EAB NAVIGATE: Quick Start Guide
Get started with Navigate with login information, key platform features, and feature/role index.
UW Stout has launched the Navigate platform for advisors and others, with the goal of helping students explore a path to timely graduation completion with data, services, and supportive connections. Use this Quick Start Guide to make the most of your experience.
Key Navigate Features
Perform these key actions to identify, communicate with, and support students. For detailed information about how to utilize any of these features, please see the corresponding Knowledge Base Articles.
- Set Up Your Availability - This is an important first step that will allow you to then create appointments with students. See EAB NAVIGATE: Set Up Your Availability for detailed instructions.
- Sync Your Calendar - This initiates the two-way sync between Navigate and your Office 365 Calendar. See EAB NAVIGATE: Sync Your Outlook Calendar for detailed instructions.
- Reference the Student Profile - Note a student's academic progress and any areas of concern with the various tabs within the student's profile. See EAB NAVIGATE: View a Student Profile .
- Add Advising Summary Reports - Record your interactions and follow-ups from scheduled or drop-in student meetings. See EAB NAVIGATE: Appointment Summary Reports .
- Create an Appointment Campaign - Invite selected students to set up an advising appointment during the times you have designated. See EAB NAVIGATE: Create an Appointment Campaign .
- Faculty & staff members can find additional helpful materials in the EAB Navigate Training Course (self-enroll link) on the Canvas platform.
How Should You Use Navigate
| Navigate Feature / Positions | Faculty Advisor & Care Unit Professionals | Program Director | Peer Mentors* |
| Access Level >>> | Student advisee files | Student advisee files and all students overview | Limited all students overview and limited tabs |
| Set up availability | Set up availability for drop-in and appointments for duration of semester Minimum of weekly drop-in office hour for students | Set up availability for drop-in and appointments for duration of semester Minimum of weekly drop-in office hour for students | Set up availability for drop-in and appointments for duration of semester |
| Review student profile before appointment | Review tabs before appointment to prepare course planning and identify trends/concerns | Review tabs before appointment to prepare course planning and identify trends/concerns | Review student profile before an appointment |
| Capture details about advising interactions | Add advising summary report after each appointment | Add advising summary report after each appointment | Add advising summary report after each appointment |
| Add notes to student profiles | Use Report on Appointment feature | Use Report on Appointment feature | Use Report on Appointment feature |
| Contact students through Navigate | Email individual or small groups of students | Use mass group emails sparingly - focus on meaningful calls to action | Email individual or small groups of students |
| Issue alerts | Issue alerts on students to refer them to other units Check-in / follow-up with advisees who receive alerts | Issue alerts on students to refer them to other units Check-in / follow-up with students within your program who receive alerts | Issue alerts on students to refer them to other units Check-in / follow-up with assigned students who receive alerts |
| Coordinate appointment campaigns | Schedule, plan, and coordinate appointment campaigns for advisees | Schedule, plan, and coordinate appointment campaigns for advisees for yourself or multiple advisors | Schedule, plan, and coordinate appointment campaigns for advisees |
| Schedule events | May be used to inform students of Care Unit meeting | May be used to inform students of a program meeting | May be used to inform students of a group event meeting |
| Search and reports | Search and review lists and reports | Search and review aggregate reports for program |
*Student employees do not have access to other students' grades, alerts or historical records.