Have Questions? We have answers.
Contact UsWelcome to the College of Health & Human Sciences Navigate360 Support page! We recommend bookmarking this page for easy access and checking back regularly as information is added and updated.
Need help with something in Navigate not covered on this page? Reach out to Caitlin Plamp, CHHS Manager of Student Support Services, at [email protected] for support.
CHHS Virtual Trainings on Navigate
CHHS Virtual Training – Navigate Scheduling and Reporting (October 9, 2025)
Using "Report on Appointment" in Navigate360
This information is also available to download in PDF format: CHHS Navigate Report on Appointment. The PDF format includes screenshots of the process.
How to Access “Report on Appointment”
There are two main ways to access the 鈥淩eport on Appointment鈥� feature in Navigate360, depending on if you are doing ad-hoc documentation or if you are reporting on an appointment scheduled through Navigate360.
Ad-Hoc Documentation
Ad-hoc documentation should be used for an unscheduled student interaction or an appointment that isn鈥檛 scheduled via the Navigate360 platform. This could be something like email advising, a phone call, drop-in or walk-in advising, office hours, etc.
To enter ad-hoc documentation, first navigate to the student鈥檚 profile in Navigate360. The easiest way to pull up a student鈥檚 profile is by entering their student ID number, 海角社区 email, or NetID in the top search bar. You will then need to click on the student鈥檚 name to pull up their profile. Once on a student鈥檚 profile, the 鈥淩eport on Appointment鈥� feature should be available in the far right column in the box labeled 鈥淥ptions鈥�. After clicking the 鈥淩eport on Appointment鈥� option, an appointment report box will pop up.
Scheduled Appointments
To create a report for an appointment that was scheduled via Navigate360, go to the Appointments section of your Staff Home. Note: faculty may have to toggle between your Staff Home and Professor Home to access the Appointments tab.
Scroll down to the 鈥淩ecent Appointments鈥� section on the Appointments tab. From the list of recent appointments, find and select (using the checkbox in the far-left column) the student you wish to report on. After selecting the student, open the Actions menu in the top left of the section and click on the Add Appointment Summary option. After clicking the 鈥淎dd Appointment Summary鈥� option, an appointment report box will pop up.
Parts of a “Report on Appointment”
If you are reporting on a scheduled appointment, many of these parts may already be filled in for you. It is always best practice to double check them though to ensure that accurate data is being saved to the system.
Appointment Details
On the left side of the appointment report, you will see the Appointment Details, including:
- Care Unit – Any faculty or staff member in CHHS entering an appointment report should always select Academic Advising as the Care Unit.聽When entering ad-hoc documentation, you must enter a care unit first before you are able to enter any other information into the report.
- Location – For the Location, please select your department or the major that you are advising the student on. A list of all CHHS related locations can be found at the end of this document for reference. You must select a location before you can enter the appointment鈥檚 Services, as services are tied to appointment locations
- Service – If you are reporting on an appointment scheduled through the Navigate360 system, it is important to double-check the services listed to make sure they match the content of your interaction with the student. If there is not a service that fits your interaction, please use the closest service. If you are consistently finding there is not an appropriate service for your student interactions, please reach out to Caitlin Plamp, CHHS Manager of Student Support Services, for support in reviewing the currently available services and determining if a request to Advising Systems needs to be made for an additional services to be added.
- Course – The Course section can be used if you are providing advising to the student on a specific course, often used in conjunction with the 鈥淐oncerns related to a class I鈥檓 enrolled in鈥� and 鈥淧rofessor Office Hours鈥� services. Otherwise, this section can be left blank.
- Meeting Type聽– Please make sure to always select the meeting type as this is an important data point. The options are Email, In Person, Phone Call, Text Message (often used for Teams Messages), Virtual Meeting 鈥� Microsoft Teams, and Virtual Meeting 鈥� Zoom.
- Date and Meeting Start/End Time聽–聽Verify that the date, meeting start time, and meeting end time are complete before moving on to the next section. One important note is that if you do not enter an end time, it will default to the time you save the report. When doing ad-hoc documentation, the start time also defaults to the time you clicked on 鈥淩eport on Appointment鈥�. This can lead to appointments that look much longer than they actually are, if for example you are interrupted while working on the report and don鈥檛 finalize it for a couple hours.
Summary Details 鈥� Advising SLOs
The next section to complete after verifying the appointment details are three questions related to the advising student learning outcomes (SLOs). More information about these SLOs can be found on the . On that page, you can find information about the SLOs, the question criteria, and more.
To help with data collection regarding these SLOs, we do ask that all faculty and staff submitting appointment reports take the time to answer these three brief questions with Yes, No, or N/A 鈥� if the topic did not come up during the student interaction, it is perfectly appropriate to select N/A. The questions are:
- Were you the most appropriate advisor for the service sought by the student?
- Is the student confident in accessing and reading their own Degree Progress Report (Degree Works)?
- Is the student following or adjusting a plan that allows them to progress towards their academic goals?
Appointment Summary
The last part of the appointment report is the appointment summary itself. This is structured as a text entry box where you can type or paste your appointment notes. Please keep in mind that students can view these appointment reports and summaries when they log into Navigate360 and they are also visible to other faculty and staff at the University under the 鈥淗istory鈥� tab on a student鈥檚 profile. Summaries should contain enough information to be helpful if another faculty or staff member needed to review it, the student needed to refer to it, or you needed to refer back to it, but should not over-disclose the student鈥檚 personal information. More information about crafting strong notes and summaries will be provided at a CHHS Virtual Training in the 2025-2026 academic year and a corresponding resource will be created at that time.
After completing the appointment summary section, scroll to the bottom of the pop-up window and click on the blue 鈥淪ave this Report鈥� button to save the summary report to the student鈥檚 profile.
Documenting "No Show" Appointments
If a student does not show up to an appointment that was scheduled via Navigate, it is important to document the appointment as a 鈥渘o show鈥� for data reporting purposes.
To document a 鈥渘o show鈥� appointment, first navigate to the 鈥淎ppointments鈥� tab on your staff home page when you first log into Navigate. Scroll down to the 鈥淩eporting鈥� section and then make sure the 鈥淩ecent Appointments鈥� tab is selected. There should be a list of your recent scheduled appointments. Find the student that was a 鈥渘o show鈥� appointment and select that appointment using the check box on the far left. Open the Actions menu at the top of the Recent Appointments section and select Mark No-Show. Once you do, you will get a similar pop-up to the Report on Appointment. You can choose to write details about if you tried to contact the student (if desired) and then click 鈥淪ave鈥� in the bottom right corner