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.
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.
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 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.
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