Navigate User Guide
Not sure where to find what you're looking for? See what is available on our Navigate webpage for tutorials by viewing the table of contents below. Tutorials are being added here regularly, so check back for updates!
For step-by-step video tutorials, please visit the Video Tutorials page.
Note: PDF versions of tutorials available by request. Please email Navigate Help if you'd like to request a hard-copy.
Table of Contents
- What is an advanced search?
- Saving a search
- Exporting a search
- Category Guide
- Useful Advanced Searches
- Search for students by major
- Search for first-year students by major
- Search for first-semester freshman by major
- Search for students by minor
- Search for graduated students
- Search for graduating students
- Search for current students unregistered for coming term
- Search for new incoming transfer students
- Search for class roster
- Search for students in a course with incomplete
- Search for honors college students
- Search for assigned advisees
- Search for students w/ assigned advisor
- Issuing an alert
- Reviewing alerts
- Alert reasons - Where do alerts go?
- Adding Availability
- Editing Availability
- Copying Availability
- Managing Availability Using Synced Outlook
- Personal Availability Link (PAL)
- How Students Schedule an Appointment
- Appointment Length
- How to create an appointment campaign
- Managing an appointment campaign
- Canceling an appointment
- Registration PIN
- Advising Appointment Campaigns
- General Advising Availability
- Student Information
- Staff Assigned To Dos
- Syncing outlook calendar
- Creating availability
- Personal availability link (PALs)
- Editing availability
- Days Off
- Student worker availability
- What's the difference?
- Creating an Appointment Summary
- Adding a Note
- Guidelines for Notes & Appt. Summaries
- Pre-made Reports
- Check-ins Report
- Appointments Report
- Students Report: Major, Degree, Concentration
- Students Report: Undergraduate Assigned Advisors
- Students Enrollments Report
- Availabilities Report: Student Worker Availability
- How to manually create a report
- What is an automated action?
- What can I use automated actions for?
- How to create an automated action
- Automatic email to new advisees
- Automatic email to new majors
- Overview
- History
- Courses
- Uploading a student list
- Adding students to a student list within Navigate
- Exporting a student list
- Emailing advisees
- Emailing from a list
- Emailing from a student's profile