Customize Sendout Pattern: Overview

A sendout pattern allows a form to be sent multiple times within a consecutive rotation. The most granular level a sendout pattern may be applied is weekly. 

To customize your block sendout pattern:

1. Go to "Setup" on the header menu, then "Evaluation Workflow" on the left-side menu. 
2. Find the form you wish to edit the sendout pattern for. Click on the hyperlinked "p". Note: this setup has to be done for each individual form, there is no bulk option. 
   
   
   
3. You will see a pop-up that looks like a pyramid with defaulted check marks. This is organized by length of rotation, week, and type of form.
   
4. At the top of this functionality, there are options for the "normal form" and the "head form". The applicable forms will be listed to the right of these options. If you are using the head evaluator option, you will need to utilize the "head form" function, otherwise only the "normal form" is applicable.
5. To send out the forms every week for all rotations, select "all" next to the "normal form".
   
   
   
6. Each set of weeks (1, 2, 3, etc.) relates directly to the amount of consecutive weeks for the given rotation on the student schedules. As you can see, each final week is checked by default. 
   
   
   
7. To edit the weeks the evaluations/assessments are sent out, check boxes for the desired weeks. For example, for a 6-week rotation, if you want to send out assessments on weeks 3 and 6, check the 3rd box in the top row. Then click "Submit"
   
   
   IMPORTANT NOTE: The number of days the form is sent before the end of the block within the evaluation workflow will be applied to each instance added on the sendout pattern.  
   Example 1: Entering "5 days before the end of the block" and a weekly sendout pattern will send the form out 5 days before the end of each week. 
   
   Example 2: Entering "5 days before the end of the block" and a sendout pattern for week 3 and week 6, will send the form 5 days before the end of week 3 and week 6. 
8. When you refresh the screen, the form name should be highlighted, indicating a custom send out.
   
   
   
9. Note: Using the Sendout function under the "Sendout" tab is still required for these forms to distribute, this will only allow for these forms to be included in the sendout for the desired weeks. 

Customize Sendout Pattern: Example

For example, we will customize MAD | Test:

1. See the 4 week rotation for Bucky Badger in MAD | Test
   
   
   
2. In "Setup" on the header menu, then "Evaluation Workflow" on the left-side menu, we find "Test | Phase 2 Clinical Assessment" under "MAD | Test" and click on the hyperlinked "p". 
   
   
   
3. In the pop-up that looks like a pyramid with defaulted check marks, we verify our form at the top next to "normal form".
4. Since this is a 4-week rotation, we find the number 4. We want this form to send out on weeks 2 and 4, so we will leave week 4 checked, and check week 2, then click "Submit".
   
5. After refreshing the screen, the form name is highlighted, indicating a custom send out.

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