Managing Your Account

Managing Your Account
User Guide
Module 4: Managing Your Account
Module 4 provides information on how to manage your COMPASS account. The guide
contains the following information:
 How to set up your Test Center.
 How to add staff with rights to manage your system at both the Campus and Test
Center levels.
 How to buy units online and how to monitor your unit usage.
Contents
Topic
Part I Administrator’s Roles and Rights
Part II Managing Your Campus Account
Part III Managing Your Test Centers
Part IV Managing Your Units
Part V Appendix
Page
2
3
14
21
29
Managing Your COMPASS Account
Part I
Page 2 of 32
Administrator’s Roles and Rights
The following are the two types of Administrators and the rights associated with each
role.
 Campus Administrators: Responsible for setting up the overall rules and procedures for a
Campus and all of the associated Test Centers. They can set up Test Centers both on and
off-campus (i.e., at local high schools).
 Test Center Administrators: Associated with a specific Test Center owned by the
Campus.
The following table shows the tasks that the Campus and Test Center Administrators have the
right to perform in managing a Campus or Test Center.
Site Management Rights*
Edit site contact information
Create/edit/delete staff members
Run unit usage report
Purchase or transfer units
Create Test Centers
Activate remote testing
* Default
rights for the roles
Campus Level





Test Center Level




Managing Your COMPASS Account
Part II
Page 3 of 32
Managing Your Campus Account
Complete the following to review, add, or edit existing Campus information.
NOTE: The amount of information displayed is based on the user rights assigned to you.
Step
1
Action
Locate the Welcome email sent from ACT that contains the following
information:
 COMPASS URL (www.compass.act.org)
NOTE: Bookmark the URL.
 Staff ID
 Initial password: You will be prompted to change your password after
logging in the first time.
2
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
3
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
4
Review the information on the SITES tab for accuracy.
See Appendix, Examining the SITES Tab, Page 32 for the screen options.
Managing Your COMPASS Account
Step
5
Page 4 of 32
Action
Click Edit to view or edit the Campus information.
Result: The Campus setup screen displays.
6
View your license expiration date.
Managing Your COMPASS Account
Page 5 of 32
Step
Action
7
View or edit the following three sections in the Contact Information area:
 Campus Coordinator: example shown below
 Technical Support Coordinator
 Bill-to Institution
IMPORTANT: Ensure email addresses are kept current, as ACT sends
email messages to COMPASS users.
8
View or edit the lowest number of units in the First and Second
notification fields in the Low-Unit Notifications section.
Result: The system sends the Campus Coordinator a low-unit email
notification when the unit number falls below the entered
amounts.
9
Click OK.
Result: The SITES tab displays.
Managing Your COMPASS Account
Page 6 of 32
Complete the following to add a new staff member to a Campus.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click the Staff button for your Campus.
Result: The Staff at Your Campus screen displays.
4
Click New.
Result: The New Staff Member screen displays.
5
Type the staff member’s name and contact information in the fields at the
top of the form.
Managing Your COMPASS Account
Step
Page 7 of 32
Action
6
To assign the staff member’s rights, select one of the following options:
 Assign a role with the rights preselected by clicking Admin or Advisor.
Result: Your selection displays in the Role field and the rights are
preselected for that role.
NOTE: You can customize the role by selecting or deselecting the
checkboxes of the rights you wish to assign or remove.
 Select the checkboxes for the rights that you want to assign.

