Navigate: Creating appointment summary reports

How to create a report in Navigate to summarize what was discussed with a student during an appointment.

Creating a report

The easiest method of creating a report is to first schedule an appointment with an advisee using Navigate. However, you can also submit an appointment summary if an appointment never existed with a student.

Creating a Report from an existing Navigate appointment.

Locate your recent appointments at the bottom of the Students tab of your staff home, or under the Upcoming Appointments tab of your staff home. (Navigate: Staff Home Overview) Select the correct appointment,


Select Actions, and then Add Appointment Summary. An Appointment Report window will open.


Creating a report when appointment is not scheduled in Navigate

Either from your advisee list, or by using the search tool to find a student’s profile page in Navigate. (Navigate: Staff Home Overview) Pull up the student’s profile page (Navigate: Student Profile). On the right hand-side, you can select, Report on Appointment. An Appointment Report window will open.


The Appointment Summary template is pre-determined by your care unit. For assistance with completing the appointment summary:
Navigate: Appointment Summary Reports-Advising Care Unit

Keywords:Navigate Appointment Report Summary Advising Notes   Doc ID:107269
Owner:Jamie S.Group:UW-La Crosse
Created:2020-11-18 13:12 CDTUpdated:2021-02-26 18:07 CDT
Sites:UW-La Crosse
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