Leo User Guide

About the Curriculum Inventory (CI) Reporting Process

Updated on

The AAMC has consolidated the Curriculum Inventory (CI) report and introduced the SCOPE Survey in November 2023. We will continue to support you during this transition. If you have questions, please feel free to contact our Help Desk.

The Curriculum Inventory (CI) report is submitted annually to the American Association of Medical Colleges (AAMC). There are pre-defined, standardized requirements for the CI Report, which have been integrated into Leo. Institutions can submit their CI Report to the AAMC directly from Leo.

Path: Admin Toolbar > Curriculum Mapping > Curriculum Inventory

This article provides an overview of the Curriculum Inventory (CI) process and the related features within Leo.

For additional information the steps for preparing the CI report are outlined in the article: A Step-by-Step Guide to CI Reporting.

4-Step Approach to CI Reporting

Below is a summary of the steps required to prepare a CI Report.

  1. Mapping:  IM, AM, Sections, Competencies, etc.
  2. Sequence Blocks:  By School Years, Longitudinal Courses, etc.
  3. Report:  Run the Report. Identify and fix any Exceptions. Repeat until there are 0 Exceptions.
  4. Submit:  The  CI Report can be submitted to the AAMC directly from Leo.

A detailed checklist explaining each step is available in a following article called A Step-by-Step Guide to Curriculum Inventory (CI) Reporting

Representing the Typical Student Learning Experience

The AAMC CI report should reflect a typical student experience of the official curriculum. There are various methods of reflecting this representative experience. Some institutions map all of their course sections, selectives and electives. Alternatively, AAMC allows you to:

  • Choose one rotation/section that is representative of the overall course.
  • Choose a few selective courses to represent required selectives.
  • Choose a few elective courses to represent optional electives.

Instructional Methods & Assessment Methods (IM/AM):

The AAMC has a list of pre-defined IMs & AMs that are utilized in CI reporting. Leo comes pre-loaded with this list and is kept up-to-date to reflect any changes from the AAMC. These should be mapped on a 1:1 basis to the list of IMs/AMs you utilize when mapping Events in Leo.

Path: Admin Toolbar > Curriculum Mapping > Curriculum Inventory > CI Assessment Methods

  • If an Event is included in the CI report, it must be assigned a primary IM and/or AM. 
    • Event Types help with by default mapping IM/AM across all Events of the same type. This can also be over-ridden at the Event level for specific changes.
  • Many institutions set up a non-instructional Event Type to track Events such as holidays, lunch meetings, etc. Non-instructional events created under this Event Type appear on the Calendar, but are not included in the CI Report.
  • For clinical rotations, institutions often set up one Event Type and select the IM as Clinical Experience - Ambulatory or Clinical Experience - Inpatient. Then all of the related clerkship courses and sections can utilize default mapping through this Event Type and it will be reported accordingly.

For more detailed information see the article: CI Assessment Methods Report.

For more detailed information see the article: CI Instructional Methods Report.

For more detailed information see the article: Event Types: Default IM/AM Mapping.


This feature maps the AAMC’s Competency Set (PCRS) in the CI portal with the Competency Set utilized by your institution. Often this is the same set, however,  schools occasionally use a different Competency Set or have additional Competencies for internal purposes. These will still need to be mapped to the CI version of PCRS. 

Leo provides an automap option for those schools that are utilizing PCRS so that competencies map 1:1 to the CI Competencies. You can also manually map additional competencies to the CI Competencies.

For DO schools, there is an existing crosswalk to map the AOA Core Competencies to the PCRS competency set as required by the AAMC. 

Path: Admin Toolbar > Curriculum Mapping > Curriculum Inventory > CI Competencies > [select Competency Set] > Options > Automap

For additional information on Competency Sets in Leo, refer to the article Competencies: Competency Set Manager

Competency Check

For the CI Report, the AAMC requires that each Program Level Objective must be mapped to at least one Competency. Utilize the Competency Check tool to verify if there are any gaps.

