Ordering Compass Identity Cards for the First Time
Overview
The first time you want to place an order for Compass Identity Cards, you will need to work through the following steps:
1 - Contact Compass to have the Identity Cards feature enabled
2 - Request Card Design
3 - Approve Card Design
4 - Place an order
Please refer to the below sections of this article for further details on each step.
Card orders will be sent to the address as listed on the CompassIdentity Card. If your school is a multi-campus school the address listed as the 'default' campus address will be considered the postal address.
If you have already ordered Compass Identity Cards before and want to place a subsequent order, please refer to the 'Compass Identity Cards' article from the Knowledge Base.
Step 1 - Enable the Identity Cards feature
Schools can have the Identity Cards feature enabled free of charge.
Step 2 - Request Card Design
Once the Identity Cards feature has been enabled for your school, go to 'Identity Cards' under the 'Organsation' menu (grid icon).
Click 'Request new card designs'.
You can view the sample card information and then complete the required fields.
Select the user type you are creating the design request for and then complete the additional fields that will display.
Select the applicable staff member who will be the point of contact for design correspondence. Add in any additional comments/notes if required and then click 'Request card designs' to submit the request.
Step 3 - Approve the card design
Once the card design is available for approval you will be able to review the design by going to 'Identity Cards' under the 'Organisation' menu (grid icon) and clicking 'Manage approvals'.When a card has been approved by one staff member, the background of that card will turn yellow. If it has been rejected, the background will turn red. When the card has been approved by two staff members, the background will turn green.
The checklist will need to be completed for each card that is displayed.
Please ensure that if you have custom data flags, you do not approve the cards for printing until all data for the custom flags has been updated. This may include students' buses, VET enrolments, lunch passes etc.
To limit errors and card reprints at the school's expense two staff are required to approve the card design, i.e. two staff must log in to their Compass accounts to approve the design and confirm the details on the card are correct.
If you require additional cards that are not displayed for approval (VET student cards, international student cards, etc), please contact us at cards@compass.edu.au
Please ensure that this approval process is completed promptly to ensure the smooth and efficient delivery of your school's ID cards. ID cards that have not been approved will not be processed for printing.
Click the design you are reviewing.
Work through each of the sections, ticking them off if they are suitable.
When you have reviewed the design, you will have the option to 'Approve' or 'Reject' it.
If you need something adjusted, use the 'Reject' button. You will then be given the option to enter further details that will be submitted back to the design team.
If you are ready to approve the design, click 'Approve' and the approval will be registered. On the dashboard of the Identity Cards page you will see the approval and if there is still the additional staff member's approval pending (designs require the approval of two staff members).
If your approval was the final required approval, in the 'Manage approvals' page, scroll to the bottom and tick the terms and conditions box and then click 'Approve for Printing'.
Once this approval is complete, the 'Orders' section on the Identity Cards page will become accessible.
Step 4 - Place a Bulk Order
To make your first bulk order of cards, on the 'Identity Cards' page (under the 'Organisation' menu), click the 'Bulk Orders' button.
Firstly review the General Settings.
If you need to order cards for all active staff, tick the applicable option. Leave unticked if not ordering for staff at this time.
If bulk ordering student id cards, tick the applicable option. Leave unticked if not ordering for students at this time.
When ticked, additional options will expand for student card orders. Review and adjust where applicable for your order.
You will see information in the section for Ineligible Users, it will list any applicable users and indicate the reason why they are ineligible for card ordering at this time.
Once you have reviewed your bulk order settings and are ready to proceed with the order, you will need to tick the terms and conditions option and then click 'Place Order'.
If you need information on existing or previous card orders, you can see a snapshot of order information in the 'Orders' section and also click 'Order Summary' for more details.
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