Navigate: Appointment Summary Reports-Advising Care Unit

To understand how to create an appointment summary report, first use this page: Navigate: Creating appointment summary reports

Here is an overall image of what an Appointment Summary Report for the Advising Care Unit looks like.

Taking a closer look at individual parts of this appointment summary report.

This block will only appear for an appointment that has been previously scheduled with you.

Additionally, if an appointment was previously scheduled with you, some of this information will be pre-populated, those are marked here by the maroon bar.

The other area of the appointment report will allow you to document what was discussed between you and the student during the meeting. You can use the radio buttons to quickly select certain items, and then write more personalized notes in the comments box. Appointment summary reports are visible to staff and faculty with advisor roles within Navigate, and after February 4, 2022 are also visible to students in the Navigate App for 180 days after the summary report has been submitted. Please refer to Navigate: Writing notes in an appointment summary reports for help writing an appointment summary report. There is also the option to include attachments.

When you have completed your notes, you must save your report.

For more on the best practices for writing appointment summary reports: Navigate: Writing notes in an appointment summary reports

Locating Previous Appointment Summary Reports

After appointment summary reports are submitted, they can be accessed via a student's history tab on their student profile page. (Navigate: Student Profile) Users may be limited from seeing appointment summary reports from other care units.

Locate the appointment you wish to view from the student's history tab. Click the carrot to expand the appointment.

Click the View Report link.

The completed appointment summary report should appear in a new dialogue window.