If your institution has multiples sites/departments and you need to create separate Compass Evaluations for each of them, you can do this by following the steps below (note: this can only be done by your Compass Admin user):
1. Log into Compass and select ‘Manage Users’.
2. Click on the email address of the user you want to assign to a different site/department.
3. By default, users will be set up to work across the ‘Whole College’ (this is all of the sites/departments within the institution). Uncheck the ‘They work across the Whole College’ box and click ‘Edit List’. This will bring up a pop-up window with the option of adding new sites/departments or amending existing sites/departments:
4. You can then manage your sites/departments in the following ways:
- To create new sites/departments, enter the site/department name and click ‘Add’.
- To amend site/department names, make the changes and click ‘Update’.
- To delete sites/departments, click ‘Delete’ by the relevant site/department:
5. Once your sites/departments have been created, you can assign users to these by going into the user record, unchecking ‘They work across the Whole College’, clicking the drop-down list and selecting the relevant site/department and clicking ‘Update User’:
Any Compass Evaluations that the user completes will then show under the relevant site/department.
Please note:
- A user can be assigned to a specific site/department or the whole college.
- If a user wants to be able to create Evaluations for different sites/departments, they need to be assigned to a different site/department by their Admin. At the moment, a user cannot assign themselves to a specific site/department.
- When completing an Evaluation, the user will only be able to create an Evaluation for the site/department they are assigned to. If the user is assigned to the whole college, any Evaluations they create will be created for the whole college.
- Any users that are set-up as whole college users can view all Evaluations created by all users.