Summary

Automated Actions allow staff with the appropriate permissions to regularly take certain actions on students matching criteria from a Saved Search. Automations can be used to send messages to students.

How-To

Note. Automated actions are only visible to the creator of the action.

Instructions

1. From the List & Saved Items page, select Add Automation/New Automation. The New Automation Configuration page opens.
2. Enter the name of the automation. Only the user can see their automations, so name it something that makes sense to you.
3. After entering the automation name, scroll to the Automation Conditions section.
4. For any Automated Action, you will select a saved search. Then you decide the action you want to take from the THEN... take this action dropdown field.

Omit:  If selected at creation time, students who initially match your criteria will be identified and omitted from future automation runs. For example, you might omit initial matches if your intent is to automatically send a welcome message to students as they are assigned to you (omitting those who are currently assigned to you).

5. Set your duration. Next, set automation frequency. This sets how often your automation checks for new students. Finally, set a Time. You will be notified by email two hours before each automation run, so it's best to set this two hours after you can review it.
6. Once everything is set, click Save Automation. A confirmation window opens. Click Save as Active to start the automation.

Managing an Automation Occurrence

1. Once you have created an automation, it shows on the Lists & Saved Items page. Automations can be edited or deleted. Select the automation's name to open the automation page
2. There are several actions you can take from the automation page. First, you can edit the automation or generate a queued run from the Options menu.
3. Next, if you have a queued automation, you have three options you can take on that occurrence. You can view occurrence details, process the automation immediately, or cancel the occurrence.
4. If you open occurrence details, you will see the list of students who match your criteria for the automated action, if they are included, and if action was taken.

5. You can take several actions from this page. You can review, search for, and/or omit individual students from being included in the automation occurrence. You can process the automation immediately instead of waiting for it to be sent. Finally, you can cancel the occurrence of the automation.
6. Every occurrence of an automated action includes an automation update email. Two hours before an automation occurrence runs, you receive an email notification from Navigate360 with the planned automation details.

Outcome

Users with the permissions to set up Automations will now be able to configure the system to send messages to students if they meet the criteria on the Saved List.

Further Readings <(optional) - remove if not needed>

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.

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