News & Updates

Navigate 360

Navigate360 Tech Tips

This page serves as the central hub for tech tips shared through the Academic Advisement Weekly Update. Here, users can access current and archived tips to stay informed, troubleshoot common issues, learn new things, and catch up on any information they may have missed.  

Latest Updates - Fall 2025

  • Launch your Early Outreach Campaigns: See the 202580 Early Outreach Process Doc for instructions on setting up your EO Campaigns.
  • Academic Alerts Website: Visit the newly launched Academic Alerts website! This site serves as a central hub for Students, Staff, and Faculty to stay current on Alert expectations and Outreach processes. 
  • Modified Actions Menu in Campaigns and V3 Reporting: EAB has modified the Actions menu in Campaigns and V3 Reporting to a Bullseye icon. See the Modified Actions Menu Scribe for a visual tutorial of taking an action or associating Eligible Appointments in a campaign. The same icon is the new Actions menu in V3 Reporting. 
  • Modified Merge Tags in Campaigns: EAB has modified Merge Tags, now referred to as Merge Fields. In addition to Campaign Merge Fields, additional fields are available. See the Rich Text Editor user-guide to view this update. 
  • Say Goodbye to V2 Reporting: As of December 31, 2025, V2 Reporting will vanish, leaving V3 as the sole Reporting version. While the option to run a report in V2 is going away, so is any Saved V2 Report. If you have a report saved in V2 and need help saving the report in V3 before December 31, 2025, please let Navigate Coordinator, Rachel Swatzell (swatzellr@etsu.edu), know ASAP!
  • Minors as Standalone Fields: Student Minors are now visible as independent fields. On a student's profile, you will see Minor as a standalone field under Student ID. This change comes with some administrative maintenance since EAB removed Minors from Categories to make this possible. Unfortunately, Minors are no longer auto assigned to their respective Minor Advisor, meaning Minor assignments must now be managed manually. As a courtesy, Rachel has updated all Fall 2025 Minor assignments, and will conduct a term-based audit of minors during the Advisor Audit period. To generate a list of Minors and maintain assignments, see the V3_Generating Minor user-guide.
  • Sign-up for V3 Reporting Training: We recently announced V2 Reporting is being sunset on December 31, 2025. To ensure users can continue access the data and insights they need, we are offering multiple V3 Training instances during December 2025 into January 2026. Fill out the Navigate360: V3 Training Sign-up Form to RSVP. If the synchronous trainings do not align with your schedule, please email Navigate Coordinator, Rachel Swatzell (swatzellr@etsu.edu), to set up training for you/your unit. 
  • Spring 2026 Pre-Orientation Registration Campaigns Outreach: See the Process Document - Orientation Advising Spring 2026 for instructions on setting up your SP26 Orientation Campaigns.
  • Spring 2026 Re-Enrollment Support: See the Process Document - Reenrollment Support Spring 2026 for instructions on documenting student contact in Navigate360.
  • Minor Advisor Assignments: With the transition of Minors as standalone fields and moving to manual assignments, the Academic Advisement Leadership Team (AALT) and Office of the Executive Director of Academic Advisement (OEDAA) established that all professional academic advisors must be assigned to their students for minors they advise. Advisors can distinguish assigned students from their Navigate360 Staff Home, selecting the dropdown next to Relationship Type. See the Minor Relationship Type Selection Scribe for visual details on distinguishing your assigned students. 

Previous Updates

Summer 2025

    • Update your Default Term: As we set our sights towards welcoming new ETSU Fall 2025 students, update your Default Term to the 202580 Main Campus term. See the user-guide Set Default Term for guidance.
    • Student Profile Photos: All students have their profile photo visible on their Navigate360 profile page if they are enrolled for an upcoming term, registered for classes, and have a photo on record with ID Services. Now users are able to put a face to a name during your interactions, making the advising experience more personal!

