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Liaison

Monitor Your Students

This page applies to [CAS NAME] faculty members.

Your faculty account allows you to view and monitor [trainee]s who have identified you as their faculty member. When [trainee]s create [placement]s, they select a faculty member to be associated with that [placement]. Within [CAS NAME], you can view all the details of the [trainee]'s [placement]. You can also monitor your [trainee]'s status and run progress reports.

View [Trainee] Details

Your [trainee]s are listed on the Students tab. Your [trainee]s' status, which is listed here as well, refers to their account status.

  • Active: the [trainee] has an active subscription connected to a program's authorization key.
  • Expired: the [trainee]'s [CAS NAME] subscription has ended and their authorization key is expired.
  • Pending: the [trainee] is using a free trial of [CAS NAME].

You can view all [trainee] activities as long as they are attached to [placement]s at your program and at least one activity has been submitted for approval or a form or evaluation has been sent to you to complete for that [placement].

  1. Click Students.
  2. Use the filter options to narrow your list of [trainee]s, if needed.
  3. Under the Name column, click the [trainee]'s name.
  4. Select the [trainee] overview or a report type. See definitions below.
  5. Under Date Range, limit your report to include activities within a certain date range.
  6. Under [Placement], select the [trainee]'s [placement]s.
  7. If you select Approved Hours Only, then your report is limited to only activities approved by a supervisor.
  8. Click Filter, if needed.
  9. Click Print Signature Page to print the report details.

Report Types

Review the report type descriptions below to learn which types of activities (e.g., unconfirmed, confirmed, scheduled, etc.) and activity information are included in each report.

[Trainee] Overview

This page includes your [trainee]'s details, including their [CAS NAME] registration and expiration date, earliest activity, most recent activity, number of activities, and cumulative hours.

Activity Summary Report

This report includes a detailed view of all your [trainee]'s confirmed activities, including graphs for their activities based on time, domain (i.e., activity), [treatment setting], and [placement]. If a [trainee] tracks assessment totals, these are also included.

Activity Details Report

This report lists all your [trainee]'s activities, with activity type totals. Select the default statuses, approval statuses, and date range for a basic filter, or click Advanced Filters for additional filters.

Run [Trainee] Reports 

You can extract your [trainee] information as a CSV file.

  1. Click Students.
  2. Use the filter options to narrow your list of [trainee]s, if needed.
  3. Click Download CSV.
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