Set Up Your Compact2Learn Account
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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.
Timeframe 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.
Pre-Onboarding
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 # |
Actions |
Notes and Considerations |
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1 |
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. |
2 |
Review Onboarding FAQs |
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3 |
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. |
4 |
Sign Sales Order |
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5 |
Finalize the Custom Activity Type List (if applicable) |
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You're ready to move to Phase 1 when:
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 # |
Actions |
Notes and Considerations |
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1 |
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. |
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2 |
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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:
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3 |
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:
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4 |
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." |
5 |
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. |
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6 |
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. |
7 |
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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:
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 # |
Actions |
Notes and Considerations |
---|---|---|
1 |
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). |
2 |
Complete Prelaunch Checklist (required) |
To finalize your account setup, ensure the following steps have been completed:
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3 |
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
Test Forms & Evaluations Workflow
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4 | Request Configuration Review |
Once you have completed steps 1 through 3, email your account manager at success@compact2learn.org 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:
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 # |
Actions |
Notes and Considerations |
---|---|---|
1 |
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. |
2 |
As soon as students set up experiences, verify experience accuracy. |
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The onboarding process is complete when:
Once onboarding is complete, your account manager will email instructions for post-launch communication and support. |