Service Index Usage with CoBro and Compass

This document outlines a streamlined process to record and manage student services using CoBro and Compass. By following these steps, you will efficiently enter, update, and save service information for individual students.

Step 1

Begin by navigating to the student's profile page on CoBro. Here, you can either enter a one-on-one service using the shortcut on the right or manage multiple students by selecting several profiles on the left.

Step 2

In this example, we will proceed with a single entry by clicking on the shortcut provided.

Step 3

When the service screen appears, select "Index" to proceed further.

Step 4

Once the index window appears, choose the activity you wish to record. For this demonstration, we will select "Coffee with Gear Up."

Step 5

A confirmation window will appear to verify your selection. Click "OK" to continue. The highlighted information in blue will be copied over automatically. You are required to complete any remaining fields marked with an asterisk.

Step 6

Proceed to fill out the required fields and any additional information that you might have.

Step 7

Once all information has been entered, click "Save" to submit the details.

Step 8

Upon successful entry, you will receive an "Action Successful" message, and the service will be updated and posted on your Compass page.