Summary

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

• Adding a student to the drop-in queue
• Viewing the drop-in queue
• Managing the queue (for Admins)

How-To

Appointment Center - Drop-in appointments

Advisors will need to set availability for Drop-in appointments to use this functionality. See EAB Navigate360: Setting Availability

Adding a student to the drop-in queue

Instructions

Step 1 - Search for the student

Step 2 - Click Add to Staff Queue

Step 3 - Choose First Available Staff

Step 4 - Choose Service

Step 5 - Click Add to Staff Queue

Outcome

You should be able to add a student to the drop-in queue in the Appointment Center.

Back to top

Viewing the drop-in queue

Instructions

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

Step 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.

Step 2 - Click Start Appt

Step 3 - Add Appointment Report Visit Details, Appointment Reason, etc.

Step 4 - Click Save this Report in the bottom right.

Outcome

You should be able to take a drop-in appointment as an advisor in the Appointment Center.

Back to top

Managing the queue (for Admins)

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

Instructions

Step 1 - Open the Appointment Center

Step 2 - Under the Scheduling Grid, choose Drop-In Appointments

Actions

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

Click on the Actions Menu. Select desired action:

• 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

You should be able to manage a drop-in queue in the Appointment Center.

Back to top

Further Reading

EAB Navigate360: 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.