Compyle's Homepage and Navigation Menus
Compyle is a companion product to Clear Impact Scorecard, enabling you to capture direct services to individuals and organizations. Together, they form the Clear Impact Suite, which provides comprehensive data tracking and reporting at the service recipient, program, department, organization, and collaborative level. Compyle is designed to allow you to track people, partners, and interactions. You can create survey forms and note forms which your staff, volunteers, partners, stakeholders, or service recipients complete. As this information is collected, it can be analyzed, summarized, and transferred to measures in Scorecard.
Homepage
The four main areas of Compyle are Participants, Organizations, Surveys, and Analytics.
- Participants: Service recipients and other stakeholders, such as staff, volunteers, and community members
- Organizations: Community partners, agencies, or companies who you work with, support, or receive support from
- Data Collection: Categories of survey forms, which have survey instances--points in time when survey responses are gathered--and instance results
- Analytics: Compylations, or reports of survey data and trend,s and Compyle-to-Scorecard data feeds
Throughout the Compyle UI, the features you can access depend on your user role.
The home page displays the four main features, and you can always access this page by clicking the Compyle name or logo at the top left.
Navigation Menus
All functions are also available in the left sidebar navigation menu, which can be opened by clicking the three-line icon at the top left.
Below the four main functions are the list of Active Data Collection Instances (in progress surveys), and My Cases, which are participants for whom you are listed as the primary worker.
At the top right, you can click your user name to open your account settings or log out. You can also view your instance name.
Support Menu - Finding Information & Getting Help
The Support menu has links to documentation, training, and communication tools.
Request Help
This opens a form for submitting a helpdesk ticket. This is the best way to contact us when you encounter unexpected results while working in the software, have a question not answered by documentation, or would like to suggest new features.
You can expect a response to your support request within one business day, and the support form will list upcoming Clear Impact holidays.
Knowledge Base
This opens the Help Center documentation library for Compyle, which currently has about a hundred articles and guides. In the Knowledge Base, information is sorted into categories, and you can search by keywords. If you have additional questions, you can use the Contact Us link at the top right in the Help Center to fill out a support request.
The Help Center can be found at https://support.clearimpact.com/en/compyle-documentation, and you do not have to be logged in to access it.
Video Guides
Compyle's video tutorials are divided into two categories: Compyle Overview Videos and Upgrade Webinars. Overview videos are shorter, ranging from five to eighteen minutes. The upgrade webinars are recorded, hour long, live trainings with captions. 
Release Notes
This opens the section in the Help Center where you can find guides for Compyle upgrades. Typically, the release notes are added before the release notification email is sent to Compyle administrators during the week prior to an upgrade.
Training Calendar
The Training Calendar link opens the Clear Impact Live Training section of the Help Center, where you can:
- find info about weekly free training opportunities
- view a calendar of upcoming Scorecard, Compyle, and Suite webinars
- register for a training session
- suggest a topic for a weekly Learn With Us session
Onboarding Webinars are currently hosted at 2:30pm ET every Tuesday and Thursday. There is no limit to the amount of people within your organization who can attend one, and anyone can attend as often as they would like.
Tuesdays: Intro to Scorecard
- Learn the basic tools and resources available to get you started on the right foot with your Scorecard journey.
- Each Tuesday session follows the same format and will give a birds-eye view of the software.
Thursdays: Learn With Us
- On Thursdays, join our webinar for a more in-depth discussion of a specific topic within Clear Impact Suite.
- If you have suggestions or requests for a Learn With Us webinar topic, email christian@clearimpact.com (or click “Contact Support” in product) with the subject line “LWU,” and we will consider your topic for a future session.