7
Click OK to save the selections and return to the Staff screen or click
Cancel to exit the screen without adding a staff member. Click Back to
Sites to return to the SITES tab.
NOTE: For a further explanation of the rights, see the Appendix, COMPASS User Rights and
Roles.
Managing Your COMPASS Account
Page 8 of 32
Complete the following to edit Campus staff member information.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click the Staff button for your Campus.
Result: The Staff at Your Campus screen displays.
4
Click the Edit button by the staff name to edit the information.
Result: The person’s staff information displays.
5
Change the name and contact information at the top of the screen, if
desired.
6
Change the rights or assign a different role to the staff member.
 To change the rights, select or deselect the checkboxes of the rights
listed.
 To assign a different role, click Admin or Advisor.
Result: Your selection appears in the Role field and the rights are
preselected for that role.
NOTE: You can customize the role by selecting or deselecting the
checkboxes of the rights you wish to assign or remove.
7
Click OK to save the changes and return to the Staff screen or click
Cancel to exit the screen without editing a staff member. Click Back to
Sites to return to the SITES tab.
Managing Your COMPASS Account
Page 9 of 32
Complete the following to delete a staff member from a Campus.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
open.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click the Staff button for your Campus.
Result: The Staff at Your Campus screen displays.
4
Click the Delete button by the staff name to delete the member.
Result: The Delete Confirmation screen displays.
5
Click Delete to remove the person or Cancel to stop the deletion and
return to the Staff screen. Click Back to Sites to return to the SITES tab.
IMPORTANT: Staff deletions are permanent and can not be recovered.
Managing Your COMPASS Account
Page 10 of 32
Complete the following to add a Test Center to your Campus.
Test Centers can be added to your Campus, allowing students to be able to take the test at
locations other than your primary Test Center. The centers can include off-campus locations
(i.e., high schools), outreach facilities or on-campus locations in different buildings and
departments.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click New Test Center.
Result: The New Test Center screen displays.
4
Type the new Test Center name in the Test Center Name field.
Managing Your COMPASS Account
Page 11 of 32
Step
Action
5
Type the contact information in the Test Center Coordinator and Technical
Support Coordinator sections.
NOTE: Ensure the email addresses are kept current, as ACT sends email
messages to COMPASS users.
Managing Your COMPASS Account
Step
6
Page 12 of 32
Action
Complete the Test Center Status section.
 Click Inactive for Test Centers that only administer tests at intervals.
 Click Active for Test Centers that administer tests continually throughout
the year.
 Local Testing – Local Testing is always selected. Local Testing refers to
testing that is performed at any of the Test Centers associated with your
Campus. This includes both on-campus locations (your primary Test
Center and any Test Centers you add that can be located in different
departments or buildings) and off-campus locations (high schools,
outreach centers, etc.).
 Remote Testing – Enable Remote Testing only at the primary Test
Center located on your Campus, if you administer COMPASS tests to local
students who live too far from the institutions that they plan to attend to
make testing at their Campuses feasible. (Preview sites are not eligible for
remote testing.)
IMPORTANT: Do not select Remote Testing when adding secondary Test
Centers to your Campus. Secondary Test Centers are sites
that are located either off-campus in high schools and
outreach centers or on-campus in other buildings and
departments.
Managing Your COMPASS Account
Step
7
Page 13 of 32
Action
Type the number of reports to print for each student in the Report Copies
box.
NOTE: The system prints one report per student by default.
8
SSR Location
If the Test Center is not connected to your Campus network (such as at a
high school or at another off-campus testing facility) do the following:
 Leave the Directory Location for SSR field blank and
 Do not use Test Packages that include the automatic generation of an SSR
file. Otherwise, the test results store by default on the C:/drive of the testing
workstation and can be viewed by students using that workstation.
9
Click OK.
Managing Your COMPASS Account
Part III
Page 14 of 32
Managing Your Test Centers
Complete the following to review, add, or edit existing Test Center information.
NOTE: The amount of information displayed is based on the user rights assigned to you
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab open.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click Edit to view or edit the Test Center information.
Result: The Test Center setup screen displays.
4
Review or edit the information. Click OK.
Result: The SITES tab displays.
Managing Your COMPASS Account
Page 15 of 32
Complete the following to add a new staff member to a Test Center.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click the Staff button for the Test Center you want to add staff to.
Result: The Test Center Staff Name screen displays.
4
Click New.
Result: The New Staff Member screen displays.
5
Type the staff member’s name and contact information in the fields at the
top of the form.
Managing Your COMPASS Account
Step
6
Page 16 of 32
Action
To assign the staff member’s rights, select one of the following options:
 Assign a role with the rights preselected by clicking Admin or Proctor.
Result: Your selection displays in the Role field and the rights are
preselected for that role.
NOTE: You can customize the role by selecting or deselecting the
checkboxes of the rights you wish to assign or remove.
 Select the checkboxes for the rights that you want to assign.
7
Click OK to save the selections and return to the Staff screen or click
Cancel to exit the screen without adding a staff member. Click Back to
Sites to return to the SITES tab.
NOTE: For a further explanation of the rights, see the Appendix, COMPASS User Rights and
Roles.
Managing Your COMPASS Account
Page 17 of 32
Complete the following to edit Test Center staff information.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click the Staff button for the Test Center you want to edit.
Result: The Test Center Staff screen displays.
4
Click the Edit button by the staff name to edit the information.
Result: The person’s staff information displays.
5
Change the name and contact information at the top of the screen, if
desired.
6
Change the rights or assign a different role to the staff member.
 To change the rights, select or deselect the checkboxes of the rights
listed.
 To assign a different role, click Admin or Proctor.
Result: Your selection appears in the Role field and the rights are
preselected for that role.
NOTE: You can customize the role by selecting or deselecting the
checkboxes of the rights you wish to assign or remove.
7
