Overview

This article will show you how to create and submit an appointment summary for a student you have had an appointment with. 

Important Info

Appointment summaries are ALWAYS visible to students. They will see summaries within the Navigate360 Student Site; they will not recieve an email upon completiion of an appointment summary, but they can log into the Navigate360 App or Desktop site and see the details of the Summary.

Best practices are to keep the appointment summary details focused on the academic program and degree-completion details of the appointment, such as courses discussed, registration information, academic planning, etc. The student and connected staff with deeper access to Navigate360 may be able to see the details of an appointment summary.

How-To

1. Log Into Navigate (see related articles)

2. Find the appointment you wish to create a summary for. You may find it by looking on your "Appointments" tab under the Staff Home Page:

3. Click on the square to the left of the student's name you wish to complete a summary for.

4. Then click on "Actions" and choose "Add Appointment Summary"

5. Fill out the Appointment Summary Template and click "Save this Report" at the far bottom right.

Note that some items will auto populate, but you may make changes. You may also choose to fill in only those areas of interest to you*. or informatin and items which would be helpful to the student or to other staff. For example, you do not need to fill in the Suggested Followup times, etc.

*Templates are different for different depts on campus. Screenshot here depict a Faculty Office Hours Appointment Summary. Other templates may have different questions.

Still Need Help?

Navigate360 is managed by the Department of Student Success and a team of System Administrators. To contact the Navigate360 system administrators, email navigate360@mnsu.edu.