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Monitor Your Students

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This page applies to [CAS NAME] institutional administrators.

You can view and monitor [trainee]s who have linked their accounts to your program. You can also run [trainee] 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 a paid [CAS NAME] subscription, using your program's authorization key.
  • Expired: the [trainee]'s [CAS NAME] subscription has ended.
  • Pending: the [trainee] is using a free trial of [CAS NAME].

If you offered an authorization key to a [trainee] and they haven't applied it to their account, they can be listed in the Pending status. Direct them to the [CAS NAME] [Trainee] help center for more information on activating their account with an authorization key.

  1. Click Students.
  2. Click List.
  3. Use the filter options to narrow your list of [trainee]s, if needed.
  4. Under the Name column, click the [trainee]'s name.
  5. Select the [trainee] overview or a report type. See definitions below.
  6. Under Date Range, limit your report to include activities within a certain date range.
  7. Under [Placement], select the [trainee]'s [placement]s.
  8. If you select Approved Hours Only, then your report is limited to only activities approved by you, the supervisor.
  9. Click Filter, if needed.
  10. 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. You can also enter or update your [trainee]'s cohort and college or university student ID.

When [trainee]s create a [CAS NAME] account, their cohort is automatically assigned to the year they created an account. For example, if a [trainee] created their [CAS NAME] account in 2021, their cohort is 2021.

If needed, you can change a [trainee]'s cohort. For example, if you want to group [trainee]s by when they enter your program (e.g., January cohort versus August cohort), you can enter 202101 (i.e., 2021-01) for your January cohort and 202108 (i.e., 2021-08) for your August cohort. Note that you can only enter numbers in the Cohort field.

Additionally, if desired, you can add or update a [trainee]'s college or university student ID. [Trainee]s can enter this data when they create or update their account.

  1. Click Students.
  2. Click the [trainee]'s name.
  3. If desired, enter a new cohort.
  4. If desired, enter or update a [trainee]'s student ID.

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

​​​​​​View [Trainee] Hours

You can also view the overall total activities for your [trainee]s.

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

 

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