This guide explains how to access and navigate the workspace, review Forms & Evaluations, Patient Log, Timesheet, and Time Off activity, and use available reporting and performance tools.
You will also learn how to use Quick Actions to move between records requiring attention, apply filters to narrow the records displayed, and review individual student or placement activity.
Learning Activities Management brings together the activities used to track student participation, performance, and clinical experiences. Whether you are reviewing a course offering or a specific rotation, the workspace provides a consistent experience for monitoring progress, identifying issues, and accessing reports.
The information and navigation options available in the workspace automatically adjust based on:
Where you access Learning Activities Management from.
Which learning activities have been activated.
Which features are enabled for your institution.
Access Learning Activities Management
You can access Learning Activities Management from either a Course Offering or a Rotation.
Access from a Course Offering
Navigate to the Learning Activities section within the course offering you want to manage.
Steps
- Login to Exxat Prism using your university credentials.
- From the Exxat Prism Dashboard or the hamburger menu, go to Courses.
- In the Course Offerings grid, click on the course name to see the course details.
- In the left menu , navigate to the Learning activities and click the Setup or Review options.
You will be navigated to the new Learning Activity Management workspace [Introduced from Release 45]. When accessed from a Course Offering, the workspace focuses on learning activities associated with that specific offering and its related placements.
End --
Access from a Rotation
Navigate to the rotation you want to review and open Learning Activities Management.
Steps
- Login to Exxat Prism using your university credentials.
- From the Exxat Prism Dashboard or the hamburger menu, go to Learning Activities.
- In the left menu select the Learning Activity Group.
- In the Rotations grid , click on any of the Learning Activities for the rotation.
You will be navigated to the new Learning Activity Management workspace [Introduced from Release 45]. When accessed from a Rotation, the workspace consolidates information across all course offerings mapped to that rotation.
Switch to Old Learning Activity Management workspace Design
You can switch to the old Learning Activity Management workspace design at any time.
- In the upper-right corner of the Learning Activity Management workspace, locate the Old Design / New Design toggle.
- Toggle the switch to Old Design to switch to the previous workspace design.
Navigate the Learning Activities Workspace
The learning activities workspace is organized into functional tabs that remain available as you move between summary, review, and reporting experiences.
This consistent navigation helps you switch between activities without returning to previous pages.
Learning Activities Available from a Course Offering
Depending on your configuration, the following functional tabs may be available:
- Setup
- Forms & Evaluations
- Patient Log
- Timesheet
- Time Off
- Gradebook
- Reports
Learning Activities Available from a Rotation
Depending on your configuration, the following tabs may be available:
- Forms & Evaluations
- Patient Log
- Timesheet
- Time Off
- Student Performance Review
- Reports
- If a learning activity is enabled but has not been activated, the workspace displays a message explaining that activation is required before the activity can be used.
- If placements have not been created or associated with the selected context, the workspace displays a message indicating that no data is currently available.
If a learning activity has been activated but no records have been created, the workspace displays an informational message indicating that no data is available for review.
Context-Aware Navigation
Learning Activities Management automatically opens the area most relevant to the action you performed before entering the workspace.
For example:
- Opening Forms & Evaluations from a course offering opens the Forms & Evaluations workspace.
- Opening Gradebook opens the Gradebook workspace.
- Opening Setup opens the Setup workspace.
This reduces unnecessary navigation and allows you to continue working from the point where you entered the experience.
Default Landing Pages
Each learning activity opens in a view designed to provide immediate visibility into activity status and progress.
Forms & Evaluations
Forms & Evaluations opens to the Overview experience, where you can monitor form activity and completion status. By default, placement-based forms are displayed first.
Patient Log
Patient Log opens to the Ongoing Rotations Summary view, providing a high-level overview of the current logged encounters and activity.
Timesheet
Timesheet opens to the Ongoing Rotations Summary view, allowing you to review submitted hours and approval progress.
Time Off
Time Off opens to the Ongoing Rotations Summary view, where you can monitor request activity and status.
Gradebook
When a Gradebook has been configured, it opens to the Scores view. you can edit and publish Gradebook from here.
