Faculty/Staff

Step 1: Log in to Navigate
Step 2: Click on the question mark icon in the top right hand corner.
Step 3: Click Help Center & Support Links from the drop down menu
Step 4: Select Help Center to be taken to articles and step by step instructions for Navigate features and workflows. 

• Step 1: Click the Add Time button in the Actions Menu
• Step 2: Select the days as well as start and end time in the From and To fields.
• Step 3: Set the length of the availability with the How Long Is this Availability Active? field.
• Step 4: If you want this availability added to your personal availability link, select Add This Availability to Your Personal Availability Link? You can put the personal availability link in an email or text or on a website. Students are taken to a scheduling workflow that has the staff/faculty’s chosen availabilities pre-filled. (Note: Personality Availability Link only works for regular Appointments, not for Drop-in’s and Campaigns)
• Step 5: Select your Availability types. You can choose more than one at a time. For example, an availability can be for both Drop-In and Appointments.
• Step 6: For Meeting Preference, select the applicable meeting modality.
• Step 7: Select the Care Unit that you are part of.
• Step 8: Choose the location where you will be available.
• Step 9: Select services you can provide students during this availability. You must choose at least one service but can pick more.
• Step 10: In the URL / Phone Number field, add your meeting link for your appointments if you are hosting virtual appointments.
• Step 11: Use the Special Instructions box to include additional details for students. (Example: We will use Zoom for our meeting, which you can access by using the link provided. Virtual meeting spaces allow us the flexibility to connect from various spaces. Please ensure the space you are in is conducive for such a meeting. I very much look forward to meeting with you!)
• Step 12: If you want to hold group appointments, you can specify the number under Max Number of Students per Appointment. Otherwise, you can leave is as 1 for one-on-one appointments.
• Step 13: Click the Save button.
• Step 14: Repeat this process until all your availabilities have been defined.
  • You can have as much availability as needed.
  • Creating multiple availabilities will enable you to set aside specific blocks for specific services (registration advising for example) or meeting types (drop ins vs. scheduled appointments)

Editing Availability:
Copy Time - to copy a time, select the time you would like to copy and then click the Copy Time button. The availabilities will be copied, and a dialog will open allowing you to make edits or to save your newly created availability.

Delete Time- to delete your time, simply select the time and click the Delete Time button.

Group Appointments - You can create availability for group appointments by indicating how many students are able to schedule into the same appointment (indicate specific number under “Max Number of Students per Appointment”) Inactive availabilities are highlighted in red in the Times Available grid.

1. Click the Calendar Icon on the left side toolbar.
2. Select “Settings and Sync” in the upper right-hand corner.
3. Click “Setup Sync.”
4. Choose "Use Office365 (Latest Version)" or "Microsoft Outlook" depending on your account setup.
5. Follow the Microsoft login and authorization prompts.
6. Select "Accept" to complete the sync.

For Scheduled Appointments: Go to your Staff homepage, find Recent Appointments, and select “Add Appointment Summary” from the Actions drop-down menu.

For Drop-in Appointments: Find the student in the "My Assigned Students" section and choose “Create Appointment Summary” from the Actions drop-down menu.

1. Access the Progress Report from the request email or directly from the Navigate platform.
2. Fill out the report, choosing "Yes" for feedback and selecting an "Alert Reason."
3. Submit the report, either for all students or only those you have feedback on.

1. Navigate to the “Appointment Campaigns” section on your Staff homepage.
2. Define the campaign by setting the Care Unit, Location, Service, Date Range, Appointment Limit, and Appointment Length.
3. Add students and staff to the campaign.
4. Compose and send a subject line and email message to invite students to participate.

1. In the Appointment Campaign, click "Add Welcome Message" to create your first nudge.
2. Choose whether to send an email or SMS nudge and set the send date.
3. Customize the message and save the nudge.
4. Optionally, add a Success Message that is sent after a student schedules an appointment.