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navigate

Navigate is a comprehensive technology that links administrators, faculty, staff, and advisors in a coordinated care network to support students from enrollment to graduation. Navigate is the official appointment scheduling platform for academic advising, tutoring, and academic coaching at the University of Memphis. Early Intervention and daily class attendance tracking are also routed through Navigate.


Getting Started with Navigate

Requesting Access

Navigate access is based on your current Banner access and updates nightly. If you are an advisor and have access to the Advising page in myMemphis or are able to clear registration pins in Banner, then you should already have access to Navigate. If you are an instructor and are teaching at least one class in the current semester, you should also already have access. To request advising access, simply fill out the Request for Access to Banner form and return to the Registrar's Office. When filling out the form, you should simply check the "Add Advising Tab" checkbox in order to gain access to Navgiate.


Logging In To Navigate

You can login to Navigate in from three places using your UofM credentials:

 

Calendar Integration and Appointment Availability

Once logged in, you need to integrate your U of M calendar with the Navigate platform. This integration will pull in Free/Busy times from your U of M calendar and push appointments scheduled in Navigate to your U of M calendar. Details of appointments on your U of M calendar will not be visible to students in Navigate. The only information synced into Navigate is the dates/times that your U of M calendar shows you as Busy. This will keep students from scheduling with you during a time that you have another appointment scheduled on your U of M calendar

Next, you will need to create appointment availability. Availability allows staff to indicate the days, times, locations, and services for which they are available to meet with students. Staff can choose whether the availability active duration is for a specific term, a specific set of dates, or forever (i.e. until you make changes). Staff can set availability for appointment scheduling, drop-in visits, and/or appointment campaign purposes.

Upcoming Navigate Training Opportunities 

Intro to Academic Planning: an introductory session designed to get users started with the Navigate Academic Planning module. Topics covered include accessing academic planning module, planning terms, locking requirements/terms, adding notes to plans, and sending plan to students for review.

       check back soon for new training dates

Scaling Academic Planning (Intermediate Session): this session is intended for those who have already completed the introductory session and are ready to learn how to use the Advanced Search to identify students whose plans need attention. Student resources and a more in depth look at the course scheduling function is also included.

       check back soon for new training dates

Strategic Use of Academic Planning (Advanced Session): this session is intended for those who have completed both the introductory and intermediate sessions. Now that we know how the tool works, lets consider appropriate uses of each function. This session will include discussion of how to use data available in Navigate to segment your caseload based on each student's needs as well as how this tool can be used to support or replace email/self-advising processes.

         check back soon for new training dates

Other Resources

For Advisors/Staff

Calendar Sync for New Users

Calendar Sync Update

Appointment Availability: create availability to indicate the days and times you are available to meet with students

Enabling Personal Availability Link: generates a personal link that takes students directly to your scheduling page

Appointment Campaigns: generate a personalized email for each assigned student with a direct scheduling link

Appointment Reports: saving an appointment report indicates the student actually attended the scheduled appointment, allows you to keep notes on the appointment, and provides valuable information to others who are working with the student

Finding Students Using Advanced Search

How to Send a Text Message

Identifying and Messaging Students With Upcoming Appointments

Staff Guide to Scheduling Advising Appointments

Student Scheduling Guide: use this helpful guide to show your students how to schedule their own appointments

Managing Cases: use this guide to manage and close cases assigned to you and/or cases for your advisees

Early Intervention Contacts: need to refer a student for additional help? Find contacts for key areas here

Student Guide to Navigate Academic Planning: use this guide to introduce your students to the Navigate Academic Planner

Navigate Academic Planning Student Demo: this short video shows how to access and update their academic plan in Navigate

NSO Tag Directory

NSO Saved Search Directions and Examples

Report on Tutor Check-Ins (course specific): this report will provide data on students who attended tutoring for a specific course

Report on Tutor Check-Ins (student enrolled in specific course): this report will provide data on students enrolled in a specific course who attended tutoring for any course (or service)

For Instructors/Faculty

Navigate Faculty Quick Guide: this help guide covers class attendance, Early Intervention Progress reports, and how to issue an alert

Reviewing Case Details: use this guide to review details and outcomes of cases you have issued

Closing a Case: when a case is opened, students are encouraged to speak with the instructor who initiated the case. If the student responds directly to you regarding the case, you can close the case if you feel the issue has been resolved. 

Ad Hoc Progress Reports: use this to method to submit an additional progress report once you have already submitted your Early Intervention Progress Report

Report on Tutor Check-Ins (course specific): this report will provide data on students who attended tutoring for a specific course

Report on Tutor Check-Ins (student enrolled in specific course): this report will provide data on students enrolled in a specific course who attended tutoring for any course (or service)

Need help with another topic? Email rccrews@memphis.edu