Topics Map > Academic Advising

Navigate360: START Advising-Appointment Summary Reports

How to write Appointment Summary Reports for START Advising

Before START

  1. Log in to Navigate360 (Navigate360: Accessing the Navigate360 Platform)
  2. Towards the top of the screen, click on the circle with your initials or picture at the top of the screen.
    Settings Menu
  3. Click the User Settings link.
    User Settings
  4. Scroll through the other settings and look for the Default Care Unit and Default Location options.
    Set Defaults
    Change the Default Care Unit to START and the Default Location to START Advising from the drop-down menus respectively.
  5. Scroll to the bottom of the page and click SAVE
    Save User Settings Button

After START Advising Appointments

  1. Log in to Navigate360 (Navigate360: Accessing the Navigate360 Platform)
  2. Search for the student by name, ID, or email address from the search bar at the top of the page.
    Search Bar
  3. On the student's profile page, under their picture, find the Options Menu., Click the "Report on Appointment" link.
    Options Menu
  4. A new dialog box will open. This is where you will write your appointment summary report.
  5. On the left side, as you have set your defaults previously, all you need to do is select the correct Service-Start Advising. Do not worry about changing the time and date to be correct.
    Select service menu
  6. The right hand side of the page is where you will document what was discussed in the appointment. Always remembering to leave out any personal or confidential information (Navigate360: Writing notes in an appointment summary reports).
  7. Example Appointment Summary List possible course options that were discussed

    Use the radio buttons to identify if student made changes to their degree plan while at START

    If the student is expecting Transfer Credits or AP/IB scores, check the proper radio button, and then write details in the Appointment Summary below.

    This text box area is to write any specific notes that will assist others who may help the student after START. Include information about AP/IB or Transfer credits, majors, minors, pre-professional interests.
  8. When you are finished, click Save
    Save Button


Keywords:
Navigate360 START Appointment Summary Advising Notes 
Doc ID:
151369
Owned by:
Jamie S. in UW-La Crosse
Created:
2025-05-30
Updated:
2025-05-30
Sites:
UW-La Crosse