If no learning activity weightages have been configured, Gradebook displays a message indicating that configuration is required before scores can be calculated.
Gradebook provides access to calculated scores and performance information derived from configured learning activities.
To use Gradebook effectively:
- Configure learning activity weightages.
- Activate relevant learning activities.
- Ensure scoring activities are configured appropriately.
If weightages have not been configured, Gradebook displays guidance to help you complete the required setup.
Reports
Reports opens to a list of available reports for the selected context. Selecting a report opens it in a new browser tab.
Student Performance Review
When working from a Rotation, Student Performance Review provides a dedicated area for reviewing performance information associated with placements and student activity.
Workflow Overview
A typical Learning Activities Management workflow follows these steps:
- Activate the learning activities needed for the course.
- Collect and manage learning activity data.
- Monitor progress from the appropriate review workspace.
- Analyze performance and completion trends.
- Run reports to support operational and academic decisions.
This workflow allows administrators to move from setup to oversight without switching between multiple areas of the platform.
Setup Learning Activities
Before a learning activity can be monitored or reviewed, it must be activated for the course.
Steps
- Login to Exxat Prism using your university credentials.
- From the Exxat Prism Dashboard or the hamburger menu, go to Courses.
- In the Course Offerings grid, click on the course name to see the course details.
- In the left menu , navigate to the Learning activities and click Setup
- In the learning activity setup screen, select the learning activity you want to configure and click the corresponding edit icon.
- Configure the required settings for the Learning Activity (In this example Patient Log).
- Activate the learning activity using the Activate toggle.
- Save your changes.
The learning Activity is activated.
Repeat these steps for each learning activity you want to use.
Available learning activities include:
- Forms & Evaluations
- Patient Log
- Timesheet
- Time Off
Review Learning Activities
Once learning activities are active and students begin submitting information, the Learning Activities Management workspace becomes your primary review hub. From here, you can monitor learning activity progress, identify records that require attention, and review activity across placements without switching between multiple workspaces.
Each learning activity presents information differently based on the type of data it collects, while maintaining a consistent review experience. This allows you to move seamlessly between activities and quickly understand student participation, documentation, and progress.
Review Records Using Quick Actions
The Quick Actions helps you identify records that require action across the Learning Activities:
Records in Quick Actions are grouped by learning activity and status, allowing you to open a record directly from the drawer.
After you open a record from Quick Actions, use Previous Record (←) and Next Record (→) to move between other applicable records without returning to the record list.
Records are presented in the same sequence as the originating Quick Actions list. Your current filters and navigation context are retained as you move between records.
Previous Record is unavailable when you are viewing the first record in the sequence. Next Record is unavailable when you reach the last record.
Navigation remains within the context from which you opened the record. This includes the selected:
- Learning Activities module
- Course Offering or Rotation
- Placement-Based or Non-Placement-Based tab, where applicable
- Status group
- Applied filters
Previous and Next do not move between Learning Activities modules, different status groups, or the Placement-Based and Non-Placement-Based tabs.
When an action changes a record’s status, the counts displayed in Quick Actions are updated to reflect the current actionable records.
If you complete the final actionable record, you remain on the current screen. The Previous and Next controls are refreshed based on the remaining records in the current sequence.
Filter Learning Activity Records
Filters help you narrow the records displayed in Forms & Evaluations, Patient Log, Timesheet, and Time Off so you can focus on the students, placements, or records you need to review.
Each filter supports selecting multiple values using checkboxes.
When you select multiple values within the same filter, records matching any of those values are included. When you apply selections across different filters, the displayed records must meet the selections from all applied filters.
For example, if you select more than one Student Cohort, records belonging to any of the selected cohorts can be displayed. If you then also select a Placement Status, the displayed records must match both the selected cohorts and the selected Placement Status.
Available filter values are based on the records available in your current Learning Activities context. Options that do not apply to the current record set are not displayed for dynamically populated filters.
Static filter options remain available regardless of whether the current record set contains records for each option.
Review Forms and Evaluations
Forms and Evaluations provides visibility into evaluation activity across placements, making it easy to monitor completion progress and identify forms that require attention.
