For Advisors and Staff

Navigate Campus provides advisors and staff at Texas A&M with an advanced advising system that utilizes predictive analytics and tools to provide students the absolute best information and advice possible in supporting their success. Specifically, Campus will allow for advisors and staff to do the following:

Create availability for student advising appointments and drop-in times allowing students to easily schedule through the system
Record appointment summaries from sessions with students
Add reminders
Easily see how many students visited with you over the semester
Send students automatic reminders of scheduled appointments
Create appointment campaigns to streamline appointment making for students and easily track scheduling
Quickly search for students within specific parameters Communicate with students quick and easy

If you have not already - Get connected with EAB today!

Login at eab.com - As an EAB institution we have access to resources such as the EAB Best Practices Library which houses a number of white papers, articles, toolkits, etc. on student success. Register your TAMU email at eab.com by setting up an account and customizing your preferences.
Subscribe to EAB Daily Briefing - Subscribe to receive daily articles about student success, retention, advising etc. Click here to set up preferences and get started!

2024 CONNECTED Awards
The Office for Student Success is excited to recognize an individual and a team for notable advancement in the use of EAB Navigate in supporting student success.

CONNECTED Advising (Individual) Award - The purpose of the CONNECTED Advising award is to recognize an individual for notable advancement in the use of EAB Navigate in supporting Texas A&M's student success initiatives.
CONNECTED Team Award - The purpose of the CONNECTED Team Award is to recognize a team for notable advancement in the use of EAB Navigate in supporting Texas A&M University's student success initiatives.

Congratulations to our 2023 Winners!

Dr. Joel McGee, Academic Success Center - CONNECTED Individual Award
College of Agriculture & Life Sciences Advising Leadership Team - CONNECTED Team Award
Kinesiology & Sport Management Undergraduate Advising Team - CONNECTED Team Award

Training

New to Navigate

Appointment Center & Kiosk - Managing Appointments

How to Use Navigate's Searches

How to Use Navigate's Communication Tools

Survey Tool

*NEW - Navigate Office Hours

Navigate Basics

General Overview

The toolbar allows users to open functions in Navigate like calendars and advanced search.
The alerts bar allows users to see instant notifications. Notifications include students who have checked in for appointments, unread emails in Navigate, and minimized advising reports.
The term selection allows users to view information in the current term. This also allows the user to toggle between previous and future terms.
This is the Quick Search. The user can search by First & Last name, UIN, or TAMU email. The advanced search in the toolbar provides more parameters.
This is the EAB Help Center.
The Quick Links provides the user access to schedule a general event, access to previously downloaded reports and create appointment campaigns. The user will have varied Quick Links according to permissions.

Requesting Access, the Appointment Center & Kiosk

Calendar Syncing

Navigate and Microsoft Outlook have calendar syncing capabilities. When given access, Navigate will read your Outlook calendar as free/busy.
NEW Microsoft 365 Syncing Instructions - click here
Is the synching between Outlook instantaneous if an appointment is added to my calendar?

Yes. However, not always. The way it should work is anytime the user makes an adjustment in Outlook or Navigate, it will automatically sync. If the user doesn't adjust anything, it will refresh every 30-35 minutes. For a user's first sync ever, that can take up to 10 minutes to full load all calendar events. Also, if items don't seem to sync you can check for error in the Calendar tab. If you are in error, please email navigate@tamu.edu to request a reset.

Why won't certain events sync on my calendar?

There are several reasons why events do not sync on your Navigate calendar. First, a recurring event with no end-date will not sync in Navigate. Recurring events with more than 750 instances also will not sync.

Assigning Students

Navigate has the ability to assign students to advisors. You can request advising assignments by emailing navigate@tamu.edu.

There are two ways to assign students in Navigate:

By Major and/or Concentration
- This is great for units that allow students to see anyone in the unit.
- This option does not allow for us to assign by alpha or classification.
- If you are a department that has shared program codes between undergraduates and graduates, this might not be for you.
By UIN
- This is great for units that advise by alpha, classification or have a target caseload number.
- If you are a department that has shared program codes between undergraduates and graduates this option is for you.
  - For example, two different advisors advise for UG and G students in RPTS. If RPTS were clicked on to the UG advisor then UG and G students could schedule with the UG advisor but by UIN we can assign G students to just the G advisor.
- If you are a unit that would like to use this option to assign students please fill out this form: https://forms.gle/kzk8HkoGXZjxaYnk6

Assigned students are displayed on the "Staff Home." A drop down arrow next to "My Assigned Students for Term ___" will allow advisors and staff to see their advisees as well as student lists and saved searches. By selecting a list, advisors can send mass emails, add to student lists, and export the list.

Setting Availability

Students can schedule advising appointments with Advisors, Academic Success and a few other units through Navigate. To do this, advisors and staff need to creat availability at a specific location with specific appointment reasons. To set availability:

Select the "My Availability" tab under "Staff Home."
Select "Actions" then to create new availability select "Add Time" or to duplicate existing availability select "Copy Time."
Follow the prompts to choose the day(s), hours, appointment type, location and service types you provide.
- We suggest setting separate availability for Appointments and Drop-Ins.
- Please use either "Range of Dates" or "Forever" when setting a duration.

