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June 2015
ACTIVITY PACKET
Advanced Implementation
CASAS Technology Support Team [email protected]
6:00 am – 5:00 pm (Pacific), M – F
Toll Free: (800) 255-1036, option 2
(858) 292-2900, option 2
© 2015 CASAS. All rights reserved
Advanced Implementation
© 2015 CASAS. All rights reserved. 1
Table of Contents
Steps to Edit Session Template .............................................................................................................................. 3
Steps to Interrupt a Test in Progress .................................................................................................................... 5
Steps to Reconnect a Suspended Test................................................................................................................. 15
Steps to Override the Next Assigned Test (NAT) ............................................................................................ 21
Steps to Monitor Web-Test Units (WTU) ........................................................................................................... 24
Steps to Generate Basic Reports .......................................................................................................................... 30
Steps to Add and Edit Student Records ............................................................................................................. 34
Steps to Add Test Records ................................................................................................................................... 38
Steps to Merge Duplicate Student Records ....................................................................................................... 40
Steps to Import Records ....................................................................................................................................... 41
Steps to Add and Manage User Accounts ......................................................................................................... 45
ROLLING HILLS ADULT SCHOOL – RHAS
My Site:
My Login: COORDINATOR PROCTOR ADMINISTRATOR
Agency ID: 4908 4908 4908
User: coordinator _____ @rhas.org proctor _____ @rhas.org administrator _____ @rhas.org
Password: coordinator proctor admin
RHAS: https://eTestsonline.org/rollinghills/
Advanced Implementation
2 © 2015 CASAS. All rights reserved
Advanced Implementation
© 2015 CASAS. All rights reserved. 3
Steps to Edit Session Template
Step Screen Description / Notes
1.
Click Sign In.
2.
Enter User credentials.
(Sign in as a coordinator)
Click Login.
3.
Click Testing Sessions.
4.
Filter Site and Lab.
(
Click Refresh.
Collapse Filter.
Advanced Implementation
4 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
5.
(From any session sharing the same Template)
Click Edit f
6.
Click Template Configuration.
Click Registration.
Click Edit
Click to remove checks and dashes for clear boxes
on:
1. Collect student demographics.
2. Collect program information.
3. Collect statuses and goals.
4. Collect zip code.
Click Save.
Advanced Implementation
© 2015 CASAS. All rights reserved. 5
Steps to Interrupt a Test in Progress
Step Screen Description / Notes
1. PREP STEP
(From Management Console browser tab)
Click Back.
Click Logout (as Coordinator).
2.
Click Sign In.
Enter Proctor credentials.
Click Login
3.
Click Testing Sessions.
4.
Filter Site and Lab.
Click Refresh.
Collapse Filter.
5.
Click Start for
LAB:?? – Intake: Level A session.
6.
Add Station.
(select your station)
Advanced Implementation
6 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
DEMO #1 Testing Station > Pause/Return to test
7.
(From Testing Station browser tab)
Click Administer Test.
Click Run.
8.
Enter Identification.
(as a new student)
9.
Click Save.
10.
Click Reading Test.
(Practice 1 = B)
(Practice 2 = C)
Click Begin.
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© 2015 CASAS. All rights reserved. 7
Step Screen Description / Notes
11.
Click Random Answers.
(Interrupt the test)
Use Ctrl + E key command.
Click an Answer + Forward arrow to reactivate
test screen.
12.
Click Return to test.
13.
Test continues where interrupted.
Test-timer restarts.
One WTU decremented when test is finished
(continue)
Click Random Answers.
DEMO #2 Testing Station > Score the test
14.
(From Testing Station browser tab)
(Interrupt the test)
Use Ctrl + E key command.
Click Score the test…
Advanced Implementation
8 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
15.
Test ends without student finishing.
Student may not return to the test.
Test is scored and recorded.
Personal Score Report displays.
One WTU decremented for ended test.
Click Forward.
DEMO #3 Testing Station > Cancel the Test
16.
(From Testing Station browser tab)
Click Math Test.
(Practice 1 = B)
(Practice 2 = D)
Click Begin.
17.
Click Random Answers.
