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This page applies to [CAS NAME] supervisors.




Activities include the details of a [trainee]'s training, service, or work experiences and are attached to [CAS NAME] [placement]s. Activities can include details such as hours, activity types, clients, assessments, notes, or tags.

Activity Level

Activity levels allow [trainee]s to track activities earned for different degree or training types (e.g., masters, doctoral, internship, etc.). Activity levels determine the activity type list available to [trainee]s.

Activity Type List

An activity type list is a preset list of categories and subcategories that allow [trainee]s to better define the details of their [experience]s. Activity type lists are selected or created by administrators based on program needs.


When a [trainee] logs an activity, they can use assessments to document the type and number of assessments administered as part of the activity.

Batch Name

Batch names are used to name and organize the delivery of forms and evaluations and are used each time forms or evaluations are sent.


A cohort is a group of [trainee]s who start a program in the same year. The cohort is automatically assigned based on the year the [trainee] signs up for [CAS NAME] but can be edited by an institutional administrator.


[Course]s refer to the name and/or number associated with a practicum, internship, training course, service experience, etc. Institutional administrators create [course]s. [Trainee]s select the [course], which may include levels, as part of their [placement].

[Course] Level

Institutional administrators assign [course] levels to each [course] they create.

Custom Activity Type

A custom activity type can be used to better define an activity. [Trainee]s create custom activity types and link them to a standard activity type.


Faculty is an optional role assigned by the institutional administrator. The faculty role can verify [trainee] activities after supervisor approval, approve or reject activities on behalf of a supervisor, and complete forms and evaluations.


A form or evaluation is a survey, assessment evaluation, contract, or another key document that requires signatures. It can be sent to [trainee]s, supervisors, faculty members, and institutional administrators. Institutional administrators manage forms and evaluations.

Form Status

Form status identifies where a form or evaluation is in the workflow.

Online Approval

Online Approval allows [trainee]s to submit activities to supervisors for review and approval.


[Placement]s refer to a [trainee]'s field-based experiences, such as practicum, field placements, internships, service experience, or other types of experiential learning. [Placement]s contain key details, such as the [training site], primary supervisor, term, faculty, level, and [course]. [Trainee]s create their [placement]s at the start of the activity by selecting from options created by the institutional administrator.

Note that your configuration of [CAS NAME] may use a different label for this feature, such as internship, fieldwork placement, etc.


Supervisors can be linked to [training site]s and [trainee] experiences. Depending on your [CAS NAME] configuration, the supervisor role can also review and approve [trainee] activities and complete forms and evaluations.


A tag is a keyword or term used to track additional details about a client or activity. Tags can be created by the institutional administrator or a [trainee]. Tags created by an institutional administrator are highlighted in orange and tags created by a [trainee] are highlighted in green.


A term is the date range created for the [trainee]’s activity and is attached to a [trainee] [placement].


A [trainee] is a role assigned to an intern, postgraduate, or professional who uses [CAS NAME] to log and organize their experiences.

[Training Site]

A [training site] is an organization where a [trainee] completes activities and accrues hours.

Note that your configuration of [CAS NAME] may use a different label for this feature, such as organization, fieldwork site, etc.

[Treatment Setting]

A [treatment setting] allows a [trainee] to provide more details about the organization where they complete activities and accrue hours.

Note that your configuration of [CAS NAME] may use a different label for this feature, such as organization type, setting type, etc.

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