Set Up Online Approval

Online Approval allows [trainee]s to submit their activities through [CAS NAME] for electronic approval. Additionally, you can use Online Approval to configure online forms and evaluations. Supervisors and faculty can then review and sign off on activities and complete forms and evaluations through their [CAS NAME] accounts. As an institutional administrator, you can monitor this process from start to finish.

Online Approval can be implemented at any time for your program, and the setup process is easy. Some benefits to using Online Approval include:

• Eliminating paper timesheets and tracking down supervisors for signatures.
• Saving time by logging all activities and submitting them for approval in one location.
• Tracking any changes made to activities during the approval process.
• Relying on the source location for all activities logged and reviewed, so you know your [trainee] data is accurate.

Before your [trainee]s can use Online Approval, you must first add your [course]s, [training site]s, supervisors, faculty members, and terms to [CAS NAME]. [Trainee]s can only choose from what you create, which ensures their activities are recorded accurately.

[Trainee]s then create customized [placement]s using the information you enter in [CAS NAME]. Next, they log activities at the [training site].

Once a [trainee] finishes inputting their activities, they submit their activities to their supervisor. Supervisors can review these activities in their [CAS NAME] accounts and approve or reject them.

If you choose to not use Online Approval for electronic approval of activities, you still must configure Online Approval in order to route online forms and evaluations to your [trainee]s, supervisors, and faculty members.

As an institutional administrator, you can track all parts of this process:

1. Click Training.
2. Click [Placement]s to view the [placement]s created by your [trainee]s.
3. Click Approvals to view all approval requests and their statuses.

Your Account Manager will activate Online Approvals during the onboarding and setup process. If you have any questions or need assistance, contact your Account Manager.

Your [trainee]s can still use [CAS NAME] to record their activities. They must print activity reports and give them to their supervisors to sign.

Additionally, you must configure Online Approval in order to route online forms and evaluations to your [trainee]s, supervisors, and faculty members.