(Interrupt the test)
Use Ctrl + E key command.
Click an Answer + Forward arrow to reactivate
test screen.
18.
Click Do not score...
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© 2015 CASAS. All rights reserved. 9
Step Screen Description / Notes
19.
Screen returns to Test Menu.
Test is not scored or recorded.
Answers are deleted.
One WTU decremented for completed Locators.
No WTU decremented for cancelled pre/post-tests.
DEMO #4 Management Console > Abort the Test
20. PREP STEP #1
Logout Student.
21. PREP STEP #2
Exit Testing Application.
22. PREP STEP #3
(From Management Console browser tab)
Click Manage.
23. PREP STEP #4
Stop Session.
24.
PREP STEP #5
Pair-up within your group, and decide
Who will be the Proctor, and
Who will be the Student.
Advanced Implementation
10 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
You may also have a group of three with
One Proctor in the middle, and
Two Students on each side.
25.
ATTENTION: Proctors!
(From Management Console browser tab)
Start LAB:?? – Intake: Level A session.
26.
Add Station.
(add student station(s), not yours!)
27.
ATTENTION: Students!
Lend your Proctor a helping hand!
(From Testing Station browser tab)
Click Administer Test.
Click Run.
28.
Enter Identification Code.
(as same student)
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© 2015 CASAS. All rights reserved. 11
Step Screen Description / Notes
29.
Confirm Yes.
30.
Click Math Test.
(Practice 1 = B)
(Practice 2 = D)
Click Begin.
31.
Click Random Answers.
32.
ATTENTION: Proctors!
(From Management Console browser tab)
Click Refresh.
Click Intervene.
33.
Score = Score at testing station.
Abort = Do not score at testing station.
Disconnect = Exit at testing station.
Click Abort.
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12 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
34.
Click OK.
Test is cancelled and not scored.
Answers are deleted.
No WTU decremented for aborted pre/post-tests.
One WTU decremented for completed Locators.
35.
ATTENTION: Students!
Lend your Proctor a helping hand!
(From Testing Station browser tab)
Click an Answer + Forward arrow to reactivate
test screen.
36.
Click OK
37.
Student is automatically logged out.
Test screen returns to ID field.
DEMO #5 Management Console > Score the Test
38.
ATTENTION: Students!
(From Testing Station browser tab)
Enter Identification Code.
(as same student)
Click Yes.
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© 2015 CASAS. All rights reserved. 13
Step Screen Description / Notes
39.
Click Math Test.
(Practice 1 = B)
(Practice 2 = D)
Click Begin.
40.
Click Random Answers.
41.
ATTENTION: Proctors!
(From Management Console browser tab)
Click Refresh.
Click Intervene.
42.
Click Score.
Advanced Implementation
14 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
43.
Click OK.
The test ends.
The test is scored and recorded.
One WTU is decremented for the scored test.
44.
ATTENTION: Students!
Lend your Proctor a helping hand!
(From Testing Station browser tab)
Click an Answer + Forward arrow to reactivate
test screen.
45.
Click OK.
46.
Student is automatically logged out.
Test Screen returns to ID field.
Note! When Scored from Management Console,
Personal Score Report (PSR) is not displayed at
Testing Station.
A copy of the PSR may be retrieved from TE.
Advanced Implementation
© 2015 CASAS. All rights reserved. 15
Steps to Reconnect a Suspended Test
Step Screen Description / Notes
DEMO #1 Testing Station > Exit the test
1.
PREP STEP
If you want before we continue, you may switch
Proctor and Student roles.
If so,
1st Proctor – Stop Session.
1st Student – Exit Testing Application.
2nd Proctor – Start Level A session.
Add Station.
2nd Student – Wait!
DEMO #1 Testing Station > Exit the test
2.
ATTENTION: Students!
Lend your Proctor a helping hand!
(From Testing Station browser tab)
Click Administer Test.
Click Run.
3.
Enter Identification.
(as new student)
4.
Click Save.
Advanced Implementation
16 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
5.
Click Reading Test.
(Practice 1 = B)
(Practice 2 = C)
Click Begin.
6.
Click Random Answers.
Use Ctrl + E key command.