Optional Availability Additions:

Personal Availability Link (PAL) can be added in your appointment availability. The link will not change and is unique to each user. You can include this link on your website, emails or wherever you market advising appointments. This link takes student directly to the "New Appointment" page in the student scheduler.
- After you save your availability, your link will populate at the bottom of your page. It will look like the image below.
Add personal Zoom Room link or phone number in the URL box.
Add additional information in the details box at the bottom of the pop up. This information is seen on the pre-confirmation page and the confirmation email. See examples below.
- Please review your degree planner before your meeting.
- Please come prepared to your meeting with questions.
- Please do not come to your meeting if you are feeling ill.

How to Set Appointment Availability

Appointment Summary

An Appointment Summary should be your main reporting tool when you meet with a student. These are detailed templates with fields of information to guide you as you record your appointment. Documentation provides continuity and consistency in advising, increases communication between departments, and improves advising relationships with students.

Reminder, these reports are FERPA protected. Click here for Navigate Communication Guidelines.

Advanced Search

A function within Navigate that allows you to create unique cohorts of students based on the layering of various search parameters which can be used as the foundation for building appointment campaigns or tracking student progress.

Log into Navigate via Howdy and from the staff home page click the magnifying glass icon in the maroon menu on the left.
Click the headers to see the filters.
- For example, click the "Area of Study" header to search the students in your major.
Once you have selected all of the parameters, then select the blue search button at the bottom of the screen.

REMINDER: Advanced Search does not display historical data for students in the list, you can create parameters on historical conditions.

Once your results generate, you can take these actions:
1. Send a Message
2. Create Appointment Summary
3. Appointment Campaign
4. Schedule an Appointment
5. Tag
6. Note
7. Add to Student List
8. Export

If this is a search you perform frequently, you can save the parameters and every time you click the saved search it will give you current data. To do this, you will click save at the top of the search results and name the search.
Your saved search will be housed in the Lists and Searches on your maroon tool bar.

Campaigns

Student List

A student list is a static list of students, it will only change if the user updates the list. The user can create a student list three ways:

Through an Advanced Search.
- After you have generated results, select all items.
- Click Actions and Click Add to Student List.
- Choose an existing Student List or Create a New List.
Upload a list of UINs from a CSV Excel File.
- Choose Lists & Searches on your maroon tool bar.
- Click Actions and Upload Student List.
- Chose a list or create a new one.
- Choose file, the file has to be CSV or it will not upload.
- Choose UIN column. If it a large number of students, upload might take a few minutes.
From the Student Profile.
- Search a student.
- Click Add to Student List in menu on right hand side.
- Choose a Student List or Create a new one.

Student Profile

Main features of the Student Profile:
1. 30 Second Gut Check is to show the advisor critical details regarding the student's performance.

2. Class Info - this part of the Student Profile contains detailed historical and current course information for that student. This will include some pre-college information such as ACT or SAT scores.
3. History Tab - This section of the Student Profile collects previous visits to support centers (ASC, tutoring) and advisor reports.

Meeting Types for Hybrid Advising

EAB recently preformed an update to the Navigate platform to include Meeting Types. Meeting Types are a way for advisors and staff to indicate how they are available to meet with students. Meeting Types will also be a way for students to indicate how they would prefer to meet with advisors and staff.
TAMU has two options for advisors to set up in their availability for students to choose from:

In-Person
Virtual (Zoom)

Advisors and Staff will need to update/create availability with a Meeting Type by August 3rd.
Meeting Types Slides - This includes FAQs from EAB and screenshot examples of availability options.
Meeting Type Recording - This includes the PDF above and a walkthrough in Navigate on how to set up your Meeting Types. Password for the recording: ?cpBtX4g

Frequently Asked Questions

What is the best browser for Navigate?
- EAB recommends using Firefox or Google Chrome for Navigate.
How do I sign into Navigate?
- You can access Navigate by signing into your Howdy Portal and clicking the Navigate icon at the top of your screen. You can also bookmark the Navigate link and CAS in.
When is Navigate updated?
- Updates happen overnight; these could include course changes, changes of major, advisor assignments, etc.
Who do I contact if I have questions?
- Check for your unit specialist below first. If they are unable to help please email navigate@tamu.edu with your question.

Navigate Specialists by Unit

Unit	Specialist
Academic Success Center	Dr. Joel McGee
College of Agriculture and Life Sciences	Dr. Jennifer Rhinesmith-Carranza
School of Architecture	Madison Pensado
Mays Business School	Bianca Linton
School of Education and Human Development	Hannah Malcomb
College of Engineering	Laura Olivarez
College of Arts and Sciences	Allison Rivera
School of Public Health	Dr. Don Curtis
Transition Academic Programs	Sherrice King
LAUNCH	Dr. Jon Kotinek

School of Pharmacy	Amanda Galvan
Bush School of Government & Public Service	Andy Armstrong
School of Medicine	Rose Mastrangelo
School of Nursing	Jayson Naiser
School of Performance, Visualization & Fine Arts	Jill Raupe