Competency Assessment User Guide

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					Competency Assessment Program
User Guide
Table of Contents

Table of Contents .................................................................................... ii

Competency Assessment Program User Guide .................................. 1

Section 1: Overview ................................................................................ 1
  Glossary ............................................................................................... 2
    Program Roles .................................................................................. 2
    Program Components ....................................................................... 4
    Miscellaneous .................................................................................... 5

Section 2: Accessing the Competency Assessment Program........... 6
  Logging In ............................................................................................ 6
  Selecting a Laboratory ......................................................................... 6
  Managing Competency Assessment Program Permissions (for Site
  Administrators Only) ............................................................................ 7
    New Requests ................................................................................... 8
    Ongoing Access Management .......................................................... 9

Section 3: Education Administrator .................................................... 12
  Logging in as an Education Administrator ......................................... 12
  Add or Manage Students ................................................................... 13
    Granting Student Access to Users Already Associated with the
    Laboratory ....................................................................................... 13
    Granting Student Access to Users Not Associated with the
    Laboratory ....................................................................................... 15
    Resend Access Information ............................................................ 17
    Revoke Competency Assessment Program Access from Existing
    Users ............................................................................................... 17
  Manage Students ............................................................................... 17
    View Students ................................................................................. 20
    Search for Students ......................................................................... 23
    View Students by Group.................................................................. 24
    Add, Edit, and Delete Groups.......................................................... 25
    View or Add Subadministrator Permissions .................................... 29
  Manage Assignments ........................................................................ 31
    Add Assignments for a Student ....................................................... 32
    Set Up Open Enrollment (Optional Assignments) ........................... 35
    Add Assignments for Competency Reassessments ....................... 37

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     Set Thresholds for Automatically Assigning Competency
     Reassessments and Custom Courses ............................................ 40
     Complete or Edit Assignments for a Student .................................. 42
     Delete Assignments for a Student ................................................... 45
     Update Checklist Tasks................................................................... 48
    View or Edit Courses ......................................................................... 51
     CourseBuilder .................................................................................. 53
        Add a New Custom Course or Checklist.................................... 53
        Create a Custom Course from a PowerPoint File ...................... 55
        Import a CAP Course or Checklist for Customization ................ 56
        Download the CourseBuilder User’s Guide ............................... 57
        Add or Edit Resources ............................................................... 57
        Organize Courses and Checklists Using Curricula .................... 61
        Share a Course .......................................................................... 62
        View or Change Courses I’m Sharing ........................................ 64
        Your Custom Courses ................................................................ 64
     Add or Edit Resources .................................................................... 65
     Print a Course ................................................................................. 66
     Organize Courses and Checklists Using Curricula ......................... 68
     Show or Hide Courses & Checklists ............................................... 69
     Available Courses ........................................................................... 70
    View or Edit Checklists ...................................................................... 73
     ChecklistBuilder ............................................................................... 75
        Add a new checklist ................................................................... 75
        Import a current CAP checklist .................................................. 77
        Download the CourseBuilder User’s Guide ............................... 77
        Your Custom Checklists ............................................................. 77
     Print a Blank Copy of a Checklist .................................................... 78
        Organize Courses and Checklists Using Curricula .................... 78
     Show or Hide Courses and Checklists ............................................ 80
     Enable / Disable Peer Review for Checklists .................................. 82
     Request an Instrument Checklist .................................................... 83
     Available Checklists ........................................................................ 84
    View Reports ...................................................................................... 85
     View Student and Course Activity Reports ..................................... 86
     View Student Assessment and Checklist Details ............................ 88
     View Course Comparison Data ....................................................... 90
     View Question Comparison Data .................................................... 91
     View Student Feedback on Competency Assessment Program .... 93

Section 4: Student ................................................................................. 95
  Logging In as a Student ..................................................................... 95

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     Student Home Page ........................................................................... 96
     Conventions Used in Student Courses .............................................. 97
     Your Courses ..................................................................................... 99
     Open Enrollment .............................................................................. 104
     Resources ........................................................................................ 105
     Peer Review ..................................................................................... 105
     Student Subadministrator ................................................................ 107
      Course Subadministrator............................................................... 108
      Group Subadministrator ................................................................ 108
      Manage Students (Course or Group Subadministrator) ............... 109
      Manage Assignments (Course or Group Subadministrator) ......... 113
      Add Assignments for a Student ..................................................... 114
      Complete / Edit Assignments for a Student .................................. 117
      Delete Assignments for a Student ................................................. 119
      Update Checklist Tasks................................................................. 122
     View Reports (Course or Group Subadministrator) ......................... 125
      View Student and Course Activity Reports ................................... 125
      View Student Assessment and Checklist Details .......................... 128
      View Student Feedback on Competency Assessment Program .. 131

Appendix 1: Troubleshooting and Error Pages ............................... 132

Appendix 2: E-mail Notifications and Messages ............................. 133
  Notification of Assignment ............................................................... 133
  Completion of Assignment ............................................................... 134
  Assignment Completion Revocation ................................................ 134
  Notification of Assignment Completion Sent to Administrators ....... 135
  Notification of Assignment of Sub-administrator Permissions ......... 135
  Notification of Revocation of Sub-administrator Permissions .......... 136
  Notification of Pending Access to Competency Assessment Activities
   ......................................................................................................... 137
  Confirmation of Program Access ..................................................... 138
  Notification of Revocation of Program Access................................. 138




                                                                  Competency Assessment Program
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Section 1: Overview



Competency Assessment Program
User Guide


Section 1: Overview

   The College of American Pathologists (CAP) Competency
   Assessment Program provides laboratories with a convenient,
   standardized, online approach to conducting, tracking, and reporting
   competency assessment of and training for testing personnel.
   This guide was developed to describe all of the tools that are
   available and to assist education administrators, subadministrators,
   and students in progressing through the Competency Assessment
   Program.
   Step-by-step instructions are included for administrators on how to
   add students to the program, manage groups of students, assign
   permissions, assign activities, track students’ progress, view reports
   on students’ activities, and view reports on your students’
   performance compared to other students that are participating in the
   program.
   Detailed instructions are also included for the students to assist them
   in easily completing their online activities and tracking their
   assignments and progress.




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Section 1: Overview




Glossary

    Program Roles
    Education Administrator: Education administrator permission is
    granted by a site administrator. An education administrator
    designates appropriate laboratory staff to register and request access,
    manages lists of students participating in the program, makes
    assignments, tracks progress, and views reports showing student
    progress through courses and checklists.
    Group: Students can be included in one or many groups. Using
    groups allows the education administrator to view reports and make
    assignments for the group as a whole and assign a group
    subadministrator who can also make assignments and view reports
    for the group. Some ways groups can be created include by
    laboratory section (“chemistry”), shift (“day shift” and “night shift”),
    experience level (“trainees”), or hiring date (“new hires 2007”).
    Pending student: Pending students can be assigned activities, put
    into groups, and given subadministrator privileges, but they cannot
    access the program or begin or complete activities without first either
    completing the account registration process or being associated with
    the laboratory.
    A student can have “pending” status when:
         •   He or she has been added to the program by a laboratory
             administrator but has not yet completed the account
             registration process. To create an individual CAP Web site
             account, the student should visit www.cap.org and select
             Create an Account; or
         •   He or she has a CAP Web site account, but is not
             associated with the laboratory. To become associated with
             the laboratory, the pending student must click the link in the
             e-mail message that is sent to them by the education
             administrator inviting them to participate in the program.
    Site Administrator: A site administrator is a laboratory director or
    designee. The site administrator is responsible for “opting in” to
    activate the laboratory for online services, designating appropriate

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Section 1: Overview


   laboratory staff to register and request access, assigning additional
   site administrators, assigning education administrators, and
   managing permissions for laboratory staff. The CAP recommends that
   each institution designate at least two site administrators.
   Student: A student is any individual assigned to a Competency
   Assessment Program activity. For most laboratories, this would
   include any employee required to participate in competency
   assessment activities including medical technologists, medical
   laboratory technicians, physicians, nurses, respiratory therapists, and
   those performing point-of-care testing.
   Subadministrator: An education administrator grants
   subadministrator permission to a student who already has access to
   the program.
   A subadministrator can perform administrative tasks and view
   information normally reserved for the education administrator.
   Subadministrators have a tab on their Competency Assessment
   Program activity page (sometimes referred to as the “student home
   page”) that directs them to functions available only to
   subadministrators.
   A subadministrator can be assigned to take courses by an education
   administrator or another subadministrator. When taking courses or
   completing other competency activities, the subadministrator’s
   experience will be the same as any other student, and his or her
   progress will be tracked as a student.
   There are three types of subadministrators: course subadministrators,
   group subadministrators, and CourseBuilder subadministrators. A
   subadministrator can be given permission to view reports only or to
   view reports and manage assignments.
   Course Subadministrator: A course subadministrator has
   permissions over specific courses and, depending on the permission
   assigned, can:
        •   View the status of any student's progress in the specific
            courses, and/or
        •   Assign any student to the specific courses
   Group Subadministrator: Group subadministrators have privileges
   over a specific group and, depending on the permission assigned,
   can:


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Section 1: Overview


        •    View all assignment records for the students in their
             particular group, and/or
        •    Assign the students in their group to any available course.
    CourseBuilder Subadministrator: Before granting the
    CourseBuilder subadministrator privilege, an education administrator
    must first create a course using CourseBuilder.
    CourseBuilder subadministrators can add, edit, and delete any
    element of a course to which they are assigned this privilege,
    including content pages, questions, proficiency tasks, images, and
    instructions.


    Program Components
    Assignment: An education administrator or a subadministrator can
    make assignments for competency assessment courses,
    reassessment courses, Pro courses, instrument-specific observation
    checklists, and custom courses. Assignments can be required or
    optional. For required assignments, due dates must be specified.
    Competency Assessment Course: A competency assessment
    course includes assessment questions on the relevant topic,
    customized content based on the results of the assessment questions,
    resources, and the opportunity to provide course feedback. The
    assessment questions are scored, and the score is reported to the
    education administrator or subadministrator that assigned the course
    to the student. The course is considered complete (and will display on
    the student’s CAP transcript) when the student has answered all
    assessment questions and covered all of the customized content.
    CourseBuilder: CourseBuilder is a powerful online tool that allows
    you to build custom courses for your site that includes content,
    assessment tasks, interactive exams, and graphics.
    Instrument-Specific Observation Checklist: An instrument-specific
    observation checklist includes tasks that an instrument operator
    should be able to complete. Students may view the tasks included in
    the checklist, but only an administrator or subadministrator may mark
    the items as “meets standard,” “does not meet standard,” or “not
    applicable.” The instrument checklist is considered complete (and will
    display on the student’s CAP transcript) when all items have been
    marked either “meets standard” or “not applicable.”

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Section 1: Overview


   Reassessment Course: One reassessment course is provided for
   every competency assessment course. A reassessment course
   includes assessment questions on the relevant topic. Reassessment
   courses are assigned by administrators as needed, usually to
   students who do not score adequately on the related competency
   assessment course. These courses are scored, and the score is
   reported to the education administrator or subadministrator that
   assigned the course to the student. The course is considered
   complete (and will display on the student’s CAP transcript) when the
   student has answered all of the assessment questions.
   Task: A task can be included with a course. Tasks are most
   frequently the individual items included within an instrument-specific
   observation checklist. Because they are individual entities, they can
   be marked as satisfactorily or not satisfactorily completed within the
   checklist without the entire checklist being completed in one session.
   Pro Course: Pro courses are made available 12 months after the
   initial release of a competency assessment course. A Pro course
   includes content and practice questions on the relevant topic. These
   courses are not scored. The course is considered complete (and will
   display on the student’s CAP transcript) when the student has
   completed all of the content provided.


 Miscellaneous
   Opting In: Opting in is the process of activating your laboratory’s
   access to e-LAB Solutions™, the College’s online programs, which
   include Surveys, EXCEL®, Quality Management Tools, Anatomic
   Pathology Education Programs, Laboratory Accreditation Program,
   and the Competency Assessment Program.
   Seat Availability: Your order for the Competency Assessment
   Program was based on the number of students who will participate in
   the assessments, courses, and observation checklists. This number
   translates to the number of seats that are available to the laboratory
   for the year. Each student, the first time he or she is given an
   assignment, uses one of the available seats. Each student occupies
   that seat for the entire calendar year, regardless of how many
   assignments he or she is given. Administrators who are given access
   to the program but not assigned activities are not counted as using
   one of the available seats. If your laboratory wants to order more
   seats, you can do so by calling the CAP at 1-800-323-4040 option 1#.