By default, the workspace displays Placement-Based forms, allowing you to review evaluations associated with individual placements.
If your course includes forms that are not linked to placements, switch to the Non-Placement-Based view to review those records.
When you access Forms & Evaluations from a Course Offering, the Placement-Based and Non-Placement-Based tabs maintain separate record lists, counts, and navigation sequences. Previous/Next navigation remains within the tab you are currently reviewing.
When you access Forms & Evaluations from a Rotation, only Placement-Based records are available, and navigation remains within records associated with the selected rotation.
The Overview screen provides a high-level view of form and evaluation activity for the selected Course Offering or Rotation. It helps administrators and faculty monitor completion progress, identify records that require attention, and open individual student or placement records for further review.
By default, Forms & Evaluations opens to the Overview screen.
Review Record Status
The Overview screen groups records according to their current status, helping you identify the type of action required.
Pending Review: Displays completed records that are waiting for Administrator or Course Faculty review.
In Progress: Displays records that have been started but have not yet been submitted.
Get Started: Displays records that have not yet been started.
Each placement includes contextual information that helps you quickly identify the student and placement, location.
Click expand icon to Expand a placement details in new tab.
The expanded tab displays the forms associated with that placement, allowing you to review activity without leaving the current workspace. Click Review to review the form.
When multiple rotations are available, the workspace automatically groups placements to help you focus on the most relevant rotation.
You can review ongoing, upcoming, completed, or all rotations depending on your course configuration.
Use the Forms & Evaluations workspace to:
- Monitor evaluation completion across placements.
- Identify forms that require review.
- Review activity for individual placements.
- Access detailed form information when additional review is required.
Monitor Patient Log Activity
Patient Log helps you understand how students are documenting their clinical experiences throughout their placements.
Rather than reviewing individual logs one at a time, the summary provides an overview of logging activity so you can quickly identify trends, incomplete documentation, and recent clinical encounters.
Depending on your institution's configuration, you can review:
- Log counts by status.
- Logged clinical hours.
- Most recent encounters.
- Recent activity updates.
This information helps you determine whether documentation is progressing as expected and identify placements that may require follow-up.
Click the log counts to review the documented logs.
Track Timesheet Activity
The Timesheet workspace provides a consolidated view of submitted clinical hours, helping you monitor participation and approval progress across placements.
Review the summary to understand:
- Submitted and approved hours.
- Pending approvals.
- Recent activity updates.
- Comparisons between logged clinical hours and submitted timesheets when hour comparison is enabled.
This allows you to identify missing submissions, monitor approval progress, and ensure clinical hours are being recorded consistently.
Click the entered timesheet hours to review the timesheet.
Review Faculty Timesheet Entries
You can review the faculty timesheet entry for the rotation in the same review workspace.
- Click on the Faculty tab
- Review Faculty Timesheet entries for the selected rotation.
Monitor Time-Off Requests
The Time Off workspace provides a centralized view of student time-off requests, helping you understand request activity without reviewing individual records.
Use the summary to:
- Monitor request activity.
- Review approval status.
- Identify requests that require attention.
- Understand time-off trends across placements.
Reviewing request activity alongside other learning activities provides a more complete picture of student participation throughout the course.
Analyze Learning Activity Progress
After reviewing activity summaries, you can continue your analysis by exploring additional information available throughout the workspace.
Depending on the selected learning activity, you can:
- View detailed statistics.
- Export information for further analysis.
- Generate reports to evaluate activity trends.
- Open detailed records for additional review.
When a form requires closer review, you can open a dedicated form workspace to review submissions, manage records, and perform additional actions for that specific form.
These capabilities allow you to move from a high-level overview to detailed investigation without disrupting your workflow.
