Creating a Service Index with CoBro and Compass

This document provides a comprehensive step-by-step process to create a new service index using CoBro and Compass systems. The instructions guide you through the necessary navigation and input procedures to successfully complete and save a new service entry.

Step 1

Begin the process of creating a service index by navigating to the main menu, which is located in the top left-hand corner.

Step 2

Select "Systems" from the menu, then choose "Utility."

Step 3

Scroll down until you reach "Service Index."

Step 4

On the Service Index page, click on "New" located in the top right-hand corner.

Step 5

Fill out the available fields on the page. In this example, name the activity "Coffee With Gear Up" and select the corresponding service to attach this activity to.

Step 6

Select "Workshop" with a subtype of "AM Parent Conference" for this example.

Step 7

Leave the service name and providers blank as they are not required for this service type. If necessary for your service type, fill them out. Note that any fields highlighted in blue will be copied over when selected from the service. Additionally, fill out the informational section below, including duration, location, and additional information and reminders.

Step 8

Specify that the duration is site-specific, meaning it may vary depending on the site location.

Step 9

Leave the location, additional issue, information, and reminders blank if they do not apply to the specific service. Once all the necessary information is filled out, click "Save."

Step 10

You will receive an "Action Successful" confirmation, and your new service index will be displayed on the screen.