Compass Comprehensive Collection of Demonstration Videos

Below you will find a series of helpful videos reviewing the basics of managing your Compass360 database. The videos are presented in an order that would potentially help you set up your system from the beginning, but please feel free to jump around to what you need. As this list has become quite extensive, we have included a table of contents below to help you navigate to the section you need.

Data leader/Compass Admin?

Compass Admin Onboarding

Comprehensive training track for Compass Admins and data leaders

This site holds alot of videos for understanding compass, including a bunch of bite sized informational items. But if you want a more curated list, that will help you learn the system inside and out as a new admin, please reference this onboarding resource list.

Compass Basics

Compass 101: Orientation to the database

7 Minutes

Last updated: 4/5/2024

New Program Year & Seasonal Considerations

Getting Ready for the New School Year .pdf

Creating & Editing Constituents

Participant Registration workflow

How to add a constituent (and specifically a participant) in your Compass database

part 1

15 Minutes

Last updated 4/3/24

How to register a constituent (and more specifically participant) in your - -Compass database

part 2

10 Minutes

Last updated 4/3/2024

For more information, please see this documentation.

How to Edit a Constituent's record

4 Minutes

Last updated 4/4/2024

How to adjust a participants grade

Last update 4/8/2024

How to batch-add participant records for outreach programs

13 Minutes

Last updated 10/11/2024

Connecting participants and parents when the new registration button was not initially used.mp4

How to connect a participant and a parent record in Compass (when they were not connected in the initial registration)

4 Minutes

Last updated 11/8/2023

Phone Numbers in Compass

Phone Numbers part 1: Adding new phone numbers to profiles.mp4

Compass & Phone numbers: entering and finding numbers for portals & texting

Last updated 3/15/2023

Compass Phone Numbers part 2: Cleaning duplicate numbers.mp4

Compass & Phone numbers part 2: cleaning duplicate portal access numbers

Last updated 3/15/2023

For more information, please see this documentation.

Where everything is stored in the constituent profile, is found below:

Constituent Profile (1).pdf

Where to retrieve required data, is found below:

Required Data & Where to find it in Compass-360.pdf

For more information, please see this documentation.

Creating Locations: (Schools, Centers, & other service locations)

Locations tutorial.mp4

How to add a location

Last update 6/24/2022

2023 AAS Locations Tag: Title 1 Schools.mp4

How to add location-based tags

12/12/2023

Program Attendance & Creating Schedules

Schedule creation is extremely specific to each affiliate. We have provided several examples of how to create schedules.

Developing a Programs Schedule.mp4

Developing a Program Schedule: What is a program schedule and what are the basics I need to know before building one in Compass

Last updated 6/28/2023

Overview of Program Templates.mp4

An Overview of Creating Programs in Compass- Understanding Girls Inc. Identity Programs, Affiliate Designed Programs, and Properly Tracking Them in Compass

Last updated 6/1/2023

AUG2023_Affiliate Resource Guide_Creating Compass Programs.pdf

Affiliate Resource Guide: Creating Compass Programs

Standard Compass Programs 1-pager - Google Docs.pdf

Standard Compass Programs 1-pager

Affiliate Designed Program Topics & Examples.pdf

Affiliate-Designed Program Examples

Girls Inc. Identity Program Listing.pdf

Girls Inc. Identity Program Listing

Building a schedule part 1.mp4

Building a Schedule Part 1: Basics

Last updated 6/28/2023

Building a Schedule Part 2: Basics.mp4

Building a Schedule Part 2: Basics

Last updated 6/28/2023

Program Schedule - Center Based Examples.mp4

An Overview and Example of a Center-Based Schedule

Last updated 2/10/2022

Program Schedule - School Based Examples.mp4

Overview of School-Based Schedule

Last update 2/10/2022

Class wizard.mp4

Using the Class Wizard- adding all your class days to the program at once!

Last updated 5/10/2022

Demo: Add participants to a program roster.mp4

Adding a participants to a roster

Last update 3/21/2023

Taking attendance in the programs schedule.mp4

Taking attendance in the program schedule

Last updated 6/28/2023

For more information, please see this documentation.

Attendance

Depending on your type of programing, there are multiple ways to take attendance!

Attendance 101: An overview of all attendance methods

Last updated 3/8/2024 (Office Hours mini training)

Center attendance: bulk without scanner.mp4

Center Attendance: Bulk center check-in, without a scanner

Don't have a scanner, but want to take center level attendance?

Last updated 5/10/2022

Center attendance: scanner.mp4

Center Attendance: Using your scanner

Last updated 5/10/2022

Program level attendance.mp4

Program level Attendance: Taking attendance for each class held

Last updated: 8/16/2022

Participant attendance w/o Check in and out functionality.mp4

Individual Participant Attendance:

Take attendance by the participant without the check-in/checkout functionality, or batch attendance functionality.

Last updated: 2/6/2023

Batch attendance with program attendance.mp4

Batch-add attendance, with program attendance:

How to easily take front door & program attendance in the constituents module.

Last updated 1/11/2023

Printing class roster.mp4

Printing a class roster for hard copy attendance: Want to hand your program facilitators a hard copy of their class roster, to make attendance taking as easy as possible? Print them here

Last updated 8/31/2022

Instructor Attendance Taking in Instructor Portal.mp4

Taking attendance from the instructor portal

For instructors only, taking attendance from the instructor portal. FYI Instructor portal setup is for compass admins/data leaders and not covered in this video

Last updated: 2/17/2023

Cleaning attendance data entry errors.mp4

Correcting attendance data entry errors

How to run the reports to find data entry errors, and how to fix them.

