The Centre Administrator workflow is divided into four phases, from initial planning to post-course analysis.
Phase 1: Course Design (Template Management)
Templates are the blueprints for courses.
- Navigate to your Centre Management page from the main dashboard.
- Under "Template Management", choose to Create New Template or Copy & Customise a Global Template.
- On the Template form, define the Scoring Criteria. These are the individual tasks to be assessed. For each criterion, you must specify:
- Name: The title of the task (e.g., "Patient Handover").
- Type: The input that the instructors will use to provide information about that criterion.
- Score: A numerical rating.
- Checkbox: A binary checked/unchecked status.
- Text Comment: A field for short qualitative notes or a comment.
- Multi-Value: A field allowing multiple distinct text or numeric values (e.g., for multiple attempts).
- Scoring Rules (Customisation): You can configure custom text matching rules (e.g., mapping specific text to colors) and set numeric thresholds for percentage/number values.
- Save the template. It is now available for course creation within your centre.
Phase 2: Course & Candidate Setup
Once a template is finalised, schedule the course and enroll participants.
- From the Centre Management page, select a template and click Create Course. Enter the course name, dates, and location.
- On the Course Detail page, enroll participants via the "Candidates & Groups" tab. For each candidate, provide a full name and an optional photograph.
- You can edit candidates (e.g., update their name or replace their photo) at any point by clicking the Edit button next to their name in the list.
- Define groups or teams by name and color. Drag and drop candidates to assign them to a group. Their display order can also be adjusted via drag-and-drop.
Phase 3: Live Session Management
For each major course component (or period within the course eg: Day 1 or Component A) create a secure Access Window for your instructors. These windows are time-restricted and limit when scores can be entered for sessions that are linked to them.
- On the Course Detail page, navigate to the Access Windows tab.
- Click "Create a New Access Window". Give it a name (e.g., "Day 1 - Scenarios") and set an expiry date and time.
- Click Manage Linked Sessions to select which specific scoring criteria from your template will be active for this window.
- Distribute the generated Shortcode or QR Code to your instructors for access.
Phase 4: Bulk Scoring & Manual Data Entry
If you need to enter scores for multiple candidates or override existing data quickly:
- On the Course Detail page, use the Bulk Scoring feature.
- This allows you to select a specific session and enter data manually for all candidates in a table view, without needing an access window code.
Phase 5: Pooling & Voting Setup
Faculty allows you to automate candidate progression into a "Pool" for further evaluation, and subsequently facilitate a secure voting process.
- On the Course Detail page, click the Pooling & Voting Config button.
- Pooling Triggers: Define rules that automatically add a candidate to the pool based on their scores.
- You can set triggers based on numerical scores (e.g., Score >= 4), checkbox states, or dropdown selections.
- Trigger Logic: Choose "OR" (candidate is pooled if any trigger is met) or "AND" (candidate is pooled only if all triggers are met).
- Voting Rules: Configure how the final voting decision is calculated for pooled candidates.
- Voting Method: Choose "Sum" (adds all scores from all voters) or "Consensus" (finds the most common score per criterion, then sums those modes).
- Pass Threshold: Set the numerical value required for a candidate to pass.
- Manual Override: Allow Centre Admins to manually force a pass regardless of the voting outcome.
- Nomination Feature: Enable instructors to nominate candidates for special recognition. You can define a threshold of nominations required to highlight a candidate.
Phase 6: Data Review and Archival
During and after the course, use the available tools for analysis and record-keeping.
- Live Dashboard: Provides a real-time grid view of incoming scores, ideal for session monitoring. You can toggle view modes (e.g., scoring vs voting) and filter the view by specific teams.
- Faculty Review: A detailed, candidate-by-candidate report view for post-course debriefing and faculty meetings. Similar to the Live Dashboard, you can toggle views and filter by team.
- Voting Control Dashboard: A dedicated admin view to manage live voting. From here, you can monitor votes in real-time, broadcast a voting QR code to the Faculty Review screens, and manually resolve any tied scores if your voting method is set to manual tie resolution.
- Download Data: From the Course Detail page, you can generate and download data exports. This includes comprehensive CSV exports of all course scores and individual candidate PDF exports for easy distribution.
Note: Once a course is complete, it is best practice to first Download Data for your records, and then Close Course to archive it. The "Delete Course" function is irreversible.