EAB Navigate360: Setting User Preferences

Summary

In the EAB Navigate release 21.2.7, users now have the ability to set their default term and landing page when logging into the application.

 

How-To

Instructions

Step 1 - Once Logged into EAB, in the upper right click on your profile image

Step 2 - Select "User Preferences"

Step 3 - The User Preferences page opens. There are four preferences users can set:

  • Default Term
  • Default Home Page
  • Personal Pronouns
  • Email Signature

 

Default Term

The default term selection will be used in all term drop-downs in Navigate. You can change the term using any term filter. When the default term becomes inactive, you need to update your default term.

Note. If you select System Default Term, it will select the “current term” that matches the following logic:

  • The current date falls in the term
  • If the current date falls in multiple terms, the longest term is selected as the current term
  • If the current date does not fall in a term, the closest upcoming term is selected

The default landing page sets the page in Navigate that opens when you first log into the platform. If your access to the chosen page is removed, we update your default home page to Home. The following pages can be default home pages; the actual list you see is determined by User Role permissions.

 

Default Home Page

The default Staff Home Page Tab allows you to select a tab from your staff home page you would like present when you navigate to that area.

If you want to update the default Location, you must also update the default Care Unit. Setting these options will not change the Care Unit or Location of a prescheduled appointment.

Once you have changed one or both of these preferences, select Save User Preferences to save the change.

default views

 

Personal Pronouns

Pronouns listed in EAB Navgiate mirror those in Canvas.  Users can select from the static list of pronouns to have them listed in EAB.

Users can select pronouns from a list or enter custom pronouns if desired. They can also choose not to display pronouns by selecting None. Pronouns show in user profiles, Appointment Center, staff queues, the Upcoming and Recent Appointments tables, the My Success Team table, the Student Scheduler, and all emails from Navigate.

 

Email Signature

Users can copy and paste their signature from Outlook or create their own.

example email signature

 

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