People Management (as SIS)

Overview

 People Management is where your school's user record data is managed.  Some schools use People Management exclusively as their Student Information System (SIS), others use People Management to integrate with the Student Information System (SIS).

This article is for school's using People Management exclusively as their SIS.

Permissions

In order to access the People Management module users will need to have the PeopleManagementBase or UserRecordsAdmin permission. 

For further information on People Management permissions and the process for allocating permissions in Compass, please refer to the 'Individual Permissions' article from our Knowledge Base. 

Accessing People Management

To access People Management, go to the 'Organisation' menu and select 'People Management'.
This will take you to the page where you will see a series of tabs (please note the tabs may vary depending on your school type and module subscription).

Depending on your school's People Management filter type feature, you will see either the Standard People Management page or the Dynamic People Management page.

Standard View:

Dynamic View:

   

People Tab

The 'People' tab is where your user accounts are stored and managed. 

You can use the 'Add Person' option to create new user accounts. Please refer to the 'Adding New User Accounts' article from our Knowledge Base for further details on this process.

You can use the filter options to locate specific users, clicking a user in the search results list will open their user account if you require to edit any of their data.
     

There are three menu buttons on the 'People' tab - 
     

1. Actions: to execute a range of processes
   
2. Tools: to assist with managing your user data
   
3. Exports & Stats: to extract content

(Please refer to the below sections of this article for more details on each of these aspects).

People Tab - Standard View Searching and Filtering

When you open the People Management page, it will display a list of all users at the school - students, parents and staff. To search for a user, use the search bar on the right side of the page.

     

Using the 'Advanced Filter' button, you can filter your list of users by their Status (Active, Inactive, Future or Left), by Role (Staff, Student or Parent), by House, Year Level, Form Group, Authentication Mode, Phone Number, Custom Flag, or by address or suburb (please note that you will only be able to filter by Custom Flags if your school has purchased this module and has the Flags set up. For more information on Custom Flags, please see the Knowledge Base article on 

Custom Flags).

Click the 'Apply Filter' button to filter your results accordingly.

Each of these filter options is an 'AND' filter, so selecting multiple items will pull up the list of individuals who meet all of the criteria. In the image below we've searched for 'Parents' with an 'Active' status (so they currently have students who attend the school) with an address in the suburb of Melbourne, VIC (the CBD of Melbourne - not the greater Melbourne area). 

     

Once you have filtered your users, you can complete various tasks in bulk, such as sending emails to users, issuing parent login letters etc.

People Tab - Dynamic View Searching and Filtering

When you open the People Management page, it will load the basic filter tool.

     

You can use the available drop down options to search for the user or group of users your require.  Click 'Search' to load the results.

Example 1 - Use the name/code field to search for a specific user account.
  

 

Example 2 - Use a drop-down option to filter for a specific group of user accounts.
     

 

Example 3 - Use a combination of the options to filter for a specific group of users (note using more than one filter option will apply the 'AND' concept i.e. if you select Year 10 and one of the school Houses, only students who are in Year 10 AND in that selected house will load in the search results).
     

 

Example 4 - Select multiple choices from within a filter type to generate your group of users.
     

Beyond the standard filter options you can select further options to define your user search by from the 'More' button.

     

Select the additional options and they will then be added to the range of filters for your current search.

     

Once you have filtered your users, you can complete various tasks in bulk, such as sending emails to users, issuing parent login letters etc.

If you require more detailed filtering options, you can use Dynamic filters.  You can access existing dynamic filters in the left hand section which includes:

1. Default filters: system filters available within Compass
   
2. Public filters: filters created by staff who administrate People Management at your school
   
3. Private filters: filters you have saved for your use but not set as Public for other staff to access

You can also click 'Advanced' to open the advanced filter field to generate a new dynamic filter.

     

For details on using the advanced filters, please refer to the 'Advanced Filters' article from our Knowledge Base.

People Tab - Sending Emails

You can use the People Management page to filter for a group of users or you can select users, who you can then email.

To filter for the required users, use the range of available filters (basic or dynamic).

To select users, locate them in the list and tick to select.

Once you have your intended recipients filtered or selected, click 'Actions' and then select the 'Email' option from the drop-down menu. You can choose to email the filtered/selected users themselves, or the parents of the filtered/selected users.

Once you've selected either 'Users' or 'Parents of Users' you will be greeted by a popup window, which you can see at the right.

Please note: If you've selected Parents in your search (like in the example above) and choose 'Parents of Users' this will result in no recipients - Parents of Users will only pick up the parents of the students in your selection, and exclude any parents that were listed. 

The 'Selection Confirmation' window asks you to confirm your selection from the two options available. You can choose either 'Selected People', which means the people next to whose names you've ticked the tick box on the People Management grid, or 'Filtered People', which are all the people that match your search filter.

Once you've made your selection this will open the 'Send Email' pop-up window where you can edit and format your email. 

