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 a student 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.

Select the Appointments Tab from your Staff Home page.

Staff home appointments tab

Locate the appointment under Upcoming Appointments or Recent Appointments. (Navigate: Staff Home Overview) Select the correct appointment by clicking the box next to the appointment.

Recent Appointments Menu

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

Actions Menu Add Appointment Summary

Creating a report when appointment is not scheduled in Navigate

Either from your student 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 Summary Report window will open.

Student Profile Report on appointment

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
Navigate: Appointment Summary Reports-Financial Aid Care Unit
Navigate: Appointment Summary Reports-Tutoring Care Unit




Keywords:Navigate Appointment Report Summary Advising Notes   Doc ID:107269
Owner:Jamie S.Group:UW-La Crosse
Created:2020-11-18 12:12 CSTUpdated:2022-09-02 10:34 CST
Sites:UW-La Crosse
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