Leo User Guide

Y&D: G & O Migration Tool

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The Goals and Objectives (G&O) Migration Tool takes Objectives rolled over from an old G&O Version and re-maps them to Objectives from a current version. It currently supports direct G&O links at the Course, Event, and Long Event levels. As well as Session Objective G&O links at the Event and Long Event levels.

There are two ways to access this function:

1. Course Management
2. Course Screen

Import Alternate IDs

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Use this option to batch upload Alternate IDs, next you will review the report and verify Alt ID Types and finally import them into Leo.

System Administration Overview

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Path: Admin Toolbar > Advanced > System Administration

Courses: Course Templates

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A Course Template is the Template record that controls the basic settings for its individual Course iterations (called Course Sections or Rotations). This article will show you how to create a new Course Template from which you can then create new Sections (or Rotations).

Exam Editor: Home Tab

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Path: Event Screen > Assessment > Exams > Manage Exams > [Select Exam Name to Edit]

Competencies

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Competencies are program or accreditation-level measures. You can have your own institution-based competencies in addition to PCRS, ACGME, NBME, etc. 

This article will walk you through the steps required to create a new Competency Set in Leo.

Schedule an Evaluation (Section Level)

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Once you have created your Evaluation, you can schedule it to be completed by Faculty or Students.

Faculty: Event Evaluation Types Overview

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Path: Calendar > Event > [Event Screen] > Assessment > Evaluations > Event Evaluations

Import Themes to Leo

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You can bulk import themes to utilize for mapping your curriculum (courses and events) as well as questions on evaluations. We have provided a number of commonly used themes as .xml files that can easily be imported into a theme set in Leo. Use the guide below to walk through the process of importing themes into Leo.