Concerns/Alerts, Referrals, Cases, and Kudos

Throughout Navigate you will see alerts, referrals, kudos, and cases. Some will appear in an instructor's Progress Report while others are options available to you within Navigate.

Definitions

What is a…

Alert: a way for a faculty or staff member to indicate particular student behavior.

  • Alerts are added to student profiles for a support network to see
  • Alerts can be queried for reporting purposes.

Cases: These are similar to alerts but require a staff member to close the case via follow-up.

Referral: a way for faculty to automatically link students with campus resources.

  • Referrals need to be closed by the appropriate care team

Kudos: a way for faculty to say job well done, keep it up!

Review the table below to see the reason for an alert or referral and who is responsible for responding.

Feedback Type Alert/Case Email Auto-assigned to Student category exceptions to auto-assign Monitor but not receive case Escalation

 No/Low Attendance

Case

Yes

Academic Support & Advocacy (ASA)

COMPASS,  Athletes, ASP,  Ext. Probation

Faculty

Coordinated Care 

Academic Concern: (missing assignments/low scores)

Alert

No

If faculty enter a task, ASA will create a to-do. If no task is entered, ASA will reach out to the student to offer support

COMPASS, Athletes, ASP,  Ext. Probation via weekly report

Faculty

Coordinated Care 

Alert: Other 

Case

No

Academic Support & Advocacy (ASA)

Ext. Probation

Faculty

Coordinated Care

Referral: Success Coaching

Case

No

Success Coaching Team (Dominique Bennet)  

Faculty

 

Coordinated Care

Referral: Financial Aid, Billing, and Payment*

Case

Yes

Bursar & Financial Aid

Ext. Probation

NA ASA & SSET

Referral: Student Enrollment Concern

Case

No

Academic Support & Advocacy (ASA)

COMPASS, Athletes, Ext. Probation

Faculty

Coordinated Care

Referral: Counseling* 

Alert

Yes

Student receives informational email

NA

NA

NA

Referral to Financial Aid & Billing/Payments: 

Case

Yes

Bursar and  Financial Aid

Ext. Prob

NA

ASA &SSET

Referral to Library & Research Resources: 

Alert

Yes

Student receives informational email

NA

Faculty

NA

Referral: Office of Educational Accessibility (OEA)*

Case

Yes

OEA Staff

NA

NA

NA

Referral: Tutoring

Alert

Yes

Tutoring

NA

Faculty

NA

Referral: Writing Tutoring Center:

Alert

Yes

Student gets informational email about supports

NA

Writing Center Team, Advocates, and Faculty

 

Referral: Autism Services*

Case

Yes

DCAP

NA

NA

NA

*Indicates that these alerts/cases are sensitive and are not visible on the student profile to users. It is only visible to the teams in those offices.

Accessing Alert Reports in Navigate

To access a report which will show you alerts, click on the icon which looks like a spreadsheet with a magnifying glass – this is your REPORT Folder in Navigate.

Monitoring Alerts - From homepage, click on the Reporting folder on the left-hand navigation. In the intervention reports, Click on Alerts. Here you can filter alert activity. Recommended you filter by alert reason for the reasons you are responsible for monitoring:

You can filter the list displayed by timeframe, care unit, alert issuer, alert type, and more.

Accessing Case Information in Navigate

Referrals will often open up a case, which requires follow-up with the student and the person who referred the student for additional services. To access Cases, click on the folder icon with the ribbon.

Monitoring Cases - From homepage, click on the cases folder on the left-hand navigation. Can filter on Care unit and other categories to see students who received the alert.

Like alerts, you can customize your list by using filters such as status, care units, name, opened by, assigned to, alert reason, and my students.

Managing a Case

There are three options associated with managing a case in Navigate.

  1. You can assign the case to someone else in your care unit
  2. You can add comments to the case
  3. You can close the case

Responding to Cases & Referrals - when seeing open cases, you will be able to: Access Student Profile: Add Profile actions such as to-dos, send communications, schedule appointments, etc. Manage Cases: Assign case to team members; add comments; close cases.

All cases should be closed in a timely manner, which will be determined by the department.