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Section 2: Accessing the
Competency Assessment Program




Section 2: Accessing the
Competency Assessment
Program

Logging In
    Creating a Web account on
    www.cap.org is easy. Once you have
    a Web account, you will be able to
    request access to e-LAB Solutions™
    features (like online PT and the
    Competency Assessment Program),
    update your profile, and participate in
    other online CAP education activities.
    (For more information about how to
    create an account, please refer to
    the “Getting Started with e-LAB
    Solutions” guide.)
     1) Go to www.cap.org and log in
         with the user ID and password
         you entered when you created
         your account.
     2) Once you’re logged in, the CAP
         Web site will display a welcome
         message and a list of links to the
         left of the page. Click on
         Competency Assessment to
         access the program.


Selecting a Laboratory
    If you have access to online programs
    through more than one laboratory, you

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Section 2: Accessing the
Competency Assessment Program

   must first choose a laboratory before you can access Competency
   Assessment Program features. If you have access for only one
   laboratory, you must select that laboratory the first time you access
   the program, and subsequently, the laboratory is automatically
   established as the laboratory which you are associated with for
   following sessions.
    1) Log in.
    2) Under e-LAB Solutions at the left of the page, select
        Competency Assessment.
    3) Click Select or Change Laboratory.
    4) Select the radio button to the left of the appropriate organization
        and click Select Lab.




   The page will update with your selected laboratory at the top of the
   page. The lab you selected will also be highlighted in the list.
   Click Competency Assessment to return to the program.



Managing Competency Assessment
Program Permissions (for Site
Administrators Only)
   Site administrators are responsible for maintaining access privileges
   for laboratory staff. Students can obtain access to Competency
   Assessment Program through two different processes:
        •   The site administrator or Education Administrator can add
            students individually or in groups. See the section “Add or
            Manage Student Access” for more information.




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Section 2: Accessing the
Competency Assessment Program

         •   Students can request access to the program and other e-
             LAB Solutions programs. This procedure is described in the
             “New requests” section below.
    For more information about all of the features available to site
    administrators, please refer to the “Getting Started with e-LAB
    Solutions” guide.




    New Requests
    When laboratory staff request access to the Competency Assessment
    Program, you will receive an e-mail notification.

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Section 2: Accessing the
Competency Assessment Program

   1)   Go to www.cap.org and log in.
   2)   Under e-LAB Solutions, click Administration Options.
   3)   Click on New Requests.
   4)   To grant access to an individual, click on Specify Employee
        Access.
   5)   At the Grant Access to CAP Information screen, click on the
        appropriate checkboxes to select the Education privileges you
        want this person to have.
   6)   Click Grant Selected Privileges.
   7)   To deny access, click Deny This Request.
   8)   After you grant or deny access privileges for an individual, an e-
        mail message will automatically be sent to him or her about the
        privileges you granted or stating that the request was denied.


 Ongoing Access Management
   You can update access privileges for laboratory personnel as well.
    1) Go to www.cap.org and log in.
    2) Under e-LAB Solutions, click Administration Options.
    3) Click Manage Permissions. The Manage Permissions screen will
       open.




   The default display shows all users with access to CAP programs
   whose last name starts with “A.” Click on the first letter of the last
   name of the individual whose permissions you want to modify. You
   can limit the list of individuals displayed using the options above the
   list of users, i.e., Admin to show only those individuals with site
   administrator permission and Consultant to show only those
   individuals with Consultant permission.


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Section 2: Accessing the
Competency Assessment Program

     4) To view and update the security privileges for a particular person,
        click on his or her name. The Manage Permissions for
        Laboratory Users screen will open.




     To update access for an individual, click on the appropriate
     checkboxes to select or deselect privileges and click Update
     Privileges.
     To grant an individual access to the Competency Assessment
     program as a student, select the box for “Access program content”
     under “Education Program.” To grant an individual education
     administrator permission, select the box next to “Administer education
     program.”



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Section 2: Accessing the
Competency Assessment Program

   To revoke access to all privileges for an individual, click Revoke All
   Privileges.
    5) After you grant or deny access privileges for an individual, an e-
         mail message will automatically be sent to him or her about the
         privileges you changed.




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Section 3: Education Administrator




Section 3: Education
Administrator

     As an education administrator or subadministrator, you have the
     ability to manage students, assign courses, and create reports
     showing student progress.
     NOTE: If your laboratory is already opted in to e-LAB Solutions when you
     subscribe to the Competency Assessment Program, education administrator
     permissions are automatically granted to any individuals with site
     administrator permissions.



Logging in as an Education Administrator
     1) Log in to the CAP Web site (www.cap.org) using your unique
        user ID and password. You will see a list of personalized options
        in the blue sidebar.
     2) Click Competency Assessment in the blue sidebar to access
        program options.


     NOTE: If you have access to data or programs for more than one laboratory
     or organization, you will have to select the appropriate laboratory first. If you
     have access to only one organization, you should see it listed at the top of the
     page.




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Section 3: Education Administrator




Add or Manage Students
   The Competency Assessment Program allows the education
   administrator to add or manage students, manage assignments, view
   or edit courses and checklists, and view reports. An individual must
   be an administrator to access these functions.
   Go to Add or Manage Student Access.




   The program administration page appears. From this page, education
   administrators can see who from their organization is registered as a
   Competency Assessment Program student.


 Granting Student Access to Users Already
 Associated w ith the Laborator y
   To grant access to individuals who already have CAP Web site user
   IDs and passwords and who are already associated with your
   laboratory through a different e-LAB Solutions program, click Grant
   access to other e-LAB Solutions users. Registered students whose
   access was previously revoked can have their access reestablished
   here too.




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Section 3: Education Administrator




     You will see a list of those individuals to whom you can grant access
     to the Competency Assessment Program.




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Section 3: Education Administrator


   1) Click the box next to the name of the individual(s) to whom you
      want to grant access.
   2) Click Grant Access.
   The users you selected are added to the student list with a status of
   “Registered,” and an e-mail message is automatically sent to them
   notifying them of this change in their Web site permissions.


 Granting Student Access to Users Not
 Associated w ith the Laborator y
   To add individuals who have either not yet requested a CAP Web site
   account or who are not yet associated with your organization, you can
   add or upload students. You can add students individually or upload a
   list of students in a spreadsheet file.
   On the student access page, go to Add or upload students.
   The two ways to add students are to:
       •    Use the “Add students individually” fields provided on this
            screen, or
       •    Create a student list in a spreadsheet program like Microsoft
            Excel and save it as a .csv file.




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Section 3: Education Administrator



     To add students individually using the fields provided:
      1) Type the First Name.
      2) Type the Last Name.
      3) Type the E-mail Address.
      4) Click Add Pending User.
     NOTE: To grant access to an individual who already has access to your
     laboratory data through another e-LAB Solutions program, refer to the
     section, “Granting Student Access to Users Already Associated with the
     Laboratory.”

     To create the student list using a spreadsheet program like Microsoft
     Excel:
      1) Create a .csv document with your users’ first names, last names,
          and e-mail addresses. See the online sample .csv file for
          instructions.
      2) Save the .csv document to your local machine or a location on
          your network.
      3) Click on the Browse button and navigate to the file.
      4) Click Upload File.
     NOTE: The system will accept a file saved in .csv format. A
     sample .csv file is available for download.
     The added students will have pending status.
     Students with CAP Web accounts will automatically receive an e-mail
     message with a link back to the CAP Web site. When they click the
     link in the e-mail and then log in, access to the program will be
     granted, and pending status resolved.
     Students who do not already have CAP Web accounts will also
     automatically receive an e-mail message with a link prompting them
     to create a Web site account. Once the account is created, access is
     established (within one business day), and pending status is resolved.
     For more information about pending status, please refer to Manage
     Students.




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Section 3: Education Administrator


 Resend Access Information
   To re-send access information to individuals from your laboratory that
   still have “pending” status, select the appropriate checkboxes and
   click Re-send access info. The system will generate and send an e-
   mail message with information about establishing access to the
   Competency Assessment Program.
   Recipients simply click the link provided in that e-mail message and
   log on to the CAP Web site to gain access to the program.


 Revoke Competency Assessment Program
 Access from Existing Users
   To revoke access to individuals from your laboratory listed on the
   student access page, select the appropriate checkboxes and click
   Revoke Access. This will remove their access to the competency
   assessment activities for your organization. (Refer to Managing
   Permissions for information about revoking all access for an
   individual.)



Manage Students
   The Competency Assessment Program allows the education
   administrator to manage different aspects of the program, including
   organizing students into groups, making and tracking assignments,
   and granting subadministrator permissions.
   In the list of Education Administrator functions, go to Manage
   Students.




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Section 3: Education Administrator




     A new window will open to display the Student Management screen.
     From the Student Management screen, an Education Administrator
     can:
          •    View students
          •    Search for students
          •    View students by group
          •    Add, edit, and delete groups
          •    View/add subadministrator permissions
     NOTE: Any of the option links under Education Administrator will open in a
     new window. To return to the main Competency Assessment Program page,
     simply click the exit button, close the second browser window, or click on the
     main window.

     The student management functions allow you to manage students
     already added to your organization. To add additional students, use
     the Add or Manage Student Access link from the main Competency
     Assessment Program page.




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Section 3: Education Administrator




   The gray sidebar to the right of the
   screen provides helpful
   information about the functions
   and features of a particular page.




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Section 3: Education Administrator




 View Students
     From the list of active students, you select the student whose report
     you wish to view.
     Go to Manage students > View students.
     An alphabetical list of all active students at your site or group is
     provided.




     To view inactive students, click on the View inactive students link at
     the bottom of the page.




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Section 3: Education Administrator



   To view a student report, click View student report >> next to the
   student’s name you wish to view.
   This is a report that displays student information. Assignments and
   their status, group memberships, and subadministrator permissions
   assigned to the student are shown. Group memberships and
   subadministrator permissions can be updated from this page as well.




   Printable Version opens a printer-friendly version of the information
   that you can print.


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Section 3: Education Administrator


     Export to CSV exports this student’s assignment records to a .csv file
     that can be downloaded and opened by any spreadsheet program.


     Click on an "Action..." drop-down box to edit an assignment; view
     the checklist; view student's answers to assessment and post
     questions; and access an assignment's history (who assigned it,
     when it was opened and completed, and any changes made by
     administrators).




     Group Memberships allows you to add and remove a student’s
     group assignments.
     To remove a student from a group:
      1) Check the box next to the Group Name from which you want to
          remove a student.
      2) Click Remove Selected Memberships
     To add a student to a group:
      1) Use the drop-down box and select the Group name.
      2) Click Add Group Membership.


     Subadministrator Permissions lists the subadministrator
     permissions currently assigned to a student. This section allows you
     to remove an assigned permission.



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   To revoke a subadministrator permission:
    1) Click the Revoke button for the subadministrator permission that
        you want to revoke.




   NOTE: No students or records are changed or deleted by revoking a
   subadministrator privilege. The student will receive an e-mail message
   notifying him or her that the subadministrator permission has been revoked.

   Add a Subadministrator Permission allows you to add
   subadministrator privileges to a student for groups, courses, or
   CourseBuilder course. NOTE: The CourseBuilder subadministrator
   option is available only for custom courses that have already been set
   up by the education administrator.
   To grant a subadministrator permission:
    1) From the Subadministrator Type drop down box, select Course,
       Group, or CourseBuilder subadministrator.
    2) From the Administrator Over drop down box, select the course,
       Group, or CourseBuilder course for which the student will be the
       subadministrator.
    3) Select View Reports Only or View Reports/Manage Assignments
       from the Permission drop down box.
    4) Click the Add Permission button.
   The student will receive an e-mail message notifying him or her that
   the permission has been granted.


 Search for Students
   Use the Search for Students if you wish to search for a particular
   student to view his or her progress report, modify group membership,
   or modify subadministrator permissions.
   Go to Manage Students > Search for Students.


