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 to 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 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 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 NAVIGATE: Student Profiles for detailed instructions.
  • Add Advising Summary Reports - Record your interactions and follow-ups from scheduled or drop-in student meetings.  See NAVIGATE: Appointment Report Summary for detailed instructions.
  • Mass Email a Group of Students - Contact and track communications with your assigned advisees list, lists you've created in the platform, or other groups.  See NAVIGATE: Email Students for detailed instructions.
  • Create an Appointment Campaign - Invite selected students to set up an advising appointment during the times you have designated.  See NAVIGATE: Appointment Campaign for detailed instructions.

How Should You Use Navigate

Navigate Feature / PositionsFaculty AdvisorProgram DirectorProgram SupportStudent Support OfficesPeer Mentors
Access Level >>>Student advisee filesStudent advisee files and all students overviewAll students overview with limited tabsAll students overviewLimited all students overview and limited tabs
Set up availabilitySet 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 semesterSet up availability for drop-in and appointments for duration of semesterSet up availability for drop-in and appointments for duration of semester
Review student profile before appointmentReview tabs before appointment to prepare course planning and identify trends/concernsReview tabs before appointment to prepare course planning and identify trends/concerns Review tabs before appointmentReview student profile before an appointment
Capture details about advising interactionsAdd advising summary report after each appointmentAdd advising summary report after each appointment Add advising summary report after each appointmentAdd advising summary report after each appointment
Add notes to student profilesUse Report on Appointment featureUse Report on Appointment feature
Use Report on Appointment featureUse Report on Appointment feature
Contact students through NavigateEmail individual or small groups of studentsUse mass group emails sparingly - focus on meaningful calls to actionUse mass group emails sparingly - focus on meaningful calls to actionEmail individual or small groups of studentsEmail individual or small groups of students
Issue alertsIssue 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 advisees 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 campaignsSchedule, plan, and coordinate appointment campaigns for adviseesSchedule, plan, and coordinate appointment campaigns for advisees for yourself or multiple advisors
Schedule, plan, and coordinate appointment campaigns for advisees for yourself or multiple advisorsSchedule, plan, and coordinate appointment campaigns for adviseesSchedule, plan, and coordinate appointment campaigns for advisees
Schedule events
May be used to inform students of a program meetingMay be used to inform students of a program meetingMay be used to inform students of a group event meetingMay be used to inform students of a group event meeting
Search and reports
Search and review aggregate reports for programSearch and share aggregate reports for program, college, and departmentsSearch, create lists, and review reports by category for hall, participation in program, etc...Search, create lists, and review reports by category for hall, participation in program, etc...

*Student employees do not have access to other students' profile or historical records.







Keywords:Navigate, Quick Start, Login, Availability, Calendar   Doc ID:97065
Owner:Adam L.Group:UW Stout
Created:2020-01-13 13:15 CDTUpdated:2020-01-16 09:27 CDT
Sites:UW Parkside, UW Stout
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