EAB Navigate Training

Why Navigate?EAB Navigate is a communication tool that gives advisors, students, and faculty a central place to communicate, review progress in courses in real time, and allow for better analytics.

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Learn about your Advisor Homepage in Navigate

Navigate home page

Review your list of assigned students and self-made lists

Access recent appointment reports

Adjust your availability (if using the scheduler option)

Access report downloads for querying

Your "Staff Home" Page is where you can:

You can access your recent messages (emails via Navigate) with students here

This gives you access to your appointment analytics and more. We'll go over this in a later section of the tutorial.

You can access your entire list of assigned advisees in the "Students" tab on the Staff Home website. You can also filter this by self-made lists (e.g. Fall 24 Probation, Spring 24 Under 54, Business Majors, etc.)

You can search by ID # or by name any student to review their student profile in Navigate

Learn about the Student Profile Page in Navigate

Navigate student page

General Access to:1. Current courses and progress on assignments2. Students "Success Team" of advisors and instructors3. Appointment Reporting4. The Student's To Do List5. History of Notes, Appointment Reports, Academic Updates, and more!

Student Profile Pages

Click Here for More Info

Click on the yellow arrows to learn about two main areas of the Student Profile Page:History and Courses

To report on an appointment with a student, you'll select this option to open the appointment report feature. You'll learn more about this in the next slide!

Learn about the "Appointment Report" (aka Advisor Notes) in Navigate

Appointment reporting

To add an appointment report, you'll need to:1. Search for the student you met with in Navigate's Search Bar2. Click on "Report on Appointment" on the righthand side menu3. An appointment report will pop up and you must select "Advising" as the Care Unit for general advising or "Advising & Course Selection" for new student onboarding appointments.4. Click submit this report when completed. A copy will be available to the student as well!

Submit this Report

Adding an appointment report

What about non-appointment notes?

Learn about creating Student Lists and leveraging Navigate for communication!

Student Lists and Communications

Video Time!

Creating Student Lists

Click here for written instructions on creating student lists!

Campaigns

Adding Student "To Dos"

Mass (MailMerge) Communications

Individual Communications

Learn about how to see your visualized data via the Advisor's Dashboard!

Advisor dashboard

Navigate's Dashboard

Keep track of meetings based on appointment reports
Identify most recent Academic Alerts/ Updates
Visualize personalized data

rESOURCES:

FIN

YouTube Playlist of Helpful Navigate "How To" Videos

Google Drive (Sign In Required) to Navigate Resources

UNH's Great Tutorial Guides

Click here to go back to the beginning

Mass Communications (MailMerge)

Once the message draft opens, you can use one of the templates or type in your own message to students. Don't forgot to use the "merge tag" option which you can find in Advising's Message Templates. screenshot with markup on example message

For non-appointment notes, you can use the "Add a Note on this Student" instead of the "Report on Appointment" link. You can add in:

Student Notes

Exceptions and Waivers
Non-appointment emails
Permissions for courses/ overrides
any other non-appointment related notes!

Add the location here: Portland, Gorham, Zoom, Phone, or Email are all options

Individual Students

Start with... Searching the student you wish to message

Once you've selected the student name, you can click on "Message Student" and the form to Email them will pop up. You can adjust the subject, message, insert embedded links and even include others in your email responses. screenshot of message window

Creating a student list in EAB Navigate allows us to create student "groups" visible to ourselves and gives us the ability to send individualized mail-merge messages, add student group specific to-dos, and more!Click the "Play" Button to learn more

Student lists are a great way to organize for outreach and follow-up

Campaigns

The video above details how to send out Messaging (Email) Campaigns for students. We'll use this function to send our personalized scheduling links to students since we do not use Navigate's native appointment scheduler.

Add Student "To Dos"

To add a to do list item for multiple students, you can either select all students or select from one of your saved lists of students (e.g. under 54 credits). See below: screenshot of "To Do List" item assignment example for Course Planning

Select "Advising" as the Care Unit for general advising meetings with current students, such as Priority Registration, Graduation Planning, etc.Select "Advising & Course Selection" for new student onboarding meetings.

Services are the new "Meeting Types" like First Semester Meeting, Priority Registration, etc. If a meeting includes more than one type (e.g. Priority Registration and Graduation Planner), you can include both!

Here you can see course history and current course progress including past due assignments if the instructor uses Brightspace (D2L).

You can find previous notes and reports in the Student's "History" tab

EAB Navigate Training

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