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Section 3: Education Administrator


     To find a student:
      1) In the Search for: box, enter the name of the student you want to
          locate.
     You can search by:
         •   first name only,
         •   last name only,
         •   first and last name, or
         •   Part of a name.
     For example, entering “John” in the search box will return “John
     Smith” and “Ben Johnson”; entering “Smith” will return “John Smith”
     and “Smithers McMann”; entering “Jon” will return “Jon Edwards,”
     “Jonathan Carter,” and “John Jones”; and entering “John Smith” will
     return “John Smith.”
      2) Click Display.
     The Search for Students screen shows the student’s name.




     3) Click View student report to access the student report.
     The Student Report screen shows the student’s assignment progress
     report and information about group memberships and
     subadministrator permissions.


 View Students by Group
     Use the View Students by Group option if you wish to view students
     in a group.

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   Go to Manage students > View students by group.


   To view students by group:
    1) Open the View students by
        Group drop-down list, and
        select the group you want to
        view.
   The View Students by Group screen
   lists the students in the group.
   To export the student group list to
   a .csv file, click Export to CSV.
   To print the student group list, click
   Printable Version.


Add, Edit, and Delete
Groups
   Use the Add, edit, and delete groups feature to add, edit, or delete
   a group.
   Go to Manage students > Add, edit, and delete groups.




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     Students can be included in one or many groups. Using groups
     allows the education administrator to easily assign courses to or view
     reports for a selected group. It also allows the education administrator
     to assign a group subadministrator who can make assignments and
     view reports for the group. For example, groups can be created by
     laboratory section (“chemistry”), shift (“day shift” and “night shift”),
     experience level (“trainees”), or hiring date (“new hires 2008”).


     Use the Edit Members feature if you need to add or remove a
     student from a group.
     Go to Manage students > Add, Edit, and Delete Groups.
     To add or remove a student from a group:
      1) Click the Edit Members button next to the Group Name from
         which you want to add or remove a student.
     The Add/Remove Students screen appears. The students currently in
     the group you selected have a check next to their name.




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   2) Follow the on-screen directions and check all students who
      should be in the group. Uncheck any students who should be
      removed from this group.
   3) Click Save Changes.


   Use the Edit Group Name feature to change or modify a group name.
   Go to Manage students > Add, Edit, and Delete Groups.
   To edit a group name:
    1) Click the Edit Group Name button next to the Group name you
       want to edit.
   The Edit Group Name screen appears.




   2) Make your editing changes to the Group Name inside the Edit
      Group Name box.
   3) Click Save Changes.
   The Add, Edit, and Delete Groups screen will display a confirmation
   of your update.


   Use the Delete Group feature if you wish to delete a particular group.
   Go to Manage students > Add, Edit, and Delete Groups.
   To delete a group:
    1) Click the Delete Group button next to the Group Name you want
       to delete.
   The Delete Group screen appears.




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     2) Make sure you want to delete the group listed in the on-screen
        question.
     3) Click the Delete Group button.


     Use the Add Group feature if you wish to add a group.
     Go to Manage students > Add, Edit, and Delete Groups.
     To add a group:
      1) In the Group Name: box at the bottom of the screen, type the
         name of the group you want to add.
      2) Click Add Group.
     The Add, Edit, and Delete Groups screen shows the added group.




     To add students to this new group, use the Edit Members function
     described previously.




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 View or Add Subadministrator Permissions
   Use the View/add subadministrator permissions feature to change
   subadministrator permissions for a student.
   Go to Manage students > View /add subadministrator
   permissions.




   To revoke an active subadministrator:
    1) Click the Revoke button for whom and for what course you want
        to revoke subadministrator permission.
   NOTE: No students or records are changed or deleted by revoking a
   subadministrator privilege.

   The student will receive an e-mail message notifying him or her that
   the subadministrator permission has been revoked.
   To grant a subadministrator privilege:
    1) From the Student drop down, select the student’s name.
    2) From the Subadministrator Type drop down, select the course or
       group for which the student is being given permission. The
       CourseBuilder subadministrator option is available only for
       custom courses that have already been set up by the education
       administrator.
    3) From the Permission drop down, select the permission being
       given.
        •   Select the View Reports Only permission to allow the
            subadministrator to only create and view reports.




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         •  Select the View Reports and Manage Assignments
            permission to give permission to create and view reports and
            to make assignments for other students.
     2) Click Add Permission.




     The student will receive an e-mail message notifying him or her that
     the privilege has been granted.




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Manage Assignments
   The education administrator or the subadministrator adds course
   assignments for each student. Once the courses are assigned, they
   appear in the student’s report. Additional information such as course
   completion date, student’s progress in the course, and score on the
   assessment are also tracked in the student’s report.
   In the list of Education Administrator functions, go to Manage
   Assignments or if you are already in the administrator window, click
   the Manage Assignments tab.




   From the Manage Assignments main screen, an education
   administrator can:
        •   Add assignments
        •   Set up open enrollment (optional assignments)
        •   Add assignments for competency reassessments
        •   Set thresholds for automatically assigning competency
            reassessments and custom courses
        •   Complete/edit assignments
        •   Delete assignments
        •   Update checklist tasks
   NOTE: Only customized courses (those created by the organization using the
   CourseBuilder tool) can be completed using Complete / Edit Assignments.

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 Add Assignments for a Student
     Use the options under Add Assignments to make courses available
     to your students.
     Go to Manage Assignments > Add assignments.
     To add an assignment:
      1) Step One: Click the box next to the course(s) and/ or curricula
         you want to assign.
         •   Custom courses, competency assessments, Pro courses,
             and instrument checklists are grouped in their own sections,
             but assignments can be made from multiple sections at once.
         •   Choose any number of courses from the list.
         •   Select the month, day, and year by which each course
             should be completed (due date). (If a due date is later than a
             course's expiration date, the due date for those assignments
             will be changed to the expiration date. The administrator is
             notified of this change on the confirmation screen.)




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   2) Step Two: Select either required or optional for the assignments.
       •   Optional assignments have no due date. They will not
           display in administrative reports until the assignment is
           completed.




   3) Click Continue.
   The Add Assignments: Step Three: Select students screen appears.




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     4) Select the students you want assigned to this course(s).
        NOTE: Selecting All students assigns this course to all students
        at your facility, including pending students. (Pending
        students are those who have been added by an administrator but
        have not yet created a CAP Web account or associated
        themselves with the laboratory.)
     5) Click Add Assignments.
         NOTE: If a student already has a course assigned to them as
         optional and you assign it as required, the system will make the
         assignment required. The system will also change an existing
         assignment if an earlier due date is specified now.
     The Add Assignments screen appears with a confirmation of added
     assignments and a full list of current assignments. You can also
     quickly see how many of your laboratory’s available seats are
     assigned to students and how many remain for additional students.
     (Total seats are determined by the subscription option selected by the
     laboratory when it first enrolled in the program.) Students are
     automatically sent e-mail notifications of their assignments.




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 Set Up Open Enrollment (Optional
 Assignments)
   Use the Set up open enrollment (optional assignments) to add or
   remove courses from open enrollment. Open enrollment courses are
   those which students can take at their discretion. In the Open
   Enrollment tab their Student Homepage, students see a list of all
   courses you have indicated as Open Enrollment courses and can
   choose to start one or more at any time. Students earn CE credit for
   completed CAP-provided courses and completed courses show upon
   reports.
   Go to Manage Assignments > Set up open enrollment (optional
   assignments).




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     To remove courses from open enrollment:
      1) Check the box next to the course.
      2) Click the Remove Course(s) button.




     Use the settings under Automatically Include All CE Courses In
     Open Enrollment, to make all courses available to your students by
     selecting Automatically include all assessment courses, Automatically
     include all Pro Courses, Automatically include all assessment courses
     and Pro courses. Students will be able to take these courses as often
     as they like. When new assessment and Pro courses are added,
     these courses will be automatically added as well.
     If you'd like more control over which courses your students have
     access to, select Don't automatically include any Courses; I'll select
     courses below, and then choose courses from Add Courses for
     Open Enrollment.




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   Use the Add Courses for Open Enrollment feature to add courses
   for open enrollment. Check which courses should be made available
   for students, and then click Add Course(s).




 Add Assignments for Competenc y
 Reassessments
   Use the Add Assignments for Competency Reassessments
   feature to assign reassessments to students after they have
   completed an assessment course. The reassessments are designed
   to assist you in evaluating if the student has been retrained on the
   subject.
   Go to Manage Assignments > Add assignments for competency
   reassessments.




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     Assignments for reassessments will be made based on the initial
     competency assessment course. To narrow down the assignment list:
     To generate your list:
      1) From Student: select the students or groups to display.
         • Use the radio buttons if you want to narrow your search
           using active or inactive students.
     2) From Course(s)/Checklist(s): select the courses to display.
         • Hold down the CTRL key while clicking the courses to select
           multiple courses.
     3) From Assignment(s): select the assignments to display.
         •   Use the Date Range fields to narrow down the assignments
             you want displayed.


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   4) From Order By: select the sorting options for the students or the
      courses.
        •  This sorting option determines how the display appears on
           the next screen.
   5) Click Display Report to run the search and have the requested
      information sorted and displayed on the next screen.
   The next screen, with the list of your selected items, is where you
   assign reassessments.




   To assign a reassessment for a competency assessment:
    1) Place a checkmark in the box beside a competency assessment
       assignment to indicate that a reassessment should be assigned.
    2) Click Add Reassessment(s).
   A reassessment cannot be assigned until its corresponding
   assessment is complete. A checkbox will not appear until the course
   is complete.
   A student may only have one reassessment per competency
   assessment. If the student already has been assigned a
   reassessment for a competency assessment, whether or not it has
   been completed, there will not be a checkbox for the assignment.


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     You will receive confirmation after adding assignments for
     competency reassessments and students will receive an e-mail
     notification.




 Set Thresholds for Automatically Assigning
 Competenc y Reassessments and Custom
 Courses
     Use the option Set Thresholds for Automatically Assigning
     Competency Reassessments and Custom Courses to set
     threshold scores for current competency assessment courses. If a
     student's score on the competency assessment is below the specified
     threshold score, that student will be automatically assigned the
     relevant competency reassessment course. The competency
     reassessment gives the student another chance to answer the
     competency assessment questions after having reviewed customized
     training material.
     This option can also be used to set thresholds for autoassignment of
     custom reassessment courses for custom assessment courses.
     These features are optional and must be enabled by an education
     administrator through the following steps.
     NOTE: changing a threshold score will not affect competency
     assessment assignments that have already been completed. Only
     students that complete competency assessments after the change
     will be affected by the new threshold score.
     Go to Manage Assignments > Set thresholds for automatically
     assigning competency reassessments and custom courses.




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   To set a threshold score for Competency Assessments:
    1) Click the drop-down box Auto-Assign Reassessment If next to
       the course you wish to assign a threshold score.
    2) Select the threshold score from the list of options.
    3) Click Save Changes.
   To remove a course from the list of Custom Courses with threshold
   scores:
    1) Click the checkbox to select the custom course.
    2) Click Remove Checked Thresholds.
   To add a threshold score for a Custom Course:
    1) Click the drop down box to select the custom course name.
    2) Select the Reassessment Course to be assigned.

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     3) Set the threshold score for the course.
     4) Click Add Threshold to continue.


 Complete or Edit Assignments for a Student
     This function is available for custom courses only. Course
     subadministrators and education administrators can record
     assignments as complete, change the score for assignments already
     completed, change the due dates and required/optional designations.
     Go to Manage assignments > Complete / edit assignments.




     Step 1: Search for assignments




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   Narrow down the assignment database by selecting from the drop-
   down menus shown on this screen. The items you select appear as a
   list on the next screen. No records are updated on this screen.
   To generate your list:
    1) From Student: select the students or groups to display.
       •  Use the radio buttons if you want to narrow your search
          using active or inactive students.
   2) From Course(s)/Checklist(s): select the courses/checklists to
      display.
       • Hold down the CTRL key while clicking the courses to select
         multiple courses.
   3) From Assignment(s): select the assignments to display.
       •  Use the Date Range fields to narrow down the assignments
          you want displayed.
   4) From Order By: select the sorting options for the students or the
      courses.
       •   This sorting option determines how the display appears on
           the next screen.
   5) Click Display Report to run the search and have the requested
      information sorted and displayed on the next screen.
   The list displays on the screen. Now you are ready to mark
   assignments as complete.




