Skip to main content
Liaison

Manage Experience Types and Terms

This page applies to [CAS NAME] institutional administrators.

Overview of [Course]s

[Course]s include the name and category of service [placement]s that [trainee]s select from.

Add [Course]s

  1. Click Training.
  2. Click [Course]s.
  3. Click Add an [Course].
  4. Enter the new experience name.
  5. Under Experience Type, select all activities that best match this [course].
  6. Under Course, select a course that best matches this [course].
  7. Under Curricular or Co-curricular, select the curriculum that best matches this [course].
  8. Under Forms, select the forms and evaluations that [trainee]s can send from their accounts. Note that you must create online forms and evaluations first before selecting them here. Once you select a form, it is activated and [trainee]s can initiate the workflow on their own or when instructed. If you do not select a form when adding [course]s, you can still send it to your [trainee]s using the Submissions tab under Forms. See Course Forms under Online Forms and Evaluations for more information.
  9. Click Save.

Deactivate [Course]s

If your program no longer supports [course]s, you can mark them as inactive. This does not affect any [placement]s or activities previously logged by your [trainee]s but does prevent [trainee]s from selecting the [course] for new [placement]s and activities.

  1. Click Training.
  2. Click [Course]s.
  3. Use the filter options to narrow your results, if needed.
  4. Under the Name column, click the [course] name.
  5. Under the Status drop-down, select Inactive.
  6. Click Save.

Overview of Terms

You can create terms for any length of time and use them to mirror your academic or civic engagement program calendars. [Trainee]s can then align their activities with your terms. You can also filter reports based on the terms you create.

Add a Term

  1. Click Training.
  2. Click Terms.
  3. Click Add New Term.
  4. Complete all required fields.
  5. Select if this is a current term.
  6. Click Add.

Delete a Term

If you added a term incorrectly, you can delete it. Note that this cannot be undone.

  1. Click Training.
  2. Click Terms.
  3. Click the trash icon.
  4. Click Delete this term.
  • Was this article helpful?