Topics Map > Academic Advising

Navigate: Add another staff member to an appointment

If you need to move one of your appointments to a colleague, it is easy to edit this in Navigate so that person can write the appointment summary report.

1) From the top right corner of your Navigate screen, click the menu icon: Navigate Top Menu

2) Select Appointment Center:

Launch Appointment Center Menu

3) Select your location

Select appointment location menu

4) Type in the student's name:
Select student's name

5) Any upcoming appointments the student has scheduled will appear next to their profile summary.
Student appointment sample

6) Find the appointment you are wishing to edit, select Actions, select Edit.
Actions Menu Select Edit

7) The appointment will open for you to edit. Locate the current organizer information. Click the black X next to their name to remove them from the appointment.
Current Appointment Organizer

8) Select the new appointment organizer from the list.
Select a new appointment organizer

9) If that is the only change to the appointment, scroll to the bottom of the page and click "Save Appointment." If you need to change other things about the appointment, you can do that now as well before clicking save.
Save Appointment



KeywordsNavigate Appointment Change   Doc ID128389
OwnerJamie S.GroupUW-La Crosse
Created2023-05-18 14:44:22Updated2023-05-18 15:41:13
SitesUW-La Crosse
Feedback  0   0