EAB: Navigate - Step by Step Getting Started with Navigate as an advisor

Summary:

This article was created to provide an easy step by step process for advisors to start using the application in 4 easy steps.

Content:

1.  Sync Navigate with Outlook (you only need to do this once)

Syncing your Outlook Calendar with Navigate allows the advisor to ensure their availability is accurate within Navigate.  Advisors that schedule meetings and other commitments in Outlook this will allow those meeting to sync over to Navigate as “Busy” and prevents students to schedule appointments during these times.  This prevents accidental double bookings. 

EAB (Navigate) - Calendar sync with Outlook

2.  Set up advising availability

Advisors must set their availability before students can schedule appointments.  Student appointments can only be scheduled during times defined by the Advisor.  The system prevents students from scheduling when they are to be in class.

EAB (Navigate) - Advisor-Setting Availability

3.  Message advisees about scheduling

This functionality allows advisors to communication with students directly through Navigate.

EAB (Navigate) - Sending Messages to Students

4.  Enter appointment summaries after meeting with student(or mark them a no-show)

Appointment summaries recap the discussion between advisor and advisee and is available for both to refer back to in the future. This information is also available to other advisors, keeping everyone informed.

EAB (Navigate) - Adding Details (notes) to an Appointment

 

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: 2079
Created
Fri 11/15/19 1:01 PM
Modified
Fri 2/12/21 8:49 AM
Applicable Institution(s):
Plymouth State University (PSU)
University of New Hampshire (UNH)