UM Navigate News & Announcements

Navigate should not be used as a reporting tool. The data is intended to inform operations but should not be used in lieu of other formal reports vetted by the UM Data Office.

Messages sent from Navigate have the email address domain ""

Please keep this in mind so these messages do not become categorized as spam. To view these messages in Navigate, login here, and select "Conversations" from the left menu bar. 

Advisors: Do you have a student appointment scheduled on an upcoming holiday? Do you want to move (or remove) it?

You can see all your appointments – including any that are on the upcoming holiday-- on the “Upcoming Appointments” tab on your home page. You can select the checkbox in front of a student’s name, then click the Actions menu and choose “Cancel Appointment”. You’ll be prompted to include a little note and select a cancellation reason. Probably best to choose “Cancel entire appointment”, and then choose the “Staff Request” option. Alternately, you can open the Appointment Center (by clicking on the teeny tiny “Additional Modes” link in the bottom right of the Navigate page). This would allow you to select a different time on your calendar to move the appointment to. Your call in terms of which way to get rid of the holiday appointment. Don’t forget to block off the holiday hours on your Outlook calendar so that no additional appointments can be scheduled. EAB recommends blocking out specific hours rather than using the “all day appointment” option in Outlook.

Minutes from July 8th, 2020 Meeting

Outlook tips:

  • When you put something tentative in your Outlook calendar, it blocks any of the available appointment times. 
  • Recurring appointments in Outlook with no end date have the potential to cause problems syncing with Navigate. Please ensure you put an end date on any recurring appointment in Outlook. 
  • Be sure to block off travel time for any appointments so that a student can't sign up for the 30 minutes prior to something like a dentist appointment. 
  • If you need assistance un-syncing your Outlook calendar with both Starfish and Navigate or restricting student appointments to be set up at least 24 hours in advance, view the recorded Zoom meeting on the Advisor or Instuctor page. 
  • O365 and Outlook are one and the same. 
  • Make sure you are using the correct email address (@umontana, @mso.umt, @umt)
  • Appointments that are "tentative" will not show as available in Navigate. (This will be tested to be certain, in addition to confirming how "working elsewhere" will affect Navigate)

July 17th, 2020 is the cutoff for Starfish notes.

  • Please create notes in Navigate instead. You don't have to have a formal appointment created in Navigate to do the appointment summary. 

Instructions for how to create a prospect. 

  • Users should not put in fake place holders because the 5 required fields will be needed for matching/merging later.
  • Most users will have the permission to edit a prospect, so please create it correctly on the first attempt. 

List the appointment reminder communication schedule.

  • Confirmation message at the time the appointment is created. 
  • A reminder one day in advance of appointment.
  • A text 30 minutes in advance of appointment. 

Use Zoom Waiting Room feature.

  • This will quickly accomodate back to back student appointments. 

  • Include the URL in the appointment confirmation (in URL/Phone field).

Naming convention.

  • Will be supplied for Campaigns and for Appointment Notes.
    • Especially in regard to how we identify a "semester"

Announcements section.

  • Will include any newly-created categories. 
    • May also include any newly-requested categories (such as logic that has been submitted to EAB).

Language references. 

  • Any language referencing "watch list" will be referred to as "student list" in Navigate. 

Appointment Center Kiosk

  • Located on the bottom-right. 
  • Information of the usefulness of this will be supplied soon. 

Message from Brian French

Dear colleagues,
I write to share important information on planning for the transition from Starfish to EAB Navigate this summer.  The goal is for all professional advisors and others who use Starfish to transition to Navigate as soon as possible after 7/6, but by 8/3 at the latest.  
Navigate is fully operational and ready to use.  The attached Quick Start guide provides information on how to login to the platform, set up availability for appointment scheduling, and sync Navigate and Outlook calendars.  
The UM Navigate draft website has been completed and is available for viewing at  Lots of self-service resources are available on the site and we will continue to add content and guidance over the summer.  Hopefully this helps with everyone’s transition over the next several weeks.  Please note that the Advisor Training Guide on the website will be revised with more up-to-date content ASAP; this resource provides a broad overview of some key Navigate functionality for users to review.  
Advisor training/demo sessions in Zoom will be scheduled for Wednesday, 7/8, from 10am-11:30am and for Thursday, 7/16, from 11am-12:30pm and throughout the summer as needed.  I will send Zoom information for these sessions via the listserv soon.  
We will also send information on Early Alert planning as soon as we finalize the Early Alert schedule to align with the revised academic calendar for fall and will update deans, chairs, and instructional faculty accordingly.  
Lots more information will be distributed over the summer, but hopefully this helps to get everyone started with the transition from Starfish to Navigate.  
Thank you,

  •  Summary of plans for advisors to transition from Starfish to Navigate: 

    • Phase I (now until 7/6) - this is basically a time for users to login to Navigate, familiarize themselves with the platform, set up availability, and practice navigation and other functionality.  Advisors and other users can schedule appointments for students in Navigate and enter appointment documentation/notes during this period (see Appointment Summary Report information in the Advisor Training Guide for information on documenting appointments in Navigate).    

    • Phase II (July 6th through the end of July) - All users are strongly encouraged to transition to Navigate as soon as possible after 7/6 for appointment scheduling and documentation, and to terminate use of Starfish, including un-syncing Outlook and Starfish calendars and syncing Navigate and Outlook calendars (Outlook calendars cannot be synced with Starfish and Navigate at the same time).  Appointment campaigns to invite students to schedule appointments can also begin at this time.  Once users sync Navigate and Outlook calendars, Outlook signatures, website content and/or scheduling buttons, and other appointment scheduling features should be updated accordingly.

      • Initial promotional message to continuing students will go out mid-July emphasizing that Starfish is going away and highlighting key features of Navigate.  

  • Phase III (August and beyond) - Navigate mobile app available for student download on 8/3 and promotional messages to new and continuing students deploy (separate messages; content of continuing student messages continues to emphasize that Starfish is going away).  Navigate will also be promoted during New Student Orientation.  Appointment scheduling campaigns are more widely deployed by users and and we open full student self-service appointment scheduling functionality on 8/3.  
Final deadline for all users to transition from Starfish to Navigate is 8/3.  Starfish decommissioned on 8/3.