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What & Who: Email Campaigns let staff reach out to specific student populations on specified dates and encourage them to take certain actions. Conditions: In order for Email Campaigns to work successfully, you must have ability to create Email Campaigns. You will also need to have access to Advanced Search to create a list of students for your campaign.
Understand basic functionality and navigation within the EAB Population Health Analytics area with this article.
Navigate now has the ability to include a URL/Phone number for the meeting, assisting in a virtual environment.
This article will cover reporting on attendance that was captured using the Kiosk mode within Navigate.
This article will cover the process of sending an Email or Text communication to your advisees through the Navigate application.
This article cover the process of creating and modifying a Student List of specific students. When students are added to a watch list they remain on that student list until a user removed them manually. Unlike a Search where a student would naturally appear and disappear from a search based on whether the search criteria was met, with a Student List a student remains until removed.
Hand Raise allows students to “raise their hand” by issuing alerts on themselves, using the Navigate360 Student app. As with other Alert Reasons, each reason that can be issued by a student can send an automated email to the student, open a case, have a case auto assigned to an individual staff member or assigned relationship, or send a case closed email.
With Reporting, the AI Filter Assistant works to quickly suggest and apply report filters. When enabled, the AI Filter Assistant button shows in the Data Filters panel in all reports the user has access to and can suggest filters needed to find the information you require.
Automated Actions allow staff with the appropriate permissions to regularly take certain actions on students matching criteria from a Saved Search. Automations can be used to send messages to students.
This article will provide step by step instructions on how to generate reports within Navigate and some of the actions a user can perform once a report has been generated.
Student Profile Agent is a new AI feature that gives staff and faculty the ability to ask questions about their students and can be used to prepare for appointments, synthesize key student information, or gain updates about a student. Student Profile Agent summarizes key data points about the student with data accessible in reports.
There are several standard reports that users can run by customizing their search parameters. To save a report for future use, click save from the report results.
Navigate reporting includes several standard reports, plus the ability to create custom reports or use the new AI Report Generator to make it easier to find what you need. Reports appear when users select the Reporting icon.
In Fall 2023, UNH implemented the ability for some users to text students from EAB Navigate. This article contains a link to the UNH Texting Policy.
EAB has implemented a set of rules as of release 21.2.13 that pertains to emails triggered in the system when appointments are created or modified. This article will outline the triggers and whom the emails will be sent from.