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     Step 2: Select assignments to edit
     To edit an assignment:
      1) Click the checkbox next to those assignments that you wish to
         edit.
      2) Click Edit Checked Assignment(s) button to see the options.




     This page shows the assignments that you selected on the previous
     page.
     To complete assignments:


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   1) Use the Completed drop down box to select Date Completed.
   2) Use the Date menu to provide a date that should be displayed as
      the completion date.
   3) Click Save Changes.
   To reset an assignment:
    1) Use the Completed drop down box to select Not Started.
    2) Click Save Changes.
   To change the assignment to required or optional, use the drop down
   boxes under the Due column. Set a due date for a required
   assignment and click Save Changes. Optional assignments do not
   have the option of setting a due date.
   To change the content portion from complete to incomplete or
   incomplete to complete, use the drop-down box in the content section
   to select your choice and then click Save Changes.
   To change the assessment or posttest score, use the drop-down box
   to select a new score and then click Save Changes.
   To copy a selection down to other assignments, click on the arrow
   beside a dropdown box. This selection will repeat to any additional
   courses listed below this course.


 Delete Assignments for a Student
   Use the Delete Assignments feature to remove assignments. Only
   assignments for custom courses and incomplete CAP courses can be
   deleted.
   Go to Manage assignments > Delete Assignments.




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     Step 1: Search for assignments
     To Delete assignments, narrow down the assignment list by
     selecting items from the drop-down menus on this screen. The next
     screen, with the list of your selected items, is where you delete the
     assignments.
     NOTE: If a student’s access to the Competency Assessment Program is
     completely revoked, neither the student nor his or her assignments display in
     the reports of active students. It is not necessary to also delete his or her
     individual assignments using the Delete Assignments screen.

     To generate your list, use any or all of the categories available:
      1) From Student(s): select the students or groups to display.


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       • Use the radio buttons to display all students or to narrow
         your search to active or inactive students.
   2) From Course(s): select the courses to display.
       • Hold down the CTRL key while clicking the courses to select
         multiple courses.
   3) From Assignment(s): select the assignments to display.
       •  Use the Date Range fields to narrow down the assignments
          to display.
   4) From Order By: select the sorting options for the students or the
      courses.
      • This sorting option determines the display on the next screen.
   5) Click Display Report to run the search and have the requested
      information sorted and displayed on the next screen.
   The list displays on the next screen. Now you are ready to delete
   assignments.




   Step 2: Select assignments to delete
   To delete the courses or assignments:



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     1) Place a check next to those assignments that you wish to delete.
        NOTE: Click the Check all button to select all
        courses/assignments.
     2) Click Delete Checked Assignment(s) to delete the assignments.
     A message will display to confirm that the assignment was
     successfully deleted.




 Update Checklist Tasks
     Some courses have checklist tasks as part of the required training.
     Most frequently, however, tasks are completed as part of an assigned
     instrument-specific observation checklist. After students have
     completed these off-line checklist tasks, an education administrator,
     group subadministrator, or course subadministrator may mark them
     as complete. (Course subadministrators will only have this option if
     the course for which they are a subadministrator includes checklist
     tasks.) Use the Update Checklist Tasks feature to mark the tasks in
     the student’s records.
     Go to Manage assignments > Update checklist tasks.




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   Narrow down the assignment database by selecting from the drop-
   down menus shown on this screen. The items you select appear as a
   list on the next screen. No tasks will be updated on this screen.
   NOTE: You have to select the tasks you want to update separately for each
   person.

   To generate your list:
    1) From Student: select the students or groups to display.
        •Use the radio buttons if you want to narrow your search
         using active or inactive students.
   2) From Course(s): select the courses to display.
        •   Hold down the CTRL key while clicking the courses to select
            multiple courses.


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        • Only assignments that have tasks appear in the Course box.
     3) From Assignment(s): select the assignments to display.
         •  Use the date field to narrow down the assignments you want
            displayed.
     4) From Order By: select the sorting options for the students or the
        courses.
         •   This sorting option determines how the display appears on
             the next screen.
     5) Click Display Report to run the search and have the requested
        information sorted and displayed on the next screen.
     The list of assignments displays. To mark checklist tasks, click View /
     Edit beside the checklist assignment. NOTE: only one assignment
     can be edited at a time.
     On the next page, you'll see a detailed presentation of the entire
     checklist, including completion status and comments. For the
     observed tasks and subtasks, check the box in the appropriate
     column, i.e., Meets Standard, Does Not Meet Standard, or Not
     Applicable. Enter any comments in the free text box and click Save
     Changes. Click Back to Report to return to the list of checklists.
     If a student does not meet a standard, a new observation can be
     added to document the additional observation(s). After the initial
     observation results are saved, a link will appear below the
     task/subtask to Add a new observation for this task. Click the box
     in appropriate column to document the results of the new observation.
     Use the comment box to add any necessary comments.




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View or Edit Courses
   In the list of Education Administrator functions, go to View or Edit
   Courses or if you are already in the administrator window, click the
   View or Edit Courses tab.




   From the View or Edit Courses page, an education administrator
   can:
       •    Add, edit, customize, and delete courses from Course
            Builder
       •    Add or edit resources
       •    Print a course
       •    Organize courses and checklists using curricula
       •    Show or hide courses and checklists
       •    Preview course details and the complete course, including
            the assessment and posttest, from the student’s perspective




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   Go to View or Edit Courses > CourseBuilder.




 CourseBuilder
   CourseBuilder is a powerful online tool that allows you to build
   custom courses for your lab that includes content, assessment tasks,
   interactive exams, and graphics. You have unlimited access to
   courses that you create for your own lab, and they are assigned,
   tracked, and displayed just like all other courses in the program.
   Courses built through CourseBuilder will appear on the CAP transcript
   of those students who complete it; however, those courses are not
   eligible for CAP CE credit. More specific information on how to create
   a course using CourseBuilder can be found in CourseBuilder’s online
   Help system or the CourseBuilder User Guide located on
   Competency Assessment Program landing page in the Resources
   and Related Links section.

   Add a New Custom Course or Checklist
   Add a new, empty course that you'll be able to customize for your
   employees.

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     Go to View or Edit Courses >> CourseBuilder >> Add a New
     Custom Course.




     To add a new custom course:
      1) In the Course Name text field, provide a title for your course
         (required)
     NOTE: The name of your laboratory will be added to the beginning of your
     course name.
     2) In the Course Author field, provide the name of the author for
        the course (required)
     3) In the Additional Information field, you can provide additional
        information, such as the level of instruction, intended audience,
        or purpose of the course (optional)
     4) By checking any of the categories in the list under Curricula,
        organize your courses into a group of related courses and assign
        them together (optional)
     5) Click Add Course



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   After you complete this step, you'll be able to edit the course to add
   content pages, questions, images, downloadable files, and more.

   Create a Custom Course from a PowerPoint File
   You can quickly convert an existing PowerPoint file into an online
   course that you can assign and track using the CAP system. After
   uploading a PowerPoint, you can further customize it with
   CourseBuilder to add objectives, exam questions, checklist tasks, and
   more.
   Go to View or Edit Courses >> CourseBuilder >> Create a
   Custom Course from a PowerPoint File.




   To create a custom course from a PowerPoint file:
    1) Select the PowerPoint file you want to convert by clicking the
       Browse button and locating the file on your computer.
    2) In the Course Name text field, provide a title for your course
       (required)
    3) In the Course Author field, provide the name of the author for
       the course (required)




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     4) In the Additional Information field, you can provide additional
        information, such as the level of instruction, intended audience,
        or purpose of the course (optional)
     5) Click the Create Course button
     Each slide of the uploaded PowerPoint will be converted into a static
     image. All formatting from the slide is preserved (backgrounds, colors,
     fonts, images, and text layout). However, the images cannot be
     edited through CourseBuilder. If you want to make changes to the
     uploaded slides, you'll need to make changes in PowerPoint, and
     then export the slides again.

     Import a CAP Course or Checklist for Customization
     You can choose a currently available CAP course/checklist and make
     a copy that you can then customize with your own content and
     materials. The imported course/checklist will no longer carry CE credit,
     nor will it expire.
     Go to View or Edit Courses >> CourseBuilder >> Import a CAP
     Course for Customization.




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   To import a CAP course for customization:
    1) Select the course/checklist you want to import from the drop-
       down box.
    2) Select the parts of the course/checklist that you want to import
       under Course Elements. NOTE: Not all CAP courses will
       include all four elements.
    3) From the drop down box under “Stand-alone or append to
       existing course?” choose whether you want to create a stand-
       alone course/checklist from the imported course/checklist, or if
       you want to append the imported course/checklist to an existing
       course or checklist. By appending an imported course/checklist
       to an existing course/checklist, you can create a longer
       course/checklist with combined material from many different
       CAP courses and checklists.
    4) Click on the Import Course button. The course/checklist will be
       imported, and you'll be able to further customize it.

   Download the CourseBuilder User’s Guide
   Click the link to download the user’s guide as a PDF for additional
   help.

   Add or Edit Resources
   You can enhance CAP courses with your own facility-specific
   resources, or build your own groups of resources. Add or edit
   downloadable files, web links, and text resources associated with a
   course or a resource group. Students can quickly access these
   resources to view, print, and download them.
   Courses and resource groups may include suggestions for resources.
   You may complete these suggested resources by providing text,
   downloadable files, and web links. Courses and resource groups may
   also have resources provided by CAP. You can retain these
   resources for remove them at your discretion.
   Resource for all courses and resource groups are available to
   students who are logged in.
   Go to View or Edit Courses >> CourseBuilder >> Add or Edit
   Resources.




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     To add a new resource group:
      1) Click on the link Add a new resource group >>.




     2) Enter the Resource Group Name in the text box.
     3) Click Add Resource Group.




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   To edit a resource group, click the Edit Resource Group button
   next to the name of the resource group you wish to edit.
   To delete a resource group, click the Delete Resource Group
   button next to the name of the resource group you wish to delete.


   To edit resources of courses or resource groups:
    1) Click the Edit Resources button next to the course or resource
       group you wish to edit.
    2) Click the link Add a new resource >> and select the available
       options to add a new resource.




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     3) You can also edit the resources that are available by clicking on
        the links under each resource.




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   Organize Courses and Checklists Using Curricula
   A curriculum is a group of courses. Use curricula to keep your
   organized by job description, subject matter, compliance
   requirements, or any other criteria.
   You can add, edit, and delete curricula. By creating curricula, you can
   easily assign multiple courses to individual students, groups of
   students, or all students. A course can be in any number of curricula,
   either created by you or created by CAP.
   Go to View or Edit Courses >> CourseBuilder >> Organize
   Courses and Checklists Using Curricula.




   To edit curriculum:
    1) Click the Edit Curriculum button next to the course you wish to
       edit.

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     2) Select from Available Courses and click Include to add to the
        Courses in This Curriculum OR,
     3) Select from Courses In This Curriculum and click Remove to
        take the course out of the curriculum.
     To delete curriculum:
      1) Click the Delete Curriculum button next to the course you wish
         to delete.
     NOTE: You cannot delete CAP-defined curricula. CAP-defined curricula will
     not have a Delete Curriculum button next to their listing. If you do not want to
     use a CAP-defined curriculum, follow the steps above for removing courses
     from a curriculum and remove all of the courses from the curriculum. The
     curriculum will still exist, but it will no longer display under Manage
     Assignments, list by curriculum of available course in View or Edit Courses,
     or in list by curriculum of available courses in CourseBuilder.

     Share a Course
     You can allow other users to view and use your custom courses.
     Shared courses can be reviewed, imported, rated, and commented
     on, and assigned by other users.
     Select whether to share the course with all other users or with specific
     users. For example, you may want to share a course between
     different users who are all part of the same hospital network, or you

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   may want to swap courses with a colleague. You'll need to contact
   the user you want to share the course with in order to obtain that
   user's CAP number. The CAP number is a seven-digit number
   located in the blue bar near the top of the screen following the
   organization's name.
   NOTE: Copies of CAP-provided courses cannot be shared.

   Go to View or Edit Courses >> CourseBuilder >> Share a Course.




   To share a course:
    1) Use the Course Name drop down box to select the course you
       wish to share.
    2) Use the radio buttons to choose whether you want to share the
       course with everyone or only with a specific laboratory. If you
       want to share a course with a specific laboratory, enter the CAP
       number of the lab you wish to share the course.
    3) Enter any comments.


