Instructions for Using the CAS Self-Assessment Guides for Program Review
If you have the correct permissions for editing your CAS self-assessment guide, you can begin working on your narrative responses at any time. If you are unable to do anything listed here, see Getting Help.
Step 1: Login to the Anthology/Compliance Assist program review site
Go to the Anthology compliance assist workspace, by clicking the link here. You can bookmark the page for quicker access next time. Also note that you can navigate from the UI Anthology homepage to your APR, by selecting the “compliance assist” module as shown below and then selecting “program review” from the available options. Compliance Assist is a shared workspace for program review and accreditation.
Alternatively, you can access the Compliance Assist workspace from the main Anthology landing page, as shown below:
From the Compliance Assist landing page (shown below), select “program review” as shown.
The program review workspace is shown below and can be identified by the menu.
Step 2: Select the co-curricular program or service you want to work with.
The programs you will see in the list will depend on your permissions: you may only see one, or you may see multiple programs and have to choose one from the list.
You will make your selection from the black navigation ribbon across the screen using the down arrow to open the list of programs available to you. This is shown below.
Step 3: Verify you are in the correct CAS Self-Assessment Guide.
In the example below, the SAG for “Assessment Services” has been selected. We can verify we are in the Assessment Services workspace by seeing that it is the program listed on the black navigation ribbon, and it is also the program listed in the CAS Introduction window.
Step 4: Select the CAS tab you want to view or work in from the tabs appearing at the bottom of the black navigation ribbon.
This tab provides the program with background and reference materials to support the self-study process. These materials are provided by CAS, for use by your program. These materials include resources to help you develop and manage the workflow, as well as suggested evidence for each part of the CAS self-study. This is a reference workspace.
This tab houses the self-study template where the program will build its self-study report by adding narrative and evidence to each section. This is the self-study report workspace.
Document Directory Tab
The document directory tab provides programs with space to archive and document evidence that may be used throughout the self-study report. One benefit to using the document directory is that if you update a document that is linked from several areas of your report, you only have to change it in the document directory. This is an archival workspace.
Step 5: Open the “self-study” tab.
Select the “self-study” tab to open your report template, as shown below. You will see a list of items that you will complete as part of your self-study. In the example below, selecting “1.1 Program and Services Mission” opens up the associated section.
Optional: To get an idea on what you might include in your narrative for each part, see the “overview questions.”
When you open an item, such as 1.1, guidance for the item based on best practices appears.
Step 6: Enter your reflection or narrative for the item.
To edit this item, or add your response, you will need to return to the black navigation bar and select from the “options” on the right-hand side. Select “edit item.” Depending on your permissions, you may see fewer options than shown below.
You are now in editor mode and will have access to the template, including the “narrative” section. While there are a number of fields and text boxes, most programs will only work in the “narrative” box and the “source” sections at the bottom of the template.
You can enter text directly into the narrative box, or you can paste from another source. It is recommended that you paste using plain text to avoid formatting issues.
When you are done with your session, be sure to either “save” or “save and close” your report.
If you select “save and close,” the system understands you are closing out of the workspace. It will prompt you to see if you want to check-in the item (so that others can work on it when you are not), or leave it checked out (so that no one else can work in it until you check in back in).
Step 7: Add sources and/or evidence to your report.
Scroll to the bottom of the self-study template to see the area for adding sources/evidence. You will see three places where you can add this.
Provides a static space to upload a file or folder that is specific to this report item. It will only be available here. If it applies to other items, you will need to upload it each time, if you use this section.
Document Directory Sources
Provides a dynamic interface to the “document directory” tab. Anything anyone has uploaded to you document directory, can be referenced using this interface. If you link to your document directoryand you later change the item (such a new version), it will automatically update it here too.
Provides a static space to add web links and/or web sources to your report. It will only be available here. If it applies to other items, you would need to add it to each item, if you use this section.
Be sure to save your work!