Click an Answer + Forward arrow to reactivate
test screen.
7.
Click Exit.
8.
Student is automatically logged out of Testing
Application.
Test screen returns to the ID field.
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© 2015 CASAS. All rights reserved. 17
Step Screen Description / Notes
DEMO #2 Management Console > Disconnect the Test
9.
ATTENTION: Proctors!
(From Management Console browser tab)
Click Manage
10.
Stop Session.
11.
Click OK.
12.
Click Intervene.
13.
Click Disconnect.
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18 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
14.
Station is now available for next student.
(session may be stopped if all testing is finished)
DEMO #3 Testing Station > Request
15.
ATTENTION: Students!
(From Testing Station browser tab)
Enter Identification Code.
(as same student)
16.
Click Yes.
17.
Proctor must Intervene and Reconnect test.
DEMO #4 Management Console > Request
18.
ATTENTION: Proctors!
(From Management Console browser tab)
Click Refresh (if needed)
Click Intervene.
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© 2015 CASAS. All rights reserved. 19
Step Screen Description / Notes
19.
Click Reconnect.
20.
ATTENTION: Students!
(From Testing Station browser tab)
Click Refresh
(or Next if screen already refreshed)
21.
Test continues where interrupted and suspended.
Test timer restarts.
One WTU decremented when test is finished
(continue) Click Random Answers.
DEMO #5 Management Console > Disconnect the Test
22.
ATTENTION: Proctors!
(From Management Console browser tab)
Click Intervene.
23.
Click Disconnect.
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20 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
24.
Click Manage.
Stop Session.
25.
ATTENTION: Students!
Click an Answer + Forward arrow to reactivate
test screen.
26.
Click OK.
27.
Student is automatically logged out of Testing
Application.
Test screen returns to Refresh.
Suspended test will remain suspended
indefinitely.
28.
Click Exit to close Testing Application.
Advanced Implementation
© 2015 CASAS. All rights reserved. 21
Steps to Override the Next Assigned Test (NAT)
Step Screen Description / Notes
1.
PREP STEP #1
ATTENTION: Everyone!
(From Management Console browser tab)
Click Back.
Click Logout (as Proctor)
2.
Enter Coordinator credentials.
Click Login
3.
Click Testing Sessions.
4.
Filter Site and Lab.
Click Refresh.
Collapse Filter.
5.
Click Edit for
LAB:?? – Post-Test session.
Advanced Implementation
22 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
6.
Click Students tab.
Click Select.
7.
Check Student.
(randomly select)
Click Select.
8.
Click Edit.
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© 2015 CASAS. All rights reserved. 23
Step Screen Description / Notes
9.
Apply edits to:
Modalities – only if overriding the next-assigned
test (ONAT), otherwise, leave unchecked so that
the session configuration takes effect.
Options – such as different test-times or
defaulting to the largest screen display for
accommodations which may remain persistent so
that any time the student logs in, the student
configuration will take effect.
Note! Setting time to ‘0’ turns off the test timer.
Layout – such as defaulting to the largest screen
display for students who are visually impaired.
This too may remain persistent for the student.
Set ONAT.
Click OK.
10.
Student configuration for accommodations may
remain for future use.
Clear or Remove student configuration if applied
to modalities.
Caution! If a modalities configuration is not
cleared, the student will continue taking the same
test(s).
Removing the student from the Students tab does
not remove the student record from the database.
Click Save or Cancel to close the Testing Session
.
Advanced Implementation
24 © 2015 CASAS. All rights reserved
Steps to Monitor Web-Test Units (WTU)
Step Screen Description / Notes
1.
Launch TE from web browser or desktop icon.
2.
Enter Coordinator credentials.
Click Connect.
DEMO #1 WTUs via Test Administrations list
3.
Click Organization.
Click Test Administrations.
Advanced Implementation
© 2015 CASAS. All rights reserved. 25
Step Screen Description / Notes
4.
For each purchase record, the online system records
WTUs Reserved – these are tests in progress and
suspended tests.
WTUs Used by Tests – these are tests that were
ended, scored, and recorded.
WTUs Available – this is the number of WTUs
remaining per purchase.
