myTIPreport comes pre-loaded with the most commonly used evaluation channels for each specialty. If your group is only going to use a subset of the channels to gather feedback, we recommend disabling the unused channels. Further, if you have additional evaluation forms that you'd like to upload, you can do so by adding forms to existing channels or adding a new evaluation channel.
To customize any piece of your evaluation experience, log into the website, select the admin menu option and click on Evaluation Channels and Forms under Evaluation Customization. From there you'll see a list of your active channels along with any that you've disabled:
A set of related evaluation forms or assessments is grouped together in a "Channel". Each channel gets an entry in the menu in the web and on the phone. For example, each entry in this list is an evaluation channel:
Whether you're looking to create a single evaluation form, or a bunch of related evaluation forms, you'll want to start by creating a new channel. To do that, in the Evaluation Channels and Forms view, click on the blue add channel button.
To create the channel, fill out each of the fields and press save. Here's a brief discussion on each of the fields:
This is the name of the channel. This name is what will show up in the menu list for channels (as seen above).
This defines the set of users who can see and interact with the evaluations in this channel. If a channel is visible to a user, their access to evaluation data is still governed by the general permissions rules.
Indicates whether or not the channel is active. Disabled channels are hidden from everyone and do not send automated requests.
We recommend that new channels be created in the disabled state and then enabled once all of the evaluation forms have been configured.
This is the icon that appears next to the channel name in menus and headers. The goal with picking an icon is for each channel have a unique icon so it easier to identify the type of an evaluation and the context of the view that a user is in. Don't worry about finding the "perfect" icon for your channel as it may not exist. If you're stuck, just click the "random icon" button until you find something that is unique and reasonable.
This describes the activity or competency being evaluated. This often matches the name of the channel. For instance, for the "Procedures" channel, the singular value would be "Procedure" and the plural form would be "Procedures". We use these values when constructing lists, headers, or sentences that are related to the evaluation forms in this channel.
If unsure, we'd recommend going with either "Activity" and "Activities" or "Competency" And "Competencies". Or, if this channel will only have a single evaluation form, we'd recommend going with "Assessment" and "Assessments" or "Evaluation" and "Evaluations"
Once you save your channel, you'll have the ability to add evaluation forms. Note that the new channel will not be visible to anyone else until its status is changed to Active and saved again.
For a discussion on adding and editing forms, see our help topic here.
To modify an existing channel, in the Evaluation Channels and Forms screen, click on the channel you'd like to modify. From there, make any updates you'd like and click Save Changes.
To hide a channel, change it's status to disabled. To show a channel that is currently hidden, change its state to Active. Once you've made the desired changes, click the Save Changes button that shows at the bottom.
When a channel is hidden, none of its data is lost. The data is just hidden. The data can be viewed again by simply re-enabling the channel.