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     4) Click Share Course.

     View or Change Courses I’m Sharing
     You can view a list of courses that you're currently sharing as well as
     details about the course. This feature also allows you to stop sharing
     a course.
     Go to View or Edit Courses >> CourseBuilder >> View or Change
     Courses I’m Sharing.




     Click on Details to see more, or click on Stop Sharing if you don't
     want to share this course any more. Others who have already
     imported and assigned the course will still be able to access it.

     Your Custom Courses
     Your custom courses are listed at the bottom of the CourseBuilder
     page under Your Custom Courses. You can choose to view the
     courses through a list by curriculum or an alphabetical listing of
     courses. Click on the appropriate tab to view courses. In the List of
     Courses and Checklists by Curriculum tab view, click on the + sign to
     expand a curriculum and see the custom courses in that curriculum.
     Click Edit next to a course to edit it in CourseBuilder. You can add or
     remove content, exam questions, images, and more.
     Click Copy to make a copy of the custom course. Copies of a custom
     course will have a sequential number appended to the course name
     to differentiate it from the original course.


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   Click Delete to delete a custom course. You’ll be asked if you really
   want to the delete the course. If so, click Delete Course. Once a
   course is deleted, it cannot be restored.




 Add or Edit Resources
   Use Add or Edit Resources to enhance CAP courses with your own
   facility-specific resources, or built your own groups of resources. Add
   or edit downloadable files, web links, and text resources associated
   with a course or a resource group. Students can quickly access these
   resources to view, print, and download them.
   Courses and resource groups may include suggestions for resources.
   You may complete these suggested resources by providing text,
   downloadable files, and web links. Courses and resource groups may
   also have resources provided by CAP. You can retain these
   resources for remove them at your discretion.
   Resource for all courses and resource groups are available to
   students who are logged in.
   Go to View / Edit Courses>> Add or Edit Resources




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     Please refer to page 60 for additional instructions.


 Print a Course
     Create a printable version of certain custom courses in PDF format.
     Print an entire course and review course material offline.
     NOTE: Only unique custom course can be printed. CAP-provided courses
     and copies of CAP-provided courses cannot be printed.

     Go to View or Edit Courses >> Print a Course.




     To print a course:
      1) Use the Course drop down box to select the course you wish to
         print.
      2) Use the Version drop down box to select the format of the
         course to print in Instructor or Student Version.
          •   The Instructor version shows correct answers to graded and
              ungraded questions
          •   The Student version shows correct answer to ungraded
              questions only

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   3) Use the Exam drop down box to select whether or not you want
      the exam included in the printed course.
   4) Use the Page Formatting drop down box to select either a
      condensed or spaced formatting option.
   5) Click Create and Display PDF.




   6) Click the link to download the PDF and print.




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 Organize Courses and Checklists Using
 Curricula
     You can add, edit, and delete curricula. By creating curricula, you can
     easily assign multiple courses to individual students, groups of
     students, or all students. You can create curricula based on job
     description, subject matter, compliance requirements, or any other
     criteria. A course can be in any number of curricula, either created by
     you or created by CAP.
     Go to View or Edit Courses >> Organize Courses and Checklists
     Using Curricula.




     See page 64 for additional instructions.



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 Show or Hide Courses & Checklists
   Show or hide courses & checklists allows you to show and hide
   currently available courses and checklists. Only those courses listed
   under "shown courses" appear when you select the Manage
   Assignments, View or Edit Courses, View or Edit Checklists, or View
   Reports links. Some of these courses may not be appropriate for your
   facility, and hiding them reduces clutter in your assignment database
   and records. If a hidden course would be useful, showing it allows
   you to assign the course to your students.
   If a student has already been assigned a course that is later hidden,
   the student will continue to see the course listed on his or her
   homepage and will be able to complete the course. Course
   subadministrators for a hidden course will still be able to view reports
   and assign the course as normal.


   Go to View or Edit Courses >> Show or Hide Courses &
   Checklists.




   To hide courses and checklists:




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     1) Click on the course or checklist in the Shown courses &
        checklists box. You can hide multiple courses by holding down
        the CTRL or Shift keys while clicking on course/checklist names.
     2) Click the Hide button after making your selection(s).
     To show courses and checklists:
      1) Click on the course or checklist in the Hidden courses &
         checklists box. You can show multiple courses by holding down
         the CTRL or Shift keys while clicking on course/checklist names.
      2) Click the Show button after making your selection(s).


     NOTE: Hiding a course will hide it from view of all users at your institution,
     including other education administrators. Before hiding a course, please
     consider whether another education administrator may be using the course.



 Available Courses
     Click on the + button next to a curriculum to see associated courses.
     Click Info to see a course's objectives, outline, and CE credits.
     Available courses can also be viewed alphabetically by clicking on the
     List Courses Alphabetically tab.
     Click Preview to view the complete course, including the pretest and
     exam, from the student's perspective.
     Click Resources to go to the Add or Edit Resources page. You’ll see
     all the resources associated with this checklist as well as have the
     ability to add a new resource or edit a current resource.




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   Shared Courses are those created by other CAP users and made
   available to you. You can import shared courses to use them with
   your own students, and you can share your own courses by clicking
   on the "CourseBuilder" tab.
   To view the details of a course and rate it, click Details & Rate.
   To preview a course before importing it, click Preview.
   To import a course, click Import. Importing a shared course will
   create a copy of the course for you to use. Any changes the author
   makes in the original course will NOT be included the course you
   have imported, but you may use CourseBuilder to make your own
   changes to the imported course. When you import a course, your
   institution’s name will replace the sharing institution’s name in the
   course title.




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View or Edit Checklists
   In the list of Education Administrator functions, go to View or Edit
   Checklists.




   From the page, an education administrator can:
        •   Create and manage custom checklists through Checklist
            Builder
        •   Print a blank copy of a checklist
        •   Organize courses and checklists using curricula
        •   Show or hide courses and checklists
        •   Enable / disable peer review for checklists
        •   Request an instrument checklist
        •   Preview checklist details and the complete checklist from the
            student’s perspective




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     Go to View or Edit Checklists > ChecklistBuilder.




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 ChecklistBuilder
   ChecklistBuilder is a powerful online tool that allows you to build
   custom checklists for your lab that include observation tasks,
   objectives, instructions, and downloadable resources. You have
   unlimited access to checklists that you create for your own lab, and
   they are assigned, tracked, and displayed just like all other courses in
   the program. Checklists created through ChecklistBuilder will appear
   on the CAP transcript of those students who complete it; however,
   those courses are not eligible for CAP CE credit.

   Add a new checklist
   You can add a new, blank checklist that you'll be able to customize
   for your employees. Please provide a checklist name and the name of
   the author. Optionally, you can provide additional information, such as
   the level of instruction, intended audience, or purpose of the checklist.
   After you add the checklist, you'll be able to edit the checklist to add
   tasks, subtasks, benchmarks, resources, and objectives.
   Go to View or Edit Checklists >> ChecklistBuilder >> Add a New
   Checklist.




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     To add a new checklist:
      1) In the Checklist Name text field, provide a title for your course
         (required)
      2) In the Checklist Author field, provide the name of the author for
         the course (required)
      3) In the Additional Information field, you can provide additional
         information, such as intended audience, purpose of the checklist,
         or level of difficulty (optional)
      4) By checking any of the categories in the list under Curricula,
         organize your courses into a group of related courses and assign
         them together (optional)
      5) Click Add Checklist.
     After you complete this step, you'll be able to edit the checklist to add
     content pages, questions, images, downloadable files, and more.

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   Import a current CAP checklist
   You can import a current CAP Checklist for customization with your
   own tasks and resources.
   Go to View or Edit Courses >> ChecklistBuilder >> Import a CAP
   Checklist for Customization.




   Download the CourseBuilder User’s Guide
   Click on the link Download the CourseBuilder User’s Guide to
   download the user’s guide for CourseBuilder in PDF for additional
   help.

   Your Custom Checklists
   Click on the + button next to a curriculum to see associated custom
   courses and checklists. The checklists listed can be customized to
   your needs. Click on "Edit" to add, edit, and delete tasks, subtasks,
   benchmarks, resources, and more. Click "Copy" to make a duplicate
   of the checklist that can be customized independently of the original --
   this is especially useful for making several similar checklists. Click
   "Delete" if you no longer need this checklist (consider hiding the
   checklist instead).




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 Print a Blank Copy of a Checklist
     Create a printable, blank copy of any CAP checklist or custom
     checklist in PDF format. Please be aware that CAP checklists are
     copyrighted - printed versions of checklists are for your internal use
     only and should not be distributed to others or to more people than
     your subscription allows.
     Go to View or Edit Checklists >> Print a Blank Copy of a
     Checklist.




     To print a blank copy of a checklist:
      1) Use the Checklist drop down box to select the checklist you wish
         to print a blank copy.
      2) Click Create and Display PDF.

     Organize Courses and Checklists Using Curricula
     You can add, edit, and delete curricula. By creating curricula, you can
     easily assign multiple courses to individual students, groups of
     students, or all students. You can create curricula based on job

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   description, subject matter, compliance requirements, or any other
   criteria. A course can be in any number of curricula, either created by
   you or created by CAP.
   Go to View or Edit Checklists >> Organize Courses and
   Checklists Using Curricula.




   To edit curriculum:
    1) Click the Edit Curriculum button next to the course you wish to
       edit.

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     2) Select from Available Courses and click Include to add to the
        Courses in This Curriculum OR,
     3) Select from Courses In This Curriculum and click Remove to
        take the course out of the curriculum.
     To delete curriculum:
      1) Click the Delete Curriculum button next to the course you wish
         to delete.


 Show or Hide Courses and Checklists
     You can show and hide currently available courses and checklists.
     Only those courses listed under "shown courses" appear when you
     select the Manage Assignments, View or Edit Courses, View or Edit
     Checklists, or View Reports links. Some of these courses may not be
     appropriate for your facility, and hiding them reduces clutter in your
     assignment database and records. If a hidden course would be useful,
     showing it allows you to assign the course to your students.
     If a student has already been assigned a checklist that is later hidden,
     the student will continue to see the checklist listed on his or her
     homepage and will be able to complete the course. Course
     subadministrators for a hidden checklist will still be able to view
     reports and assign the course as normal.

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   Go to View or Edit Checklists >> Show or Hide Courses &
   Checklists.




   To hide courses and checklists:
    1) Click on the course or checklist in the Shown courses &
       checklists box. You can hide multiple courses by holding down
       the CTRL or Shift keys while clicking on course/checklist names.
    2) Click the Hide button after making your selection(s).
   To show courses and checklists:
    1) Click on the course or checklist in the Hidden courses &
       checklists box. You can show multiple courses by holding down
       the CTRL or Shift keys while clicking on course/checklist names.
    2) Click the Show button after making your selection(s).


   NOTE: Hiding a checklist will hide it from view of all users at your institution,
   including other education administrators. Before hiding a checklist, please
   consider whether another education administrator may be using the checklist.




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 Enable / Disable Peer Review for Checklists
     Peer review allows other students (not just subadministrators or
     education administrators) to mark checklist tasks as complete on
     behalf of their peers. This feature is optional. You can enable or
     disable peer review for one or more checklists.
     Go to View or Edit Checklists >> Enable/Disable Peer Review for
     Checklists.




     The first row allows you to select a default setting which will apply for
     all checklists that do not have a setting of their own.
     Use the drop down boxes next to each checklist to select a setting:
          •   All students means that any student associated with your
              subscription may mark checklist tasks as completed for any
              other student in your subscription. A student may not
              complete checklist tasks for himself or herself.
          •   Same group only means that students associated with your
              subscription may mark checklist tasks as completed for other
              students that are members of the same group.
          •   Disabled means that peer review is not allowed. Checklist
              tasks may only be marked as completed by
              subadministrators or education administrators.


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   Click on Save Changes after making your selections.


 Request an Instrument Checklist
   You can request an instrument checklist for the Competency
   Assessment Program.
   Go to View or Edit Checklists >> Request an Instrument
   Checklist.




   To request an instrument checklist:
    1) Your Name and Laboratory should be pre-populated in the
        corresponding text boxes.