WTUs Used by Deleted Tests – a deleted web-
based test does not delete the WTU used for
administering the test.
DEMO #2 WTUs via WTU Balance report
5.
Click Reports.
Select CASAS eTests.
Click WTU Balance.
6.
Click Generate.
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26 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
7.
Click Pages
Click New Horizontal Page Group
8.
Drag and drop WTU Balance report tab to bottom
Page.
Unpin Navigator in bottom Page.
Close Report Generator in top Page.
9.
Click Pages in bottom Page.
Click Close and Move Pages.
Advanced Implementation
© 2015 CASAS. All rights reserved. 27
Step Screen Description / Notes
DEMO #3 eTests Administrations Report
10.
Click Reports,
Select CASAS eTests
Click eTests Administrations.
11.
For Special Options,
Reporting Level, click Site.
Count, click Non-WTU.
(to simulate eTests administrations)
Click Generate
12.
Columns right of sites – these are the number of
tests administered per month at each site.
Far right column – these are the total number of
tests administered per site.
Bottom of each column – these are the total
number of tests administered per month across all
sites.
Bottom right cell – this is the total number (777) of
tests administered for the current PY.
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28 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
13.
Click a Cell.
14.
To save the list of records to a spreadsheet or 3rd
party Export file, click Export.
To set up and print your own ad hoc report, click
Print.
15.
Click reporting session date and time, or
Click Orange (report) Bar.
16.
Click Keep Session to save a copy of the report in
the Reports Manager.
17.
Click Pages.
Click Close all Pages.
Advanced Implementation
© 2015 CASAS. All rights reserved. 29
Step Screen Description / Notes
Ordering WTUs
18.
The quickest way to order WTUs is through
CASAS Online Ordering.
At top right from any page on the CASAS
website, click Order
Click Order eTests and complete the online
ordering process.
Orders placed online are generally processed
within 1 to 2 business days.
Advanced Implementation
30 © 2015 CASAS. All rights reserved
Steps to Generate Basic Reports
Step Screen Description / Notes
Report Generator
1.
Click Help.
Click Contents.
Click Reports arrow.
Click Report Setup Screen.
Generate Basic Reports
2.
Generate a Next-Assigned Test (NAT) report.
Go to: Reports > CASAS eTests > NAT
So that all tests from any class or site taken by
students having an enrollment in a class display
all together for the class, apply the following
setup:
General Settings / Special Options
Display Class based on: Class Enrollment
Navigator / Class Instances
Uncheck all classes and randomly select one class.
Click Generate.
Compare and re-generate with
General Settings / Special Options
Display Class based on: Test.
Click Generate.
Advanced Implementation
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Step Screen Description / Notes
Notice! Results for students enrolled in the class
may display on separate pages from different
classes.
Note! Navigator / In Program Years
This report may also be generated per student or
selected group of students, or by site.
3.
Generate a Personal Score Report (PSR).
Go to: Reports > CASAS eTests > PSR
Navigator / Tests
Uncheck all tests and randomly select a test.
Click Generate.
Note! You may want to specify Assessment Date
Range for results from most recent test(s).
This report may also be generated by class, site, or
selected group of students.
4.
Generate an Individual Skills Profile (ISP).
Go to: Reports > Test Results > Skills Profile >
ISP
General Settings / Special Options
Show Grade Level Equivalent.
Navigator / In Program Years
Uncheck all students and randomly select one
student.
(Jesse Campos – 610101494)
Click Generate.
Note! A GED Predictor will display if one test
score is 236 and above. CASAS is undergoing a
Advanced Implementation
32 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
study with the new GED and HiSET and will
update the predictor to include both.
Students must have an Instructional Program
enrollment for report to generate.
This report may also be generated by class, site, or
selected group of students.
5.
Generate a Student Competency Performance
(SCP) report.
Go to: Reports > Test Results > Competency
Performance > SCP
Navigator / In Program Years
Uncheck all students and randomly select one
student.
Click Generate.
Note!
You may want to specify Assessment Date Range
for results from most recent tests otherwise,
reports will generate for all results.
This report may also be generated by class, site, or
selected group of students.
6.
Generate a Student Test Summary report.
