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.  

• 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. 

• 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. 

• 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

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. 

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.

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.

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. 

• 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.