As with all emails in Compass you can choose to remove users from the list of Recipients by clicking the red X next to their name, and you can use the 'Add Recipients' box at the top to further add individuals who you may not have previously accounted for.

Any users with invalid email addresses will display with a warning (!) icon next to their name, as seen below. This indicates that Compass is unable to email the individual.  This can be because they do not have a valid email address within their user account, their account is not set with email allowed or, in the case of Parent user accounts, they may be set as 'Do Not Contact'.  Please speak with your school's administration officer for further assistance.

When you have added the content and curated your recipient list, click 'Send' to issue the email.  As the 'sender' you will receive a copy of the email in your inbox; within your sender copy, at the end of the email content you will see a list of all recipients that the email was issued to for future refence.

For further information on emails within Compass, please refer to the 'Email Communications' article from our Knowledge Base.

People Tab - Actions

Clicking the 'Actions' button on the 'People' tab will give you access to a range of processes.  Please note content under 'Actions' may vary depending on your school's jurisdiction and features.

     

Email	Use this option to generate emails to users.  Refer to the section 'Emails' further above in this article for more details.
Create Inactive Milestone	Please refer to the 'Closing Local Staff User accounts' section of the 'Adding Local Staff Accounts' article from our Knowledge Base for details on this process.
Reset Local Passwords	Please refer to the 'Reset Passwords' article from our Knowledge Base.
Reset iCal Link	Please refer to the 'Resetting User iCal Links' article from our Knowledge Base.
Send Parent Login Emails	Please refer to the 'Distributing Parent Account Login Details' article from our Knowledge Base.
Generate Login Letter PDFs	Please refer to the 'Distributing Parent Account Login Details' article from our Knowledge Base.
Label Generation	Please refer to the following articles for further details on Label Generation: Generating Address Labels Generating Custom Labels Creating Label Templates
Merge People	Please refer to the 'Merging User Accounts' article from our Knowledge Base.
Accept Pending Changes	Parents have the option to update their mobile and email information via their parent portal.  If the setting is enabled for your school to require administrative approval for such changes BEFORE they are made available across Compass, then you will need to use this tool to approve the changes.  Click the 'Pending Changes' option in the Dynamic filter section of the page (left-hand side).  Any accounts with pending changes will display.  Select the ones you want to approve and then under the 'Actions' menu, click 'Accept Pending Changes'.
Add Chronicle Entry	This allows you to add a Chronicle entry for either your filtered group of users or selected users.

People Tab - Tools

Click 'Tools' to access data management options.  Please note content under 'Tools' may vary depending on your school's jurisdiction and features.

     

Form Group Visibility Settings	This allows you to determine if a student's form group displays when viewed by the student from within the student portal, or by a parent when viewed within the parent portal.  Turning this off is sometimes useful when not wanting form group information for a new incoming academic year to be revealed prior to the first day of school.
Edit Parent Login Letter PDF	Please refer to the 'Distributing Parent Account Login Details' article from our Knowledge Base.
Bulk Update Phone Extensions	Please refer to the 'Managing Staff Phone Extensions' article from our Knowledge Base.
Copy Student Addresses to Parents	This allows you to review where parent and student addresses do not match.  You will be able to select to update a parent's address to be that of the student's.
Standardise Data	Please refer to the 'Standardising User Data' article from our Knowledge Base.
Predict Student Discounts	Please refer to the 'Predict Student Discounts' article from our Knowledge Base.

 

People Tab - Exports & Stats

The People Management page also contains a variety of exports and reports that you may find useful. These can be accessed via the 'Export & Stats' button at the top of the page. Please note content under 'Exports & Stats' may vary depending on your school's jurisdiction and features.     

