PTA CPI Web Instructions for a CI

PTA CPI Web Instructions for a CI

Login to PTA CPI Web at 1. Your username is your email address provided to the school you are working with. 2. If you have previously created a password in PTA CPI Web or PT CPI Web, please use that password to login. If you do not have a password or forgot your password, please follow these steps to create your password: i. Go to the CPI Web address (). ii. Click on the link "I forgot or do not have a password". iii. Enter your User Name in the box provided. iv. Click on the Continue button. v. Check your email account inbox for further instructions on how to set/update your password.

PLEASE NOTE: Make sure to close out of any internet browsers containing CPI Web prior to accessing the link in your email as this may result in an error when trying to set/reset your password. The link to change/create your password that is included in this message will expire 24 hours after the message has been created. If you try to access the link after 24 hours, you will receive a notification that the temporary authorization link is invalid. If this should occur, you will need to click on the 'I forgot or do not have a password' link located on the login page for CPI Web to receive a new password reset link.

Update Information ? This needs to be done at least once per year (If your information is up-to-date, please go to Editing the CPI)

1. Click on the `My Info' tab to update your information. You must update the APTA Data Release Statements found in the Data Authorization section. Also, please make sure that your credentials and certifications are accurately listed.

2. When you are finished editing, hit the `Update' button.

Verify APTA PTA Training ? This can only be done if you are assigned to evaluate a student on an Open evaluation (If you've previously done this, please go to Editing the CPI)

1. Click on your student's name in the `My Evaluations' section on your home page or click on the Edit link found in the Actions column in the Evaluations tab.

2. You are prompted to verify if you have completed the APTA PTA CPI Training. If you have completed the training, please click the `I have completed the APTA PTA CPI online training and assessment.' button. a. If you have not completed the training, please follow the directions on the page to take the APTA PTA CPI Training. b. If the email address you took the training with is different than your username, you will be prompted to enter the email address registered with APTA. c. If you are having issues verifying you've completed the training, please contact PTA CPI Web Support at ptcpiwebsupport@liaison-. Please provide your name, email address used to take the training, and the date you completed the training so that we can manually verify your training completion.

Last Updated 01/21/14

E diti n g t h e C PI 1. O n c e y o u h a v e v erifi e d y o u h a v e c o m pl et e d t h e A P T A P T A C PI Tr ai ni n g, y o u will s e e all 1 4 s e cti o ns of t h e C PI. a. Y o u c a n e dit o n e crit eri o n at a ti m e b y cli c ki n g o n t h e ` E dit N o w' li n k o n t h e ri g ht. b. Y o u c a n e dit all crit eri a at t h e s a m e ti m e b y cli c ki n g o n t h e ` E dit All' c ol u m n h e a d er li n k. 2. Cli c k o n ` Vi e w Ess e nti al S kills ', ` Vi e w I ntr o d u cti o n', a n d ` Vi e w I nstr u cti o ns' t o vi e w t h e d et ails of h o w t o fill o ut t h e C PI. 3. M o us e o v er a n y u n d erli n e d w or d t o vi e w a n A P T A gl oss ar y d efi niti o n. T his is a v ail a bl e f or t h e P erf or m a n c e Di m e nsi o ns a n d t h e A n c h or P oi nts o n t h e A P T A R ati n g s c al e. 4. A d d c o m m e nts t o t h e c o m m e nt b o x a n d s el e ct t h e r ati n g f or t h e st u d e nt o n t h e sli d er s c al e. F or t h e I nt er v e nti o ns, pl e as e m a k e s ur e t o s el e ct w h et h er a s kill w as P erf or m e d, O bs er v e d, or N ot A v ail a bl e. 5. W h e n y o u ar e d o n e e diti n g a s e cti o n, cli c k o n t h e ` S ecti o n Si g n Off' c h e c k b o x a n d hit t h e ` S a v e' b utt o n . Hitti n g S a v e will s a v e t h e w or k e dit e d o n all crit eri a. B e s ur e t o s a v e y o ur w or k!! If y o u l e a v e t h e p a g e wit h o ut s a vi n g, y o ur c o m m e nts c o ul d b e l ost!!

