Navigating Student Service Entries with CoBro

The following instructions guide users through the process of entering services for a student using CoBro's latest feature on the Compass platform. This process includes selecting the appropriate service type, topics, and entering relevant details such as date and duration.

Step 1

To begin, navigate to the Student Profiles section in Compass and select the student for whom you wish to enter services.

Step 2

Proceed by entering the date of the service.

Step 3

Choose the service type, such as "Advising Meeting," ensuring it accurately reflects the service provided.

Step 4

Review the subcategories available. Utilize the "Topics" feature to find categories like CPPs, P1, S2, and S1 through S5.

Step 5

Proceed to the next step in the process.

Step 6

Select the relevant topics discussed, such as academic-related ones, and note the duration of the meeting.

Step 7

Input the duration as "30 minutes" or the time relevant to your session. Enter the time once for the service or referral.

Step 8

Select the "Service" option and finalize the process by clicking "Save."

Step 9

The service entries have now been successfully recorded.