Summary
For advisors who are responsible for advising both undergraduate and graduate students, they can create saved searches to pull these lists in EAB Navigate with a single click. Saved Searches are dynamic, so they will automatically update when a student is assigned to that advisor.
How-To
Pulling a list of Undergraduate Advisees
Task: To pull a list for undergraduate advisees
Instructions
Step 1 - Navigate to the Advanced Search area of the application
Step 2 - Unfold the Term Data area
Step 3 - In the field, Classification (In Any of These) select, Freshman, Sophomore, Junior and Senior
Step 4 - Below that use the field Classification (In None of these) select, Undergraduate
Step 5 - At the bottom of the screen to the right of the Search Icon, check the box, My Students Only
Step 6 - Click, Search
Step 7 - This will return all advisees for the current semester in undergraduate who you are responsible. Verify the list.
Step 8 - At the top of the screen, click Save
Step 9 - Name the Search accordingly. This will save the search and all its parameters and place it in the Lists and Saved Items area
Outcome
You will be able to look for advisors who are responsible for advising undergraduate students, and can create saved searches to pull these lists in EAB Navigate with a single click. Saved Searches are dynamic, so they will automatically update when a student is assigned to that advisor.
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Pulling a list of Graduate Advisees
Task: To pull a list for graduate advisees
Instructions
Step 1 - Navigate to the Advanced Search area of the application
Step 2 - Unfold the Term Data area
Step 3 - In the field, Classification (In Any of These) select, Graduate
Step 4 - Below that use the field Classification (In None of these) select, Freshman, Sophomore, Junior and Senior
Step 5 - At the bottom of the screen to the right of the Search Icon, check the box, My Students Only
Step 6 - Click, Search
Step 7 - This will return all advisees for the current semester in Graduate who you are responsible. Verify the list.
Step 8 - At the top of the screen, click Save
Step 9 - Name the Search accordingly. This will save the search and all its parameters and place it in the Lists and Saved Items area
Outcome
You will be able to look for advisors who are responsible for advising graduate students, and can create saved searches to pull these lists in EAB Navigate with a single click. Saved Searches are dynamic, so they will automatically update when a student is assigned to that advisor.
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Running Saved Searches
Task: To run a saved search
Step 1 - Navigate to the Lists and Saved Items area
Step 2 - Click on the name of a saved Search
Step 3 - The system will run the search with the saved parameters set prior.
Outcome
You will be able to run a saved search to pull these lists in EAB Navigate with a single click.
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Further reading
EAB Navigate360: Reports - Scheduling a Report
EAB Navigate360: Saving Advanced Searches
EAB Navigate360: Advanced Search & Filters
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 visit the TLT Docs & Training site.