EAB: Navigate - Appointment Center - Scheduled appointments

 

Task: This article will describe how to manage scheduled appointments in the Appointment Center.

 

Instructions:

Appointment Center - Scheduled appointments

Those managing the scheduled appointments queue will access it through the appointment center. This queue allows the admin to see all the scheduled appointments for each advisor.

  • NOTE:  Only advisors with current availability for that day will show in the Appointment Center

Queues that can be managed from the scheduled appointment page

  • Upcoming appointments - Appointments that have not been checked in. These could also be appointments in the past.
  • In-progress Appointments - Appointments that are currently checked in
  • Recent Appointments - Appointments that have concluded

ACTION

  • Send a Message to Attendee -sends a message to the attendee. The message will be stored in conversations and it will also go out to their wildcats email
  • Send Message to Organizer - Sends a message to the original organizer. This would typically be the advisor
  • View Appointment Details - Displays the name of the student, the organizer, time of appointment and any comments that were added during appointment creation
  • Check In - Checks in student for their appointment. The advisor will be notified within the applications in the notifications area
  • Mark No-Show - This will mark the student as not showing up for the appointment and will  send a message to the student. 
  • Cancel - Cancels the appointment so it will no longer be visible 

Also see:  EAB: Navigate - Appointment Center - An Overview

Outcome:

Users should be able to manage scheduled appointments in Appointment Center.

Further reading:

EAB: Navigate - Appointment Center - An Overview

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the ET&S Help Desk team on your local campus.

For additional Training please visit the AT Docs & Training site

 

Details

Article ID: 1070
Created
Fri 7/19/19 5:49 PM
Modified
Tue 5/10/22 12:11 PM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)