You can change the PGY levels of your residents (i.e., promote and demote them) individually or as a batch. Most often, you will want to promote your residents all at once at the end of the year. However, you may want to promote or demote a resident individually if their PGY level was changed by mistake or if they are on a different time schedule from the rest of your residents (e.g., they took a leave of absence during the year).
To promote an individual resident to the next PGY (Post Graduate Year) level:
1 Open the resident's eDossier.
2 Click the Personal Info tab.
3 Click "edit" beside their current PGY level.
4 In the Levels pop-up, click "promote to next level."
5 Choose the new PGY level from the pull-down menu.
Then click the calendar icon and choose the start date for the promotion.
6 Click the Confirm button.
To demote an individual resident to a lower PGY (Post Graduate Year) level:
1 Open the resident's eDossier.
2 Click the Personal Info tab.
3 Click "edit" beside their current PGY Level.
4 In the Levels pop-up, click "edit" beside the current date range.
5 Choose the new PGY level from the pull-down menu.
If you want to change the start and end dates, click the calendar icons. However, if you are changing the resident's current PGY level, leave the end date blank.
6 Click the Confirm button.
To promote more than one resident at a time:
1 Click the Setup tab.
2 Click the Manage PGY Levels link.
3 Select the checkboxes beside the residents you want to promote.
 |
To select all of your residents at once, click "check all." |
4 Click the calendar icon and choose the effective date for the promotion.
 |
The default date for promotion is the first day of the next academic year. The promotions will not take place until that date. However, if you look at next year's schedule, your residents' PGY levels will appear updated to reflect the expected promotion. In other words, the PGY levels in your master schedule reflect the year you are looking at and are not necessarily the current levels. |
5 Click the Promote button.
To demote more than one resident at a time:
1 Click the Setup tab.
2 Click the Manage PGY levels link.
3 Select the checkboxes beside the residents you want to demote.
|
To select all of your residents at once, click "check all." |
4 Click the calendar icon and choose the effective date for the demotion.
5 Click the Demote button.
Copyright one45 software inc. 2005