EAB: Navigate - Adding Details (notes) to a Student without an Appointment


This article will cover the steps to add Summary Details to an appointment that was not scheduled using Navigate.


  1. Locate the student's record by using the list of assigned students or the Quick Search in the upper right.
  2. Once in the student's record, Use the "Report on Appointment" link on the right 

  1. Fill in the following information:  Care Unit, Location, Service, Course (if required), meeting type, Meeting start and end time, Appointment Summary


  1.  Once complete click the "Save this Report" icon in the lower right
  2. Notes are visible by the advisor and student as well as other advisors/faculty advisors keeping everyone informed on student progress

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



Article ID: 2076
Wed 11/13/19 11:10 AM
Fri 2/12/21 12:56 PM
Applicable Institution(s):
Plymouth State University (PSU)
University of New Hampshire (UNH)