# Getting Started

# Introduction

Welcome to the CaSS Authoring Tools User Guide. This document details the functionality of CaSS Authoring Tools and includes detailed instructions for use. If you are looking for help with a specific function of CaSS Authoring Tools, you can navigate to the appropriate section by using the table of contents above. A list of helpful resources and links is also included at the end of this user guide.

# Welcome

When first visiting CaSS Authoring Tools, you will be presented with the Welcome Screen which offers simple instructions for getting started. More detailed instructions on how CaSS Authoring Tools can be used are included in this User Guide.

Welcome Page

# Application Navigation Menu

The CaSS Authoring Tool navigation menu is used to access the different functionality modules within the application.  It can be viewed and used in two specific ways.

# Expanded Navigation Menu

The expanded navigation menu can be accessed by clicking on the expand menu icon on the top right corner of the screen.

Expand Menu Button

Expanded Menu

Once expanded, the navigation menu displays links to the following application areas:

  • Application Login  - Login to the application
  • Create New - Dropdown menu for creating a new Framework, Directory, or Taxonomy
  • Competencies & Frameworks
    • Frameworks - Competency framework search
    • Import - Import of competency frameworks
    • Crosswalk Frameworks - Dual competency framework alignment/relationships
    • Documentation - This CaSS Authoring Tools User Guide
  • My Directories
    • A list of Directories that you have access to
  • Taxonomy
    • Taxonomies - Taxonomy search
    • Import - Import of taxonomies
    • Documentation - This CaSS Authoring Tools User Guide
  • Configuration
    • Configurations - Configuration management
    • Plugins - Plugin management
  • Users and Groups - User group management (note: this option only appears if you are logged into the application)

# Collapsed Navigation Menu

Collapse Menu

The navigation menu can be collapsed by clicking on the collapse menu icon on the upper right hand corner of the expanded navigation menu.

Collapsed Menu

Once collapsed, the navigation menu displays links to the following application areas:

  • Application Login  - Login to the application
  • Frameworks - Competency framework search
  • Crosswalk Frameworks - Dual competency framework alignment/relationships
  • Direcotries - Direcotires available to user
  • Taxonomies - Taxonomy search
  • Configurations - Configuration management
  • Plugins - Plugin management
  • Users and Groups - User group management (note: this option only appears if you are logged into the application)

# Application Login

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Note: This section is not applicable to Credential Engine instances of CAT.

By default, most CAT functionality is available without being logged in. You can search for, create, and manage public frameworks, competencies, and other CaSS data. Some tools however, will not be available until after going through the login process.  Accessing secure CaSS data, securing your own CaSS data, and explicitly granting access and permissions to owned data all requires you to be logged into the environment.  (More details about managing user groups and data permissions can be found in the corresponding sections).

The login button can be accessed through the application navigation menu.

CAT Navigation Menu - Login Button

# Creating an Account

From the landing page users have the option to login or create a new account to access the CaSS Authoring Tool. At the login page users have the option to select the create account button shown below.

CAT Login - Create Account Button

From here, users will be prompted to input basic information required to register their account with the CaSS Authoring Tool.

Once users have successfully entered the required information, they can hit the create button to begin the registration of their account. Once successfully registered, you will be automatically logged into the application.

CAT Login - Create Account Submit Button

# Logging into an Existing Account

You can login with existing accounts by filling out the appropriate fields on the login form and clicking the login button.

CAT Login - Login Button

On the right side bar of the CaSS Authoring Tools welcome page you will find a list of documentation, resources, example framework imports, options for getting in touch with the CaSS community, and legacy applications of CaSS.

CAT Welcome - Helpful Links

# Get in touch