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: as COMPASS progresses, we will continue updating the Training Chart with future release training details.


Important Training Information:

New: Release 2 is now live!

Training for Release 2 (November 6, 2017) is now available:


UF Reporting Services launched a new online course, Enterprise Reporting Analytics (ERA100). Designed as an introduction to the reporting dashboard, topics include:

  • Navigating the Enterprise Reporting dashboard
  • Customizing your dashboard
  • Setting your dashboard as the home page

COMPASS Training Chart

Release 1 - 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 - 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)
  • 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 - 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 16, 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
  • Instructor-led course (1-3 hours)
  • Online, self-paced course (60-90 minutes)
  • Open lab
  • Use the myUFL system (All UF employees)
  • Navigating the new myUFL system
  • Video tour
  • Self-paced instruction guides and simulations

Release 4 - 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)
  • 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)
  • Self-paced instruction guides
  • Place Service Indicators on student accounts
  • Placing Service Indicators on student accounts
  • Self-paced instruction guides
  • Graduate Coordinators and staff
  • Assign non-course work, manage research tracking, manage the editorial process (Student Records / Graduate)
  • Online, self-paced course (60-90 minutes)
  • Instructor-led course (1-3 hours)
  • Self-paced instruction guides and simulations

Release 5 - 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)

Release 5a - Room and Event Management, Degree Audit (Students)

 

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 1, 2018

  • Schedule courses, rooms, and events
  • Creating the course catalog
  • Creating a class schedule
  • Assigning rooms
  • Managing classes during the term
  • Online, self-paced course (60-90 minutes)
  • Open labs
  • Self-paced instruction guides and simulations

Release 6 - Tuition Calculation, Student Billing (Student Financials), Admissions Processing (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?

July 6, 2018

UF Employees who:

  • Assign course fees
  • Handle charges and adjustments
  • View Inquiry pages
  • Requesting fees
  • Assessing fees
  • 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 (60-90 minutes each)
  • Self-paced instruction guides and simulations

Release 7 - Grades, Transcripts, Graduation (Student Records), Aid Disbursement (Financial Aid), Master Data Management - Personal Data (MDM)

 

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 20, 2018

UF Employees who:

  • Assign grade coordinators and graders
  • 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
  • Online, self-paced course (60-90 minutes)
  • Self-paced instruction guides and simulations
  • Open labs
  • 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