1. Compass Information System (CIS)
November 22, 2016

2. Introduction
This Compass Information System (CIS) webinar provides technical guidance for administrator, supervisors and data managers to operate components of CIS for school- and district-level administrators.
Toll access number (Toll):
Toll free access number (Toll Free):
Audio Conference Details: Participant pin code:

3. Agenda Compass Information System All Users: Accessing Data in CIS
Support Structures
Timeline
Trainings
Account Management
Login and Registration
New Account Registration
User Roles
All Users: Goal Setting
Goal Setting: Student Learning Targets
Viewing and Printing Student Learning Targets
All Users: Accessing Data in CIS
Viewing data from Previous Years
Input Observation Data
Viewing and Printing Observations
Viewing and Printing Evaluations
Review Summary and Complete Evaluation
Supervisors, Administrators and Data Managers
Update Employee Rosters
Conducting Observations
Compass Reports
Next Steps

4. Compass Information System

5. Compass Support Structures
Continuous Support
Resources
for assistance with CIS.
User Guide
for assistance with CVR.
District Compass Contacts and Administrators
Update your District Contact here.
Compass Information System (CIS) Webpage
Account Setup Quick Guide.
Compass Library
Roster Updates Quick Guide
Access the Compass Information System (CIS) here.
Goal Setting:
Professional Learning Module
Teacher Goal Setting (SLT) Worksheet
Teacher Goal Setting Resources
LDOE Weekly Newsletter
When will the Eval. Upload Quick Guide become available?

6. Compass Timeline Compass Activities Dates
Administrators and Supervisors
Principals and Evaluators
Teachers, Counselors, and Librarians
Set SLTs
9/1-12/1
Monitor SLT completion
Review and Accept SLTs
Conduct Observations
CIS Webinar: 11/9
Fall Spring 2017
Monitor observation progress
Review Observations
Upload 2015 Evaluation Data
Webinar: 11/29
11/2016
Upload 2015 evaluation data based on SPS in CIS
Review uploaded evaluation data (if applicable)
Monitor 2015 evaluation completion progress
Webinars: 12/6, 12/13, 12/20, 12/27
12/30
Review and monitor evaluation completion progress based on SPS
Review Transitional Student Growth Data (TSGD)
Spring 2017
Review TSGD data and release to principals and teachers
Review TSGD Reports
Rate SLTs for employees with EOY Data
Rate SLTs
Report Results of SLTs

7. Training
Compass Information System (CIS) Webinar for Teachers and all Other Users: This webinar provides technical guidance to operate the following components of CIS for teachers, counselors, librarians and all other CIS users.
Timeline
Account Management
Goal Setting
Accessing Data in CIS
The webinar will take place November 9, 2016 at 1:00 PM and 3:00 PM
To join the webinar click here.
Toll access number (Toll):
Toll free access number (Toll Free):
Audio Conference Details: Participant pin code:

8. Training
Compass Information System (CIS) Webinar for Procedures for Uploading School Year Evaluation Data: This webinar provides technical guidance for administrators, supervisors and data managers for uploading school year compass evaluation data.
The webinar will take place November 29, 2016 at 1:00 PM.
To join the webinar click here.
Toll access number (Toll):
Toll free access number (Toll Free):
Participant pin code:

9. Training
Compass Information System (CIS) Webinars for Completing Evaluation Data for the School Year: These webinars provide technical guidance for administrators, supervisors and data managers for completing the evaluation process for the school year.
These webinars will take place:
December 6, 2016 at 2:00 PM
December 13, 2016 at 2:00 PM
December 20, 2016 at 2:00 PM
December 27, 2016 at 2:00 PM
To join the webinar click here.
Toll access number (Toll):
Toll free access number (Toll Free):
Participant pin code:

10. Account Management

11. New Account Registration (slide 1 of 6)
Select Register from the login screen.

12. New Account Registration (slide 2 of 6)
Select a district from the Your School District drop-down menu.
Enter personal information to find your profile; there are two options
Register using the last four digits of SSN, first name, and last name (returning users)
Register using full SSN and first name (first-time users).
Select Submit to proceed with registration.

