Training

COMPASS Training Chart

Release 1 (August 7, 2017) - Graduate/Professional Supplemental/UF Online Application (Grad/Professional), Academic Structure (Student Records), Biographical/Demographic Data (Campus Community), Constituent Relationship Management Phase 2 Prospecting and Recruiting College of Engineering Pilot (Gator360)

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
Release 1	No training required.

Release 2 (November 6, 2017) - Course Catalog (Student Records), Institutional Student Informational Record Loads (Financial Aid), Undergraduate Transfer Credit Evaluation (Admissions)

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
October 16, 2017	UF Employees who: Evaluate student transfer credit	Transfer evaluation process for Department Reviewers (Admissions)	Online, self-paced course (60-90 minutes) - Course Transfer Evaluation: ADM001 Security Role(s): UF_TE_DEPARTMENT Self-paced instruction guide
	Have a DSA security role	New security roles to be requested by DSA’s for user access to COMPASS functionality (Security) New ARS website to request related security setup	New role descriptions added to IAM website Communications sent to DSA Listserv Self-paced instruction guide for existing DSA’s Online course for new DSA’s will be updated (optional for existing DSA’s)
	Additional Release 2 information:  The myUFL web portal will have a new look and feel. At this time, no training is required or needed for the myUFL web portal improvements.

Release 3 (January 16, 2018) - Institutional Student Information Record Processing (Financial Aid), Student/Program/Plan - Major/Minor (Student Records), SHCC Immunizations and Residency Processing (Campus Community)

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
December 12, 2017	UF Employees who: Manage student majors, minors, certificates (programs) Need to view student records	Student-level majors and minors, certificate and degree programs (Student Records) Updating student programs, viewing student information, managing student groups (Student Records)	Self-paced instruction guides and simulations Online, self-paced course (60-180 minutes) Student Program/Plan Maintenance: PRO337v Security Role(s): UF_SR_UGRD_ADV_UPD (Undergraduate); UF_SR_GRAD_STAFF_USER (Graduate) Open labs
	Use the myUFL system (All UF employees)	Navigating the new myUFL system	Video tour Self-paced instruction guides and simulations
	Maintain Student Groups	Activating a student in a student group Inactivating a student in a student group Loading an external file to activate or inactivate a group of students into a student group Viewing student groups	Self-paced instruction guides Online, self-paced course (30-60 minutes) Maintaining Student Groups: OUR001v Security Role(s): UF_SR_STDNT_GROUP_UPD

Release 4 (March 5, 2018) - Degree Audit (Academic Advising), Registration Prep (Student Records), Award Aid (Financial Aid), Schedule of Classes (Student Records), Holds (Campus Community)

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
February 5, 2018	UF Employees who: Award Scholarships	Awarding scholarships and external awards to students	Online, self-paced course (30-60 minutes) Reporting College and Department Scholarships: SFA100 Security Role(s): UF_FA_EXT_EXT_AWD_UPT Self-paced instruction guides and simulations
	Advise Undergraduate Students	Viewing a student Running an audit Running a WHATIF audit Read, add, and update advisor notes Reading and writing student exceptions Reading and writing Universal Tracking Milestones Reading Excess Hours	Instructor-led course (2-3 hours) Security Role(s): UF_AA_AUDIT_VIEWER UF_AA_POSTNOTES UF_AA_POSTEXCEPTIONS UF_AA_AUDITWRITER UF_AA_SUPERUSER Self-paced instruction guides
	Place Service Indicators on student accounts	Placing Service Indicators on student accounts	Self-paced instruction guides and simulations
	Graduate Coordinators and staff	Entering qualifying examination and final examination data Maintaining graduate student supervisory committees	Online, self-paced course (60-90 minutes) Graduate Committees and Milestones: GRD001v Security Role(s): UF_SR_Grad_Staff_User Self-paced instruction guides and simulations

Release 5 (March 26, 2018) - Registration, Enrollment Verification (Student Records)