Last updated 2/13/2023

Adding Participants to rosters

Compass 360 Rosters Demo.mp4

How to add participants to your roster

Ready to start taking attendance? You need to add participants to your roster first! How to add participants by Danielle Gibson of Girls Inc. of Greater Houston!

Last updated: 4/4/2022

Keeping your data clean & organized

For more information, please see this documentation.

Compass 360 Tutorial.Merging.mp4

Merging duplicate Constituents

Do you have alot of girls in your database more than once? Merge them together with Jade Stone of Greater Indianapolis!

Last updated 2/14/2022

For more information, please see this documentation.

Basic configuring email functionality.mp4

Default Email Setting

Configuring your basic email functionality

Last updated: 5/19/2022

Demo: Creating new tags.mp4

Creating new tags

How to configure new tags. Note: This function is for data leaders only

Last updated 2/27/2022

Payment functionality

Payments 101

The core components of money & payment functionality in Compass

Last updated 10/23/2023

Payments 102

Demonstration of applying payments and paying in the constituents module (Payments 101 is essential to understanding this process, please watch 101 first!)

Last updated 10/23/2023

Visual of Parent Portal Payments

Last updated 3/12/2024

Adding a discount when a particpant pays their fee.mp4

Applying a discount

When a participant pays a fee, and you wish to apply a discount to the participant. This is different than removing an incorrect fee, found below.

Removing a fee from a constituents record.mp4

Removing a fee that was incorrectly applied

When a fee was incorrectly applied to an account, you can remove it with the invoicing module. This is different from applying a 100% discount to a participant.

Communications

Individual and bulk communications from the Constituents Module

Emails and Text messages from a program roster

Navigating & quick tips

How to view a parents profile from a girls profile.mp4

Finding a parent from the participants profile in the constituents module

How to find the parents profile when you have searched by the participant, in the constituents module.

Last updated 5/26/2022

Portals

Parent, Volunteer, & Instructor

Quick review of Portals with parent and instructor demo.mp4

What is a portal: A quick overview of how portals operate. This is not an extensive overview, as each portal has its own unique features and setup procedures.

Parent Portal

Parent Portal Demo: Parent's experience*

Demonstration of the parent view of a fully configured parent portal, including

Registering Participants for the first time
Adding memberships
Enrolling in courses or sessions
Returning parents

*This is for parent portal v2

Getting Ready for the Compass Parent Portal

Start Here! Getting Ready for the Parent Portal Checklist

Parent Portal v2: Master Configuration through the Parent Portal Tab

Master Configuration Part 1:

Overview & Home

Master Configuration Part 2:

Notifications

Master Configuration Part 3:

Memberships

Master Configuration Part 4: Enrollment

Master Configuration Part 5:

General

Parent Portal Demo: Configuring your custom registration form

Demonstration of how to configure the registration form for your parents and data entry personnel

*This is for parent portal v2

Parent Portal Demo: Configuring the programs module

Demonstration of how to configure the programs module for your parents and data entry personnel to enroll directly into programs

*This is for parent portal v2

Getting Ready for the Compass Parent Portal

Getting Ready for the Parent Portal (START HERE!)

Parent Portal Email Notifications.pdf

Examples of notifications sent from the parent portal

Reporting

Report Types FYI:

Please take a look at this visual below. Currently, all nationally built reports are built using attendance data. Our next large report type being designed are membership reports for rosters and when you do not have attendance data. We have some examples of how to build simple membership reports below. We highly encourage you to review the visual below and watch the Reporting & Dashboard 101 report for an overview of how to pull some of the most commonly requested data in the database.

Reporting types.pdf

Dashboards and Reports 101:

A brief overview of what reports and dashboards are in Compass, and how to use the most commonly requested dashboard, demographics.

Last updated: 06/20/2024

Reporting: Quick build your own guides

Build an allergy list in Compass using memberships

Last updated: 7/9/2024

Reporting: 2023 Annual Affiliate Survey

These reports can also be used for basic demographic and programming data pulls

Finding your Report

Program Sites Q1-3

Participants Q4-9

Participants: Q12-14

Demographics

Age, Race, Ethnicity, Language:

Q15,20-22

Demographics

Grade

Q 16

Demographics

On-time grade promotion & high school graduation

Q17-19

Demographics:

Head of Household Income

Q23

Demographics:

Participants Served

Q24

Programming

Q25-51

Local Programming

Q52-55

Volunteering

Q75-80

Finance

Part 2 Q11

Recording #2.mp4

How to run the demographics + report in Compass-360 using their BI tool. This report is helpful for determining all of your constituents demographic make-up in a set time period.

Last updated 2/21/2022

C360 BI Training.mp4

How to navigate the reporting functions of Compass360, using their BI tool

Last updated: 12/21/2021

For more information, please see this documentation.

Admin Functionality

New Compass-360 user.mp4

Adding new user accounts

What to do when a new staff member starts

Last updated 10/17/2022

Staff Privileges in Compass-360.pdf

For more information, please see this documentation.

types of user accounts in Compass

Managing Memberships

What are Girls Inc. Memberships, how to create them and add them to participants.

last updated 4/25/2024

Compass Basics: Renewing Memberships.mp4

Renewing a membership

How to renew a participant membership

last updated 5/9/2024

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