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.
- 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.
- 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: 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.
- Faculty Review: A detailed, candidate-by-candidate report view for post-course debriefing and faculty meetings.
- Download Data: From the Course Detail page, generate and download a complete CSV export of all course scores.
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.