1. Progress Reports, Alerts, and Cases in Compass
Aimee Belanger-Progress Report Pilot
Brady Eastlick-Compass Administrator

2. Agenda Part I Part II What is Compass? Progress reports & alerts
Progress reports & alerts in action
Part II
How to submit an alert
Where to view a students’ alerts
How to check on the progress of cases

3. What is Compass? Student success platform
Provides easy access to student information
Provides a simpler way for staff and offices to collaborate to support student success

4. What is Compass?
Compass makes important student info easily available to advisors
Student Name
What advising looks like in the platform
Electronic record keeping
Good when you get a new student from another advisor or when your students go onto another advisor
Helps staff and faculty coordinate outreach and support for student
Compass has a variety of other features that work for advisors and staff in various offices
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5. Progress Reports & Alerts

6. What are progress reports and alerts?
A way for instructors to inform student success staff how students are doing in the classroom
Quick and easy online form
Allows staff to intervene proactively to help the student be successful
Issued through progress reports when you indicate that a student is performing below expectations
Can also be issued outside of progress reports
Provides a data point for staff about a student’s performance
Faculty spend much more time with students that advisors and academic coaches, passing along that info is helpful
Students are not able to view progress reports or alerts
Alerts can be seen (and issued by) anyone who can access the students’ profile– assigned advisor, coach, retention team, department chairs, deans, administrators

7. Progress Report & Alert Workflow

8. Progress Report Through Case Closed Workflow
Administrator
Create Progress Report campaign
Identify desired outcome of campaign
Search for list of students for whom progress report requests will be sent
Kick off campaign
Monitor progress of campaign
Faculty
Notification of progress reports awaiting responses
notice sent to faculty
Home page banner visible to faculty
Fill out and submit progress reports
Includes “Yes/No” field for “Is student performing below expectations in your course?”
Responding “Yes” requires alert reasons
Advisors + Staff
Alert reasons trigger cases
Cases can be auto-assigned to specific advisors (managed by System Admin in “Alert Reasons”)
Case Management Begins
Case assignees notified of pending case (via )
Work with student and relevant departments to address case
Track comments within case
Close case when appropriate (mandatory criteria or specific permission optional)
This workflow gives you an idea of the full progress report process and who your responses fit in
In Part 1 of the training, we are focusing on the faculty piece of the progress report workflow

9. Submitting Progress Reports

10. Submitting Progress Reports
Receive Link to Progress Report Form & Banner on Compass Home Page
We’ll be asking for progress reports twice during the semester (week 4-next week and weeks 6-7)

11. Progress Report Form
Form available to instructors without logging in to Compass (Week 4)

12. Progress Report Form
Form available to instructors without logging in to Compass (Week 4)

13. Progress Report Form
Form available to instructors without logging in to Compass (Week 4)

14. Progress Report Form
Form available to instructors without logging in to Compass (week 6-7)
The wording is “Is the student performing below expectations”
This progress report gives student success staff the opportunity to intervene before mid-term grades and the drop date

15. When a student is performing below expectations
You will be asked for alert reasons
Frequent Absences
Poor Academic Performance
Missing Assignments/Tests
Poor Classroom Engagement
Other
A few things to keep in mind
Alerts for academic concerns are supplemental to, not a replacement for, communication between the professor and student about expectations and topics related to class performance
Students are not automatically contacted through the Compass when an alert is submitted
Frequent Absences  Potential action: attendance campaign/coaching
When you should use this alert reason:
Student is absent multiple times without explanation
The student provides an explanation for absences but is still chronically absent
Poor Academic Performance  Potential action: Campaign to encourage use of resources (tutoring, office hours, writing center, etc)
Homework, quiz, or test scores are routinely below expectation
Written work is completed but is below expectations
The student was performing well but displays a sudden decrease in grades or work quality
Missing Assignments/Test  Potential action: Academic coaching, time management, etc.
The student regularly has late or missing assignments
Poor classroom engagement  Potential action: Coaching
The student displays a lack of participation or focus in the class
Other
Use this reason for other academic concerns not covered by the available reasons. Please describe your concern in the comments
Administrative
For office use only

16. After Your Progress Reports are Submitted
Alerts are meant to be data points
Retention Specialists will look at all the available data points (alerts) to determine if action should be taken
Pilot courses this semester were chosen because of their overlapping enrollment with other pilot courses
Retention specialists will take action when progress reports suggest that students have a pattern of alerts across classes
Retention specialists may also take action when at-risk groups of students display concerning academic behaviors
Without logging into compass, instructors will not know if a case has been opened and whether it has been closed
Please use the comments to provide us with context

17. Questions?
Thank you for participating in the pilot and for supporting our students!

18. Part II: Submitting and Viewing Alerts in Compass
(For pilot advisors and instructors interested in learning how to use additional Compass features)

19. Want to sign in and follow along?
Sign in at: support/compass

20. How do you submit an alert?
Getting started
Sign in at:
Find a Student
Student 1
Student 2

21. How do you submit an alert?
Student 1
Student 2

22. How do you submit an alert?

23. How do you submit an alert?
Student 2

24. How do you submit an alert?
Student 2
It would be preferable to submit the alert before the student has missed 7 classes

25. Where to See Alerts in Compass
Student 2

26. Where to See Alerts in Compass
Student 2

27. Where to See Alerts and Progress Reports in Compass

28. Where to See Alerts and Progress Reports in Compass

29. Cases Cases are opened when alerts require action
Retention specialists will address cases and/or will collaborate with others connected with the students’ support network

30. Cases
Cases are opened when alerts require action

31. Cases
Cases are opened when alerts require action

32. Checking on Cases
Under the history tab

33. Some Pointers on Alerts and Cases
Students are not notified that alerts or progress reports have been submitted about them
The retention team may contact you about a case if you are connected with the student
Like they have with Beacon Alerts
Beacon alerts are being transferred into Compass this semester
If you see that a number greater than one on a student’s profile, that does not necessarily mean that a student has 3 separate alerts

34. Questions?
Thank you for participating in the pilot and for supporting our students!