This article contains a brief overview of Navigate with links to important articles for help with the application.

This article is intended for Advisors and describes what features to expect when logging in to Navigate. Navigate is an enterprise-level technology that links administrators, advisors, deans, faculty, other staff and students in a coordinated care network designed to help schools proactively manage student success and deliver a return on education.

This article will demonstrate how an advisor would set their availability within the Navigate application.

How to setup Navigate for students to pre-schedule office hour appointments in person or virtually.

This article was created to provide an easy step by step process for facultyadvisors to start using the application in 4 easy steps.

This article was created to provide an easy step by step process for advisors to start using the application in 4 easy steps.

The Conversations page allows you to track messages you have sent to students and staff via Navigate360. It also allows you to open messages and take action/send replies on certain non-automated messages.

Notes are a great way to attach commentary in addition to Advising Summaries to your students profile pages and keep track of any information about that student that may be outside of an advising appointment. Notes and Advising Reports are currently the only method of attaching a file to a student's profile. Most commonly you can file a note from your Home tab or via the Search tab.

This article will highlight the features and information available for viewing under the Upcoming Appointments tab on the Advisor home page.

This article will highlight the features and information that are included when viewing the Students tab in the Navigate application.

Alerts are a way to draw attention to a student. Alerts can be positive or negative in nature. Alert reasons are customized by your institution. Learn how to issue alerts as well as report on students with issued alerts.

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 cover the Frequently Asked Questions with syncing your Outlook calendar with Navigate.

This article will walk users through the process of syncing their Outlook calendar with Navigate to ensure availability is accurate.

Navigate now has the ability to include a URL/Phone number for the meeting, assisting in a virtual environment.

Content Templates give users the ability to create a library of reusable templates that can be saved or shared. This helps users who have frequent types of messages, such as appointment instructions, to send communications to students more quickly without any glitches or errors caused by copying and pasting a template from another source.

EAB Navigate provides the ability for Faculty to generate a Progress Report for a student outside the window of an active Progress Report Campaign. This provides Faculty with the ability to report on students anytime that may be "at risk".

This article will focus on the process for marking an appointment as complete and adding details to a Report once the advisor has met with the student and conducted the advising session.

This article will describe what to consider when creating a campaign as well as instructions on how to create a campaign.

The article will discuss editing a campaign such as adding students, adjusting times or capturing a link to send directly to students.

This article will focus on editing appointment details after it has been created. This may include changing a location, changing an advisor or time slot.

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.

Users sending communications using the system have the ability to set up an email signature that would be automatically inserted into a communication when sent from the system. This article will walk users through the process of setting up their Email Signature.

Enrollment campaigns are intended to be used by staff for outreach that helps enroll more students on time. Enrollment Campaigns allow staff to identify students that have not yet enrolled in an upcoming term, send those students a personalized message, track click to open rate, and track if those students are enrolled in the upcoming term.

The Enrollment Census campaign will provide information about which students attended class and the date of their last attendance. The information collected here can be very helpful as Administrators seek to compile and quantify your institution’s attendance at the end of a semester or school year. If you have created a progress report campaign before, this process is very similar.

This article will provide information to faculty and advisors on how to access a completed progress report within Navigate to confirm a student's performance and any reasons or comments provided by the instructor. EAB Navigate will be the application where Early Alert Progress Reports originate. These will take place approximately weeks 5 to 8 of the term.

This article will discuss identifying students that have an Alert and associated Tag on their profile based on being identified from a Progress Report(s) at both UNH and PSU.

In the EAB Navigate Release 21.2.8 users now have the ability to use merge tags within email messages being sent from Navigate.

Messaging Campaigns allow your institution to email or text a group of students on specified dates about things they need to do or activities they need to attend. This type of campaign has no objective, unlike Appointment or Enrollment Campaigns,

This article will cover the functionality of the quick search component within Navigate.

Referrals are a way to draw attention to a student. Referrals can be positive or negative in nature. Referral reasons are customized by your institution. Learn how to issue alerts/Referrals as well as report on students with issued alerts/referrals.

This article will provide a list of Frequently Asked Questions about reports.

