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Navigate 360: Creating appointment summary reports

How to create a report in Navigate 360 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 360. However, you can also submit an appointment summary if an appointment never existed with a student.

Creating a Report from an existing Navigate 360 appointment.

Select the Appointments Tab from your Staff Home page.

Staff home appointments tab

Locate the appointment under Upcoming Appointments or Recent Appointments. (Navigate 360: 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

Creating a report when appointment is not scheduled in Navigate 360

Either from your student list, or by using the search tool to find a student’s profile page in Navigate 360. (Navigate 360: Staff Home Overview) Pull up the student’s profile page (Navigate 360: Student Profile). On the right hand-side, you can select, Report on Appointment. An Appointment Summary Report window will open.
Options to select appointment summary

The Appointment Summary template is pre-determined by your care unit. For assistance with completing the appointment summary:
Navigate 360: Appointment Summary Reports-Advising Care Unit
Navigate 360: Appointment Summary Reports-Finances Care Unit
Navigate 360: Appointment Summary Reports-Tutoring Care Unit

KeywordsNavigate 360 Appointment Report Summary Advising Notes   Doc ID107269
OwnerJamie S.GroupUW-La Crosse
Created2020-11-18 13:12:53Updated2024-05-01 15:18:51
SitesUW-La Crosse
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