Introduction to CoDa (the Compass Database)

We are excited to have you come onboard! 

There is approximately 1.5 hours of work we are asking you to do before the in-person training.  Please work with your supervisor to set aside some time to prepare. 

Before the training, please do the following:

1. Activate your Salesforce account by opening the email sent by Salesforce to your compass email, clicking the link provided, and setting your password. Sign into Salesforce by signing into the Compass Portal here.  Type in your compass portal credentials in the login form. You will then be able to access Salesforce by clicking on the Salesforce App inside your Portal. If you have trouble accessing Salesforce, please take a screenshot of the error message and email [e-mail].
2. Complete the pre-training video and reading
   1. Watch this video to learn the basics about how Salesforce is set up (25 minutes)
      • For written documents about the information you reviewed in the video, see these articles 
   2. Take this quiz to review what you just learned (10 minutes)
3. Complete the required HIPAA Privacy Training (20 minutes)
   1. Create a new account here. Select Non-DPH Users to create a new account.
   2. Complete the English HIPAA Privacy Training here.

4. If you are going to use the ONE system as part of your job, then you must complete the trainings below. Once you have completed these, let your manager know.
   1. General User Training (Required for all OneSystem Users)
   2. Coordinate Entry Training

Please let Nicole know if you have any questions at [e-mail]. 

We look forward to meeting you in person soon!