1. Log in to Compass+ with your email address and password - https://auth.careersandenterprise.co.uk/compassplus
2. Click on Learner > Current in the main navigation bar. (If you want to view this information for learners who have left your institution, click on Learner > Left in the main navigation bar.)
3. To search for an individual learner, enter their name in the search box in the top right of the screen:
4. Click on ‘View profile’ next to the learner’s name in your learner list to view their individual learner profile:
From here you can view the different sections of their profile using the Activities, Interests and Destinations, Questionnaires and Personal Information tabs.
Select the 'Personal Information' tab.
5. The Personal Information tab is divided into two sections:
- Personal Information
All the data in the Personal Information section e.g. the learner's name, data of birth, ethnicity etc are pulled through from your institution's MIS, and is updated overnight.
- Groups
The Groups section shows:
- Learner Year (blue lozenge)
- Learner Form (teal lozenge)
- Learner Subject Groups (orange lozenge). These are pulled through from your institution's MIS
- Custom groups that a Compass+ user has created (black lozenge)
If you want to create a new Custom group that includes the learner, you can do this from the Groups section by clicking on the ‘Create a new custom group with this learner’ button:
A pop-up window will appear enabling you to create a Custom group that includes the learner.
The learner's name is pre-populated in the 'Add learners or groups to your custom groups' field.
It is easy to add other learners to the group by either typing the learners name into this box, or alternatively, you can filter your list by ticking/unticking the relevant filters:
Click on 'See learner membership' to view all the groups a learner has been added to.
Click the green 'Save' button to save any changes.
You can also view groups a learner was added to in previous academic years by using the filter at the top of the Group section:
Watch our video below for a step-by-step guide to using the Personal Information tab. (Please note: there is a difference with terminology used due to language changes in product but the core functionality of using the Personal Information tab remains the same.)