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
February 26, 2018	UF Employees who: Handle Student Registration	Registering a student	Online, self-paced course (60-90 minutes) The Registration Process in myUFL: OUR003v Department-Level Security Role(s): UF_SR_DEPT_ENR_REQUEST UF_SR_DEPT_QUICKENRL_PERC College-Level Security Role(s): UF_SR_COLL_ENR_REQUEST UF_SR_COLL_QUICKENRL_PERC Just-in-Time Training - Instruction Guides and Simulations
	Handle Student Registration	Block Enrollment	Just-in-Time Training - Instruction Guides and Simulations
	UF Employees who: Handle inquiries from students regarding registration preparation and registration	Student View of Registration Prep in One.UF for Staff Student View of Registering in One.UF for staff Student View of Dropping a Course in One.UF for staff	Just-in-Time Training - Instruction Guides and Simulations
	UF Faculty who: View class rolls	Viewing the faculty workspace in ONE.UF	Just-in-Time Training - Instruction Guides

Release 5a (May 11, 2018) - Course Scheduling (for use in June for Spring 2019 Term). ONE.UF: View Advising Notes, Excess Hours Card

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
May 14, 2018	UF employees who schedule courses	Creating the course catalog Creating a class schedule Managing classes during the term	Online, self-paced course (60-90 minutes) | Course Scheduling in myUFL: OUR008 Security Role(s): UF_SR_SCHED_DEPT_USER Open labs Self-paced instruction guides and simulations

Release 6 (August 6, 2018) - Tuition Calculation, Student Billing (Student Financials), Veterans Affairs Processing. ONE.UF: Campus Finances, MHI, Transfer Credit Report, Veterans Affairs Processing

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
July 12, 2018	UF Employees who: Handle charges and adjustments View Inquiry pages	Correcting, posting, and reviewing transactions Reversing charges Viewing a customer account Viewing the tuition statement, account activity, payment history, financial aid disbursement, and charges due Viewing a corporate account	Online, self-paced courses: BRS001: Student Financials in myUFL: Overview (20 minutes) BRS002: Student Financials in myUFL: Using the System (60 minutes) Self-paced instruction guides and simulations

Release 7 (August 20, 2018) - Aid Disbursement (Financial Aid), Degree Certification/Graduation, SIDA. ONE.UF: Transcripts, Withdrawals, Petitions, Course Swap, Degree/Certification Application

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
August 20, 2018	UF employees who: Require a student view of the ONE.UF Degree Application	Navigating to and submitting a Degree Application in ONE.UF	Self-paced instruction guides and simulations
August 20, 2018	Certify Degrees	Certifying graduation eligibility Notifying potential graduates Updating the student record	Online, self-paced course (60-90 minutes) Self-paced instruction guides and simulations Open labs
August 15, 2018	Handle Student-Initiated Drop/Add (SIDA)	Student-Initiated Drop/Add (SIDA)	Online, self-paced course (60-90 minutes) Self-paced instruction guides and simulations Open labs

Other Training Implementation Dates (June 8, 2018; August 15, 2018; August 31, 2018; September 17, 2018) - Application Processing, Universal Tracking (in addition to Innovation Academy students), Degree Audit, Grades, Event Management System (EMS) ONE.UF: Degree Audit, Degree What-if Report, Grades Card

When will training be available?	Who needs to be trained?	What topics will be covered?	What type of training will be used? How long will the training last?
June 8, 2018	UF Employees who: Advise students Monitor Universal Tracking Update Universal Tracking Requirements	Viewing Critical Tracking Universal Tracking Key Terms Tracking Population Assigning Milestone Levels Universal Tracking Run Process	Self-paced instruction guides and simulations
August 15, 2018	UF Employees who: Advise students Require a student view of the Degree Audit	ONE.UF student view of the Degree Audit ONE.UF student view of the What-if Audit	Self-paced instruction guides and simulations
	View graduate Degree Audits	Graduate Degree Audit basics	Self-paced instruction guide
August 28, 2018	UF employees who: Perform admissions/application-review functions	Logging in Reading and downloading applications Downloading lists of applicants Entering Decisions Releasing Decisions	Setting up filters in MyAdmissions MyAdmissions Introduction and Login MyAdmissions Reader MyAdmissions Internal Communications MyAdmissions Query MyAdmissions Reader Additions for Transfer and UF Online MyAdmissions Download or Print an Application Make Your Own Bin View Download or Print an Application Releasing Decisions
August 31, 2018	UF employees who: Assign grades Issue end of term grades	Assigning grade coordinators and graders Issuing end of term grades Updating incomplete work Receiving change of grade forms Submitting grades Processing Rotating Topics Title changes Identifying academic honors and awards Identifying service restrictions	Grades Toolkit Self-paced instruction guides and simulations OUR010: Grades Coordination in myUFL View a video overview presentation of the new grades submission and approval process