13. New Account Registration (slide 3 of 6)
Create a Personal Login Code and enter it twice.
Select Save Changes to proceed with registration.

14. New Account Registration (slide 4 of 6)
Create a Password and enter it twice.
Select Save Changes to proceed with registration.

15. New Account Registration (slide 5 of 6)
Select two security questions and provide answers to each.
Select Submit to proceed with registration.

16. New Account Registration (slide 6 of 6)
Enter address twice (optional).
Select Submit to proceed with registration.
Registration is completed; select Continue to login.
For those of you out there that need to register your account, we will stop right here and give time to complete the registration process and take any questions.

17. User Roles

18. User Roles LDOE Administrator Maintain entire system LDOE Staff
Network Super User with view, print and other functionality to allow for ongoing support for LEAs and schools
LEA Administrator
In addition to Supervisor functions: maintain employee data and system for LEAs
Supervisor
In addition to Evaluator functions: maintain evaluator and observer assignments
Evaluator (Requires Certification)
Enter Professional Practice ratings from observations
Accept and rate SLTs
Acknowledge PGPs
Submit final evaluations
Employee
Create SLTs, PGPs, and conduct self-assessments
Review Individual data
LEA Administrator
Supervisor
Evaluator
(Requires
Certification)
Employee 21

19. All Users: Goal Setting

20. Goal Setting: Student Learning Targets
The Compass Information System form offers the opportunity to describe the students, their academic area, and the identified target set for them to achieve when setting goals.
Adding New Student Learning Targets
After logging in to Compass Information System, select Set from the SLT Tab.
Select Add to generate a new student learning target form.
Select available fields of the student learning target to describe the group of students targeted:
Course Category – the subject area/course in which the students will display academic progress (if applicable)
Grade – the grade level of the students (if applicable)
Number of Students – the number of students included in the target group for this goal
Interval of Instruction – the length of the course the students are taking (if applicable)
This is the time of year we set new SLTs. The next few slides show the process with guidelines and screen shots .

21. Goal Setting: Student Learning Targets

22. Goal Setting: Student Learning Targets
Complete the available fields of the student learning target to describe the student learning target expect to achieve. Additional guidance is available on the Compass Library.
Define the Achievement Ranges that will correspond to the ultimate score.
Select Save.
Complete all required fields before attempting to save the SLT.
Select Submit or Save to edit at a later time.
Editing Saved Student Learning Targets
After logging in to Compass Information System, select Set from the SLT Tab.
Use the drop-down to select an Existing Student Learning Target to update.
Edit the existing student learning target.

23. Viewing and Printing Student Learning Targets
Educators (teachers, school leaders, librarians, and counselors), evaluators, supervisors, and administrators may view submitted student learning targets at any stage; however, no edits can be made from the View screen.
After logging in to Compass Information System, select the employee from the View Employee list on the Employee tab.
Select View from the SLT tab.
Use the drop-down to select a Submitted Student Learning Target to view.
Printing Student Learning Targets
Educators (teachers, school leaders, librarians, and counselors), evaluators, supervisors, and administrators may print submitted student learning targets at any stage.
After logging in to Compass Information System, select Print from the SLT tab.
Select Generate Report to download a pdf summary of all submitted student learning targets.
Print the student learning target report or rename the file to save.

