EAB Navigate360: Appointment Center - Drop-in appointments

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

Instructions:

Appointment Center - Drop-in appointments

Advisors will need to set availability for Drop-in appointments to use this functionality. See EAB (Navigate) - Advisor-Setting Availability

Adding a student to the drop-in queue

1. Search for the student

   

2. Click Add to Staff Queue
3. Choose First Available Staff
4. Choose Service
5. Click Add to Staff Queue

   

Viewing the drop-in queue

For Advisors

When students are added to the drop-in queue there will be a notification that shows in the top navigation bar. This is queue specific, users will only see notifications for their queue.

To take a drop-in appointment

1. Click on the notification NOTE: This queue shows all the students checked in for appointments which may include some drop-ins and some queued to advisors directly.
2. Click Start Appt
3. Add appointment report details
4. Click Save this Report

For admins managing the queue

Anyone managing the Drop-in queue will access it through the Appointment Center

Actions

Select a student from the list by checking the box to the left of their name

Click on the Actions Menu

• Send a Message - Send an email to the student(s) checked off
• Move to Top - moves a checked student to the top of the queue
• Remove - removes the checked student from the queue without adding history to their profile
• Check Out - checks out a checked student that has had an appointment. Creates a time stamp in the appointment

Outcome:

Users should be able to manage drop-in appointments in the Appointment Center.

Further reading:

EAB (Navigate) - Advisor-Setting Availability

Need additional help?

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

For additional Training please visit the TLT Docs & Training site.