Si g ni n g off o n t h e C PI 1. O n c e all s e cti o ns ar e m ar k e d as ` C o m pl et e d', pl e as e si g n- off o n y o ur C PI. I n or d er t o si g n- off, y o u w o ul d n e e d t o cli c k o n t h e E v al u ati o ns t a b a n d t h e n o n t h e ` Si g n- off' li n k f o u n d i n t h e A cti o ns c ol u m n . O n c e t his h as b e e n d o n e, y o u w o ul d n e e d t o s cr oll t o t h e b ott o m of t h e p a g e, s el e ct t h e c h e c k b o x ass o ci at e d wit h t h e si g n at ur e, a n d t h e n cli c k o n t h e ` S a v e' b utt o n . 2. O n c e y o u si g n off o n y o ur C PI, y o u ar e u n a bl e t o m a k e a n y f urt h er e dits! Y o ur st u d e nt will b e a bl e t o vi e w y o ur C PI o nl y if t h e y h a v e als o si g n e d off o n t h eir o w n C PI.

Vi e wi n g y o ur C PI wit h y o ur St u d e nt a n d Si g ni n g- Off o n y o ur st u d e nt's C PI 1. Cli c k o n t h e E v al u ati o ns t a b. 2. Cli c k o n ` Vi e w' li n k i n t h e A cti o ns c ol u m n . 3. Us e t h e filt ers t o s e e t h e c o m m e nts fr o m b ot h t h e st u d e nt a n d t h e CI at t h e s a m e ti m e. 4. I n t h e E v al u ati o ns t a b, y o u will als o s e e a li n k t o ` Si g n- off' o n y o ur st u d e nt's C PI i n di c ati n g y o u' v e dis c uss e d t h e p erf or m a n c e wit h y o ur st u d e nt. Pl e as e f oll o w t h e Si g n- off pr o c e d ur es list e d i n t h e pr e vi o us s e cti o n t o c o m pl et e t h e si g n- off o n y o ur st u d e nt's C PI.

A d diti o n al F e at ur es / Ti ps: Cr e ati n g a Criti c al I n ci d e nt R e p ort usi n g C PI W e b ( o nl y t o b e us e d as n e e d e d)

1. T o cr e at e a Criti c al I n ci d e nt R e p ort, cli c k t h e li n k t h at s a ys `[ Criti c al I n ci d e nt]'. 2. R e c or d t h e d et ails of t h e i n ci d e nt cl e arl y a n d c o n cis el y wit h o ut r efl e cti n g a n y bi as es i nt o t h e B e h a vi or,

A nt e c e d e nt, C o ns e q u e n c e, a n d C o m m e nts t e xt b o x es. 3. O n c e y o u ar e fi nis h e d r e c or di n g t h e i n ci d e nt, cli c k o n t h e ` Su b mit Criti c al I n ci d e nt' b utt o n. W h e n a

Criti c al I n ci d e nt r e p ort is pr o p erl y s u b mitt e d, t h e f oll o wi n g t e xt will a p p e ar o n t h e s cr e e n i n b ol d gr e e n l ett eri n g, ' Y o u h a v e s u c c essf ull y fil e d a Criti c al I n ci d e nt R e p ort.' If y o u d o n ot s e e t his t e xt dis pl a y e d o n t h e s cr e e n, pl e as e cli c k o n t h e ` S u b mit Criti c al I n ci d e nt' b utt o n a g ai n. 4. O n c e s u b mitt e d, a Criti c al I n ci d e nt R e p ort n otifi c ati o n will b e e m ail e d t o t h e C C C E, A C C E a n d st u d e nt. 5. A n y c o m pl et e d Criti c al I n ci d e nt R e p orts c a n b e f o u n d i n t h e Criti c al I n ci d e nts t a b w h er e it c a n b e vi e w e d a n d a d diti o n al c o m m e nts c a n b e e nt er e d.

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S u b mitti n g a Si g nifi c a nt C o n c er n - T hi s M U S T b e a c c o m p a ni e d b y a Criti c al I n ci d e nt R e p ort usi n g C PI W e b 1. S el e ct t h e Si g nifi c a nt C o n c er n c h e c k b o x . 2. A p o p- u p b o x will a p p e ar wit h t h e f oll o wi n g t e xt. ' Y o u h a v e i n di c at e d a Si g nifi c a nt C o n c er n f or t his crit eri o n. A Si g nifi c a nt C o n c er n m ust b e a c c o m p a ni e d wit h a Criti c al I n ci d e nt r e p ort. Cli c k " O K " t o d o c u m e nt a n d s u b mit a Criti c al I n ci d e nt r e p ort. Cli c k " C a n c el " t o u n c h e c k t h e Si g nifi c a nt C o n c er n f or t hi s crit eri o n.' 3. If y o u cli c k o n t h e ` O K' b utt o n, t h e Criti c al I n ci d e nt R e p ort t e xt b o x es will a ut o m ati c all y a p p e ar. Pl e as e f oll o w t h e st e ps list e d a b o v e t o cr e at e a n d s u b mit t h e Criti c al I n ci d e nt R e p ort . P L E A S E N O T E: If t h e Criti c al I n ci d e nt R e p ort i s n ot s u b mitt e d, t h e Si g nifi c a nt C o n c er n will n ot b e s u b mitt e d. O n c e a Si g nifi c a nt C o n c er n a n d a c c o m p a n yi n g Criti c al I n ci d e nt R e p ort ar e s u b mitt e d, t h es e C A N N O T b e r e v ers e d! 4. If y o u cli c k o n t h e ` C a n c el' b utt o n, t h e Si g nifi c a nt C o n c er n will n ot b e s u b mitt e d.