24. All Users: Accessing Data in CIS

25. Viewing Data from Previous Years
Use View Only check-box to access data that is not editable.
Next, toggle to the previous year on the Employee screen.
On all subsequent tabs, toggle to the year to view data. This year will be used to display data for all subsequent screens. Edits can not be made.
LEA Administrator
After selecting the appropriate year, LEA, School, choose the Employee Name. Next, select the data to view from the following:
VAM
Professional Growth Plan
Student Learning Target
Observation
Evaluation
Supervisor
Evaluator
(Requires
Certification)
Employee 21

26. Conducting Observations
LEA Administrator
Supervisor
Evaluator
(Requires
Certification)
After logging in to Compass Information System, select the employee you to complete the evaluation from the View Employee list on the Employee tab.
Select Conduct from the Observation tab.
Select Add to generate a new observation form.
Employee 21

27. Conducting Observations
Complete the required fields of the observation to describe the circumstances of the visit. In order to save the observation, all required fields must be completed.
a. Observation Title – the title of the observation
b. Observation Begin/End Date – the begin/end date of the observation-If the observation took place on a single day please enter the same date for begin/end
c. Full Period – checkbox to indicate whether the observation was a full period
Complete the optional fields of the observation to describe the circumstances of the visit.
a. Pre-Observation Conference Date/Time – date and time of the pre-observation conference (if applicable)
b. Post-Observation Conference Date/Time – date and time of the post-observation conference (if applicable)
c. Class Description – further description of the class
d. Student Count – number of students observed
e. Course Category – subject of the lesson observed
f. Grade- grade level of lesson observed

28. Conducting Observations
If a Compass Rubric is used, enter the component-level information (if applicable).
a. Component Level Feedback – content-specific feedback to the educator based on the component observed
b. Component Level Rating – a rating of ineffective to highly effective to measure the educator’s performance by component
Enter the observation-level information:
a. Observation Notes – any general notes to the educator about the observation
b. Areas of Strength – areas where the educator excelled in the observation
c. Areas for Improvement – areas where the educator should focus on as improvement
d. Next Steps – specific and actionable next steps for the educator/evaluator to undertake before the next observation

29. Conducting Observations
Determine a method of Scoring the observation:
a. Average Components’ Ratings – If individual components were scored, score the observation by taking a straight average of the rated components; components scored No Rating will not be included in average.
b. Assign Overall Observation Rating – To enter a rating that is not an average of the scored components, select assign overall observation rating; this will allow a weighted average or a holistic rating of the observation.
c. Not Scored – To save the observation without assigning a rating, simply select this option; this option is particularly applicable for walkthroughs.
Select Save to save the changes. If prompted, via red text, complete any required fields that were left blank. All required fields must be completed before attempting to save the observation.
When all changes are complete, select Submit to submit the observation for the educator to view.

30. Conducting Observations
Conducting Saved Observations
After logging in to Compass Information System, select the Employee tab from the View Employee, select the employee.
Select Conduct from the Observation tab.
Use the drop-down to select an Existing Observation to update.
Edits can be made to the existing observation.

31. Viewing and Printing Observations
Educators (teachers, school leaders, librarians, and counselors), evaluators, supervisors, and administrators may view and print submitted observations; however, no edits can be made from the View screen. Only assigned evaluators may edit SLTs.
View
After logging in to Compass Information System, select the employee to complete the evaluation from the View Employee list on the Employee tab.
Select View from the Observation tab.
Use the drop-down to select a Submitted Observation to view.
Print
After logging in to Compass Information system, select the employee to complete the evaluation from the View Employee list on the Employee tab.
Select Print from the Observations tab.
Select Generate Report to download a pdf summary
LEA Administrator
Supervisor
Evaluator
(Requires
Certification)
Employee 21

32. Viewing and Printing Evaluations
View Evaluations
Educators (teachers, school leaders, librarians, and counselors), evaluators, supervisors, and administrators may view and print submitted evaluations; however, no edits can be made from the View screen. Only assigned evaluators may edit evaluations and to do so, the evaluator must request that the appropriate evaluation be unlocked by the District Administrator.
View
After logging in to CIS, select the employee from the View Employee list on the Employee tab.
Select View from the Evaluation tab.
Use the drop-down to select a Submitted Evaluation to view.
Print
After logging in to CIS, select the employee to complete the evaluation for from the View Employee List on the Employee tab.
Select Print from the Evaluation tab.
Select Generate Report to download a pdf summary of the submitted evaluation.
Print or rename the evaluation report.
LEA Administrator
Supervisor
Employee 21

