Skip to main content

Set Up Your Compact2Learn Account

This page applies to Compact2Learn institutional administrators.

Welcome to Compact2Learn!

Compact2Learn is a tool used to capture student civic engagement experiences and measure civic learning outcomes. Students use Compact2Learn to track the details of their service experiences and reflections, allowing institutions to connect these experiences to student learning outcomes. Compact2Learn offers a forms and evaluation assessment tool and an optional Online Approval feature, which allows supervisors and faculty to verify service experiences.

Onboarding Process

The onboarding process includes a sequence of pre-onboarding tasks that are initiated and completed by you, followed by 3 phases where you work in conjunction with an account manager. Any item listed as required must be completed for Compact2Learn to work. Items marked as optional are features you can elect to use depending on your program’s needs. As you work through each step, reference our frequently asked questions or reach out to your account manager for assistance.

Timer 1.pngTimeframe for Completing Account Setup:
Given your day-to-day work responsibilities, how long it takes you to complete the pre-onboarding steps can vary. Once pre-onboarding is completed, it's likely you'll need an additional 4-6 weeks to complete the final 3 phases of onboarding. Be sure to dedicate some time each day or week to complete the actions below. It may be helpful to bookmark this page so you can easily return to it as you complete your account setup.


Formerly "Phase 1: Introduction to Onboarding"

During pre-onboarding, you'll need to review key information, sign your sales order, and prepare for the later onboarding phases.

Step #


Notes and Considerations


Review the Forms and Evaluations guide

Although you won't build forms and evaluations until Phase 2, you should review this guide during Phase 1 and complete the recommended checklist items.


Review Onboarding FAQs



Complete Pre-Onboarding Call

The Partner Development Manager will schedule this call with you and your dedicated account manager who will help you throughout onboarding. This call will cover final details to ensure a smooth transition during onboarding.


Sign Sales Order



Finalize the Custom Activity Type List (if applicable)


You're ready to move to Phase 1 when:

  • All tasks are complete.
  • A signed sales order is received.

Your account manager will email instructions when you are ready to begin Phase 1 of onboarding.

Phase 1: Account Setup

Formerly "Phase 2: Account Setup"

Step #


Notes and Considerations


Set Up Your Institutional Account

If you haven’t already done so, you need to set up your institutional administrator account. You'll use this account to complete the remaining steps and to manage students.

To set up your account, use the link provided in the automated email that was sent directly from Compact2Learn. If you haven't received this, check your spam folder before contacting customer service.


Locations are community partner sites where a student completes the activity. Supervisors are attached to locations and can approve activities and complete forms and evaluations.

Your task is to enter locations and supervisors so students can select them when they create experiences.

As you add new supervisors:


Add Faculty (optional)

Faculty members can verify supervisors’ approval of student activities and hours, approve or reject hours on behalf of the supervisor, and complete forms and evaluations.

As you add new faculty:


Add Experience Types (required)

Experience Types include the name and category of service experiences that students select from. If you don’t have specific experience types to include, simply create a default experience type such as "community-based learning."


A term is the date range you create for the student's experience. This may or may not align with a program’s academic term. Remember to select the current term and update this each time you move to a new date range.

Tags can be created to track customized details about your students' activities.


Set up a Demo Student Account (optional)

Setting up a free demo student account gives you the ability to view and test your program details from the student perspective.


You can build and send your program's forms and evaluations to your students, supervisors, and faculty members through Compact2Learn. As a best practice, you should try to build all forms and evaluations before launch, but if that isn't possible, create at least one form or evaluation so you understand how the process works (you can always add more forms after you launch).

You're ready to move to Phase 2 when:

  • You've completed all Phase 1 tasks.

Note: you do not need account manager approval to move to Phase 2.

Phase 2: Prepare for Launch

Formerly "Phase 3: Prepare for Launch"

Step #


Notes and Considerations


Create Student Signup Instructions (required)

Unlike supervisors and faculty members, students sign up for Compact2Learn on their own. As the institutional administrator, you'll need to create signup instructions for students. You'll share these instructions with students at launch (Phase 3).


Complete Prelaunch Checklist (required)

To finalize your account setup, ensure the following steps have been completed:


Test Your Compact2Learn Configurations

One of the most important steps to prepare for Phase 4 is testing your configurations. You'll want to be sure that your configurations work as intended and that you understand the student, supervisor, and faculty workflows. As you go through the processes below, make note of any places you may want to make changes.

Test Configurations for All Roles

  1. Log in to Compact2Learn as an institutional administrator.
  2. Add yourself as a supervisor. Be sure to use the same account email address so you can easily switch roles during testing. Link your supervisor account to a location.
  3. Add yourself as a faculty member. Be sure to use the same account email address so you can easily switch roles during testing.
  4. Switch to your demo student account. Create your experience and add your faculty account to it. Be sure to use the same location that your supervisor account is linked to.
  5. Log an activity and submit it for approval.
  6. Switch to your supervisor account and review your approvals. You can confirm or reject the approval.
  7. Switch to your faculty account and review the approval. You can verify or unapprove the approval.
  8. Finally, switch to your institutional administrator account. You can view your student account under the Students tab and review your activity reports.

Test Forms & Evaluations Workflow

  1. Log in to Compact2Learn as an institutional administrator.
  2. Activate a form that includes the student, supervisor, and faculty member roles. If you don't have a form with all these roles, select one that includes as many roles as possible.
  3. Send the form to the experience you created in the test workflow above.
  4. Switch your role to the first person in the form's workflow, then complete the form. Repeat this process for each person in the workflow.
4 Request Configuration Review

Once you have completed steps 1 through 3, email your account manager at and request a configuration review. Once your account manager confirms your account is ready for launch, they will enable online approvals for students and release authorization keys to your account.

You're ready to move to Phase 3 when:

  • You've completed all Phase 2 tasks.
  • A configuration review is completed.
  • Your invoice is paid.

Your account manager will email instructions when the configuration review is complete and you are ready for launch.

Phase 3: Launch

Formerly "Phase 4: Launch"

Once your account manager has successfully completed your configuration review, you are ready for launch!

Step #


Notes and Considerations


Send sign-up instructions to students.

Before you send students the instructions you wrote in Phase 2, make sure they include all the key information your students will need.


As soon as students set up experiences, verify experience accuracy.


The onboarding process is complete when:

  • You've completed all Phase 3 tasks.
  • You've discussed with your account manager any questions that arose during launch.
  • Was this article helpful?