this may include updating times and dates for your Events to reflect how you want them to display in the course.
- Select the updated Student Orientation Events File: Browse for the CSV file.
- Save File
When importing Events you will need to select Course
- Select the new Course Template Name [ Orientation to Leo ] (*) required
- Select the Section (*) required
- Assign Locations to Campus (*) required
- Import Events
Tip: For detailed information, please refer to Import Events article
This report shows the data that you uploaded to Leo, but has not yet been imported into Leo.
- Select Click here to validate and import the Events into the system.
Add Course Section Materials
For detailed information regarding managing and adding Materials, please refer to the Materials: Section Materials article.
The Introduction to Leo course below can be added to the Section Screen of your Orientation to Leo Course. This course contains the virtual training module: Orientation to Leo for Students.
After participating in the Orientation to Leo virtual training module, participants will be able to:
- Navigate your Leo home page
- Define Leo menu icons
- Distinguish between the icons in the Calendar navigation bar
- Set-up a Calendar feed from Leo
Estimated Duration: 15-25 minutes
You can add the hyperlink or embed the course within the Course Section.
Add Materials to Event Screen(s)
For detailed information regarding managing and adding Materials, please refer to Faculty: Upload Event Materials article.
Listed below are virtual training modules for additional Leo features. You can choose those that are most relevant to your institution's utilization of Leo, as well as your students' needs. Then add the modules you chose to the corresponding Events within your Orientation to Leo Course.
The Events Overview training module below can be added to the Event Overview Event within your Orientation to Leo course.
By participating in this module, participants will be able to:
- Navigate the Event screen
- Distinguish and define the Event menu
- Submit event attendance in Leo
- Create and participate in discussions
Estimated Duration: 5-10 minutes
You can add the hyperlink or embed the course within the Course Section.
Do you have any required forms for students to submit at the start of the academic year? We recommend adding these forms as an Assignment in one of the events within your Orientation to Leo course. You can also have them submit their Orientation to Leo completion certificate (they'll get this in their email) as a way to practice uploading assignments.
For detailed information on this process, please refer to Faculty: Event Assignment Management article.
The Evaluations Overview training module below can be added to the Evaluations Overview Event for your Orientation to Leo course.
By participating in this module, participants will be able to:
- Access Evaluations in Leo
- Distinguish and define options in Evaluation Review Mode
- Complete and submit Evaluations
- Request and track on-demand Evaluations
Estimated Duration: 5-7 minutes
You can add the hyperlink or embed the course within the Course Section.
Do you ask students to complete a survey or evaluation at the start of the academic year? If you do, we recommend adding that survey or evaluation to Leo. If not, consider creating a sample Evaluation for students to practice with in order to become familiar with Evaluations in Leo.
For detailed information on Creating an Evaluation, please refer to the Eval Listing: Create/Edit An Evaluation article.
For detailed information on Scheduling an Evaluation, please refer to the Schedule an Evaluation article.
The Exams Overview training module below can be added in the Exams Overview Event for your Orientation to Leo course.
By participating in this module, student participants will be able to:
- Navigate to scheduled Exams
- Distinguish and define Exam navigation and review tools
- Identify Exam notifications in Leo
Estimated Duration: 3-5 minutes
You can add the hyperlink or embed the course within the Course Section.
Will you be using Leo for any of your Exams or Assessments? We recommend creating a practice Exam for your students in Leo.
For detailed information on building Exams in Leo's Exam Editor, please refer to the Mange Exams: Exam Editor Overview article.
For detailed information on building Exams in Leo's Exam Editor, please refer to the Exams Menu Overview: Mange Exams article.
The PET Overview training module below can be added in the Patient Encounter Tracking (PET) Overview event for your Orientation to Leo course.
By participating in this module, you will be able to:
- Navigate to the PET Tab
- Create a new PET entry in Leo
- Run and understand PET summary reports at the Section Level
You can add the hyperlink or embed the course within the Course Section.
If you are using Leo for PET, we recommend asking students to enter a new Patient Record to practice with the tool.
You must enable PET for students to be able to utilize PET as a practice activity in your Orientation Course. You will also have to ensure that the course is marked as clinical. For detailed instructions, refer to Course Types: Enable & Verify for PET and Account Manager: PET articles.
The Academic Portrait Overview training module below can be added in the Academic Portrait Overview event for your Orientation to Leo course
By participating in this module, you will be able to:
- Navigate to your Academic Portrait
- Distinguish and define components and tools in the Academic Portrait
- Access information related to evaluations
- Upload documents to your Portrait
- Export your Academic Portrait for archival purposes
Estimated Duration: 5-7 minutes
You can add the hyperlink or embed the course within the Course Section.
If you are using the Academic Portrait in Leo, consider collecting student documents such as a CV by asking them to upload it to an assigned portfolio in their Portrait.
Welcome your students to Leo!
Consider using the template below as a way to introduce your students to Leo and provide directions on how to login and access the Orientation to Leo course and content.