33. Review Summary and Complete Evaluation
Review the Professional Practice Rating and Score.
Review the Student Growth Rating and Score.
Select Calculate to calculate the Compass Evaluation Rating.
All educators (teachers, school leaders, librarians, and counselors) rated Ineffective overall should receive an Intensive Assistance Plan (IAP). If the educator requires an Intensive Assistance Plan (IAP), check the box.
Evaluators will enter Comments and Feedback about the overall evaluation. Comments and feedback are required.
Select Save to save changes.
When all changes are completed, select Submit to submit the final evaluation for the educator or Save the changes to edit at a later time.
Editing Saved Evaluations
After logging in to CIS, select the employee to complete the evaluation for from the View Employee list on the Employee tab
Select Complete from the Evaluation tab.
Edit the existing evaluation.
LEA Administrator
Supervisor
Evaluator
(Requires
Certification)
Employee 21

34. Review Summary and Complete Evaluation
LEA Administrator
Supervisor
Evaluator
(Requires
Certification)
Employee 21

35. Supervisors, Administrators and Data Managers

36. Update Employee Rosters (Employee View List)
The employee View List allows supervisors and administrators a quick view of the employee. Supervisors and administrators use the Employee View List to navigate to employee data for individual employees.
LEA Level Administrators need to update all LEA Level Administrator user groups.
From the Security tab, view Last Login to determine if the account is inactive.
Delete all inactive accounts or accounts of employees with LEA Level Administrator no longer employed by the LEA.

37. Update Employee Rosters (Employee View List)
After logging in to Compass Information System, select View List from the Employee tab.
For Principals and School Supervisors, the LEA and School Site will be pre-selected. District- Level administrators will use the drop-down to select a Site to view employees.
Review the list of employees displayed below.
Employee Name
Job Title
Evaluation Type
Evaluator
Professional Growth Plan (PGP)
Student Learning Target (SLT)
Observations (Obs)
Site Visits (Obs Visit)
Growth Data
Final Evaluation
Incomplete Evaluation

38. Update Employee Rosters (Employee View List)
Review the employee list. Confirm that all Compass employees are included. If any employees are missing, they will need to be added to Compass Information System to receive an evaluation.

39. *Only district and state employees may add new employees.
Adding New Employees
*Only district and state employees may add new employees.

40. Adding New Employees
After logging in to Compass Information System, select Maintain from the Employee tab.
Enter the Social Security Number on file with the district. This number will be used as the employee’s unique identification.
Select the LEA.
Select Add to add the employee.
Complete the employee’s profile by entering the First, Middle, and Last Name as it appears on district records.
Select the employee’s Job Title.
Enter the employee’s District Employee Hire Date.
Select the employee’s primary school site/Homebase School. If the employee is at the district-level, select Lea-level.
Select the User Group that best describes this employee’s are of responsibility.
Select Add to complete adding the employee.
Added employees will now appear on the Employee View List.
Common Error Messages: This SSN already exists – this means the employee is not “new”, but will need to be transferred to your LEA from another district.

41. * Only district and state employees may add new employees.
Deleting Employees
* Only district and state employees may add new employees.
After logging in to Compass Information System, select Maintain from the Employee tab.
Enter the Social Security Number on file with the district. This number will be used as the employee’s unique identification.
Select the LEA.
Select Delete to delete the employee.
Select Update.

42. Updating Employees
Should data change for an employee, only state and district administrators may update employee information.
After logging in to Compass Information System, select View List from the Employee tab. Select the employee to update information.
Select Maintain from the Employee tab.
Make necessary changes to the employee’s profile.
Select Update to save changes.