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     2) Fill in the rest of the information in the text boxes provided and
        click Send Request after you have finished.
     We are continually adding to the number of checklists available for
     the Competency Assessment Program. If you need a checklist for an
     instrument that is not yet available, please let us know using the form
     below. If we are not already in the process of working with the
     instrument manufacturer to develop a checklist for this instrument, we
     will contact the manufacturer about creating one. Please note that we
     cannot guarantee that a checklist will be created. If you have any
     questions, please contact the CAP Customer Contact Center at 800-
     323-4040 option 1 #.


 Available Checklists
     Click on the + button next to a curriculum to see associated checklists.
     Click Preview to view the complete checklist from the student's
     perspective.
     Info opens a new window giving details about the length of the
     checklist and availability date.
     Preview provides a link to the checklist. When you preview a course,
     you see exactly what a student will see as he or she moves through it.
     Your activity is not tracked; it will not be recorded in any reports.
     Resources will take you to the Add or Edit Resources page. You’ll
     see all the resources associated with this checklist as well as have
     the ability to add a new resource or edit a current resource.




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View Reports
   In the list of Education Administrator functions, go to View Reports.




   From the View Reports main screen, an education administrator can
   view:
       •    Student and course activity reports
       •    Student assessment and checklist details
       •    Course comparison data
       •    Question comparison data
       •    Student feedback on Competency Assessment Program
   Go to View Reports.




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 View Student and Course Activity Reports
     Use the View Student and Course Activity Reports to verify
     assignment completion or view assignment progress for one or more
     students, groups, courses, or date ranges.
     From View Reports > View student and course activity reports.




     Use the drop-down menus to narrow down the items you want
     included in the report.
     To generate your report:
      1) From Student(s): select the students or groups to display.
         • Use the radio buttons to indicate if you want to include active
           or inactive students. (Inactive students are those who are no
           longer associated with your laboratory but who may have
           once participated in competency activities for your
           laboratory.)
     2) From Course(s): select the courses to display.
         •   Hold down the CTRL key while clicking the courses to select
             multiple courses.


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   3) From Assignment(s): select the assignments to display.
        •   Use the Assignments field to define your selection based on
            assignments completed, incomplete, overdue, failed, or not
            started.
        • Use the Date Range fields to narrow down the assignments
          to display.
   4) From Order By: select the sorting options for the students or the
      courses.
        •  This sorting option determines how the display appears on
           the next screen.
   5) Click Display to run the search and have the requested
      information sorted and displayed on the next screen.
   The report displays with the selected criteria listed above the report.




   Printable Version displays a version of the report that is appropriate
   for printing.
   Export to CSV exports this student’s records to a .csv file that can be
   downloaded and opened by any major spreadsheet program.
   Assigned is the date the course was assigned.
   Last Accessed is the last time the student entered the course.
   Due is the date the course must be completed. “Optional” will display
   for optional courses.
   Assessment indicates the status of the assessment, if applicable.


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     Content is the course content; for example, customized training for
     CAP courses. This tracks how far the student has progressed through
     the course.
     Posttest indicates whether an exam is required and the status of the
     exam. (NOTE: posttests are not used in CAP courses, but may be
     used in custom courses).
     Checklist indicates progress on completing checklist tasks, if
     applicable.
     Time Spent tracks all of the time the student has spent on the course,
     including anytime reviewing the course once it has been completed.


 View Student Assessment and Checklist
 Details
     Viewing student assessment and checklist details allows you to view
     and print detailed information about a student's performance on a
     competency assessment, reassessment, or instrument observation
     checklist.
     Go to View Reports>View student assessment and checklist
     details.




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   Narrow down the assignment database by selecting items from the
   drop-down menus on this screen.
   To generate your report:
    1) From Student(s): select the students or groups to display.
       • Use the radio buttons to indicate if you want to include active
         or inactive students. (Inactive students are those who are no
         longer associated with your laboratory but who may have
         once participated in competency activities for your
         laboratory.)
   2) From Course(s): select the courses to display.
       • Hold down the CTRL key while clicking the courses to select
         multiple courses.
   3) From Assignment(s): select the assignments to display.
       •    Use the Assignments field to define your selection based on
            assignments completed, incomplete, overdue, failed, or not
            started.
       •  Use the Date Range fields to narrow down the assignments
          to display.
   4) From Order By: select the sorting options for the students or the
      courses.
       •    This sorting option determines how the display appears on
            the next screen.
   Click Display Report to run the search and have the requested
   information sorted and displayed on the next screen.
   The next screen, with the list of your selected items, is where you
   select to view assessment or checklist details. Click the Question
   Details or Checklist link of a student’s assessment or checklist,
   respectively, that you wish to view. (NOTE: If a course is incomplete,
   no link will appear.)




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 View Course Comparison Data
     View Course Comparison Data displays how your students’
     assessment and posttest averages compare with other labs. Data is
     collected from students’ answers to assessment and posttest
     questions. The collected data lets you view how your students are
     performing on specific courses in comparison to students at all other
     labs. For custom courses, only your lab's average score is displayed.
     For courses with only competency assessments, the competency
     assessment score is displayed. For courses with only posttests or
     courses with both a competency assessment and a posttest, only the
     posttest score is displayed.
     Go to View reports> View course comparison data.




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   To view course comparison data:
    1) Select the courses for which you wish to view course comparison
        data from the drop down box that lists all courses.
    2) Click View.
   The Course Comparison screen shows the averages received on
   courses.




 View Question Comparison Data
   View Question Comparison Data allows you to see how your
   students are performing on specific assessment and posttest
   questions compared with other labs.
   Data is collected from students' answers to various questions from
   anonymous statistics at your lab and system-wide. The collected data
   lets you view how your students are performing on specific questions
   in comparison to students at all other labs.
   Go to View reports > View question comparison data.
   The View Question Data screen appears.




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     Narrow down the database by selecting items from the drop-down
     menus. The items you select are displayed on the next screen.
     To view comparison question data:
      1) From Course, select the course to display.
      2) From Group, select the group to display.
      3) From Completed Between, select the date range for your
          search.
      4) Click Display Question Data.
     The requested information appears on the next screen.




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 View Student Feedback on Competency
 Assessment Program
   View Student Feedback allows you to view aggregate data for end-of-
   course feedback. Only data from your laboratory is represented in
   these reports.
   Go to View Reports > View student feedback on competency
   assessment program.
   The Student Feedback screen appears.




   Narrow down the database by selecting items from the drop-down
   menus. The items you select are displayed on the next screen.
   To view the feedback data:
    1) From Courses, select the course to display.
    2) From Start Date, select the date to start your search.
    3) From End Date, select the date that ends your search.
    4) Click Display to display the requested information on the next
        screen.
   The requested information appears.




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Section 4: Student

   As a student, the Competency Assessment Program allows you to
   view your own course progress, competencies, and certifications. In
   addition, all of the activities you complete will appear on your CAP
   transcript.
   To participate in the Competency Assessment Program, you must
   have an individual account on the CAP Web site. For information on
   creating an individual CAP Web account, please refer to “Getting
   Started with e-LAB Solutions.”



Logging In as a Student
   General log in information:
   1) Log in to the CAP Web site (www.cap.org) using your unique
       user ID and password. You will see a list of e-LAB Solutions
       features and personalized options in the blue side bar.
   2) Click on the Competency Assessment link to access program
       options.
   3) Click Access your list of assignments to access the online
       competency activities.




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Student Home Page
     Student Home lists all the assigned courses, status, and course links
     for a student. It provides the links for a student to start, continue, or
     review a course. It also provides tabs, if enabled by the education
     administrator, for the student to access subadministrator permission,
     to access peer review activities, and to select courses through Open
     Enrollment.
     To access the Student Home page:
          •   Log in on the CAP Web site, go to Competency Assessment,
              then click Access your list of assignments OR
          •   Click Student Home in the bottom panel of most student
              screens
     The laboratory name, your status, and the laboratory’s status display
     at the top of the page.




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   Assigned By indicates which laboratory or organization assigned the
   course.
   Assigned is the date the course was assigned.
   Completed is the date that the course was completed.
   Due is the date the course must be completed.
   Assessment indicates the status of the assessment, if applicable,
   and the score if it is complete.
   Content is the course content; for example, customized training. This
   tracks how far the student has progressed through the customized
   training.
   Posttest indicates whether a posttest is required and the status of the
   posttest, including the score. (NOTE: Posttests are not used in CAP
   courses, but may be used in custom courses).
   Checklist is the number of tasks that the student has completed.
   Student Signoff is the number of tasks a student has signed off on.



Conventions Used in Student Courses
   Standard screen conventions are used for all CAP courses. You
   should become familiar with these conventions to easily move


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     through the course. The conventions link to the Table of Contents,
     Student Home, Help, Exit, and a competency checklist (if applicable).
     These links are shown as icons and text links.
     Student Home takes you to the student home page. The Student
     Home page provides a complete list of assignments and has the link
     Start Course to start a course.


               Contents takes you to the Table of Contents for a course.
               The Table of Contents provides a map of all the topics and
               subtopics covered in the course. Shaded points are those
               that have already been reviewed by the student. To return
               to an earlier point in the course, click on the topic in the
     Table of Contents.
     Clicking the Contents icon while viewing the tasks in an instrument-
     specific observation checklist will take you to a list of all of the
     instrument checklist tasks.


              Back moves you back to the previous screen. (NOTE: Once
              you answer an assessment question, you cannot go back to
              answer the question again. The first answer you provide is
              the one recorded for your assessment score.)


              Next moves you forward to the next screen.




              Help provides information on contacting the CAP for help.




              Exit allows you to exit a course and closes the window.




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Your Courses
   Your Courses lists your course assignments, including courses that
   have been assigned to you and courses that are in progress. Click on
   "Start Course" to launch the course. Click on the Open Enrollment
   tab to see other courses that may be available to you. Click on a
   course name to learn more about it, including objectives, length, and
   CE credits.
   Click on the Start Course button next to the name of the course.




   The course’s title page will display:




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      From the course’s Title page, you can click:
          •    Disclosures to view all disclosures from the authors of the
               course.
          •    Course Info to read the details about a course
          •    Start Course to start the course. Proceed through the
               course following the onscreen directions. NOTE: You don’t
               need to finish an entire course in one session. You can stop
               a course and return to the course as many times as needed.


      Continuing a Course
      All courses use a bookmarking feature, which allows you to stop a
      course and return to it as many times as you need. Use the Continue
      button to return to the course at the last page you viewed. For
      assessment and Pro courses, all answers you submitted will be
      retained; continuing a course does not allow you to change any of
      your previous answers.
      From Student Home > click Continue next to the course you wish to
      continue.
      From the course’s Title page, click Continue Course to start the
      course in the spot you had stopped.




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   Reviewing a Course
   You can review course content and tasks at any time while a course
   is still available. Neither the competency assessment nor the posttest
   can be reviewed.
   Click Review for the course you wish to review.




   Use the screen conventions and the on-screen directions to move
   around the course and review the contents, competencies, and tasks.
   Stopping a Course
   The bookmarking feature in the online courses is automatic. To exit a
   course, click on the Exit icon or simply close the browser window.
   To return to the course, follow the steps for Continuing a Course.
   Update or View a Competency Checklist
   Students can view the status of their competency checklist for a given
   course. An education administrator, course subadministrator, or group
   subadministrator can mark items complete. If an education
   administrator has enabled the peer review function, peers can
   complete checklists, too.
   Click Checklist for the instrument-specific observation checklist that
   you wish to review.
   The instrument checklist title page will display. Click Checklist Tasks.




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      After proceeding through checklist instructions, click Continue to the
      next page to view Checklist Tasks.
      This page displays all of the tasks, subtasks, resources, comments,
      and student sign-offs for the checklist assignment.