EAB Navigate users have the ability to schedule reports to be run on a frequency determined by the user.

This article will discuss the differences between adding information into the system as a Note or an Appointment Summary (Report).

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.

There are several standard V3 reports that users can run by customizing their search parameters. To save a report for future use, click save from the report results.

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.

This article will cover the different areas of the student profile and define the information contained within.

Progress Reports will be generated from Navigate somewhere around the 5-8 week mark of a semester. These reports will allow faculty to flag students that are below average for that specific class which will in-turn create an Alert and a Report for that student. The Student's Success Team will then coordinate appropriate follow-up with the student.

This article will cover adding a Tag to a student for easy searching, filtering and grouping.

Target hours allow users to set a limit to the number of hours they are available for appointments in a given week. Once those hours are scheduled, the advisor will no longer be available for advisees in the given week.

In release 23.2.0.0 release of EAB Navigate, version 3 of reports was released. The V3 Navigate Reports now appear when users select the Reporting icon. However, users can still access the legacy reports until they are sunset. The date for the legacy reports sunset will be announced in the future. These reports include versions of all existing legacy reports.

This article describes the EAB Case management PILOT workflow for students marked "At-Risk" from a progress report within CHHS or CEPS

This article discusses the information that was imported from the past advising software Wildcat Advising, and where they reside within Navigate.

This article will cover the steps to add Summary Details to an appointment that was not scheduled using Navigate.

The Dashboard is designed to help you be more productive and strategic when managing your unique student caseload. The first released version gives you an at-a-glance, actionable information about students who are assigned to you and an overview of ongoing or recent activity. Dashboard was added to Navigate on April 30, 2021.

This article will discuss the newly revamped reports area within the application. Recently the vendor redesigned reports in the application and went from 49 report to 16 without losing any functionality.

Users have the ability to set their default term and landing page when logging into the application.

This article will outline the steps to take in the event the user notices incorrect or inconsistent data within Navigate.

This article will cover Frequently Asked Questions and some troubleshooting tips that when a student is unable to make an appointment with their advisor through the Navigate software.

Navigate users may need to create a list of students for a Student list from an external source. The application allows users to import a list of student IDs from a .csv file directly to an existing or new watch list.

This article will talk about the use and functionality of the Kiosk mode within Navigate. Kiosk Mode allows advising centers to incorporate a check in option for students to either enter in their Student ID or swipe their Student ID to check them into a center or event.

This article will cover reporting on attendance that was captured using the Kiosk mode within Navigate.

This article will discuss saving advanced search criteria that you can use over and over again.

This article will outline the steps an advisor would provide to students in order for the students to walk through the process of scheduling an advising appointment using Navigate.

This article will cover using the History Tab to access past notes and report details for a student in Navigate.

Learn how to access and navigate the Activity Analytics reports within EAB

This article will focus on using the Advanced Search functionality within Navigate and using the filters to find the specific information the user requires.

Look at information from the EAB system regarding student populations in specific Tags and Categories

The article will highlight the features of Appointment Center including where to find it and what it is used for. The Appointment Center is typically used by advising teams on campus who would use queue based appointments like Drop-ins.

This article will describe how to manage drop-in appointments in the Appointment Center.

This article will describe how to manage scheduled appointments in the Appointment Center.

This article describes how to use the Navigate Scheduling Grid in the Appointment Center.

This article will cover the process of cancelling a campaign that has been created and sent to students. This can be a multi-step process if students registered or a session related to the campaign before it was deleted. If there are existing sessions with students for the campaign, the user will need to not only delete the campaign but also manually remove said appoints from their calendar.

For advisors who are responsible for advising both undergraduate and graduate students can create saved searches to pull these lists in EAB Navigate with a single click. Saved Searches are dynamic, so they will automatically update when a student is assigned to that advisor.

This article will outline the key differences between Navigate and DegreeWorks' applications.

Understand basic functionality and navigation within the EAB Population Health Analytics area with this article.

Navigate allows students to check in on-line for appointments, this article will outline what happens for the Advisor, Faculty or other support team members when students check-in on-line.