Request General or Care Unit Acccess
Access to various Navigate360 funtionalities is tied to assigned user roles. Please contact Navigate360 admin at navigate@etsu.edu about access requests and general questions.
To request access to a specific Care Unit, please complete the Navigate Account Request Form. If you are an employee on Gatton's campus and need specific access, please complete the Gatton: Navigate Account Request Form. (NOTE: When listing a Supervisor email, please leave @mail out of the supervisor's address).
For the granting and removal of Navigate Account access, please view the Staff User Role Access Management Process Form.
If you need configuration assistance, please submit the Navigate Configuration Request Form.
Guides & Tutorials
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Appointment Center & Front Desk Management
Create a prospective student profile to engage and record interactions for ad-hoc appointments.
Edit/Move/Cancel an Appointment
Manually edit, move, or cancel a scheduled appointment for another user or student.
Make an Appointment for Another User
Make an ad-hoc appointment for another user or student.
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Campaigns
Adding New Students to a Launched Campaign
When adding new students to a launched campaign, users must manually send the first nudge message. Learn how to send recipients their first nudge message.
Advising Early Outreach Appointment Campaigns
Seamlessly create an Advising Early Outreach Appointment Campaign that reminds students to book their advisement appointment in Navigate360.
Event Campaigns allow staff to invite students to individual created events, collect RSVPs, and track student attendance.
Appointment Campaigns send a personalized email to students with a link to click which will offer them appointment days/times as defined by the advisor initiating the campaign. These can be more directive than PAL links and can reserve time on an advisor's calendar for only particular meeting topics.
Associate Appointments with a Campaign
Connect an appointment scheduled outside of an Appointment Campaign that aligns with the campaign's parameters.
Messaging Campaigns allows users to email or text students to take a specific self-directed action (which does NOT include scheduling an appointment) or attend a certain event.
Creating additional nudges, apart from a campaign Welcome Message, helps with reminder automation. Nudges can be sent in email or text format.
Viewing Appointment Campaign Reports
Quickly view and export Appointment Campaign reports using a variety of filter options within Navigate360.
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Notes & Summaries
Quickly prompt a student to follow-up on a self-directed action from the student profile in Navigate360.
Adding an Ad-Hoc Appointment Summary to a Student
Add a one-time custom appointment summary to a student's profile.
Adding Summaries to More Than One Student
Seamlessly add an appointment summary to multiple students at once.
Adding Summaries for a Scheduled Appointment Instance
Add an appointment summary to a completed scheduled appointment.
Quickly add an internal note to a student profile in Navigate360.
Adding a Note to Multiple Students From a List
Seamlessly add a note to more than one student from a curated list at once.
Adding a Note to Multiple Students
Seamlessly add a note to more than one student at once.
Viewing/Editing Student Notes & Summaries
View and edit notes and summaries on student profiles.
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Notifications, Referrals, & Cases
Issue a Notification or Referral for a Student
Notifications or referrals can be used to notify a support unit or academic advisor that a student would benefit from their outreach and services.
Alerts can be configured to automatically open a Case, which is essentially an electronic case file where staff can coordinate for a single student across departments.
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Profile Basics & Customization
Access Help Center & Follow Release Updates
Navigate360 releases tutorials and notes on updates to users who have "subscribed" through the Help Center. Subscribing allows users to stay informed on new software updates.
Navigate360's Idea Portal allows professional staff users to share and discuss ideas for continuous improvement on EAB's features.
Create a library of reusable templates that can be saved or shared for common messaging pathways within Navigate360.
Add a personal email signature to your email communications. Users can format the signature with links, but cannot add pictures or the use their signature card from Outlook in Navigate360.
Set personal pronouns. Personal pronouns appear in various places throughout the platform, including the Appointment Center, Staff Queues, Upcoming and Recent Appointments, the student scheduler, and all emails from Navigate360.
Syncing your calendar enables Navigate360 to read a user's free and busy time, and automatically add Navigate360 appointments to a user's Outlook calendar.
For users who have a caseload that is manually managed, learn how to add or remove students.
Set and update Navigate360's default term. The default term appears anywhere a user is able to select a term, including the Staff Home page, Student Course tab, V3 Reports, and more.
Quickly search a student's profile using three unique indicators.
Upload a picture to add more personalization to a staff's Navigate360 profile.
Rich Text Editor (RTE) allows users to enhance email messaging, including inserting images and tables into the body of a message.
The Staff Dashboard gives users at-a-glance actionable information about assigned students and an overview of ongoing activity.
View information about a student and interact with them from their profile in Navigate360.
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Reports, Lists, & Searches
Configure a Schedule for Saved Reports
After saving a report, configure a schedule for the report to run automatically and send updates to the user's Outlook.
Tags help group similar students together. There are no limits on the number of tags that can be created. Tags can be reused by other staff members once created.
Run a report which include reported final grades for each course a student is enrolled in.
For running reports which are term bound to the current term.
Run a report which include reported midterm grades for each course a student is enrolled in.
Searches from reports or the advanced search can be saved, retrieved, and automatically re-ran without re-entering filters.
Upload curated student lists through a CSV file.
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Scheduling
Creating Availability in Navigate360 allows staff to indicate the days, times, Locations, and Services that are offered for student appointments.
Users can copy pre-existing Availability and make modifications without creating new availability instances.
Users can edit pre-existing Availability without deleting and creating new availability.
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Texting & Conversations
General Texting Student Guidelines
View the best practices for texting students through Navigate360.
Create a library of reusable Email or Text templates that can be saved or shared for common frequent communications.
Mass Texting from a Search or Report
Use Navigate360's Advanced Search or Reporting functions to send a text to one or more student.
Upload a list in Navigate360 to text multiple students at once.
Message a Student - Email or Text
Easily communicate with students via email or text within Navigate360.
Viewing Conversation Tab on Student Profile
Easily review student conversations and campaign nudge messages from a student's profile.
Viewing Conversations from Staff Home
Easily review conversations and campaign nudge messages from the Staff Home.