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Liaison

Monitor Your Students

This page applies to [CAS NAME] supervisors.

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

Note that your [trainee]s must submit their activities, forms, and evaluations to you first before you can view them.

View [Trainee] Details

Your [trainee]s are listed on the Students tab. You can only view the activities that your [trainee]s have linked you to.

  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 you, the 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 confirmed activities your [trainee]s have submitted to you, including graphs for their hours based on time, domain, [placement], and type. If a [trainee] tracks assessment totals, these are also included.

Activity Details Report

This report lists all activities your [trainee]s have submitted to you, 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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