Go to: Reports > Test Results > Test History >
STS
So that all tests from any class or site taken by
students having an enrollment in a class display
all together for the class, apply the following
setup:
General Settings / Special Options
Display Class based on Class Enrollment
Advanced Implementation
© 2015 CASAS. All rights reserved. 33
Step Screen Description / Notes
Navigator / Class Instances
Uncheck all classes and randomly select one class.
Click Generate.
Note! This report may also be generated by site, or
for a selected group of students.
7.
Click Pages.
Click Close all Pages.
8.
Sample Reports are available on the CASAS
website.
Advanced Implementation
34 © 2015 CASAS. All rights reserved
Steps to Add and Edit Student Records
Step Screen Description / Notes
1. PREP STEP
Click TE icon.
Click Disconnect.
2.
Enter Administrator credentials.
Click Connect.
3.
Click Records.
Select Students.
Click Demographics.
4.
Click New.
Advanced Implementation
© 2015 CASAS. All rights reserved. 35
Step Screen Description / Notes
5.
Click arrow icons to collapse each section.
6.
Expand Select Site section. (click arrow)
Click Site-field down arrow.
Select a Site,
(select site for your group)
(automatically recorded w/eTests)
7.
Expand Identification section.
Identification Code is assigned by agency.
Enter unique Student ID.
Enter First, Middle initial, and Last Name.
Select Gender
Select Birth Date.
(name, gender, and DOB are optional to save
student record but may be required at your agency
or by your state)
(automatically recorded w/eTests)
Advanced Implementation
36 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
8.
Expand Education section.
Education information adds additional unique or
permanent information about the student.
(optional to save student record but may be
required at your agency or by your state)
(automatically recorded w/eTests)
9.
Expand Ethnicity, Race & Language section.
This information also provides additional
information about the student.
(optional to save student record but may be
required at your agency or by your state)
(automatically recorded w/eTests)
10.
Expand Address, Contact & Provider Use section.
CASAS recently added the ability to collect and
record the Social Security Number through
eTests.
CASAS will add address, phone, and e-mail in
near future.
(optional to save student record but may be
required at your agency or by your state)
(zip code automatically recorded w/eTests)
Advanced Implementation
© 2015 CASAS. All rights reserved. 37
Step Screen Description / Notes
11.
Expand Consumer Information section.
These fields are for agencies serving adults with
intellectual disabilities.
12.
Click Save.
13.
If no other record is added for the student at this
time, the new record will not automatically
display in the list of Students Demographics
records. This is because the record has no activity
in the current program year.
Records may be edited in TE by clicking the
pencil-icon and change to edit mode.
(records cannot be edited in eTests)
Don’t close record!
FOR ADD TEST RECORD ACTIVITY SKIP TO
Steps to Add Test Records
Advanced Implementation
38 © 2015 CASAS. All rights reserved
Steps to Add Test Records
Step Screen Description / Notes
1.
Click Tests
Click New
2.
Click arrow icons to collapse each section.
3.
Expand Select Student in PY section.
Click Assessment Date-field down arrow.
Select Date.
4.
Expand Assessment Info section.
Click Form-field down arrow
Select Test Form.
Type to search or Select from Lister.
Advanced Implementation
© 2015 CASAS. All rights reserved. 39
Step Screen Description / Notes
5.
Check Score Override.
Enter Raw Score.
When the record is saved the Scale Score will
auto-populate.
6.
Expand Assessment Items section.
Note! If you plan to generate a student
performance report from test results, do not check
Score Override and enter item responses.
Click Save.
7.
Close Test Record.
8.
Click Refresh.
Advanced Implementation
40 © 2015 CASAS. All rights reserved
Steps to Merge Duplicate Student Records
Overview
Steps to bring together two records of the same student in your online database may be found
in TE from the Help menu.
The Merge function is available with both Basic and Enhanced access to the Online System. In
other words, a TE License, or collective agreement with CASAS is not required.
Student records are generally merged by the user who manages your online database and is
typically a user in the TE Enhanced or ET Basic Access Group.
