Watch the video or read our step-by-step guide below:
To create an activity for Benchmarks 2-8, select Plans > Create New Activity on the navigation bar:
A pop-up window will ask you to select which Benchmark you wish to create the activity for. Select ‘Benchmark 2-8’, then click on ‘Create Activity’:
Begin creating the new activity by giving your activity a name:
Then select the specific Gatsby benchmark ('main category') that the activity aligns to from the dropdown:
Then select additional Gatsby Benchmark categories the activity relates to. Please note that this additional category won’t impact the data visualisation you see on the your Dashboard, and is just for your records:
You can also enter the school lead (name of staff member running the activity), date, start and finish times for the activity, however these are not mandatory fields:
You now need to add learners to your activity. You can search for groups or individual learners by using the search box and checkbox filters above it:
You can also choose to upload learners to an activity by Unique Pupil Number (UPN), which may be useful if you have learners' details in an email or spreadsheet, and need to add them quickly to an activity.
To add learners to an activity by UPN, select 'Bulk enter students by UPN'. A pop-up window will open. Enter your list of learner UPNs, then check that each learner has an individual Compass+ profile by clicking on the 'Check UPNs' button to the bottom-left of the window. Finally, click on 'Confirm' to add the learners to the activity:
You can also now add a provider(s) to your activity. Compass+ can help you do this in a number of ways. To learn more about each of them, please see:
How to use the Careers Partners database
How to use the Find an Activity Provider tool
The example below shows you how to add careers partners from your institution’s Careers Partners database. Begin typing the partner’s name and they will appear in the dropdown list. Select the provider(s) you want to add to the activity:
Add any notes in the field at the bottom of the form:
Finally, click ‘Save activity to plan’:
Your activity will now appear in your Plan, as well as in the individual profile for all assigned learners.