A d di n g P ost- Ass ess m e nt C o m m e nts t o t h e C PI: 1. O n c e y o u si g n- off o n t h e C PI, y o u c a n n ot g o b a c k i n t o m a k e f urt h er e dits. Aft er y o ur m e eti n g a n d r e vi e w wit h t h e st u d e nt, if y o u n e e d e d t o e nt er i n a d diti o n al c o m m e nts a b o ut t h e C PI, y o u w o ul d b e a bl e t o a d d p ost- ass es s m e nt c o m m e nts t o t h e C PI b y cli c ki n g o n t h e `Vi e w' li n k i n t h e E v al u ati o ns t a b a n d t h e n a d di n g i n t h e c o m m e nts i n t h e a p pr o pri at e b o x n e ar t h e b ott o m of t h e p a g e. P ostass ess m e nts c a n o nl y b e m a d e b y t h e CI or st u d e nt o n c e t h e y h a v e si g n e d- off o n t h eir o w n e v al u ati o n as w ell as si g n e d- off o n e a c h ot h er's e v al u ati o ns.

H er e ar e s o m e t hi n gs t o n ot e w h e n t h er e ar e m ulti pl e CI s assi g n e d t o e v al u at e o n e st u d e nt i n C PI W e b: 1. O nl y o n e C PI is cr e at e d. All of t h e CIs w o ul d w or k o n t h e CI p orti o n of t h e C PI a n d t h e st u d e nt w o ul d w or k o n o n e s elf e v al u ati o n. 2. E a c h CI w o ul d h a v e a s e p ar at e c o m m e nt b o x f or all of t h e crit eri a. T h e y w o ul d b e a bl e t o s e e w h at t h e ot h er CI h a d writt e n, b ut t h e y ar e u n a bl e t o e dit t h e ot h er CI's c o m m e nts. 3. T h er e is o nl y o n e r ati n g s c al e f or e a c h crit eri o n f or t h e CIs. T his is a s h ar e d s c al e a m o n gst t h e CIs list e d o n t h e e v al u ati o n m e a ni n g t h at o n e CI c a n e dit t h e r ati n g t h at w as s el e ct e d b y t h e ot h er CI. 4. T h e mi ni m u m r e q uir e m e nts t o m ar k t h e s e cti o n si g n- off b o x f or e a c h crit eri o n ar e t h at at l e ast o n e CI c o m m e nt b o x m ust b e c o m pl et e d f or t h e crit eri o n a n d t h er e m ust b e a r ati n g s el e ct e d f or t h e crit eri o n. F or e x a m pl e, if o n e CI c o m m e nt e d o n t h e C PI a n d t h e ot h er CI a gr e e d wit h w h at t h e ot h er CI h a d writt e n, t h e ot h er CI w o ul d n't b e r e q uir e d t o e n t er i n a n y c o m m e nts o n t h e C PI. 5. O n c e all of t h e s e cti o n si g n- offs h a v e b e e n c h e c k e d a n d t h e e v al u ati o n is list e d as C o m pl et e d, eit h er CI w o ul d b e a bl e t o Si g n- off t h at t h e e v al u ati o n is c o m pl et e d b y cli c ki n g o n t h e Si g n- off li n k f o u n d i n t h e A cti o ns c ol u m n i n t h e E v al u ati o ns t a b. P L E A S E N O T E: O n c e t h e e v al u ati o n p art h as b e e n si g n e d- off o n, it will l o c k o ut a n y ot h er CIs fr o m b ei n g a bl e t o e dit t h at e v al u ati o n p art.

If y o u h a v e a n y q u esti o ns, c o m m e nts or r u n i nt o a n y iss u es usi n g P T A C PI W e b, pl e as e c o nt a ct S u p p ort at pt c pi w e bs u p p ort @li ais o n-i ntl. c o m .

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