How to Set Up Self-Evaluation

Requirements for using the learner Self-Evaluation function:

  • existing Self-Evaluation checklist in at least one of the Cases of the Activity,

  • the Activity being running,

  • the learner having access to at least one video recording (to which they are assigned) associated with the Case in which the Self-Evaluation part is set up.


Setting Up Access

  1. To let your learners view their video recordings, complete the Self-Evaluation checklist and open the Activities module.

  2. Open the Reports tab of the Edit Activity window for the relevant Activity.

  3. In Learner access settings, check the box next to Video Review.

  4. In the Selected reports are available for the following Cases panel, check the box next to the Case containing the Self-Evaluation part.



Once you meet the requirements above, the Your Activities panel on the learners' Dashboard will include a Self-Evaluation button next to the respective Activity. When they click the button, learners will be taken to the Video Review page, where they can enter their data.

IMPORTANT: When setting up an Activity and defining its end date, consider that after their events, learners will need time to complete the Self-Evaluation part as well (e.g., one more week).

The Data entry available for manually authorized workstations only setting on the Options tab of the Edit Activity pop-up window does not affect Self-Evaluation data entry. If an Activity is set up to be available from manually authorized stations only, learners will have to do their normal data entry at the authorized stations but will be able to do the Self-Evaluation part from any other station.

For further information, visit

Case Manager

Cases - How to pages

Case Manager Training Videos.