You may merge two records of the same student within the same site.
o In these cases, there is a difference with the student’s ID and you will need to highlight
both records and click the Merge button to consolidate data recorded from both records
into one record under the same ID.
Two records of the same student with the same ID at different sites may not be Merged.
o In most cases, there is no difference with the student’s ID and the online system is
recording activity for the student per site.
o In some cases, there may be a difference with the student’s ID at each site so you will
need to correct the ID at one site to match the ID at the other site.
Whenever you need to see activity associated with a student from all sites, filter for all
demographic records of the student and then click the aggregate button from the toolbar.
Note! Only two duplicate records may be merged at one time. If more than two records are
duplicated,
o First, merge two of the three duplicate records.
o Then, merge the third duplicate record with the newly-merged record.
All conflicting fields between duplicate records must be resolved before a Merge will take
place.
Give Merging a try by following directions from TE’s Help menu and select two random
records at the same site to step through the process and Merge two student records.
Advanced Implementation
© 2015 CASAS. All rights reserved. 41
Steps to Import Records
Follow 3rd-Party Import Wizard directions per screen. Refer to specified step (below) when
importing the following records:
o Step 4 – Teacher (Personnel) records (
o Step 5 – Class records
o Step 6 – Student class status
o Step 7 – Attendance hours
Step Screen Description / Notes
1.
Click Tools.
Click 3rd Party Import Wizard.
2.
Records may be imported in the order listed when
not assigning classes to test records.
1. Name & Demographics (5050)
2. Test (6050)
3. Teacher records (1050)
4. Class records (4050)
5. Student class status (2050)
6. Attendance hours (7050)
3.
The most common file type for importing is a
Comma Separated Values file, or CSV.
Advanced Implementation
42 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
4.
Teacher (Personnel) records (1050)
IMPORTANT!
o Avoid duplicates and link with existing
User Accounts by substituting the
Personnel ID from the import file with a
work-related e-mail for the User
Account.
Uncheck When missing auto-populate required
names and user accounts with ID values.
o This will allow you to momentarily
pause and edit records before
completing the import process.
Per record from the Data Correction Edit
Window*,
o Check User Account.
o Enter personnel e-mail address.
o Click Save.
5.
Class records (4050)
IMPORTANT!
o Avoid duplicate User Accounts from
importing and specify Class Start and
End dates.
Uncheck When missing auto-populate required
names and user accounts with ID values.
o This momentarily pauses the import
process to make corrections/edits.
Click Load Existing Data
o This will auto-populate existing
Personnel/Teacher and User Account
information.
Advanced Implementation
© 2015 CASAS. All rights reserved. 43
Step Screen Description / Notes
Per record, or all records from the Data
Correction Edit Window,
o Check Class Start/End Dates.
o Enter Class Start/End Dates.
o Click Save.
If Personnel/Teacher information is missing, per
record from the Data Correction Edit Window*,
o Check User Account.
o Enter personnel e-mail address.
o Click Save.
6.
Student Class Status (2050)
NOTE!
o Importing Student Class Status records
automatically adds a Class Enrollment
record with Active Class Status, and
o May also be used to update a student’s
status in class such as
Inactive, or
Completed.
Even though all records in the Import file may
be considered valid, some fields may not auto-
populate, such as student First, Middle, and
Last Names
o Click Load Existing Data
This will auto-populate missing
student names.
Managing Class Enrollment is beneficial for
generating reports that only include Students
with an Active enrollment status rather than all
Students who have been enrolled in the Class.
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44 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
7.
Attendance Hours (7050)
NOTE!
o When imported hours represent the total
number of hours since entry in a class.
Check Import instructional
hours as cumulated hours.
o When imported hours represent
additional number of hours from the last
import.
Leave Unchecked Import
instructional hours as cumulated
hours.
o Importing Daily Attendance hours is not
available.
Importing Attendance Hours automatically
adds Class Records with Instructional Hours
for each student per Participation Source.
The Participation Source for imported
Attendance Hours depends on whether or not
the box for "Import instructional hours as
cumulated hours" was checked or left
unchecked.
o Checked, the Participation Source is
Student Updated (Cumulated).
o Unchecked, the Participation Source is
Student Update.
