Navigate for Advisors and Staff Users
Keeping track of your advisees can be overwhelming when it comes to providing support to those who need it most. Navigate can help you prioritize, keep track of your efforts, and coordinate with instructors and other staff members on campus.
Why can’t I add myself as an organizer to an Appointment Campaign?
There are two ways you can make yourself show up as an organizer. One is to check the box on the top right to include your appointment availabilities. The other is to go back to your availabilities and add “Campaign” availability. That edit should show up in the highlighted area next to your name in the screenshot below.
To enable campaign availability for yourself, please go the “Availabilities” tab on your staff home page in Navigate, click the “Add Time” option from the Action dropdown, and then click the “Campaigns” button.
Advising Appointment Documentation
Setting Up Your Availability, Syncing Your Outlook Calendar, or Creating an Appointment Campaign
Setting Up and Managing the Kiosk
What does a student need to click in order to schedule an appointment with an advisor?
If you wish to provide instructions to students about how to initiate an appointment with you – which is separate from the Appointment Campaign instructions provided above – your own availabilities tab will provide the relevant details. Using the screen shot below as an example, this advisor would tell a student to click through the scheduling work flow as follows:
- First choose a care unit (“Advising” in this case)
- then a purpose for the appointment (“Scholarships and Fellowship Advising” in this case)
- and then a meeting location (“Davidson Honors College – DHC 116”)
At this point the workflow will give the student the ability to choose from a list of staff, and should be able to select your name so long as you have availability. In many cases, there is a restriction in place that a student must be assigned to the advisor in a formal capacity, so if the student does not show up in your list of assigned students, this restriction may prevent a student from scheduling with you. You can certainly schedule with the student by looking them up in Navigate and then choosing the schedule an appointment option from the menu on the right.
If students who are assigned to you encounter problems when going through the scheduling workflow, please have them provide as much information as they can about the three bullet points above, and forward the info to the OSS tech team for troubleshooting.