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Configure Your Experiences

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This page applies to [CAS NAME] [trainee]s.

You can use [placement]s to track the details and hours of your [experience]s.

Create [Placement]s

You must create a [CAS NAME] [placement] for each [experience]. This includes adding separate [placement]s for each [training site], each [course], and each new term.

  1. Under Settings, click [Placement]s.
  2. Click Add an [Placement].
  3. Select the [course], [training site], and term.
  4. Select a faculty member, if available. Note that each program decides if you can select a faculty member in [placement]s. When you select a faculty member, they can access your [placement] hours.
  5. Select your preferred supervisor. This becomes your default selection, though you can add other supervisors to each activity.
  6. Click Save.

The options available for [course], [training site], term, and supervisor are all created by your program. If additional options need to be added, contact your institutional administrator.

Edit [Placement]s

If you need to edit the details of [placement]s:

  1. Under Settings, click [Placement]s.
  2. Click the [placement] name under the [Training Site] column.
  3. Add or update the [placement] details. Note that some details are locked from editing once activities, forms, and evaluations are logged or sent.
  4. Click Save.

Delete [Placement]s

You can only delete [placement]s if no activities or forms are linked with them.

  1. Under Settings, click [Placement]s.
  2. Click the trash icon.
  3. Click Delete this [placement]. Note that you cannot undo this action.

Add Existing Activities to [Placement]s

If you already have recorded activities, you can edit those existing activities and add or update your [placement]s and supervisors. You can do this both individually and in a batch. You must match your activities to the [placement] and supervisor; otherwise, [CAS NAME] doesn't know which supervisors to send your activities, forms, and evaluations to for approval or completion.

You can view which activities have [placement]s and supervisors by clicking Activities, then List. [Placement] and supervisor data is located under the Setting / [Placement] / Supervisor column.

Add Individual Activities to [Placement]s

  1. Click Activities.
  2. Click List.
  3. Under the Type column, click the activity name.
  4. Select the [placement] and supervisor.
  5. Click Save.

Add Multiple Activities to [Placement]s in Batch

You can update up to 25 activities in a batch each time. Be aware that all activities must be on the same page when updating in batch; if you have multiple pages of activities, you must make your updates for each page of activities.

  1. Click Activities.
  2. Click List.
  3. Click Advanced Filters.
  4. Under [Placement], filter by a specific [placement] or select None.
  5. If necessary, use additional filters to narrow your results.
  6. Click Filter.
  7. Click the checkboxes for the activities you want to match the [placement] to in a batch. You can also click the checkbox next to Status to select all activities.
  8. Under the Choose bulk action... drop-down, click Change [placement] and supervisor.
  9. Select the [placement] and supervisor from the drop-downs.
  10. Click Update.

Once you finish updating your activities, click Clear to remove any filters.

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