Users	Exports a CSV file of all selected/filtered users, providing their Import Identifier, Compass/LDAP Username, Form Group, Govt Code, Report Name, Base Role, Year Level, Email, and Temporary Password.
Alumni	This export contains Alumni of the school and includes the student name, their final date at the school and the year level they where in at that time.
CRT List	This allows you to export a list of CRT accounts for your school.
Email/Mobile Status Report	Exports a CSV containing a list of all users who are missing either an email address or a mobile number, and indicates what is missing with a 'no' value.
Identifications Export	This allows you to choose an Identification type and a user role to export a list of details on file regarding that identification type for your users.  For example, you could select Working with Children Check as the identification and 'Parent' as the user, the export will show parents at your school with their Working With Children Check details if on record.
Enrolments PDF	Will export a PDF summary report of  enrolment totals for the whole school summarised by House, Year Level, and Form Group as at the time of the export.
Class Enrolment Export by Student	Select specific users, or filter for a group of users, to export their class enrolment details within a specified Date Range.  You can export to csv or pdf.
WWCC Export	This exports a report of users Working with Children Check details.  It will indicate the worker status as 'staff' for staff and 'volunteer' for parents.
Household Export by Student	Exports a list of all households by student and includes the contact and address details for the parents and students within that household.
Student Demographic	This will download a csv file containing the demographic data on file for all students.
Student Demographic Statistics	This downloads a csv file containing student demographic stats for a specific date and is useful when collating census data.
Student Relationship Permission	This exports a csv file containing the relationships for each student selected or group of students filtered for.
Staff Demographics	This will download a csv file containing the demographic data on file for all staff.
Detailed Parent Accounts	This export contains parent contact details.  There is a line per student, per parent/guardian.
Detailed Student Export	This option will download an export of all students that contains their form group, year level, house, status, age and government numbers (e.g. VSN, VCAA number, etc.) as of your selected date.
Student Emergency Contacts Export	This downloads to csv the Emergency Contacts on file for students.
Custom Fields Export	If you have data contained in the Custom Fields option for students (refer to the Custom Fields tab within a student user record), you can use this export to view all Custom Field data on file for sutdents.
Login Stats	This option allows you to download student, staff or parent login statistics for a specified date range.  Please note this data relates to web portal logins.
Class Group Distribution	This export shows the number of students by form and year level and includes the total households and also the distribution of youngest and eldest children.  Please note, for students who are the only child attending the school, they will be included in both the eldest and youngest totals.
Parent Variation Export	Parents have the ability within their Compass Parent Portal to update their mobile numbers and email addresses. When this information is updated in Compass, it will not update your SIS automatically, and conversely, when these fields are updated in your SIS, it will not automatically update Compass. The Variation Exports (Mobile and Email) can be used to monitor discrepancies between your SIS and Compass for these fields. Please see the Knowledge Base article titled 'Emails and Mobiles' for further information.
Student Parent Occupation and Education	This export contains data needed for the DET Student Family Occupation and Education collection.
Expired Accounts	Use this to view a list of user accounts with an expired password.
Audit Log Export	Select this to generate a report of user record changes within a specified date range.
Staff Photos	Use this to download a photo sheet of all staff.
Photo Options	Exports a list that contains the privacy settings for your students, such as Photo Visible in Compass, Include in Photos Publications, Photo Required, ID Card Required, and Publication first and last names. These options can also be edited within the Compass tab of the user record in People Management.
Unimmunised Students Report	Exports a CSV listing all of the active students whose 'Immunisation Record Sighted' tickbox is not ticked. This field can be found on the Medical tab of their details in People Management.
View Unlinked Records	This will display parent/student records that are not linked to another user record (i.e. a student who is not linked to a parent/guardian user, or a parent/guardian user account that is not linked to a student).
Address Export	Select or filter the user/users you require address data for, click the Address Export and their data will export to csv for you.
Student Medications	This will export a csv file that contains a list of student medication details.
Student Immunisation	Use this option to export a list of students who have not have their Immunisation records sighted.
Anaphylaxis Report	This provides a report showing the names and photos of all the students who have been indicated as having Anaphylaxis.
Students with Medical Conditions	This provides a report similar to the Anaphylaxis Report but more generalised - it is a list of all students who have a Medical Condition, along with their name, year level, date of birth, house, photo, action to be taken and the name and mobile of the primary adult associated with the student.
Access Restrictions Report	This allows you to download a report or csv of all students currently with an access restriction in place.
DET Student Residential Address Collection	This exports student address details in either csv or xml format.
Non-Standard Data Export	This export contains details of unstandardised data that can then be standardised using the Standardise Data tool.
Census Reports	This opens access to the range of available exports to assist with CENSUS
Staff Class Creator Export	This export downloads Staff First Name, Last Name, Current Form Group and Email Address in csv format to import into Class Creator.
Student Class Creator Export	This export downloads Student First Name, Last Name, Gender, Current Year Form Group, Current Year Year Level and StudentID  in csv format to import into Class Creator.

  

User Status

User Status is displayed in the status column for each user.  These status' are defined below.

Active	The current date intersects with an Active Milestone for the User.
Left	The user is currently Inactive, has a previous Active Milestone and has no Milestones past the current date.
Future	The User is currently Inactive, and the user has an Active Milestone in the future.
On-hold	The user is currently Inactive but has an Active Milestone in the past and an Active Milestone in the future. (ie, student is on exchange etc.)
Undefined	The user has conflicting milestone data.
Enrolment Application	Applies only to parent accounts that have signed up through the Enrolments module and allows access to the Enrolments module only.

 

Doctors Tab

Please refer to the 'Doctors' article from our Knowledge Base for details on this tab.

Internal Transitions Tab

The 'Internal Transitions' tab that can be seen in some of the images in this article is only relevant for schools who do not have an external SIS. 

If Internal Transitions is applicable for your school, please refer to the 'Internal Transitions' article from our Knowledge Base.

External Transitions Tab

External Transitions is a feature that allows student data to potentially be transferred between Compass schools.

For details on this process, please refer to the 'External Transitions' article from our Knowledge Base.

Custom Groups

Custom user groups allow staff to efficiently populate emails and activities with these groups that are outside the standard year level/form associated cohorts.

For details on creating Custom Groups, please refer to the 'Custom Groups' article from our Knowledge Base.

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