The Compass Onboarding Packages segment displays a list of all existing Compass Onboarding Packages. You can filter the list by using the fields at the top of the page. By clicking on the Package in the list, you can view details on the package. You can add a package by using the workflow menu on the right.
Compass Onboarding Packages can be associated with Compass Onboarding Items, but it is not required. A package can contain many onboarding items. In addition, any single item can be part of many different packages. Packages allow several onboarding items to be assigned at once.
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Accessing the Compass Onboarding Packages Grid
Select Administration > Administration.
Select Manage Onboarding.
Click on the Compass Onboarding Packages segment.
Package: Name of the Compass Onboarding Package. You can click on the name to see the package record with details about the package. This is also where you can edit the package.
Description: Description of the Compass Onboarding Package.
Active: Indicates whether the package is currently active. Packages initially default to inactive, but can be edited.
Note: The filtering options all use AND logic. Therefore, if you select more than one filter, then the list will show only those packages that match the data in ALL the filters.
Click the Find button.
If you want to filter by package, type in all or part of the package name. Note: The package name does not have to start with the typed name. If you do not want to filter by name, leave the field blank.
If you want to filter by a package description, type in all or part of the description. Note: The package description does not have to start with the typed filter. If you do not want to filter by description, leave the field blank.
If you want to filter by whether the package is active or not, click the Code Selection icon and select either Y (active) or N (not active). If you do not want to filter by active status, leave this field blank.
When you are satisfied with your filtering selections, click Run. The list will filter by the selections you have made.
If you want to remove all filtering criteria, click the Clear button in the filtering area.
Viewing the Onboarding Package
To view the onboarding package, click on the Package Name in the grid (in the Package column). Once the record displays, you can click Edit to place the record in edit mode. After you make your changes, you can either Save or Cancel those edits.
The Onboarding Item record displays the following information:
Package: Name of the package. Required.
Description: Required.
Active: To change the active status, click the Activate/Deactivate button. This toggles the status between active (Y) and inactive (N). Initially, all packages default to inactive (N). Note: You cannot change the status to active unless you have added at least one onboarding item.
Onboarding Items: Displays all the Onboarding Items that are part of this Onboarding Package. You can add an item by clicking the Add button. The Add Onboarding window displays. Click Find to display all existing onboarding items or use the filters to limit the list of returned items. Select the items you want to add and click Confirm. You can remove an item by selecting the item in the list and clicking the Remove button. Note: If you remove all onboarding items from a package, the active status of the package automatically changes to inactive (N).