      Some checklists consist only of tasks. These tasks will be labeled
      "Tasks" and numbered. Other checklists consist of tasks and
      subtasks. The status of the task affects the status of the subtasks,
      and vice versa. If at least one subtask is marked "Does not meet

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   standard," then the task cannot be marked "Meets standard." Marking
   a task as "meets standard" will change the status of the most recent
   observation for the associated subtasks.
   Some checklists will display resources beside checklist tasks and
   subtasks. The role of these resources will vary checklist-by-checklist,
   but they can be downloadable files (such as PDF, Word, or
   PowerPoint files), additional information that appears in a pop-up
   window, or a simple text listing of where to retrieve additional
   information.
   Multiple observations of any task or subtask can be tracked, to
   facilitate remediation and re-assessment. Remediation steps taken
   can be documented in the "Comments" field.
   The student sign-off column is an optional additional tracking feature.
   Users can take advantage of this column to track student
   acknowledgment or preparedness for observation. The presence or
   absence of student sign-offs will not affect how the checklist is
   displayed on the student's CAP transcript.
   NOTE: Only students, when reviewing checklists that have been
   assigned to them, may click in the "Student Sign-off" column.
   Click on the link Generate printable PDF version to print.
   To add a new observation for a task or subtask (Education
   Administrators or Subadministrators only):
    1) If there is no row of empty boxes for a task or subtask, click on
       Add a new observation >> to add the row.
    2) Click on the desired checkbox of the empty row for the task or
       subtask. If you are changing the status of a subtask, the task's
       status may change as well.
    3) Once you added observations for all desired tasks and subtasks,
       click on Save Changes. Your initials will be recorded by the
       tasks and subtasks you have changed, and your name will
       appear on the "Observed by:" heading if it does not appear
       already.
   To change an observation for a task or subtask (Education
   Administrators or Subadministrators only):
    1) Click on the currently checked box to uncheck it. If you are
       changing the status of a subtask, the task's status may change
       as well.


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      2) Click on the desired checkbox for the task or subtask. Again, if
         you are changing the status of a subtask, the task's status may
         change as well.
      3) Once you have changed all desired tasks and subtasks, click on
         Save Changes. Your initials will be recorded by the tasks and
         subtasks you have changed, and your name will appear on the
         "Observed by:" heading if it does not appear already.
      To edit comments on a task or subtask (Education Administrators or
      Subadministrators only):
       1) Type in the "Comments" column for the relevant tasks and
          subtasks.
       2) Click on Save Changes.
       3) Comments are visible to all administrators, subadministrators
          with "Manage assignments" privileges over the checklist, and the
          student to whom the checklist is assigned. Students cannot edit
          comments.



Open Enrollment
      This page lists additional, optional courses that are available for
      students to take. An education administrator must enable this feature.
      If no courses are available for open enrollment, this tab will not
      appear.




      Click on Take Course beside any course name to add it the list on
      the Your Courses tab.


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   Click on a course name to learn more about it, including objectives,
   length, and CE credits.



Resources
   Resources are downloadable documents, web links, and text
   provided by CAP and your administrators for you to review.




   Click on the course name or resource group name to view the
   resources within each.



Peer Review
   Peer Review is a feature enabled by your education administrator that
   allows you to review and mark checklist tasks assigned to other
   students at your institution or in your group. Please contact your
   education administrator or subadministrator for more information on
   when and how to use this feature. If this feature is not enabled, this
   tab will not appear.




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      To search for the student checklist you want to edit:
       1) From Student(s): select the students or groups to display.
          • Use the radio buttons to indicate if you want to include active
            or inactive students. (Inactive students are those who are no
            longer associated with your laboratory but who may have
            once participated in competency activities for your
            laboratory.)
      2) From Course(s): select the courses to display.
          •   Hold down the CTRL key while clicking the courses to select
              multiple courses.

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   3) From Assignment(s): select the assignments to display.
        •   Use the Assignments field to define your selection based on
            assignments completed, incomplete, overdue, failed, or not
            started.
        • Use the Date Range fields to narrow down the assignments
          to display.
   4) From Order By: select the sorting options for the students or the
      courses.
        •  This sorting option determines how the display appears on
           the next screen.
   5) Click Display to run the search and have the requested
      information sorted and displayed on the next screen.



Student Subadministrator
   Students can be both a student and a subadministrator. The
   Subadministrator tab from the student Home Page takes the student
   to their subadministrator duties where they can view their
   subadministrator privileges and permissions.
   NOTE: An education administrator assigns a student to have
   subadministrator privileges.

   There are three kinds of subadministrators: group
   subadministrator, course subadministrator, and, for custom
   courses, CourseBuilder subadministrator.




   Click Administrate or CourseBuilder to access subadministrator
   features. A new page will display your administrative options.



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 Course Subadministrator
      A course subadministrator can be granted two types of privileges:
      view reports only or view reports and assignment management.
      Depending on the permissions granted to them, course
      subadministrators can manage students, make assignments, and
      view reports.
      NOTE: Course subadministrators can only view student assignments for the
      course they administer, even if the student has other assignments.



 Group Subadministrator
      A group subadministrator can be granted two types of permissions:
      view reports only or view reports and manage assignments.
      Depending on the permissions granted to them, group
      subadministrators can manage students, make assignments, and
      view reports.
      NOTE: Group subadministrators can view student assignments for only the
      students they administer. However, they can see all the courses that are
      assigned to the students in their group.




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 Manage Students (Course or Group
 Subadministrator)
   As a subadministrator, you may have permission to manage students,
   their assignments, and reports.
   From Manage Students > go to View Students.




   An alphabetical list of all active students at your site (for course
   subadministrator) or group (for group subadministrator) is provided.
   From this screen, select the student whose student report you want to
   view by clicking View student report next to the student’s name.




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      This is an on-screen report that presents student information for
      currently active courses. A student’s assignments and group
      memberships are shown.




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   Printable Version displays a copy of this report that is formatted for
   easier printing.
   Export to CSV exports this student’s assignment records to a .csv file
   that can be downloaded and opened by any major spreadsheet
   program.
   Assigned is the date the course was assigned.
   Due is the date by which the course must be completed.
   Assessment indicates the status of the assessment, if applicable,
   and the score if it is complete.
   Content is the course content; for example, customized training for
   CAP courses. This tracks how far the student has progressed through
   the course.
   Posttest indicates whether an exam is required and the status of the
   exam. (NOTE: posttests are not used in CAP courses, but may be
   used in custom courses.)
   Checklist is the number of tasks that the student has completed.
   View / Edit checklist takes you to the instrument-specific observation
   checklist. Checkboxes let the education administrator or
   subadministrator document whether a student meets the standard for
   each item on the checklist, or indicate which items do not apply. See
   Checklist View under Updating and Viewing Competency
   Checklists below.
   View Question Details lets you view the assessment and the
   student’s answers.
   View History let you view the assignment history, e.g., who assigned
   the course, when the student accessed a course, when the course
   was completed.
   Edit Assignment allows you to edit / complete a course assignment.
   This option is only available on custom courses.


   Search for a Student
   Use the Search for Students option if you wish to search for a
   particular student.
   Go to Manage Students > Search for students.

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      To find a student:
       1) In the Search for: box, enter the name of the student you want
           to locate.
      You can search on first name only, last name only, first and last name,
      or part of a name. For example, entering “John” in the search box will
      return “John Smith” and “Ben Johnson”; entering “Smith” will return
      “John Smith” and “Smithers McMann”; entering “Jon” will return “Jon
      Edwards,” “Jonathan Carter,” and “John Jones”; and entering “John
      Smith” will return “John Smith.”
       2) Click Search.
      The Search Students screen displays a list of students whose names
      match your search criteria.




      3) Click View student report to access the student report.


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   The Student Report screen shows the student’s assignment progress
   report.




 Manage Assignments (Course or Group
 Subadministrator)
   As a subadministrator, you may manage assignments for students
   depending on the permissions granted to you.




   From the Manage Assignments screen, a subadministrator can
   (depending on assigned permissions):



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          •   Add assignments for one or more students to one or more
              courses
          •   Add assignments for competency reassessments
          •   Delete assignments whose records are no longer required
              (only custom courses and incomplete assignments can be
              deleted)
          •   Complete assignments manually without requiring students
              to finish training
              NOTE: Only customized courses (those created by the
              organization using the CourseBuilder tool) can be completed
              this way.
          •   Update checklist tasks


 Add Assignments for a Student
      Use the Add Assignments screen if you wish to add assignments for
      one or more students to one or more courses.
      Go to Manage Assignments > Add assignments. The Add
      Assignments: Step One: Select Courses screen appears.




      To add an assignment:
       1) Step One: Click the box next to the course(s) you want to assign.


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       •   Custom courses, competency assessments, instrument
           checklists are grouped in their own sections, but
           assignments can be made from multiple sections at once.
       •  Select the month, day, and year by which each course
          should be completed (due date). (If a due date is later than a
          course's expiration date, the due date for those assignments
          will be changed to the expiration date. The administrator is
          notified of this change on the confirmation screen.)
   4) Step Two: Indicate whether assignments will be required or
      optional.
       •   On the student home page, required assignments are listed
           first followed by the optional assignments. Required
           assignments must be given a due date for completion.
       •  Optional assignments have no due date. They will not
          display in reports until the assignment is completed.
   5) Click Continue.
   Select students screen appears.




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      4) Select the students you want assigned to this course(s).
         NOTE: All students assigns this course to all students at your
         facility, including pending students. (Pending students are those
         who have been added by an administrator but who are not yet
         associated with your institution.)
      5) Click Add Assignments.
          NOTE: If a student already has a course assigned to them as
          optional and you assign it as required, the system will make the
          assignment required. The system will also change an existing
          assignment if an earlier due date is specified now.
      The Add Assignments screen appears with a confirmation of added
      assignments and a full list of current assignments. You can also

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   quickly see how many of your laboratory’s available seats are
   assigned to students and how many remain for additional students.
   Students are automatically sent e-mail notifications of their
   assignments.


 Complete / Edit Assignments for a Student
   This function is available for custom courses. Course
   subadministrators and education administrators can record certain
   assignments as complete and change the score for assignments
   already completed.
   Go to Manage Assignments > Complete assignments.




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      Narrow down the assignment database by selecting from the drop-
      down menus shown on this screen. The items you select appear as a
      list on the next screen. No records are updated on this screen.
      To generate your list:
       1) From Student(s): select the students or groups to display.
           •Use the radio buttons if you want to narrow your search
            using active or inactive students.
      2) From Course(s): select the courses to display.
           •Hold down the CTRL key while clicking each course name to
            select multiple courses.
      3) From Assignment(s): select the assignments to display.
           • Use the Date Range fields to narrow down the assignments
             you want displayed.
      4) From Order By: select the sorting options for the students or the
         courses.
           •  This sorting option determines how the display appears on
              the next screen.
      5) Click Display Report to run the search and have the requested
         information sorted and displayed on the next screen.
      The list displays on the screen.




      To make edits to assignments:
       1) Place a check next to the names of those that you wish to edit.

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   2) Click Edit Checked Assignments to see the options.




   To complete assignments:
    3) Use the drop down boxes to select the desired completion option
       for a student’s records.
    4) Use the Date menu to provide a date that should be displayed as
       the completion date.
    5) Click Save Changes.
   To change the assignment to required or optional, use the drop down
   boxes under the Due column. Set a due date for a required
   assignment and click Save Changes. Optional assignments do not
   have the option of setting a due date.
   To change the content portion from complete to incomplete or
   incomplete to complete, use the drop-down box in the content section
   to select your choice and then click Save Changes.
   To change the assessment or posttest score, use the drop-down box
   to select a new score and then click Save Changes.
   To copy a selection down to other assignments, click on the arrow
   beside a dropdown box. This selection will repeat to any additional
   courses listed below this course.


 Delete Assignments for a Student
   Use the Delete Assignments screen if you wish to delete certain
   assignments from a student’s records. Only assignments for custom
   courses and incomplete assignments for CAP courses may be


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      deleted. Completed or failed assignments for CAP courses cannot be
      deleted.
      Go to Manage assignments > Delete assignments.




      Narrow down the assignment list by selecting items from the drop-
      down menus on this screen. The next screen, with the list of your
      selected items, is where you delete the assignments. Courses are not
      deleted from this screen. You must complete the next screen to
      delete courses.
      NOTE: If a student’s access to the Competency Assessment Program is
      completely revoked, neither the student nor his or her assignments display in
      the reports of active students. It is not necessary to also delete his or her
      individual assignments using the Delete Assignments screen.

      To generate your list, use any or all of the categories available:
       1) From Student(s): select the students or groups to display.
           •Use the radio buttons to display all students or to narrow
            your search to active or inactive students.
      2) From Course(s): select the courses to display.


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       • Hold down the CTRL key while clicking the courses to select
         multiple courses.
   3) From Assignment(s): select the assignments to display.
       •  Use the Date Range fields to narrow down the assignments
          to display.
   4) From Order By: select the sorting options for the students or the
      courses.
      • This sorting option determines the display on the next screen.
   5) Click Display to run the search and have the requested
      information sorted and displayed on the next screen.


