How to Set Up Educational Prescription Template Authoring

1. Access the Preset Reports tab of the Reports module.
2. Select the desired activity from the Activity drop-down. 
3. Click the Activity Reporting Setup link displayed at the bottom of the tab once the activity is selected.
   The Activity Reporting Setup page appears.
4. Click the E.P. Template Authoring button at the bottom of the page.
   
   
   
   The Educational Prescription Template Authoring screen appears.

Four functions can be used via the Educational Prescription Template Authoring screen:

• Defining a textual evaluation
• Using merge tags
• Using Auto-Text
• Validate

Defining a Textual Evaluation

1. Navigate to the Educational Prescription Template Authoring screen for the desired activity.
   

   The panel on the left contains a list of entries (components) that are linked to text fields in the panel on the right.
   This left side of the screen - the list of your cases, their sections and the skill areas - is populated automatically by LearningSpace. The list of entries includes:
   
   

   • Introduction
   • Names of all Cases and Sections used in the Event
   • Assessment/Prescription
   • Summary
2. Select a component (Case and/ or Section) from the left panel. Click an entry in the list to open the corresponding text field in the panel on the right. 
   
   

3. Enter information or modify existing entries in the text box.

4. Repeat steps 2 and 3 for each component that requires content or modifications.

5. Select Save to apply text.

Using Merge Tags

Users can enter merge tags within the textual evaluation to personalize the data for the specific learner.
The merge tags pull in data from the Activity (such as Learner name, Activity name, etc.) to be displayed in the report when it is opened. 

For example, the #{CORRECT}# merge tag tells the learner if he/she answered a specific item correctly or incorrectly.

To set up the #{CORRECT}# merge tag:

1. Access the Educational Prescription Template Authoring screen.
2. Select the desired component and enter #{CORRECT_}# in the text box.
3. Identify the short identifier for the case in which the item belongs. If no short identifier is provided or known, type the case name with quotation marks followed by an underscore.

For example: #{CORRECT_JSM_}# or #{CORRECT_"JOHN SMITH"_}#

4. Enter the part identifier for the part in which the item belongs.

These identifiers include: PREL, SP, POSTL, FON, CE (part identifiers are case sensitive).

For example: #{CORRECT_JSM_PREL_}#

5. Enter the item number.

For example: #{CORRECT_JSM_PREL_3_}#

6. Enter the option elements for this answer (e.g. were, were not, n/a).
Depending on the learner's answer, one of these options displays in the text.

E.g.: The email may contain a merged sentence such as "You #{CORRECT_JSM_POSTL_3_were_were not}# able to correctly identify the diagnosis."

Using Auto-texts

The Auto-texts feature allows users to create content to populate multiple educational prescriptions and to use consistent language for creating all Educational Prescription reports within one Activity.

1. On the Educational Prescription Template Authoring screen, select the Auto-texts button.
   The Auto-text tab of the System Management appears.  The list of available Auto Texts is on the left and each auto-text will receive a number which can be used in a formula (see further below).
   
   
   
   1. Use the sorting headers for establishing order and the checkboxes to select the desired auto-text or use the Add button to create a new one.
   2. To update an Auto-text, click the text or the diagnosis and it becomes editable.
   3. To create a new Auto-text, click the Add button, type the name/ title in the editable field and press Enter.
   4. To apply an Auto-Text, set up the parameters using the Auto Text merge tag in the Educational Prescription Template.
2. Note the number of the Auto Text(s) you want to use.
3. Return to the Educational Prescription Template.
4. For example, Auto Text 4 is a Communication Tip. You’d like that tip to be displayed when the Section Score is less than the Class Section Average by 8%. (i.e. LearningSpace should insert auto-text number 4, thus, this text is what the learners will see in their EP Report)

Example: An Auto Text merge tag is created using the {AT tag. The parameters for when the Auto Text will be used is set up using other merge tags; the formula below indicates when the section score (S_SCORE) is less than the class section average (S_AVG) by 8% (- 7.5%), then Auto Text 4 appears (! 4) in the Educational Prescription. 

{AT S_SCORE < S_AVG - 7.5% ! 4}

Here are the corresponding Educational Prescription Template merge tags:

• Auto Text = AT
• Section Score = S_Score
• Class Section Average = S_AVG
• Auto Text ID = !4 The auto text ID is identified with an exclamation point: !

Here is the complete Auto Text merge tag:    #{AT S_SCORE < S_AVG – 7.99% ! 4}#

How to add an Auto Text to the Educational Prescription template

An Auto Text merge tag is created by combining the #{AT}# tag with other Educational Prescription merge tags.

You will need:

• The Auto Text merge tag #{AT}#
• An Educational Prescription Template merge tag
• The Auto Text ID number

An auto-text is pulled into the Educational Prescription Report with a statement:

                          #{AT merge tag operator merge tag ! autotext}#

Example:                    #{AT S_SCORE < E_SCORE ! 4}#

Logical switches AND and OR can be used for further refinements:  #{AT E_SCORE > 74.5% OR <90% ! 7}#

Example 2:  #{AT E_SCORE > 74.5% AND E_SCORE< 90% ! 7}#   

or:              #{AT E_SCORE > 74.5% AND E_SCORE< 89% ! 7}#

 “Overall Score.  You received a score of __%.  Based on this score. - (75-90%) you performed satisfactorily in the encounter. Please review your performance on the individual sections to see the areas where you need the most improvement. We recommend that you consider scheduling SDP time to work on these skills.”

Validation

 The Validate feature validates that the merge tags and HTML tags used in the Educational Prescription Template have been constructed correctly.

How to validate the Educational Prescription template

1. Click the Validate button at the bottom of the screen.
2. If your templates are correct, you will receive a "Validate successful" message at the top of your page, in a green highlight.
   
   
   
   
3. If any tags are not valid, the warning: “The following labels are invalid” is displayed above the template. (e.g. If I use the C_SCORE label in the "Introduction" part and click "Validate", the system immediately informs me that it is invalid, as the C_SCORE label in only valid in case and section items.)
4. When your work has been validated, click Save to save the template.