Troubleshooting
| # | Issue | What to do |
|---|---|---|
| 1 | I cannot use Previous Record or Next Record for the record I opened. | Previous/Next navigation is available only for supported actionable records opened from Quick Actions. For Patient Log and Timesheet, navigation is available for Need Attention and Pending Review records. For Time Off, it is available for Need Attention and Pending Review records. |
| 2 | The Previous Record button is unavailable. | You are viewing the first record in the current navigation sequence. Continue using Next Record to move through the remaining applicable records. |
| 3 | The Next Record button is unavailable. | You are viewing the last record in the current navigation sequence. If the record status changed after you completed an action, the navigation controls are refreshed based on the remaining applicable records. |
| 4 | Previous/Next is not taking me to a record from another status group. | Navigation remains within the status group from which you opened the record. Return to Quick Actions and select a record from the other status group to begin reviewing that set of records. |
| 5 | I cannot move from Placement-Based forms to Non-Placement-Based forms using Previous/Next. | These tabs maintain separate record lists and navigation sequences. Return to the Forms & Evaluations view and switch to the required tab before selecting a record. |
| 6 | A record I expected to see is missing after I applied filters. | Review your active filters. Records must match the selections applied across all filter categories. Remove individual filter selections or use Clear All to reset the filters. |
| 7 | A value I expected to see is not available in a filter. | Dynamic filter options are based on records available in your current module and navigation context. Values without applicable records are not displayed. |
| 8 | Placement Setting, Placement Faculty, Placement Status, or Placement Tags are not available in Forms & Evaluations. | These filters are available only in the Placement-Based tab. They are not available when reviewing Non-Placement-Based forms. |
| 9 | Quick Actions counts changed after I reviewed or submitted a record. | This is expected. Quick Actions counts refresh when a record’s status changes so they reflect the records that currently require action. |
| 10 | Quick Actions counts changed after I applied a filter. | This is expected. Quick Actions counts reflect the filtered record set. Clear or change the applied filters to update the counts again. |
| 11 | I cannot navigate through Patient Log records listed under No Logs. | No Logs identifies placements where no Patient Log has been submitted. Previous/Next record navigation is available only for Need Attention and Pending Review Patient Log records. |
| 12 | I cannot navigate through Timesheet records listed under No Entries. | No Entries identifies placements where no time entries have been submitted. Previous/Next record navigation is available only for Need Attention and Pending Review Timesheet records. |
| 13 | The form record count is higher than the number of students or placements I expected. | Some form configurations can create more than one reviewable record for a student or placement. For example, delegate-initiated forms distributed multiple times, Multi-Preceptor forms, and Multi-Response forms can create multiple records. |
| 14 | I cannot find Placement-Based filters while reviewing a Non-Placement-Based form. | Placement-related filters do not apply to Non-Placement-Based forms. Student-related filters and Status remain available where applicable. |
| 15 | I cleared a filter but the displayed records are still limited. | Check whether other filters remain applied. Selections across different filter categories work together, so another active filter may still be narrowing the record list. |
Frequently Asked Questions
You can open a record directly from Quick Actions and, where supported, continue reviewing related records using Previous Record and Next Record.
If you change or clear filters, the available navigation sequence is updated to reflect the resulting records.
For example, you cannot use Next Record to move from a Forms & Evaluations record to a Patient Log record.
To review records in another status group, return to Quick Actions and open a record from that group.
Previous/Next navigation stays within the tab from which the record was opened.
Previous/Next navigation is limited to records associated with the selected rotation.
The status counts shown in that view also apply only to records for the selected form.
For example, delegate-initiated forms distributed multiple times can create multiple records. Multi-Preceptor forms create a record for each preceptor response, and Multi-Response forms count each submitted response separately.
The top banner displays applicable student and placement details, and the grid lists all associated forms using the following columns: Forms, Status, Score, Due Date, Submission Date, and Action.
When you select multiple values within the same filter, records matching any of those values can be displayed.
For example, if you select a Student Cohort and a Placement Status, the displayed records must match both criteria.
Only applicable values with available records are displayed. Static Status options, where defined, remain available regardless of current record availability.
Student-related filters and Status remain available where applicable.
These values are limited to students represented in the current record set.
In Progress identifies records that have been started but not yet submitted.
Get Started identifies records that have not yet been started.
This keeps the displayed counts aligned with the records that currently require action.
The Previous and Next controls are refreshed based on the records that remain in the current navigation sequence.
They are cleared when you remove them, navigate away from the module, or the session ends based on application behavior.
You can also clear individual filter selections when you want to keep other filters applied.
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