Summary

This article will discuss identifying students that have an Alert/Referral and associated Tag on their profile based on being identified from a Progress Report(s) in EAB Navigate.

• Option 1:  Students with Alerts/Referral Reporting: (Preferred Method)
• Option 2:  Advanced Search
• Option 3:  Look up a single specific student

Video

How-To

Progress Reports help identify students within Navigate with a Tag if a faculty member marks a student's performance as below average.  Alert Reasons can be found here:  EAB Navigate360: Progress Report Reasons by Institution

When this happens a Tag will be associated to the student's profile.  To attain a list of your students that have been Tagged as part of this process, you can run a report and look at the various Alerts/Referrals to determine the best course of action Faculty and Advisors can take for early intervention. 

If you are running a report for a group of advisors for a specific college use option 2.

Run a search and identify your students with an "Alert" tag.

Once an alert is issued from Progress Reports or otherwise, within Navigate the system will create 2 items.

• At risk Progress Report
• Alert

Option 1:  Students with Alerts/Referral Reporting: (Preferred Method)

This option allows users to select Progress Reports Marked at-risk only and My students only, thus populating a report specific to each advisor.  Where the Alert/Referral report may report on students outside of the users responsibility as some locations use alerts on-going and not just for Progress Report time period.

Instructions

Step 1 - Navigate to the Reporting area

Step 2 - In the second column Intervention Reports click on Progress Reports

Step 3 - Ensure your date range is correct to encompass when the progress report campaign started

Step 4 - Within the section Activity Filters, check the box for: Progress Reports Marked At-Risk Only

Step 5 - Scroll to the bottom and check My Students Only

Step 6 - Click Search

Step 7 - Once the list is returned, The report will list out the Alert/Referral Reasons in the Alert Reason column

Report Export  All of the new standard reports can be exported. To do so, generate a report and select "Export Results" from the Actions menu once you have taken any other actions (e.g. showing/hiding columns) you wish to take before creating an export file. The .csv file will then download.

Outcome

You can expect to be able to identify students that are below average through Alerts/Referral Reporting

Back to top

Option 2:  Advanced Search

Instructions

Step 1 - Using the blue vertical Global Navigation bar on the left of the page, click on the Advanced Search icon identified by the Magnifying Glass icon.       

Step 2 - Expand the filters under "Student Information" by clicking the Gray triangle on the right

Step 3 - Using the Tag (in any of these) field select the corresponding tag to the term in question  Example :  "Alert Fall 2021"

NOTE: Tags are not associated to the student in real time.  If information is required before the assessment due date (Week 5/6 of a term) Option 1 (above) is better as this will return any student that has an alert for any reason

Step 4 - Expand Area of Study module, select in College/School (In Any of These)  select the appropriate option ?

• If you only want to have your advisees returned, scroll to the bottom of the page and Check the box "My Students Only" to the right of the Search icon.

Step 5 - Click Search

Example:

If you are looking for all students in College of Liberal Arts that have an alert your filters would look like the options below:

Step 6 - Once the list is returned, click on the name of any student and navigate to their profile.

Step 7 - In the upper right you will see "Current Alerts/Referrals" the yellow dot will populate the number of "alerts/referrals" on a student.

NOTE: if a single alert/referral is created for a student this value will display as 2, as the system treats each of the items listed as a separate alert as mentioned above.

Step 8 - Click on any of the alerts/referral and the system will navigate you to the respective area of the application where you can see additional details.

Outcome

You can expect to be able to identify students that are below average through Advanced Search

Back to top

Option 3: Look up a single specific student

Instructions

Step 1 - Use the Quick Search area at the top of the screen

Step 2 - Type the student's name

Step 3 - Selected the student from the list to bring up the student's profile.

Step 4 - In the upper right you will see "Current Alerts/Referrals" the yellow dot will populate the number of "alerts/referrals" on a student.

Step 5 - Click on any of the alerts and the system will navigate you to the respective area of the application where you can see additional details.

Results

These searches/reports will return students assigned to you in Navigate that has an alert associated to their profile. Once an alert/referral is issued from Progress Reports or otherwise, within Navigate the system will create 2 items. 

NOTE: if a single alert/referral is created for a student this value will display as 2, as the system treats each of the items listed as a separate alert.

• Progress Report Below Average
• Alert/referral

Navigating to Student Alerts & Progress Reports

Step 1 - While on a student profile, click the History Tab     

Step 2 - Using the Filters next to the student's name, select Alerts/Referral Issued or Progress Reports

Step 3 - Click on Details or View Report to see additional information for each of these

Outcome

You can expect to be able to identify a specific student.

Back to top

Further Readings

EAB Navigate360: Progress Report Reasons by Institution

Need additional help?

Visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request.  For password issues you must call or visit the Help Desk in person.