Summary

This article explains what Advisors see and also where staff can find responses to Pre-Appointment Questions.   Use pre-appointment questions to send a survey out to students before an appointment.

How-To

Instructions

Step 1 -   First is by opening the Appointments tab on Staff Home and using the Pre Appt Questions column for either Upcoming Appointments or Recent Appointments.

Step 2 -   In the Recent Appointments table:

Step 3 - Selecting the link for the desired entry shows the student responses.

Optional Step 4 - If the staff user has permission to run reports, the other way to find responses is to open the Pre Appointment Responses report and create a version of the report, as shown in the example below. For example, if the user knows the names of the students who have sent responses, they can create a filter that way, or they can look for responses to a specific template name, et cetera.   Users can download attachments with these report results as well, if the entry includes an attachment.

Outcome

Advisors can now find data associated with pre-appointment questions. 

Further Readings 

EAB Navigate360: Student Workflow for Pre and Post Appointment Questionnaires

EAB Navigate360: Information about Appointment Feedback Templates and Pre-Appointment Questions

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