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

Advanced Search

  • What is an advanced search?
  • Saving a search
  • Exporting a search
  • Search for students by major 
  • Search for first-year students 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?

Faculty Office Hours

  • Adding Availability
  • Editing Availability
  • Copying Availability
  • Managing Availability Using Synced Outlook
  • Personal Availability Link (PAL)
  • How Students Schedule an Appointment
  • Appointment Length

Appointment Campaigns

  • How to create an appointment campaign
  • Managing an appointment campaign
  • Canceling an appointment

Assigned Advisor Appts.

  • Registration PIN
  • Advising Appointment Campaigns
  • General Advising Availability
  • Student Information


  • Syncing outlook calendar
  • Creating availability
  • Personal availability link (PALs)
  • Editing availability
  • Days Off
  • Student worker availability

Notes & Appointment Summaries

Student Profiles

  • Overview page
  • History page
  • Courses page


  • 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

Automated Actions

  • 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

Student Profiles

  • Overview
  • History
  • Courses

Student Lists

  • 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