Even though all records in the Import file may
be considered valid, some fields may not auto-
populate, such as student First, Middle, and
Last Names
o Click Load Existing Data
This will auto-populate missing
student names.
Advanced Implementation
© 2015 CASAS. All rights reserved. 45
Steps to Add and Manage User Accounts
Step Screen Description / Notes
1.
Click Organization.
Click Users.
2.
Click New.
3.
Click arrow icons to collapse each section.
4.
Expand Select Container section.
Advanced Implementation
46 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
5.
Click Container-field down arrow.
(leave account at agency level)
6.
Expand User Identification section.
Enter User Account name.
(work-related e-mail preferred)
Enter Password.
7.
Select Group.
Type to search or Select from Lister.
8.
Click Add
9.
Expand User Contact section.
Enter First Name.
Enter Last Name.
Enter e-mail.
Advanced Implementation
© 2015 CASAS. All rights reserved. 47
Step Screen Description / Notes
10.
Click Save.
11.
Collapse User Identification and User Contact
sections.
Expand Menu Access Rights section.
The new user will inherit access to menus set up
for the Access Group in which the user is now a
member.
As with eTests, TE also uses a three-state model
for settings.
o Inherited mode in TE is represented by
shaded boxes.
o Inherited settings in eTests are
represented by dashed boxes.
Editing an Access Group is much quicker and will
simultaneously affect all members in the group
rather than editing individual user accounts.
If you have a user who may need access to a Menu
not granted to an Access Group,
o You may augment the individual
account to override the Group setting
and grant the user access by placing a
check in the box.
Advanced Implementation
48 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
o You may also disable access to menus for
an individual user by clearing a shaded
or checked box.
Scroll and Click a few Menus at random.
12.
Click Menu Access Rights Edit icon and change to
view mode.
When an account is managed through an Access
Group, the message displayed specifies
o If the user is not placed in an Access
Group, the user will have access to all
menus.
o If the user is placed in an Access Group,
the user will inherit access to menus
assigned to the group.
13.
Expand Data Access Rights section.
If the user is not placed in an Access Group, the
user will not have access to any data.
If the user is placed in an Access Group, the user
will inherit access to data assigned to the group.
Click a few Data boxes at random.
14.
Click Data Access Rights Edit icon and change to
view mode.
Advanced Implementation
© 2015 CASAS. All rights reserved. 49
Step Screen Description / Notes
15.
Click Clear All Rights.
(resets the account)
Scroll through Menus and look at Data. Notice
boxes returned to inherited mode, or shaded
boxes.
CASAS strongly recommends managing users
through Access Groups!
More information about Access Groups is
available from the CASAS website.
16.
Close new User Information record.
17.
The new User Account now displays in the list of
User records.
18.
Click Pages.
Click Close all Pages.
Advanced Implementation
50 © 2015 CASAS. All rights reserved
Step Screen Description / Notes
19.
If finished working in TE,
Click TE icon.
Click Disconnect.
20.
Click Exit.
Contact Information
© 2015 CASAS. All rights reserved.
CASAS Contact Information
Mail:
CASAS
5151 Murphy Canyon Rd., Suite 220
San Diego, CA 92123-4339
Website: www.casas.org
Telephone: 858-292-2900 or 1-800-255-1036
Fax: 858-292-2910
E-mail:
General questions: [email protected]
Training questions: [email protected]
Ordering questions: [email protected]
California Accountability: [email protected]
CASAS Technology Support Team: [email protected]
Training Support
Help documentation is available at: CASAS Home > Training and Support > eTests (ET) Online Help
and TOPSpro Enterprise (TE) Help.
Enroll in a workshop at: CASAS Training Registration.
For additional information regarding implementation, or settings and features of:
CASAS eTests Online, contact [email protected]
TOPSpro Enterprise, contact [email protected]
Technical Support
Our Technology Support Team at [email protected] is available to provide any technical assistance
you may need. This e-mail address alerts several members of the team to ensure you receive a timely
response.
Team members are available:
Monday – Friday
6:00 am – 5:00 pm (Pacific)
Phone: (858) 292-2900, option 2
Toll Free: (800) 255-1036, option 2