EAB NAVIGATE: Quick Start Guide

Get started with Navigate with login information, key platform features, and feature/role index.

UW-Stout Navigate Logo


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.


  • 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 / PositionsFaculty Advisor & Care Unit ProfessionalsProgram DirectorPeer Mentors*
Access Level >>>Student advisee filesStudent advisee files and all 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 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/concernsReview student profile before an appointment
Capture details about advising interactionsAdd advising summary report after each appointmentAdd advising summary report after each appointmentAdd advising summary report after each appointment
Add notes to student profilesUse Report on Appointment featureUse 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 actionEmail 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 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
Schedule eventsMay be used to inform students of Care Unit meetingMay be used to inform students of a program meetingMay be used to inform students of a group event meeting
Search and reportsSearch and review lists and reportsSearch and review aggregate reports for program

*Student employees do not have access to other students' grades, alerts or historical records.


See Also:




Keywords:Navigate, Quick Start, Login, Availability, Calendar, EAB, EAB Navigate   Doc ID:97065
Owner:Amy M.Group:UW Stout
Created:2020-01-13 12:15 CSTUpdated:2022-08-19 13:03 CST
Sites:UW Stout
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