> ## Documentation Index
> Fetch the complete documentation index at: https://app.simcare.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Canvas LTI integration

> Verify the FieldX Canvas integration and link a Canvas course to a FieldX cohort.

Set Up and Link FieldX Cohorts in Canvas\
\


[Loom video player](https://www.loom.com/embed/8fc5c605cfe14a6cb4b934b7f386079a)

## Objective

This guide explains how to verify the FieldX Canvas integration and link a Canvas course to a FieldX cohort so users can launch SimCare and join the correct cohort. It also covers what content copies over when a cohort template is linked, and what to check after setup.

## Key steps

**1. Verify the FieldX integration is available in Canvas** [0:25](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=25)

* Open the Canvas course you want to configure.
* Confirm that a **Launch SimCare** button appears in the course sidebar.
* If the button is missing:
  * Contact IT to enable the integration for the course.
  * Confirm the FieldX integration has been completed.
* Use this button as a quick validation that the integration is active.

**2. Understand what the Launch SimCare button does** [0:37](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=37)

* Click **Launch SimCare** to log the user into SimCare.
* Note that this action:
  * Does **not** enroll the user into a new course.
  * Does **not** create a new cohort.
  * Simply authenticates the user and sends them to the main SimCare page.
* Use this button for access, not enrollment.

**3. Add a FieldX cohort link through a Canvas module** [1:10](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=70)

* In the Canvas course, create or open a module.
* Select the **+** icon to add content.
* Choose **External Tool**.
* Look for one of these options:
  * **Launch SimCare**
  * **SimCare Assignment Picker**
* Select the appropriate tool to open the FieldX popup.

**4. Confirm the correct FieldX tabs are available** [1:35](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=95)

* Expand the popup if needed.
* Verify that you can see both tabs:
  * **Field Experience**
  * **Case-Based Learning**
* If the **Field Experience** tab is missing:
  * Contact the FieldX support team.
  * Request that the field experience environment be properly connected to Canvas.
* Do not continue until the correct tab is visible.

**5. Select the cohort template to link** [1:52](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=112)

* Review the list of cohorts you have previously configured.
* Choose the cohort template you want students to use.
* Confirm that the selected cohort contains the expected items, such as:
  * Forms
  * Schedules
  * Assignment templates
* Select the cohort carefully, since this template will be used to generate a new cohort copy.

**6. Review what copies over to the new cohort** [2:39](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=159)

* When a cohort template is linked:
  * Forms **copy over**.
  * Schedules **copy over**.
  * One-time form and report assignments **copy over**.
  * Report assignments already emitted by a recurring schedule **do not copy over**; the copied schedule starts fresh.
* Use this behavior to reduce manual setup for new terms.
* Plan to adjust dates and term settings after the cohort is created.
* Keep in mind that students will not see all future assignments immediately if they are generated by schedule.

**7. Complete the link in Canvas** [3:06](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=186)

* After selecting the cohort, click **Link Selection**.
* Then click **Add Item**.
* Confirm that the module item is created successfully.
* This item will now function as the entry point for users to join the linked cohort copy.

**8. Test the link from the Canvas course** [3:18](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=198)

* Click the newly created link in Canvas.
* Confirm that a popup appears showing the generated cohort name.
* Verify that the cohort name matches the Canvas course name.
* Use this test to ensure the link is working before sharing the course with users.

**9. Confirm the new cohort was created in FieldX** [3:42](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=222)

* Open **Field Experience** from the link.
* Go to the **Cohorts** tab.
* Confirm that a new cohort has been created with the Canvas course name.
* Open the cohort and verify that:
  * The form copied over.
  * The schedule copied over.
  * The term is set appropriately.
* Update the term or schedule dates if needed to match the active academic period.

![FieldX cohort list with red arrows pointing to Cohorts and View All Tasks](https://mintcdn.com/simcare-83a8bffd/qgIWHo9QpU8MYM9n/images/fieldx/audit/admin-cohorts.png?fit=max\&auto=format\&n=qgIWHo9QpU8MYM9n\&q=85\&s=3168004edd4d3f52b9fe80d36a2b85ed)

FieldX-side verification: open Cohorts to find the linked course. The screenshot shows an example program, not a Canvas launch.

**10. Understand template behavior for future course copies** [4:17](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=257)

* For a reusable master, mark the source cohort **This is a template cohort** in FieldX before linking it. Each Canvas course then receives its own cohort copy.
* An ordinary cohort can link directly to its original Canvas course; later course copies receive separate cohorts.
* When the Canvas course is copied into a new term, clicking the link creates a new cohort copy.
* The new cohort will be named after the Canvas course.
* Use this process to create a fresh cohort for each course instance without rebuilding everything manually.

**11. Final enrollment outcome** [4:52](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a?t=292)

* Confirm that users who click the Canvas link are enrolled into the corresponding FieldX cohort for that Canvas course.
* Verify that the correct cohort is being used for the current course section.
* If enrollment does not behave as expected, recheck the template selection and integration setup.

## Cautionary notes

> [!WARNING]
>
> * Do not assume the integration is working if the **Launch SimCare** button is missing; verify with IT or FieldX support.
> * If the **Field Experience** tab does not appear, the environment is not properly connected and should be fixed before proceeding.
> * A cohort marked **This is a template cohort** stays a master; Canvas courses receive their own copies. Check which cohort the launch opens.
> * Past schedule-generated reports do not copy over. One-time assignments and active schedules do copy.
> * Always confirm the cohort name and term after creation to avoid students joining the wrong cohort.

## Tips for efficiency

> [!TIP]
>
> * Use a well-maintained cohort template so most setup items copy automatically.
> * Keep schedules current in the template to minimize manual date changes each term.
> * Test the link immediately after adding it to catch configuration issues early.
> * Standardize cohort naming to match Canvas course names for easier tracking.
> * Reuse the same module structure across courses to make setup faster for faculty and admins.

### Link to Loom

[https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a](https://loom.com/share/8fc5c605cfe14a6cb4b934b7f386079a)


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