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Technician's Actions (VIC)

The Technician completes the technical set-up, such as installing CompassLink. This article has every onboarding step for the Technician in Victorian Government schools.

Your steps at a glance

Step

Action

1

Request your eduHub service account

2

Install CompassLink

3

Import your people via Setup Centre

5

Confirm your authentication settings via Setup Centre


Request your eduHub service account

Applies to: All.
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In order to import user data from CASES21 you will need to enable eduHub for read and write.

To enable your school’s CASES21 data to automatically sync into the Compass portal as well as write back your attendance data from Compass back into CASES21, please request this from servicedesk@edumail.vic.gov.au

Make sure the service account has Read and Write permissions. Keep the data location, username and password handy: you will use them when setting up CompassLink in the next step.

Install CompassLink

CompassLink connects your Compass portal to CASES21, so your staff, students and parents sync into Compass automatically. You need it installed before you can import your people in Setup Centre.

In order to import user data from CASES21 in to your Compass Portal, you will need to install CompassLink.

See these articles for detailed instructions:

You can download the CompassLink installer directly from Setup Centre:

When you're done

Once CompassLink is installed and running, you can import your people in Setup Centre.

Import your people via Setup Centre

Importing your people is the first step in Setup Centre. It brings your staff, students and parents into Compass from CASES21 using CompassLink, which you installed in the previous steps.

How to import your people

  1. Log in to Compass. Setup Centre will be open on your home page.

  2. Select Import people.

  3. Follow the prompts to set up CompassLink and start the sync from CASES21.

  4. Your import is queued. Check its progress under Import jobs.

[Screenshot: Setup Centre, Import people step showing the CompassLink option]

Good to know:

  • CompassLink syncs overnight, every night, so changes made in CASES21 flow into Compass automatically.

  • If someone is missing after the import, check their record in CASES21. The User Mapping Guide: CASES21 (VIC Gov) article explains which fields Compass uses.

Related help articles


Confirm your authentication settings via Setup Centre

Authentication setup is the third step in Setup Centre. It sets how your staff and students log in to Compass.

For Victorian schools, your Department of Education single sign-on (SSO) details are pre-filled for you, so there's very little to do.


​To confirm your login settings

  1. In Setup Centre, select Authentication setup.

  2. Check the Department of Education SSO details shown.

  3. Enter your School Code into the Login Group Format String field.

  4. Click Save Settings


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Using a different login method, such as Active Directory through CompassLink?
Select it from the dropdown and configure as required.

Related help articles


When you're done

Let your Sponsor know you've finished, so they can complete their actions.

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