Effective Use of CoBro and Compass

This document provides a step-by-step process for utilizing the features of CoBro and Compass effectively. It includes selecting dates, choosing service types, selecting relevant topics, and saving the session details efficiently.

Step 1

Begin by reviewing the Topics section. Updates have been made based on your suggestions. Navigate to the student section and select or meet...

Step 2

Proceed to add services. Select the appropriate date.

Step 3

Choose the date corresponding to the previous day.

Step 4

Select the service type by choosing between Advising and Meeting.

Step 5

While there are no additional service types, options are available if it was a referral or a service. By selecting a service, you can then choose a topic. For example, select "Service" for this scenario.

Step 6

You can now select topics such as CPPs P1 through P5 or S1 through S5. Choose P1 and P2 for this instance.

Step 7

Additionally, select S2.

Step 8

Enter the duration, for example, 30 minutes.

Step 9

Note that the duration is entered once. That concludes this section.

Step 10

Click "Save" to store the session details.

Step 11

If the record already exists for the student, select a different date.

Step 12

Finally, click "Save" again to confirm the details. This completes the process.