Click OK to save the selections and return to the Staff screen or click
Cancel to exit the screen without editing a staff member. Click Back to
Sites to return to the SITES tab.
Managing Your COMPASS Account
Page 18 of 32
Complete the following to delete a Test Center staff member.
IMPORTANT: Staff deletions are permanent.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click the Staff button for the Test Center you want to delete a staff
member from.
Result: The Test Center staff screen displays.
4
Click the Delete button by the staff name to delete the member.
Result: The Delete Confirmation screen displays.
5
Click Delete to remove the person or Cancel to stop the deletion and
return to the Staff screen. Click Back to Sites to return to the SITES tab.
NOTE: Staff deletions are permanent and can not be recovered.
Managing Your COMPASS Account
Page 19 of 32
Complete the following to activate Remote Testing at the Primary Test Center.
Enable Remote Testing only at the primary Test Center located on your Campus, if you will
administer COMPASS tests to local students who live too far from the institutions that they plan
to attend to make testing at their Campuses feasible.
IMPORTANT: Do not select Remote Testing when adding secondary Test Centers to your
Campus. Secondary Test Centers are sites that are located either off-campus in
high schools and outreach centers or on-campus in other buildings and
departments.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click Edit for the desired Test Center.
Result: The Campus setup screen displays.
Managing Your COMPASS Account
Step
Page 20 of 32
Action
4
Scroll down to the Test Center Status section. Select the Remote
testing checkbox. (Preview sites are not eligible for remote testing.)
5
Populate the fields (test cost, payment method, hours, contact
information, and additional instructions). Click OK.
Result: The SITES tab displays.
Managing Your COMPASS Account
Part IV
Page 21 of 32
Managing Your Testing Units
Complete the following to view the number of units your Campus has in its account to
administer tests.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
Result: The site information displays. The number is shaded red when it
is time to purchase additional units.
Low-Unit Notification:
Set the Low-Unit Notification level to the lowest number of units. The system sends the Campus
Coordinator a low-unit email notification when the unit number falls below the entered amounts.
The email allows adequate time for your institution to complete the purchasing process.
IMPORTANT: If there are no units or an insufficient quantity of units available for testing,
students are not able to take the tests.
To change the Low-Unit Notification amount, see Part II Managing Your Campus Account, Page
5, Step 8.
Example:
Managing Your COMPASS Account
Page 22 of 32
Complete the following to view your Campus Unit usage.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click Unit usage.
Result: The Unit Usage Viewing Options screen displays.
Managing Your COMPASS Account
Step
4
Page 23 of 32
Action
Select the option(s) to display the desired data:
 Date Range: Specify the dates to include by clicking the drop-downs.
 Test Centers: Select the checkbox(s) of the Test Centers to view their
usage.
 Demographics: Select the checkbox to display the unit usage for the
demographics for your entire Campus. This includes the testing done
at your Test Centers and at remote sites on behalf of your college.
 Test Types: Click Total of all test types to combine the usage for
both Local and Remote Testing or click Local Tests or Remote Tests
to display the unit usage individually.
Managing Your COMPASS Account
Step
5
Page 24 of 32
Action
Click View Unit Usage to display the data.
Result: The COMPASS/ESL Internet Unit Usage screen displays.
Select from the following options:
 Print – Click and select the printer output options.
 Save – Click and specify the location to save the report file.
 Close Window – Click the link to return to the Unit Usage Viewing
Options screen.
6
Repeat the procedure to generate a new report or click Back to Sites to
return to the SITES tab.
Managing Your COMPASS Account
Page 25 of 32
Complete the following to buy units.
Each test administered or student record created uses units. Each test can cost a different
number of units based on how the test was set up. Your Campus is charged based on the
number of units it uses.
Licensed Campuses must have an ample supply of units for the Test Center(s) so testing is not
disrupted.
Units are charged as follows:
Description
# of Units
Demographics items (student record creation)
.4 unit
Assessments
1.0 unit
Diagnostics
1.0 unit
COMPASS e-Write/ESL e-Write
3.5 units
Retest/Post-test administration of previously used test
(except COMPASS e-Write or ESL e-Write)
.5 unit
IMPORTANT:
 Each Campus must purchase its own units.
 You can not transfer units between Campuses.
 Pricing:
 For orders placed within the U.S the Standard Unit Pricing list shows U.S. prices effective
through August 31, 2010 and is for reference only.
 For orders placed outside the U.S use the pricing and method of payment on the
COMPASS International Order Form.
Complete the following to buy units.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab
opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
Managing Your COMPASS Account
Step
3
Page 26 of 32
Action
Click Buy Units.
Result: The Buy Units screen displays.
4
Type the number of units you want to buy for each item.
NOTE: The total is calculated automatically.
Managing Your COMPASS Account
Step
Page 27 of 32
Action
5
Verify the contact and address information is correct in the Bill-to
Institution section. Edit, if necessary.
6
(Optional) If you have a purchase order number you would like to use to
attach to your Units request, enter the information in the Payment
Method section.
7
Click Place Order to complete the transaction or click Cancel to stop the
action and return to the SITES tab.
Once you place an order, charges will be invoiced to the Bill-to Institution.
Managing Your COMPASS Account
Page 28 of 32
Complete the following to transfer units.
NOTE: This option applies to customers who are using COMPASS/ESL 3.2.x for Windows and
want to transfer the Windows units to the COMPASS Internet Version.
IMPORTANT:
 You can not transfer Internet units back to the Windows version.
 You can not transfer units between Campuses.
Step
1
Action
Log into COMPASS. Type the Staff ID and password. Click Login!
Result: The COMPASS/ESL screen displays with the SESSIONS tab opened.
2
Click the SITES tab.
NOTE: The SITES tab does not display if the staff member does not have
administrative rights to at least one of the functions on the tab.
3
Click Transfer Units.
4
Review the three options. Click OK to make a selection or click Cancel to return
to the SITES tab.
Managing Your COMPASS Account
Part V
Page 29 of 32
Appendix
COMPASS User Rights and Roles
The following table shows the COMPASS roles and the rights assigned to each role by default.
NOTE: Staff members only have access to the tabs where they have been assigned
administrative functions.
Level =
Role =
General User
Rights
SESSIONS
Tab
REPORTS
Tab
TEST SETUP
Tab
Campus
Admin
Advisor
Edit own account