43. Transferring Employees
State and district administrators can transfer employees from one district to another. To add employees transferring from another district, contact the Compass District Contact to have the employee released. For further assistance, contact
After logging in to Compass Information System, select View List from the Employee tab and select the employee to transfer.
Select Maintain from the Employee List.
Use the Transfer to LEA drop-down to select the employee’s new district.
Select Update to transfer the employee to the new district.
Prior to leaving the current roster, the new district will be added the Employee View List.
Transferred employees will remain on the roster until the employees has been transferred to the new or current district.

44. Adding Employees from Other Districts
After logging in to Compass Information System, select Maintain from the Employee tab.
Enter the Social Security Number on file with the district. This number will be used as the employee’s unique identification.
Select the LEA.
Use the Transfer from LEA drop-down to select the employee’s prior district.
Select Add to add the employee.
Review the employee’s profile. Ensure the First, Middle, and Last Name is correct as it appears on district records.
Review and/or update the employee’s Job Title to reflect the role in the district.
Update the employee’s District Employee Hire Date.
Use the drop-down to select the employee’s primary school site/Homebase School. If the employee is at the district-level, select Lea-level.
Review the employee’s User Group and/or update to select the group that best describes this employee’s responsibility.
Select Add to complete adding the employee.
Added employees will now appear on the Employee View List.

45. Transferring and Adding Employees
For assistance transferring and adding employees to CIS send the following information with current year data to
Employee’s Full Name
Last Four Digits of SSN
Sponsor Name (LEA)
Site Name (School)
School Year
(Current Year)
Include the last four digits of the SSN. For security reasons, please do not include the entire SSN in s.

46. Compass Reports
CIS users may access a number of other reports in the Report Generate tab including each of the ones listed below.
Report Name
Description
Completion of Evaluation
Progress of Evaluation Completion by LEA, Site, Evaluators & Employees (Export to PDF/Excel/Word)
Export Certified Evaluators
XLSX file of certified evaluators
Export Employee Rosters
XLSX file of employee roster data
Export Evaluation Raw Data
XLSX file of the raw evaluation data
Export Grievances
XLSX file of reported grievance data
Transitional Student Growth Data Results Report
XLSX file of Transitional Student Growth Data teacher results
After SPS scores are released, and LEAs begin uploading 2015 evaluation data, use the Completion of Evaluation report to monitor the 2015 evaluation completion progress.
Use this report to monitor the 2016 completion progress.
Completion percentages should be between 40%-50% by January. Provide support to principals that are below this percentage rate in January.
If time permits, stop here and look at the Reports page in CIS.

47. Downloading Reports
Reports within the Generate tab can be produced for prior years using the dropdown
menu.
Reports contain sensitive data related to employee evaluations and security should be
maintained around the reports.
After logging in to Compass Information System, select Report from the Main screen.
For principals and school supervisors, the LEA and school site will be pre-selected. District level administrators will use the drop down to select a site to view.
Select the desired report.
Select the School Session, LEA and School.
Click Select.
Open the data file to view the employee data. The Excel icon for opening the file will appear below the browser window.

48. Send questions to Compass@la.gov
Next Steps
Action
Key Dates
Update employee rosters
9/1/2016-Spring 2017
Upload 2015 evaluation data
11/2016
Monitor 2015 completion progress
11/22-12/30
Deadline to complete 2015 evaluation data
12/30/2016
Monitor 2016 Evaluation Completion Progress
1/1/2017-End of the School Year
Access Transitional Student Growth Data
Spring 2017
Upload final evaluations
Summer-8/15/2017
Update rosters after the first semester for those employees leaving the school/district.
It is important to update rosters periodically. Rosters can not be altered after the school year rolls over to the next year.
Once the SPS scores are released, the upload function will be available in CIS. According the LDOE Weekly Newsletter posted 10/18/2016, final report cards and practice performance profiles will be released prior to Thanksgiving.
Send questions to