Summary
This article will cover the steps to add Summary Details to an appointment that was not scheduled using Navigate.
How-To
Task: To add summary details to an appointment that was not scheduled using Navigate.
Instructions
Step 1 - Locate the student's record by using the list of assigned students or the Quick Search in the upper right.
Step 2 - Once in the student's record, Use the "Report on Appointment" link on the right
Step 3 - Fill in the following information: Care Unit, Location, Service, Course (if required), meeting type, Meeting start and end time, Appointment Summary
Step 4 - Once complete click the "Save this Report" icon in the lower right
Step 5 - Notes are visible by the advisor and student as well as other advisors/faculty advisors keeping everyone informed on student progress
Outcome
You will be able to add details to an appointment that was not scheduled in Navigate.
Further reading
UNH Registrar - Family Educational Rights and Privacy Act (FERPA)
UNH Student Policies and Regulations - Family Educational Rights & Privacy Act (FERPA)
Need additional help?
Please use this link to the Technology Help Desk to locate your local campus contact information.