Training

Information systems and procedures implemented through COMPASS will improve and sometimes change the way many people at the University of Florida access and manage data. Many of these changes will be invisible to the casual user, while others will be presented in intuitive, easy-to-use interfaces.

However, in some cases security roles will change and training will be required or highly recommended. Human Resource Services training staff are working with COMPASS teams to develop detailed guides, online toolkits, and group and/or online courses to train users in new and enhanced systems. Training resources will be accessible per release in a Student Information Systems toolkit that resides alongside HR and Financials toolkits on the Human Resource Services toolkit website.

In general, if training is required/recommended, it will be available roughly a month before the functionality is released. Everyone who will need training and/or information will be notified well in advance and in a variety of ways, such as by notifications from core offices and units, COMPASS Update, this website, and/or individual emails and relevant listservs. Refer to our monthly COMPASS in Progress story on this website or in COMPASS Update newsletter for release dates and current information. Links to training resource pages will also be included here as the resources become available. For additional training-related questions, contact training@ufl.edu.

Please note: Security roles will not be live until the associated system functions go live. There is no need to request security roles ahead of time as they will automatically be assigned based on users' current roles and functions within the system.


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)

  • 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)

 

  • Use the myUFL system (All UF employees)
  • Navigating the new myUFL system
  • 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
 

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
  • 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
  • Place Service Indicators on student accounts
  • Placing Service Indicators on student accounts
  • Graduate Coordinators and staff
  • Entering qualifying examination and final examination data
  • Maintaining graduate student supervisory committees

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
 
  • Handle Student Registration
 
  • Block Enrollment
 
 

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 
 
 

UF Faculty who:

  • View class rolls
 
  • Viewing the faculty workspace in ONE.UF 
 

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

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

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
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

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

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