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CCConsultantWorkspace
HELP & HOW-TO

Easy guide

Follow these steps in order. You can stop and come back at any time.

Course Compass emblem

What Course Compass does

It keeps each student’s courses, important dates, and reminders together. You decide what gets saved. Syllabus dates are checked by you before they are added.

1

START HERE

Add a student

Click Add student. Enter the student’s name and any details you want to keep, then click Create student. You can leave optional boxes blank.

2

ADD A SYLLABUS

Choose the student and file

Open Syllabus Review. Choose the student and school term, then click Browse files.

Where is my file?

On Chromebook: choose My files, then Downloads or Google Drive.

On Windows: choose Downloads or Desktop in the file window.

Choose a PDF or Word document. Wait for the review to appear. Scanned PDFs may not have readable text yet.

3

CHECK BEFORE SAVING

Review the course and dates

Check the course name, class details, and each date against the syllabus. Change anything that looks wrong. Uncheck dates you do not want to save.

Nothing is added yet. Dates are saved only after you click Approve selected events.

4

FIND THE WORK LATER

See dates and reminders

Approved deadlines appear in Assignments and Calendar. Future in-app reminders appear on the dashboard. You can return to the dashboard at any time.

If you get stuck

  • Click Easy guide at the top of the left menu to come back here.
  • Use Saved syllabus reviews to continue a review you closed earlier.
  • If the wrong file was chosen, upload the correct file and review it before approving.
  • Never put a school password or sign-in code into student notes.
ACADEMIC OPERATIONS

Good morning, Consultant

Here’s what needs attention across your students today.

Course Compass emblem

New here? Start with these four steps

You can always come back to this guide from the left menu.

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0Active students
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0Active courses
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0Due this week
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0Pending reviews

Academic attention queue

Upcoming responsibilities that may need follow-up.

No deadlines yet. Add a student and a course to get started.

Students

Your active consultant caseload.

Student cards will appear here.

Reminder schedule

In-app reminders linked to approved course deadlines.

No reminders scheduled yet.
PEOPLE

Student directory

Keep student details and assigned academic work together.

First time here? Click Add student. Only the student’s first and last name are required. Each card shows courses, GPA, open work, notes, and the next date. Click anywhere on a card to open the student’s full record.
No students yet. Add your first student.
ACADEMICS

Courses

Courses are attached to a student and term.

How to add a course: Open a student card, choose Courses, and click Add course. Or upload that student’s syllabus and review the course details there.
Add a student before creating a course.
DEADLINES

Assignments

Track upcoming work, exams, grades, and completion.

Need to add a date by hand? Click Add assignment, choose its course, enter a name and due date, then save.
No assignments yet.
SCHEDULE

Academic calendar

Upcoming assignments and exams across your students.

How it works: Dates appear here after you approve them from a syllabus or add an assignment. The dashboard shows the in-app reminder schedule for upcoming dates.
No calendar items yet.
DOCUMENT INTAKE

Syllabus intelligence

Upload a syllabus, review extracted details and dates, then approve what belongs on the calendar.

Human review required ●
Follow these steps: 1. Choose a student and term. 2. Click Browse files and choose the syllabus. 3. Check each suggested date before approving it. You can close a review and come back later.

Saved syllabus reviews

Pick up an unfinished review after refreshing or signing back in.

No saved reviews.

Upload syllabus

Text is extracted securely in this browser before review.

STEP 1

Review extracted details

Nothing enters the calendar until you approve it.

STEP 2
▤Waiting for a syllabusUpload a document to see its course information and candidate due dates here.
CONSULTANT WORK

Notes

Capture student follow-ups and course observations.

No notes yet.
WORKSPACE ADMINISTRATION

Team access

Invite trusted staff and manage who can access Course Compass.

Invite a teammate

Only an administrator can invite people to this private workspace.

Choose the right access level. Administrators can manage all records and team access. Consultants can see only students assigned to them.

Workspace members

Active people with Course Compass access.

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Pending invitations

Invitations sent to new teammates.

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