1. Compass training – September 2019
Non-medical helpers

2. Overview
Please read in conjunction with the Compass Manual for NMHs (open navigation pane for quick reference)
Issues (including slow speed) being worked on urgently
No changes to enquiries
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3. Please contact us if you have a question the manual doesn’t answer
you need us to create a specific standard response
you’d like to book some training with one of us
But for issues with the system,

4. Alternatives to Compass – as before
Please see NMH page for Compass and Alternatives document
No alternative to cases
Can use Outlook for s and calendar
Phone calls and texts must be summarised with dates using the template in a case note for DSA-QAG audit. Can screenshot texts and add as clearly-labelled files.
Phone calls and texts must be followed by confirmation .

5. If using Outlook Calendar
Include session details (room, name or ID) and note if student DNA (did not attend)
For QAG audit we need to quickly find when sessions took place and if the student attended, so clear case notes needed with appropriate titles.

6. If using Outlook
Record s to and from students as case notes
Copy and paste the text into case note
Use clear titles e.g. from X –
Send reminders 1 – 7 days before and record as above
For QAG audit we need to quickly locate first contact(s) from student, your replies (using standard responses) and link to first booking WITH DATES.