Path: Admin Toolbar > Curriculum Mapping > Organization > Goals and Objectives > Version > Competency Check  

For more information on how to complete a Competency Check, refer to the article G&O Version: Competency Check


Themes are utilized as CI Keywords within the CI report. In order for a Theme to show up in the CI Report as a CI Keyword, you must opt in for that particular Theme. To choose the Themes that you want to include in the CI report, check the Include in CI box on the Theme management screen.

Path: Admin Toolbar > Curriculum Mapping > Organization> Themes > [Select Program]

The AAMC is advising that Keywords (i.e. Themes in Leo) should be used to track modifications in the curriculum due to COVID-19. The Keywords they suggest are: COVID-19 Virtual, COVID-19 Altered, COVID-19 Added.

  • To include these Keywords in your CI report, create the Themes, click the opt-in box next to each Theme and map to your curriculum either manually or via the Event Import.

You can include Themes beyond the official COVID related Keywords requested by the AAMC (COVID-19 Remote, COVID-19 Altered, COVID-19 Added). There is also an official CI Keyword list now available.

Themes you have opted to include will then show as Keywords on your CI Preview Report in Leo (Admin Bar > CURRICULUM MAPPING > Curriculum Inventory > Reports > Preview) as well as the official CI Verification Report.

For more information regarding Themes, please see: Themes.

To learn more about the CI Keywords, visit: CI Keywords.


The use of Resources allows the AAMC to track additional information about tools utilized within the medical school curriculum. The CI approved list of Resources from the AAMC is pre-populated in Leo.

  • Resources are currently not mandatory and you are not required to utilize or map them. If you do utilize Resources, this data will be pulled into the CI report based on the mapping of them completed in your system.

For more information on managing the Resources list, please see: Organization: Resources.

For more information about CI Resources, please see: CI Resources.

Sequence Blocks

This is an organizational tool to display & review the structure of the curriculum. Sequence Blocks offer a good internal check that your curriculum is organized accurately before running and submitting a CI report.

Path: Admin Toolbar > Curriculum Mapping > Curriculum Inventory > Sequence Blocks > [Select Program] > [Select Year]

Courses can be arranged in different ways when the Sequence Blocks are set up:

  • Ordered Courses: Select this option if students must take courses in a specific order. The courses need to be numbered according to the order in which they are taken.
  • Unordered Courses: Select this option if the courses can be taken in any order. This is usually good for Year 3 and 4 Clinical Courses/Rotations, because not everyone can take the same rotation at the same time.
  • Parallel Courses: Select this option if the courses need to be taken at the same time. This is typically used for longitudinal courses such as LICs.


Exceptions indicate that important business rules are not being followed and must be fixed. Leo will help guide you on which business rules need to be addressed based on the Exceptions.

As an example, multiple Events of the same Event Type might be missing an Instructional Method (IM), resulting in an Exception error. This can be corrected by checking the Event Type and assigning an IM to that Event Type, which will apply that IM by default to all Events of that Event Type. 

For more information on Event Types, refer to the article: Course Settings: Add Event Types.

Once an Exception is addressed, the CI report can be run again and the number of Exceptions should go down.

Before the CI Report can be successfully submitted to the AAMC, there should be 0 Exceptions. If the Exception count is higher than zero, then the AAMC will reject the CI report submission.


Warnings indicate information that you should be aware of and try to fix but that do not violate any AAMC business rules for the CI report. Even with a Warning count higher than 0, the CI report can still be successfully submitted. 

For example, an Event is missing an IM/AM but since that Event was tagged as a particular Event Type where a default IM/AM was set, then the system automatically applied that default IM/AM setting. In this case, it is not an Exception because the default IM/AM was applied, therefore the Warning is only for informational purposes.

Primary Course Flag

To include a Course in the CI report, it must be marked as a Primary Course in the Course Template - reflecting that it is a required component of the curriculum. For example, an optional Mindfulness Course might not be marked as a Primary Course and thus will not be included in the CI report.

Path: Home > Course Management > Course Settings > Courses > Course Templates > View All > [Select Course Template]

For more information on Event Types, refer to the article: Course Settings: Add Event Types.

For more information on Course Templates, refer to the article: Course Templates.

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