   The list displays on the next screen. Now you are ready to delete
   assignments.




   To delete the courses or assignments:
    1) Place a check next to those assignments that you wish to delete.
    2) Click Delete Checked Assignments to delete the assignments.
   A message will display to confirm that the assignment was
   successfully deleted.
   If you wish to delete all of the courses in the displayed list:
    1) Click Check all.
    2) Click Delete Checked Assignments to delete the assignments.


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      A message will display to confirm that the assignment was
      successfully deleted.


 Update Checklist Tasks
      Some courses have checklist tasks as part of the required training.
      Most frequently, however, tasks are completed as part of an assigned
      instrument-specific observation checklist. After students have
      completed these off-line checklist tasks, an education administrator,
      group subadministrator, or course subadministrator may mark them
      as complete. (Course subadministrators will only have this option if
      the course for which they are a subadministrator includes checklist
      tasks.) Use the Update Competency Assessment Tasks screen to
      mark the tasks in the student’s records.
      Go to Manage Assignments > Update checklist tasks.




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   Narrow down the assignment database by selecting from the drop-
   down menus shown on this screen. The items you select appear as a
   list on the next screen. No tasks will be updated on this screen.
   NOTE: You have to select the tasks you want to update separately for each
   person.

   To generate your list:
    1) From Student(s): select the students or groups to display.
        •Use the radio buttons if you want to narrow your search
         using active or inactive students.
   2) From Checklist(s): select the checklists to display.


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          •    Hold down the CTRL key while clicking each course name to
               select multiple courses.
         • Only assignments that have tasks appear in the Course box.
      3) From Assignment(s): select the assignments to display.
          •  Use the Date Range fields to narrow down the assignments
             you want displayed.
      4) From Order By: select the sorting options for the students or the
         courses.
          •   This sorting option determines how the display appears on
              the next screen.
      5) Click Display to run the search and have the requested
         information sorted and displayed on the next screen.
      The list of assignments displays. To mark checklist tasks, click View
      checklist beside the checklist assignment. The checklist view will
      open. Make changes as necessary (see Checklist View under
      Updating and Viewing Competency Checklists) and then click
      Back to Report to return to list of assignments to choose another
      checklist to edit, if desired.




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View Reports (Course or Group
Subadministrator)
   As a subadministrator, you have permission to view reports for the
   students in your group (group subadministrator) or for all students for
   the course you are subadministrator over (course subadministrator).
   Go to View reports.




 View Student and Course Activity Reports
   Use the View Student and Course Activity Reports screen to verify
   assignment completion or view assignment progress for one or more
   students, groups, courses, or date ranges.
   Go to View Reports > View student and course activity reports.




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      Use the drop-down menus to narrow down the items you want
      included in the report.
      To generate your report:
       1) From Student(s): select the students or groups to display.
          • Use the radio buttons to indicate if you want to include active
            or inactive students.
      2) From Course(s) / Checklist(s): select the courses to display.
          • Hold down the CTRL key while clicking each course name to
            select multiple courses.
      3) From Assignment(s): select the assignments to display.
          •   Use Assignments to define your selection based on
              assignments completed, incomplete, overdue, failed, or not
              started.


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       •  Use the Date Range fields to narrow down the assignments
          to display.
   4) From Order By: select the sorting options for the students or the
      courses.
       •   This sorting option determines how the display appears on
           the next screen.
   5) Click Display to run the search and have the requested
      information sorted and displayed on the next screen.
   The report displays with the selected criteria also shown.




   Printable Version displays a version of the report that is appropriate
   for printing.
   Export to CSV exports the records to a .csv file that can be
   downloaded and opened by any major spreadsheet program.
   Assigned is the date the course was assigned.
   Last Accessed is the last time the student entered the course.
   Due is the date by which the course is due for completion.
   Assessment indicates the status of the assessment, if applicable.
   Content is the course content; for example, customized training for
   CAP courses. This tracks how far the student has progressed through
   the course.


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      Posttest indicates whether an exam is required and the status of the
      exam. (NOTE: posttests are not used in CAP courses, but may be
      used in custom courses.)
      Checklist indicates the progress on completing instrument-specific
      observation checklist tasks, if applicable.
      Time Spent tracks the amount of time the student has spent on the
      course.


 View Student Assessment and Checklist
 Details
      Student assessment and checklist details allows you to view and print
      detailed information about a student's performance on a competency
      assessment, reassessment, or observation checklist.
      Go to View Reports>View Student Assessment and Checklist
      Details.




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   Narrow down the assignment database by selecting items from the
   drop-down menus on this screen.
   To generate your report:
    1) From Student(s): select the students or groups to display.
       • Use the radio buttons to indicate if you want to include active
         or inactive students.
   2) From Course(s) / Checklist(s): select the courses to display.
       • Hold down the CTRL key while clicking each course name to
         select multiple courses.
   3) From Assignment(s): select the assignments to display.
       •   Use Assignments to define your selection based on
           assignments completed, incomplete, overdue, failed, or not
           started.


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          •  Use the Date Range fields to narrow down the assignments
             to display.
      4) From Order By: select the sorting options for the students or the
         courses.
          •   This sorting option determines how the display appears on
              the next screen.
      5) Click Display to run the search and have the requested
         information sorted and displayed on the next screen.
      The next screen, with the list of your selected items, is where you can
      view assessment or checklist details. Click the link of a student’s
      assessment or checklist that you wish to view. (NOTE: If a course is
      incomplete, no link will appear.)




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 View Student Feedback on Competency
 Assessment Program




   This page allows you to view aggregate data for end-of-course
   feedback. Only data from your laboratory is represented in these
   reports.




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Appendix 1: Troubleshooting and Error Pages




Appendix 1: Troubleshooting and
Error Pages


      If an unexpected error occurs while using the system, an error page
      appears.
      The CAP Technical Support team is e-mailed a copy of this report.
      To return, press the BACK button on your browser to go back to the
      previous screen.




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                        Appendix 2: E-mail Notification and Messages




Appendix 2: E-mail Notifications
and Messages

   The Competency Assessment Program facilitates participation
   through the automatic generation and distribution of e-mail messages
   to education administrators and to students.



Notification of Assignment
   Subject line: <<recipient name>> - CAP Competency Assessment
   Program activity assignment
   You have been assigned the following CAP Competency Assessment
   Program activity(ies):
   Activity title: <<Assignments>>
   Due date: <<date>>
   Assignor: <<assigner name>>
   To access the activity(ies), log on to <<link>> and select Competency
   Assessment from the list of e-LAB Solutions options.
   If you have any questions about this assignment, please contact the
   assignor listed above.
   If you have any additional questions or comments please contact the
   College of American Pathologists at 800-323-4040 option 1#. You
   can also contact us at "www.cap.org" click on Contact Us, and select
   Competency Assessment as the subject.




Competency Assessment Program
User Guide                                                          133
Appendix 2: E-mail Notification and Messages




Completion of Assignment
      Subject line: <<recipient name>> - CAP Competency Assessment
      Program activity completion
      Congratulations. You completed the activity <<CourseTitle>> on
      <<CompletionDate>>.
      To view your transcript and obtain your continuing education
      certificate (if applicable), log on to <<lin>> and select Education
      Transcript from your list of Personalized Options. The course will be
      listed on the “Completed Activities” page.
      If you have any additional questions or comments please contact the
      College of American Pathologists at 800-323-4040 option 1#. You
      can also contact us at www.cap.org, click on Contact Us, and select
      Competency Assessment as the subject.



Assignment Completion Revocation
      Subject line: <<recipient name>> - CAP Competency Assessment
      Program notification
      The following assignment and all related results have been deleted by
      <<revoker name>>. This includes your answers to assessment
      questions, your score, record of completed tasks, and continuing
      education (CE) credit.
      <<CourseTitle>>
      <<LabName>>
      If you have any questions about this e-mail message, please contact
      the individual listed above.
      If you have any additional questions or comments please contact the
      College of American Pathologists at 800-323-4040 option 1#. You
      can also contact us at <<lin>> click on Contact Us, and select
      Competency Assessment as the subject.




                                              Competency Assessment Program
134                                                              User Guide
                       Appendix 2: E-mail Notification and Messages



Notification of Assignment Completion
Sent to Administrators
   Subject line: <<student name>> - CAP Competency Assessment
   Program completion
   <<Assignee>> has successfully completed the activity
   <<CourseTitle>> on <<CompletionDate>> with a score of <<Score>>.
   To see an entire record of this student’s participation, log on to
   www.cap.org and select Competency Assessment from your list of e-
   LAB Solutions options.
   If you have any additional questions or comments please contact the
   College of American Pathologists at 800-323-4040 option 1#. You
   can also contact us at www.cap.org, click on Contact Us, and select
   Competency Assessment as the subject.



Notification of Assignment of Sub-
administrator Permissions
   Subject line: <<recipient name>> - CAP Competency Assessment
   Program administration
   <<assignor name>> has assigned you as subadministrator with the
   ability to <<Powers>> for <<CourseGroup>> within your organization,
   <<LabName>>.
   To access the program, log on to www.cap.org and select
   Competency Assessment from the list of e-LAB Solutions options.
   You can access your subadministrator responsibilities through the link
   on your student home page.
   If you have any questions about this e-mail message, please contact
   the individual listed above.
   If you have any additional questions or comments please contact the
   College of American Pathologists at 800-323-4040 option 1#. You
   can also contact us at www.cap.org click on Contact Us, and select
   Competency Assessment as the subject.




Competency Assessment Program
User Guide                                                           135
Appendix 2: E-mail Notification and Messages



Notification of Revocation of Sub-
administrator Permissions
      Subject line: <<recipient name>> - CAP Competency Assessment
      Program administration
      <<assignor name>> has assigned you as subadministrator with the
      ability to <<Powers>> for <<CourseGroup>> within your organization,
      <<LabName>>.
      To access the program, log on to www.cap.org and select
      Competency Assessment from the list of e-LAB Solutions options.
      You can access your subadministrator responsibilities through the link
      on your student home page.
      If you have any questions about this e-mail message, please contact
      the individual listed above.
      If you have any additional questions or comments please contact the
      College of American Pathologists at 800-323-4040 option 1#. You
      can also contact us at www.cap.org click on Contact Us, and select
      Competency Assessment as the subject.




                                              Competency Assessment Program
136                                                              User Guide
                       Appendix 2: E-mail Notification and Messages




Notification of Pending Access to
Competency Assessment Activities
   Subject line: <<recipient name>> - CAP Competency Assessment
   Program access – action required
   <<recipient name>>:
   You have been invited to participate in the CAP Competency
   Assessment Program within your organization, <<LabName>>, by
   <assignor name>>.
   Please use the following link to activate your access to the program:
   <<link>>
   If you have any questions about this e-mail message, please contact
   the individual listed above.
   If you have any additional questions or comments please contact the
   College of American Pathologists at 800-323-4040 option 1#. You
   can also contact us at www.cap.org, click on Contact Us, and select
   Competency Assessment as the subject.
   Please do not respond to this message; it is generated from an
   unattended e-mail messaging service.




Competency Assessment Program
User Guide                                                            137
Appendix 2: E-mail Notification and Messages




Confirmation of Program Access
      Subject line: <<recipient name>> - CAP Competency Assessment
      Program access confirmation
      <<recipient name>>:
      You now have access to the CAP Competency Assessment Program
      within your organization, <<LabName>>.
      To access the program, log on to www.cap.org and select
      Competency Assessment from the list of e-LAB Solutions options.
      If you have any questions about this e-mail message, please contact
      <<assignor name>>.
      If you have any additional questions or comments please contact the
      College of American Pathologists at 800-323-4040 option 1#. You
      can also contact us at www.cap.org, click on Contact Us, and select
      Competency Assessment as the subject.



Notification of Revocation of Program
Access
      Subject line: CAP Competency Assessment Program access
      removed
      <<recipient>>:
      Your ability to access the CAP Competency Assessment Program
      has been removed by <<revoker name>>.
      If you have any questions about this e-mail message, please contact
      the individual listed above.
      If you have any additional questions or comments please contact the
      College of American Pathologists at 800-323-4040 option 1#. You
      can also contact us at www.cap.org click on Contact Us, and select
      Competency Assessment as the subject.




                                             Competency Assessment Program
138                                                             User Guide

				
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