Navigate: Locating previous appointment summary reports

How to locate a student's past appointment summary reports in Navigate.

When preparing for an advising appointment, it can be helpful to look over past appointment summary reports, cases, or alerts in Navigate. To locate a past report, follow these steps.

1) Log in to Navigate Navigate: Accessing the Navigate Platform

2) Either from your advising list, or from the search tools, locate a student profile: Navigate: Student Profile

3) On the student Profile page, locate the History Tab.

StudentProfileStryker.png

4) If you have created any reminders on a student, those will appear first. Then, depending on your role permissions in Navigate, you will be able to see past Progress Reports, Alerts, Cases, Check-ins, and Appointment Summaries.

StrykerHistory.png

5) You can either scroll through the entire student history, or you can filter by type:

Filterbytype.PNGfilterbytypeoptions.PNG

6) To see details, click the arrow next to the title of the item you would like more information about.

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7) Click either "View Report" or "View Details" to view the previously recorded information. Navigate will then open the alert, case, or appointment summary in a new dialogue window.




Keywords:Navigate Appointment Summary Reports History   Doc ID:110868
Owner:Jamie S.Group:UW-La Crosse
Created:2021-05-17 16:25 CDTUpdated:2021-05-18 10:58 CDT
Sites:UW-La Crosse
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