COMPASS Training

COMPASS Training offers Epic Portfolio registration, scheduling, and ADT training, plus basic and advanced insurance courses in a variety of formats for both new and existing employees.

COMPASS Epic Portfolio Welcome Overview

Excursion Curriculum

The Excursion Curriculum allows for new employees to learn the basics quickly before starting their new position. The flowchart below details the order in which new employees take core Excursion classes, from foundational through expert level instruction.

As trainees go through this curriculum, they will apply knowledge gained in introductory courses to later and more advanced classes. Thus, it's important for trainees to take the classes in the appropriate order.

an image of the COMPASS Excursion curriculum flowchart detailing the flow in which new employees would take to learn Epic Portfolio

Print the Excursion curriculum flowchart

Epic Portfolio Prelude, Cadence, and Grand Central (ADT)
Access & Training Process for New Staff

In order to receive Epic access, you must complete these two steps:

  1. Complete the IS&T Application Account Request Form: to get access to Epic Portfolio
  2. Request a TAP account and register for training: to take instructor-led training appropriate for your role

You can request access to both Epic and TAP at the same time. The sooner you do so, the quicker you or your employee can get set up for success.

Print out detailed instructions.

Access the Epic Portfolio Training Environments

Contact the COMPASS Training Team
Monday – Friday from 8 AM – 4:30 PM
via email, or phone:

 

Call: 667-214-1550 (4-1550)

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