EAB Navigate360: Adding Details (Notes) to a Student without an Appointment

This article will cover the steps to add Summary Details to an appointment that was not scheduled using Navigate.

Summary

This article will cover the steps to add Summary Details to an appointment that was not scheduled using Navigate.

 

How-To

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

• NOTE:  Notes entered must be FERPA & HIPPA compliant.
• For additional information regarding FERPA please follow this link: UNH Registrar - Family Educational Rights and Privacy Act (FERPA)

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.