This page applies to [CAS NAME] supervisors.
[Trainee]s can submit their activities to you for approval in [CAS NAME]. These approval requests are similar to timesheets, as they contain the details of a [trainee]'s activities. [Trainee]s can submit approval requests at any time or on a schedule you set up with them.
When [trainee]s submit an approval request, you will receive an email notification. Click the link in the email or log in to [CAS NAME].
Review [Trainee] Activities
You can approve or reject [trainee] activities. The approval request must be in the Submitted status.
Approve [Trainee] Activities
- Click Approvals.
- Use the filter options to narrow your list of [trainee]s, if needed.
- Under the [Placement] column, click the [placement] name.
- Click Approval Details to review the approval request, including the associated details.
- Click Approval Summary to view the activities documented with graphs and charts.
- Click Approve to approve the request.
- Enter a comment, if needed.
- Click Submit.
Reject [Trainee] Activities
- Click Approvals.
- Use the filter options to narrow your list of [trainee]s, if needed.
- Under the [Placement] column, click the [placement] name.
- Click Approval Details to review the the approval request, including the associated details.
- Click Approval Summary to view the activities documented with graphs and charts.
- Click Reject to reject the request.
- Enter a comment explaining why the activities were rejected and what the [trainee] must do to correct the issue. [Trainee]s can resubmit an approval request after making the necessary changes.
- Click Submit.
Unapprove [Trainee] Activities
Note that once you approve a request, the [trainee] cannot make any edits to their activities. You can unapprove the request, which then reopens the activity for editing.
- Click Approvals.
- Use the filter options to narrow your list of [trainee]s, if needed.
- Under the [Placement] column, click the [placement] name.
- Click Unapprove to reopen the request.
- Enter a comment, if needed.
- Click Submit.