---
title: Using Dashboards to Review Program Information
description: Instructions for RPDs, Designees, and ASHP Surveyors to review program information using Dashboards in PharmAcademic.
---

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# Using Dashboards to Review Program Information

## Instructions for RPDs, Designees, and ASHP Surveyors to review program information using Dashboards in PharmAcademic.

Use Dashboards to monitor program performance, identify potential issues, and access evaluation data across key areas of your residency program. PharmAcademic Dashboards are available RPDs, Designees, and ASHP Surveyors.

---

#### Program Tab

##### **Instructions**

##### **Alerts**

Review alerts for:

##### **Survey History**

---

#### Learning Experiences Tab

##### **Instructions**

##### **Alerts**

Note: Click **Export to Excel** to download alerts.

Alerts include:

##### **Overall Learning Experience Data**

View information about all learning experiences at your program.

##### **Learning Experience-Specific Data**

View learning experience-specific data.

---

#### Preceptors Tab

##### **Instructions**

##### **Summary Charts**

The “Average Number of Preceptors per Enrolled Resident” chart displays the number of preceptors per resident in this program compared to the national average. The “Preceptor Breakdown” chart displays the breakdown of preceptors who are pharmacists and non-pharmacists.

##### **Overall Preceptor Data**

View information about all preceptors at your program.

##### **Preceptor-Specific Data**

View preceptor-specific data.

- Download the **Preceptor Evaluation Responses** report to view the questions, scores, and comments for all Preceptor Evaluations about the specific preceptor for the selected year(s).
- Compare preceptor averages to program averages for each evaluation question.

---

#### Residents Tab

##### **Instructions**

##### **Alerts**

Review alerts for:

##### **Overall Resident Data**

**Reports**

- Download the **Resident Master Schedule** to view the schedule of all residents for the selected year.
- Download the **Overall Evaluation Status for the Program** report to view the status of all scheduled evaluations.

**Residents Grid**

View information about all residents.

- Filter resident data by Academic Year(s) and/or Resident(s).
- Click the name of the resident to go to the Resident Viewer.
- Click the number in the Development Plan column to go to the Self-Assessment & Development Plans tab to view individual Development Plan documents.

- Click the **ACHR Progress** link next to a resident to view a new grid with resident-specific reports and ACHR progress.
- **TE Assignment Report:** Indicates which objectives are taught and evaluated (TE) for each learning experience on the resident’s schedule.
- **Overall Evaluation Status:** Indicates the status of all evaluations scheduled for the resident.
- **ACHR History:** Lists each goal and objective and the history of the ACHR status for the resident
- **Goals and Objectives with Evaluation Responses:** Goals and Objectives with Evaluation Responses.
- **Summative Evaluation Responses:** Displays the questions, scores, and comments for all Summative Evaluations about the resident.

##### **Resident-Specific Data (ACHR Progress)**

View resident-specific data.

##### **Reports**

Click the arrow next to **Reports** to download:

- **TE Assignment Report:** Indicates which objectives are taught and evaluated (TE) for each learning experience on the resident’s schedule.
- **Overall Evaluation Status:** Indicates the status of all evaluations scheduled for the resident.
- **ACHR History:** Lists each goal and objective and the history of the ACHR status for the resident
- **Goals and Objectives with Evaluation Responses:** Goals and Objectives with Evaluation Responses.
- **Summative Evaluation Responses:** Displays the questions, scores, and comments for all Summative Evaluations about the resident.

Click **Export to Excel** to download grid data

##### ACHR Progress

View details about each objective assigned to the resident. Each objective will be listed with the following information: the **Competency Type** (Required, Elective or Resident-Specific), the **Competency Area**, the number of the **Objective**, the **Objective Text**, whether it is achieved for residency (**ACHR**), how many times the objective was **Evaluated**, the **Average Score**, and the **Most Recent Score**.

*Note: The resident’s scores only include summative evaluations completed by preceptors; they do not include resident self-evaluations. Scores are determined using the following summative scale: Needs Improvement = 1.00, Satisfactory Progress = 2.00, Achieved = 3.00.*

---

#### Duty Hours Tab

##### **Instructions**

##### **Alerts**

Review alerts for:

- Forms with reported violations
- Unsubmitted forms that are currently overdue

##### **Reports**

##### **Delivered Duty Hours Forms**

This grid lists the delivered ASHP Duty Hours forms as filtered by Academic Year, Month, and/or Resident. If there is a violation reported by the resident, a red **Yes** will be listed in the Violation Reported column.

##### **Responses**

The Responses grid lists each question found on the standard ASHP Duty Hours Form. It will indicate the number of violations for the two attestation questions. Click the **View Details** link to view details about that question.

##### **Question Details**

Under **Question Details**, you can read the question and view responses to it. Click the **View Form** link to view the submitted form. If a violation was reported, the resident was required to add an explanation in the form. You can also cosign or send back for edit the form from here.

---

#### Evaluation Tools Tab

##### **Instructions**

Important: For ASHP Surveyors, click “Go to Evaluation Search and Reports” to download comprehensive evaluation reports.

##### **Evaluation Grid**

Review counts for:

- **Delivered** evaluations
- **Submitted** evaluations
- evaluations that were submitted within **7 Days** of the due date
- evaluations that were submitted within 8- **14 Days** of the due date
- evaluations that were submitted **\>14 Days** of the due date
- evaluations that were **Not Submitted**
- evaluations that were sent back for edit (**SBE**)

Note: Required evaluations are delivered 30 days prior to their due date. As a result, the number of delivered evaluations may differ from submitted evaluations as some may be outstanding but not necessarily overdue.

##### **Reports**

- Download the **Manually Deleted Evaluations** report to view all evaluations that were manually deleted by a PharmAcademic user.
- Click the **Go to Evaluation Search and Reports** link to search and view all evaluations for the program.

---

####  Annual Report Analytics Tab

Please see "[Reviewing Annual Report Analytics](https://pharmacademichelp.mccreadiegroup.com/en/knowledgebase/reviewing-annual-report-analytics?hsLang=en)."

---

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