Spring 2025

    • Updated Text Messaging Guidelines: Text messaging can be an incredibly effective mean of communication with students. See the Texting Students Navigate360 Guidelines for details on best and unauthorized practices.
    • Campaign Appointment Summaries & Additional Services: Users can select Additional Services when reporting on an Appointment Campaign appointment summary. Visit the Campaign Appointment Summaries Scribe for a visual workflow. 
    • Senior Residency Requirement Appointment Summary Notation: When advising a student to enroll in courses to help satisfy the graduation credit requirements listed below, please indicate which in a Navigate360 Appointment Summary. Campus partners often consult Navigate notes to verify the necessity of a particular course or set of courses. Some of the more obscure credit requirements are helpful to directly name. Remember, users can submit an Ad-hoc Appointment Summary with an 'Email' Meeting Type! Of the credits required to graduate, a student must meet the following:
      • 50 of the 120 credits required for the degree must be earned at four-year colleges or university
      • 25% of the total credits required for the degree must be earned at ETSU, and
      • 6 credits in the major must be earned at ETSU
    • Updated Navigate360 Availabilities: The Academic Advisement Leadership Team (AALT) and Office of the Executive Director of Academic Advisement (OEDAA) established a consistent and transparent process for setting Advisor Availability to ensure that students have access to accurate and up-to-date appointment options. See the UG Advising Availability Guidelines for Availability expectations, in which all Availabilities should adhere to as of January 2025.

Archived

  • Spring 2024
    • Access the Idea Portal: Navigate360's Idea Portal transcends users into a new world of possibilities! Whether you have a lightbulb moment or an "I wish Navigate could do this" le'sigh, consult the Idea Portal. Users have permission to share and discuss ideas for continuous improvement on EAB's features. See the Access the Idea Portal user-guide for details. 
    • Adding & Managing Students to an Existing Campaign: When users add a new student to a launched campaign, they must manually click the Send Nudge Now button at the bottom of the Verify and Start page to send the first scheduled Nudge. See the Adding New Students to a Launched Campaign user-guide for instructions. 
    • Modified Merge Tag Placement in Campaigns: When building a Welcome Message, Nudge, or Success Message in a campaign, insert a Merge Tag in the message box ribbon. See the Modified Merge Tag Placement Scribe for details.
    • Appointment Campaign Welcome Message Launch Date: When creating an Appointment Campaign, the Launch Date field located at the bottom of the Define Campaign page allows users to select the date the Welcome Message will be sent to recipients, allowing users to launch a campaign before the scheduling window opens. 
  • Fall 2024
    • Appointment Feedback Surveys: EAB released the ability for users to request and receive feedback from students about their appointments. Surveys are configured at a user's Location level, per Service, and can ask up to five questions. For Colleges or users interested in setting up a survey, email Navigate Coordinator, Rachel Swatzell swatzellr@etsu.edu
    • Bulk Messaging Central Number: Bulk messages texted through Navigate360 now have a central receiving number, (423) 437-9797. Students can save this number in their phone as Navigate360 Appointment Reminders, etc. 
    • Rich Text Editor: Users can use the Rich Text Editor riboon anywhere an email message is composed to enhance text, including inserting images and tables directly in the message. See the Using Rich Text Editor user-guide for details. 
    • Content Templates: Create a library of reusable templates, both Email and Text, to utilize during any messaging communication. See the Add Content Templates user-guide for instructions. 
    • Holds Visbile in Navigate360 Student App: Students can now view Holds on their account that impact Registration in their mobile app! Hold details include what department is responsible for the Hold placement and contact information for how to resolve it. 
    • Viewing Students Active in an Appointment Campaign: At any given point in the semester, users can view students who are actively in an Appointment Campaign. See the Viewing Students Active in an Appointment Campaign during Academic Alerts Scribe to view those in a CFAA campaign during Academic Alerts. This is to ensure Advisors are not reaching out to those already being contacted by the CFAA.