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Creating Advanced And Saving Student Searches and Lists
Filtering Student Data Advanced Search lets you create unique cohorts of students based on the layering of search parameters. The search results are used as the foundation for building appointment campaigns or tracking student progress. Queries pull lists of current students that fit the search parameters. Information in the results reflect current student data. Advanced…
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Creating an Appointment Campaign
Building your Campaign Navigating to Campaigns: While on the staff home screen, select “Appointment Campaigns” from the left-hand side Quick Links section. This will take you to the Campaigns tab. From there, select Appointment Campaign from the right-hand side, under Actions. Define Campaign: o Name your campaign (Students will not see the name of the…
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Create a Progress Report or Issue an Alert
Submitting a Progress Report Navigate360’s Progress Report feature is used by faculty to share critical academic information on students enrolled in their courses. Use the instructions below to submit a Progress Report and mobilize support for a student. Step 1: Access the Progress Reports either directly from the request email or by logging in to…
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Add Regular & Ad Hoc Appointment Summary Reports
Documenting a Student Interaction Summary Reports can be created during or after meeting with students. You can add a summary report to an appointment scheduled in advance, create a summary report for a walk-in appointment, mark a student as a no show, or edit existing summary reports. For Scheduled Appointments: There are several different ways…
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Mass Email and Text a Group of Students
Communicating with Students Navigate360 provides both email and text messaging for faculty and staff to communicate with students, either individually or en masse. Communicating with students through the platform creates records of those communication which can be accessible by other staff or faculty on your campus. In addition, it allows for a quick and easy…
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Sync Your Outlook Calendar
Integrating Your Calendar The availability you set up within Navigate360 dictates students’ ability to schedule appointments with you. You have the added option to integrate your calendar with the Navigate360 platform to pull in Free/Busy times from your personal calendar and push appointments scheduled in Navigate360 to your personal calendar. Select the calendar icon in…
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Setting Up Your Availability &Target Hours
Availability As a new user, the first thing you need to do is set up availability so that students can schedule appointments to see you. It is important to note that locations and services are created by institution administrators. Add Time – Step 1: Click the Add Time button…
