New to Navigate360
Welcome to Navigate360. This session will give an overview of Navigate360 and cover the Staff Home, setting appointment availability, calendar syncing, reporting on appointments, and the Student Profile. This session is also great as a refresher for Navigate360.
Wednesday, January 14^th – 10:00AM – 11:00AM
Register Here for New to Navigate360

How to Use Navigate360 Searches
This session will cover use of Advanced Search, use of Lists and Saved Searches in Navigate360.
Wednesday, January 14^th – 11:00AM – 12:00PM
Register Here for How to Use Navigate360 Searches

Navigate360 Campaigns
This session will cover how to set up Appointment Campaigns and Messaging Campaigns in Navigate360.
Monday, January 26^th – 2:00PM – 3:00PM
Register Here for Navigate360 Campaigns

How to Use Navigate360 Reports
This session will cover the newest reporting functionality available using advanced filtering options and new grid tools. This session will cover building reports, saved reports, scheduled reports, and automations using V3 Reporting. 
Friday, January 16^th – 10:00AM – 11:00AM
Register Here for How to Use Navigate360 Reports

How to Use Navigate360 Communication Tools 
This session will cover To-Dos, Emails, Messaging Campaigns, and Appointment Campaigns.
Friday, January 23^rd – 10:00AM – 11:00AM
Register Here for How to Use Navigate360 Communication Tools

Navigate360 Office Hours Spring 2026
Mondays 3:00PM – 4:00PM 
Fridays 9:00AM - 10:00AM ​
Zoom Link for the semester: https://tamu.zoom.us/my/abentz
Join us if you have questions or want to work through ideas you might have when it comes to utilizing Navigate360.
 
 
Please reach out to navigate@tamu.edu with any questions.

The Staff Homepage or Staff Home* is the landing page for most users in Navigate360. Please view the image and descriptions below for more information on the staff home layout.

1. The toolbar allows users to open functions in Navigate360 like calendars, advanced search, or to easily go back to the homepage by clicking the corresponding icon.

2. The alerts bar allows users to see instant notifications. Notifications include students who have checked in for appointments, unread emails in Navigate360, and minimized advising reports.

3. The term selection allows users to view information in the current term. This also allows the user to toggle between previous and future terms. 

4. 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. 

5. Click here to access the EAB Help Center. 

6. The Quick Links box allows users to quickly access commonly used workflows such as schedule a general event, access download center for reports, and create appointment campaigns. 

*Note: Image is for illustration purposes only. Icons and menu options may differ depending on your role and permissions in Navigate360.  

You will need to request initial Navigate360 assistant or advisor access through your unit's PAA.
Once processed, access will be reflected in Navigate360 after an overnight run of data. 

If you have an advisor, staff member or student worker who needs access to your unit's Appointment Center and Kiosk please email navigate@tamu.edu after they have been granted access 

Navigate360 and Microsoft Outlook have calendar syncing capabilities. When given access, Navigate360 will read your Outlook calendar as free/busy. 
For full calendar 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. 

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 the TAMU EAB Navigate360 - Request to Assign Students Form

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.  

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

1. Select the "My Availability" tab under "Staff Home."
2. Select "Actions" then to create new availability select "Add Time" or to duplicate existing availability select "Copy Time."
3. 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:

1. 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. 
2. Add personal Zoom Room link or phone number in the URL box. 
3. 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 

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.  

A function within Navigate360 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.

1. Log into Navigate via Howdy and from the staff home page click the magnifying glass icon in the maroon menu on the left.
2. Click the headers to see the filters.
   • For example, click the "Area of Study" header to search the students in your major.
3. 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.  

The Campaigns feature is used for targeted interventions to encourage specific student populations to schedule advising appointments. 
All users with the Advisor role in Navigate360 can view Campaigns but the permission to run campaigns can be requested by emailing the Navigate team.

Click here for instructions on how to set up a Campaign.

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:

1. 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.
2. 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.
3. 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. 

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.  

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)

• What is the best browser for Navigate360?
  • EAB recommends using Firefox or Google Chrome for Navigate.
• How do I sign into Navigate360?
  • 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.