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Getting Started with Forms and Evaluations

This page applies to [CAS NAME] institutional administrators.

As an institutional administrator (IA), you can use the forms and evaluations feature to build and send custom documents, competency evaluations, or other key program forms to [trainee]s, supervisors, and faculty members.

You will find the most success with forms or evaluations that are sent no more than three times per semester or [placement] period. We do not recommend using the forms and evaluations feature for documents that need to be completed on a daily or weekly basis.

Overview of Features

Forms and evaluations can be sent to anyone with a [CAS NAME] account, including [trainee]s, supervisors, faculty, or institutional administrators. When you send a form or evaluation, the recipient receives an email with a direct link to the document (note: institutional administrators do not receive an email). Once the recipient completes the form or evaluation, you can access it instantly in [CAS NAME]. Note that the forms and evaluations feature:

  • Supports most forms or evaluations that a user or group of users need to complete after the [trainee] has confirmed the details of their [placement] (i.e., [training site], supervisor name, etc.). Common form types include learning agreements, evaluations, contracts, or other assessment documents.
  • Supports various question types, including forced multiple-choice, multi-select multiple-choice, and open-ended responses.
  • Allows you to gather electronic signatures.
  • Allows you to run reports based on the form's data.

Note: since [trainee]s will be logging their regular activities in [CAS NAME], you won't build a timesheet in the forms and evaluations feature.

Important Steps to Take Before Building Forms and Evaluations

Before building any forms or evaluations in [CAS NAME], it's important you gather any forms or evaluations you are currently using. Taking some time to gather and review these documents saves you time and energy when you begin building these forms and evaluations in [CAS NAME] (note: anyone with an institutional administrator account can build forms and evaluations). The time commitment for gathering, reviewing, and building forms and evaluations depends on the number of forms and evaluations you have and the complexity or length of those documents. We recommend you complete the following checklist before you begin building forms and evaluations.

Checklist Item


Update any forms or evaluations you are currently using.

We recommend reviewing your current documents and making any necessary edits. As you review your documents, be sure to include any relevant details regarding your new process in [CAS NAME].

Confirm the workflow.

Each form or evaluation will have a designated workflow. A workflow identifies to whom the form or evaluation should be routed and in what order. Make sure you know:

  • Exactly who will need to complete the form.
  • What [CAS NAME] role they will have (i.e., student, supervisor, faculty, or IA).
  • In what order the form (and its sections) will need to be completed.

Determine how you will distribute forms and evaluations.

There are several ways for you to send forms and evaluations in [CAS NAME]. You can review your options and select any that work best for your program.

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