EAB Navigate360: Student Workflow for Pre and Post Appointment Questionnaires

Summary

This article explains what students see regarding the Pre-Appointment Questions.   Use pre-appointment questions to send a survey out to students before an appointment.

 

How-To

Task:  When a student makes an appointment with a Location/Service combination that has an active template, they receive an email notification to complete questions.  

The email notification has a link to the survey for the student to fill out, as shown below.

Pre-appointment email

 

Instructions

Step 1 - Click the link, the student will be directed to log in and taken to the pre-appointment questions page on the Student desktop or mobile app to fill out the questionnaire.

Step 2 - Students can also upload a document at the bottom of the questionnaire 

Step 3 -  Students click Next to advance to the next question; however, if the question is required, the questionnaire will not let them advance until it is answered.

Step 4 -   Once finished, the student selects Submit to send the responses to Navigate360. They then receive a success message.

 

Outcome

Students will be able to complete and submit a pre-appointment questionnaire 

 

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the ET&S Help Desk team on your local campus.

For additional Training visit the Teaching and Learning Technologies Training site