The Spring season is the perfect time for cleaning up Comply... that is, archiving completed compliance items, making name changes, adding new users, and building new items.
Cleaning Up and Archiving Items
Things to Consider Before Archiving an Item
- Do you have users in blue "Pending" that still need to be approved? If so, review and take action to approve them.
- Do you have users who did not complete an item that is now expired? If so, take action by using the "Nudge", "Message", "Disapprove", or "Forgive" feature. Note - If you Disapprove or Forgive a user, they can no longer complete the item. However, if the item is set-up with recurrence, the user will be responsible for future cycles.
- Do you have any users with a "red clock" for Act 48 items? If so, please refer to our troubleshooting for Act 48 PERMS errors. Click here to learn more about troubleshooting an Act 48 PERMS error "red clocks".
Archiving an Item
- When items are complete and no longer need to be viewed on the All Items page, they can be archived. Click here to learn how to archive a compliance item.
- Don’t worry, you won’t lose them! Archived items are just listed elsewhere to make navigating your All Items or My Supervision Items list easier.
User Management
The next step in tidying up your portal may include, archiving users, adding NEW users, adding PPIDs, managing existing user profiles, and managing groups.
Archive Users - Comply allows your district to archive users. Archiving a user typically happens when a user retires or leaves the school district. Click here to learn more about Archiving Users. Note - If you archive a Supervisor, you will be required to reassign connected items to other Supervisors.
Name Changes - If an individual's name changes (i.e., maiden name to married name), administrative users can edit a user's profile and update last name, display name, and email address. Note - if this user also has a PAETEP account, their information will be updated automatically within PAETEP. Please know that the login credentials (username and password) for Comply and PAETEP are the same.
Add NEW Users - There are several ways to add New Users... whether it's just a few users at a time (i.e., new hires), or a large group. Click here to learn how to add New Users.
Add PPIDs - In order to use Comply to submit Act 48 hours to PERMS, users will need to have their PPID numbers entered into their profile. PPID numbers can be manually entered into a user's profile OR PPID numbers can be uploaded in bulk. Click here to learn more about adding PPID numbers.
Manage Groups - When employee assignments change, changes in Groups will need to occur. Taking time to organize all your users in groups, makes the assignment of compliance items and/or availability of request items much easier and more efficient. Click here to learn more about Group Management.
Building Items
Building Act 48 Items - There are two basic ways to build Act 48 items within Comply. You can build an Act 48 item for an event that already happened OR build one in advance of the event (e.g., in-service, professional development session, etc.). Click here to learn how to build Act 48 items and submit hours to PERMS.
Building Act 114, 151, and 34 Clearance Items - Once built, these compliance items will keep track of due dates, send email reminders to your staff reminding them to complete their clearances on time, and provide your staff directions on how to complete or renew their clearances. Click here to learn how to build Act 114, 151, and 34 Clearance items.
Building Request Items - Comply allows you to facilitate conferences requests, credit approvals requests, field trips requests, flex hours, work orders and more with an easy-to-use, paperless, electronic feature named Requests. Click here to get started with Requests.
Building Requests and Professional Development/Act 48 - The Request feature of Comply can also be used to pre-register for in-service events. Teachers can view available professional development offerings and sign-up to attend in advance. Organizers can then print attendance rosters. If desired, teachers can also be required to return to the item and provide follow-up feedback regarding the in-service. Once completed/approved, Act 48 hours are submitted directly to PERMS. If pre-registration is not necessary for an event, teachers can simply log into Comply following an in-service and indicate what sessions they attended and provide feedback. Once completed and approved, Act 48 hours are submitted directly to PERMS.
Click here to learn more about Requests - Act 48 – Inservice (After Specific Event Submit Feedback)