Navigate: Staff Intermediate Training Suite
Student Profile, Notes, Appointment Summary Reports, Appointment Campaign, Progress Report Campaign, Advanced List, Student Searches, and Saved Searches
Navigate Intermediate I
| Level | Prerequisite Training | Navigate Features Covered | Intended Audience |
|---|---|---|---|
| Intermediate | All "Basic" training |
|
Anyone who will meet with students needs to prepare for and/or document their meetings. Ex: faculty advisors, professional advisor |
Documentation
Learning Objectives
After completing this training, you will be able to:
- Prepare for meetings with students and understand how students are performing.
- Create Appointment Summary Reports and Notes
Training Items
- Dig into the tabs of the Student Profile page, highlighting the Overview, Success Progress, and History tabs. Provide an overview of other tabs that end users may have access to based on their permissions such as the Courses, Path, Academic Plan, Calendar, Appointments, and Conversations tabs. Walk through the Student Profile as if you had a few minutes to prepare before meeting a student.
- Simulate how to document interactions with students through Notes and Appointment Summary Reports
- See how Notes and Appointment Summary Reports are then added to a student’s History
tab.
- Sample question: What information on the Student Profile would you use to quickly prepare for a meeting with a student?
Naviagate Intermediate II
| Level | Prerequisite Training | Navigate Features Covered | Intended Audience |
|---|---|---|---|
| Intermediate | All "Basic" training |
|
Those who will be responding to campaigns (ex: faculty) and those who will be launching campaigns (ex: advisors, administrators) |
Documentation
- Using personal availability links
- Setting Up an Appointment Campaign
- Creating an Appointment Summary
Learning Objectives
After completing this training, you will be able to:
- Respond to Progress Report campaigns sent to you.
- Understand how faculty, advisors, and students need to respond to campaigns.
Training Items
- Review how to respond to a sample progress report campaign.
- Review how a student responds to a sample appointment campaign.
- Explore the Campaigns page
- Search for a specific population of students
- Launch an appointment campaign
- Show how to manage active campaigns
- Briefly check for understanding
- Sample question: What are the different types of campaigns?
Navigate Intermediate III
| Level | Prerequisite Training | Navigate Features Covered | Intended Audience |
|---|---|---|---|
| Intermediate | All “Basic” training |
|
Anyone who will meet with students and need to prepare for and/or document their meetings. Ex: faculty advisors, professional advisors, administrators, department leads |
Documentation
- Using the Student Profile to prepare for a student meeting
- Advanced Search User Guide
- Creating Student List and Saved Searches
Learning Objectives
After completing this training, you will be able to:
- Find specific student populations using Advanced Search
- Save searches and student lists to save time.
Training Items
- Walk through all the filters within Advanced Search
- Demonstrate simple and more complex searches.
- Create a Saved Search and show where to find it.
- Create a Student List and show where to find it.
- Describe the difference between Saved Searched and Student Lists
- Briefly check for understanding
- Sample question: What is one example of a search filter you can use in Advanced Search?