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Resident Assessment & Progress Tracking

Find guidance for residents on how to trigger EPA assessments, access EPA reports, and manage triggered assessment tasks within Elentra, as well as instructions for tracking progress and sending assessment reminders.

Elentra Login

Residents can trigger an EPA assessment directly from the Elentra Dashboard, which appears after login. You can return to it anytime by selecting Dashboard (top left navigation).

Steps to Trigger an EPA Assessment

  1. Login to Elentra
  2. From your Elentra Dashboard, select the EPA assessment option.
  3. Enter the following details:
    • Assessor
    • Date
    • EPA
    • Assessment Method
  4. Submit the request.

Important: If you do not see the option to “Complete and confirm via PIN,” it means the assessor has not set up their PIN.

In this case:

  • The assessment will still be sent to the assessor by email
  • The email will include a direct link to complete the EPA form in Elentra
EPA reports provide detailed insight into your progress across EPAs and stages of training.

How to Access Reports

  1. Login to Elentra
  2. Select Reports
  3. Enter your Western credentials
  4. Navigate to: Elentra Reports → PGME
  5. Choose from the 5 available report options. All reports can be filtered by adjusting the Reporting Menu Bar.
Available Reports What the Report shows
Assessor Statistics Shows assessment activity where the resident acted as assessor, includes number of EPAs requested and number of EPAs completed.
Raw EPA Data Displays all associated EPA-related data.
Resident EPA Summary Provides an overview of EPAs completed and stages of discipline achieved.
Resident EPA Details Expands on the summary with detailed EPA-level information across all stages.
Resident Milestone Summary Provides an overview of each milestone achieved.

My Triggered Tasks

Track the status of triggered EPA assessments and send reminder emails to assessors for outstanding tasks.

How to View Triggered Tasks

  1. Go to Assessment & Evaluation
  2. Select the My Triggered Tasks tab
  3. Review your list of triggered assessments, including:
    • Status (e.g., Not started, Auto-expired, Deleted)
    • Dates of previous notifications sent

Sending Reminders

  1. Locate an outstanding assessment
  2. Select the checkbox next to it
  3. Click Send Reminders 
    • If a task has been deleted, the reason will be displayed
    • If a reminder has already been sent that day, the checkbox will be disabled (greyed out)
→ Email reminders are limited to one per assessment per day.

Need Help? Contact Us

Email Elentra Support