EAB Navigate360: Appointment Center - Scheduled appointments

Summary

This article will describe how to manage scheduled appointments in the Appointment Center.

Body

Task: This article will describe how to manage scheduled appointments in the Appointment Center.

 

Instructions:

Appointment Center - Scheduled appointments

Those managing the scheduled appointments queue will access it through the appointment center. This queue allows the admin to see all the scheduled appointments for each advisor.

  • NOTE:  Only advisors with current availability for that day will show in the Appointment Center

Queues that can be managed from the scheduled appointment page

  • Upcoming appointments - Appointments that have not been checked in. These could also be appointments in the past.
  • In-progress Appointments - Appointments that are currently checked in
  • Recent Appointments - Appointments that have concluded

ACTION

  • Send a Message to Attendee -sends a message to the attendee. The message will be stored in conversations and it will also go out to their wildcats email
  • Send Message to Organizer - Sends a message to the original organizer. This would typically be the advisor
  • View Appointment Details - Displays the name of the student, the organizer, time of appointment and any comments that were added during appointment creation
  • Check In - Checks in student for their appointment. The advisor will be notified within the applications in the notifications area
  • Mark No-Show - This will mark the student as not showing up for the appointment and will  send a message to the student. 
  • Cancel - Cancels the appointment so it will no longer be visible 

Also see:  EAB: Navigate - Appointment Center - An Overview

Outcome:

Users should be able to manage scheduled appointments in Appointment Center.

Further reading:

EAB: Navigate - Appointment Center - An Overview

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 please visit the TLT Docs & Training site.

Details

Details

Article ID: 1070
Created
Fri 7/19/19 5:49 PM
Modified
Tue 6/4/24 11:26 AM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)