COMPASS in Progress

COMPASS in Progress

The first major release of functionality through COMPASS earlier this month primed systems for future upgrades,  replaced systems for managing prospecting and recruiting activities, streamlined processes, centralized data, and consolidated processing for prospective students; created graduate, professional and UF Online applications with CollegeNET for Fall 2018 admissions; and the new student information system (SIS) is now receiving applications (graduate, transfer, and certificate) for students admitted to Fall 2018 term and external organizations from where they are applying.

With this very successful release behind us, COMPASS teams are now focusing their efforts on preparation for Release 2 on Nov. 6, 2017. Release 2 will move the Course Catalog (Student Records area), Institutional Student Information Record [ISIR] Loads (Financial Aid), and Transfer Credit Evaluation (Admissions) into the new SIS. Release 2 is expected to be similar to Release 1 in that nearly all the work will occur in the core offices. Outside core offices, training will be needed only for staff who evaluate student transfer data.

We remind you that our website offers detailed information on the project and its elements, as well as archived articles in the News and Profiles section. To ensure you always receive the most recent information, make sure you are subscribed to COMPASS Update. You can also request a personalized presentation for your college, unit or area via our Presentation Request Form.  COMPASS highlights this month include:

  • Academic Advising: Audits have been completed for the College of Liberal Arts & Sciences and the College of Agricultural and Life Sciences, and the team is moving on to other colleges. Internal training and testing for Academic Advising will take place in late 2017.
  • Admissions/CRM: COMPASS Admissions and Constituent Relationship Management (CRM) teams continue to work toward implementing integrated, enterprise-wide software solutions to provide UF with “360 degree” record of applicants and students and their interactions with UF. (There will be no cost to units.) Staff impacts for Release 2 will continue to impact the core Admissions office and will be invisible for most users. Training will be needed for staff who evaluate student transfer data. Subsequent releases may impact graduate and undergraduate coordinators and staff, and students (graduate, undergraduate, re-admits, professional, post-baccalaureate, certificate, MBA, UF Online) and transfer applicants.
  • Campus Community/Bio Demo: Many areas and units on campus rely on student biographical/demographic information and service indicators provided by Campus Community, and this team also ensures that UF maintains and evaluates proper immunization compliance. When Release 2 goes live Nov. 6, 2017, admissions applicant bio demo data will be populated into Campus Community.
  • COMPASS Support: Questions or concerns regarding functional issues should be directed to the related home/core office. If that office needs assistance, they should then contact their associated COMPASS team member(s). COMPASS teams and core office staff are being trained to handle any and all new changes incorporated within COMPASS. UFIT issues will continue to be handled using myIT for service requests and incidents.
  • Enterprise Analytics: The new version of Cognos Analytics allows you to swiftly and easily upload, manage and analyze data and create customized reports and dashboards, and is available free to faculty and staff. Ultimately, the system will tie in to UF’s common “data lake,” but you can log in now and experiment with your own data sets in the Beta environment at https://qat-reporting.it.ufl.edu/ibmcognos/bi/?perspective=UF+Welcome. Current reporting users should have access. If you do not, ask your DSA to request the UF_ER_ANALYTICS_USER role for you. Email any questions, suggestions and feedback to Reporting-Services@ufl.edu. Learn more
  • Financial Aid: For Release 2, the COMPASS Financial Aid Team is preparing the SIS to receive Institutional Student Information Records (ISIRs). The Office for Student Financial Affairs uses ISIR data to administer financial aid to students, as well as to meet federal, state, and institutional reporting requirements.
  • ONE.UF: This major information portal continues to evolve as a self-service mechanism for the university community, with functionality being rolled out as it is developed. Features released in June and earlier this month include new workspaces for students, staff and applicants, including an admissions application status check, and an improved landing page, menu, and search engine. Looking forward, new features and abilities are scheduled as follows: academic programs (majors/minors) and action items (to-dos), January 2018; action items (holds), financial aid, registration prep, registration, schedule of courses, and a faculty workspace, March 2018; an upgraded degree audit, May 2018; and student financials (bursar), updated admissions workspace, and grades & transcripts, August 2018.
  • Security: For Release 2, new security roles will be requested by DSA’s for user access to COMPASS functionality. There will be a self-paced instruction guide for existing DSA’s, and an online course for new DSA’s will be updated. (The online course is optional for current DSA’s.)
  • Student Records/Academic Structure: The impact of Release 2 on this area will focus on the course catalog (not the published document), which will be maintained in both environments until at least Release 5. Release 3 on Jan. 16, 2018, will bring functionality in the new system to student level majors, minors, certificates, and degree programs and to service indicators (currently holds).
  • Training: Training for users outside core offices related to Release 2 will be needed for staff who evaluate student transfer credit. An online, self-paced 60-90 course and a self-paced instruction guide will be available, and will cover the transfer evaluation process for department reviewers (Admissions area). Training resources, including guides, online toolkits, and group and/or online courses, will be offered as needed prior to releases late this year and in 2018 (see schedule below) in a Student Information System toolkit that will eventually reside alongside HR and Financials toolkits as well as in a Student Information Section.  An easy-to-read guide to training requirements, types, intensity and availability is available on the COMPASS website.

COMPASS Release Schedule:

 Release

Functionality

Go-Live Date

1

Graduate/Professional Supplemental/UF Online Application, Academic Structure, Biographical/Demographic Data, Constituent Relationship Management (CRM) Phase 2 Prospecting and Recruiting College of Engineering Pilot

Aug. 7, 2017

2

 Course Catalog, Institutional Student Information Record (ISIR) Loads, Transfer Credit Evaluation

Nov. 6, 2017

3

ISIR Processing, Student Program Plan (Major/Minor), SHCC Immunizations, Residency Processing

Jan. 16, 2018

4

Degree Audit, Registration Prep, Award Aid, Schedule of Classes, Holds

March 5, 2018

5

Registration, Enrollment Verification

March 26, 2018

6

Tuition Calculation, Student Billing, Admissions Processing

Aug. 6, 2018

7

Grades, Transcripts, Aid Disbursement, Graduation, Master Data Management (personal data)

Aug. 20, 2018