This article will discuss the differences between adding information into the system as a Note or an Appointment Summary (Report).

Notes are a great way to attach commentary in addition to Advising Summaries to your students profile pages and keep track of any information about that student that may be outside of an advising appointment. Notes and Advising Reports are currently the only method of attaching a file to a student's profile. Most commonly you can file a note from your Home tab or via the Search tab.

This article will focus on the process for marking an appointment as complete and adding details to a Report once the advisor has met with the student and conducted the advising session.

This article discusses the information that was imported from the past advising software Wildcat Advising, and where they reside within Navigate.

TeamDynamix release notes for versions 11.4, 11.5, 11.6, and 11.7, deployed Sept. 22, 2023.