Register Workstations for
testing


Launch Tests*



View/Print Student Records**




Edit (and Delete) Student
Records




Create SSRs
(Create Single Student
Records for uploading to
Campus databases outside
COMPASS)




Schedule Remote Tests
(Register students for testing
at a Test Center not affiliated
with your Campus)




Import Records
(from COMPASS/ESL
Windows 3.2.x)


Delete Sessions






Create/Print Reports
High Schools & Transfer
Institutions
(Add, edit, or delete names)

Test Center
Admin Proctor


Managing Your COMPASS Account
Page 30 of 32
Level =
Role =
SITES Tab
Campus
Admin
Advisor
Test Center
Admin Proctor
Campus Resources
(Modify and/or select
resources and contact
information; also, add, edit, or
delete a site-specific, local
Campus resource)


Bulletin Boards


e-Write Setup
(Modify the e-Write test setup
for both COMPASS and ESL)


Majors & Major Groups
(Add, edit, delete)


Local Demographic Items
(Add, edit, or delete local,
site-specific items)


Local Measures
(Add, edit, or delete the local,
site-specific scoring
measures)


Placement & Diagnostic
Messages
(Add, edit, or delete the
messages that students
receive based on their test
scores)


Test Packages***


Import Test Setup
(from COMPASS/ESL
Windows version 3.2.x)


Edit Site Contact Information


Create/Edit/Delete Staff
Members


Purchase or Transfer Units

Managing Your COMPASS Account
Page 31 of 32
Level =
Role =
Access to
Student
Records
Campus
Admin
Advisor
Test Center
Admin Proctor
From all Test Centers in the
System
From all Test Centers
associated with a single
Campus




From one Test Center only
* If Launch Tests is allowed, staff members can access Find a student's Registration Number
on the Test Launcher tab.
** If View/Print Student Records is allowed, staff members can access Find a student's
Registration Number on the SESSIONS tab.
*** Restrictions on editing test packages:
Administrator
Type
Campus
Editing Rights
Can edit any test packages created by their Campuses, assuming
they have been given rights to do this task.
May not edit any test packages created by the system, even if they
have rights to create or modify test packages. However, they can
duplicate a test package and edit the duplicated version.
Test Center
Can edit any test packages created by their Test Centers,
assuming they have been given rights to do this task.
May not edit any test packages created by the system or Campus,
even if they have rights to create or modify test packages.
However, they can duplicate a test package and edit the
duplicated version.
Managing Your COMPASS Account
Page 32 of 32
Examining the SITES Tab
The SITES tab allows users to review, add, or edit site information based on the user rights
assigned to them. The following are the options available on the tab.
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