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Advising Notes in Navigate
Calendar and Appointments
Search and Reports
Note - All references to SSC Campus in the videos below are to Navigate (there was a name change).
Appointment Reports/Appointment Summaries vs. Notes
Appointment Reports and Appointment Summaries are the same thing and this is the most common function for advisors using Navigate. Reports are related to a specific interaction with the student - appointment, phone call, email conversation. Reports can have attachments. Reports are not visible to the student. Keep in mind all reports/appointment summaries are part of the student's file and students can request a copy of their file.
Notes are related to information about the student and/or can be used to upload a document as part of the student's electronic file. By default, notes in Navigate are visible to the UO advising community and are not visible to the student. Advisors can choose to make the note visible to the advisor only, such as a personal note about the student that may not be appropriate to share with the entire UO advising community. Keep in mind all notes are part of the student's file and students can request a copy of their file.
Advisors can also choose to make the note visible to the student. If a note is marked visible to the student, the student must log in to the Navigate website at https://uo.campus.eab.com/ and click on the Reports tab to view the note(s). At this time, the Navigate app does not display notes.
Please contact email@example.com if you have questions about what information is appropriate to leave in a report/appointment summary or note.
This video reviews when to use reports and when to use notes in Navigate.
When an advisor reports on an appointment (create an appointment summary), they will need to select the Meeting Type. At this time, most appointments are remote - select Phone/Teams/Zoom or Email Advising.
This video reviews how to record the meeting type in an appointment report (appointment summary).
Creating Availability in Navigate
Advisors can create their appointment availability in Navigate. This general availability schedule works together with the calendar sync. For example, if an advisor has entered availability records for Mondays and Wednesdays, 10am-2pm, and Tuesdays and Thursdays, 3-5pm, Navigate will allow a student to schedule an appointment within those days/times as long as the advisor's Outlook calendar is also free at that time.
Here are two videos that review how to create availability in Navigate.
Creating Availability for Appointments
Creating Availability for Drop-ins, Appointments, or Campaigns
Once you do an advanced search you can save this search. Then, access it from your home screen by clicking on the black arrow next to "My Assigned Students for [term]."
Advanced Search Explanation
Advanced Search Example
For more detailed assistance and training on reports, please contact Erin McKercher at firstname.lastname@example.org.
This video was made prior to software updates, but it gives you the general idea of how to run reports in Navigate.
Please reach out with questions! I am available to meet individually or as a group. We can explore any Navigate topics you are interested in and consult on workflow and processes for your unit as well as best practices.
Advising Technology Manager