EAB: Navigate - Appointment Center - Drop-in appointments

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

Instructions:

Appointment Center - Drop-in appointments

Advisors will need to set availability for Drop-in appointments to use this functionality. See EAB (Navigate) - Advisor-Setting Availability

Adding a student to the drop-in queue

1. Search for the student

   

2. Click Add to Staff Queue
3. Choose First Available Staff
4. Choose Service
5. Click Add to Staff Queue

   

Viewing the drop-in queue

For Advisors

When students are added to the drop-in queue there will be a notification that shows in the top navigation bar. This is queue specific, users will only see notifications for their queue.

To take a drop-in appointment

1. Click on the notification NOTE: This queue shows all the students checked in for appointments which may include some drop-ins and some queued to advisors directly.
2. Click Start Appt
3. Add appointment report details
4. Click Save this Report

For admins managing the queue

Anyone managing the Drop-in queue will access it through the Appointment Center

Actions

Select a student from the list by checking the box to the left of their name

Click on the Actions Menu

• Send a Message - Send an email to the student(s) checked off
• Move to Top - moves a checked student to the top of the queue
• Remove - removes the checked student from the queue without adding history to their profile
• Check Out - checks out a checked student that has had an appointment. Creates a time stamp in the appointment

Outcome:

Users should be able to manage drop-in appointments in the Appointment Center.

Further reading:

EAB (Navigate) - Advisor-Setting Availability

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