Navigate: Faculty Instructor Basic Training Suite

Home Page, Intake Surveys, Calendar, My Availability, Calendar Sync, Study Buddies, Quick Search, Student Profile, Navigate Resources, Communicating with Students, Progress Reports, Add/Drop Attendance Reports, Issuing Concerns, Referrals, and Kudos, Cases.

Basic Navigate Part I

Part 1 Heading Details
Level Basic
Prerequisite Training None
Navigate Features Covered Home Page, Intake Surveys, Calendars, Student Profile, Resources
Intended Audience Everyone using Navigate

Documentation

Learning Objectives

After completing this training, you will be able to:

  • Login to Navigate (post account creation)
  • Access important pages using the main taskbar.
  • Understanding Intake Surveys
  • Find student information in the Student Profile using Quick Search or Class Roster
  • View Student Profile – review important tabs
  • Sync your WCU Outlook calendars with Navigate calendars.
  • Use the Quick Search feature
  • Access to Navigate Resources

Training Items

  • Login to Navigate - your view of Navigate will depend on what sort of account/role and privileges you have
  • Show Student Training Folder w/ attention to Intake Surveys
  • Review the left toolbar with symbols.
  • Focus on Home. Calendar, Student lists.
  • Sync their professional calendar (only on the Production site).
  • Explore the Student Profile for one student. Understand what calendar sync does and how events scheduled in Navigate affect your work calendar and vice-versa.
  • Explain Study Buddies
  • Quick Search: Demonstrate how to use the quick search.
    • Sample question: What is the best way to access different pages?
    • Sample question: If I scheduled an event in my work calendar from 1-2 pm tomorrow and my availability for appointments tomorrow is 12 pm – 5 pm, would a student be able to schedule an appointment with me at 1 pm?
    • Sample question: If an appointment with a student is scheduled in Navigate, does that show up in my work calendar?

Basic Navigate: Part II

Part 2 Heading Details
Level Basic
Prerequisite Training
  • Basic Navigate I
Navigate Features Covered
  • My Availability
  • Send a Message/Text
  • Actions options from Student List
  • Issue Concerns or Referrals (Ad Hoc/Class Roster)
    Issuing Kudos
Intended Audience All users

Documentation

Learning Objectives

After completing this training, you will be able to:

  • Move around their home screen and tabs.
  • Create new availability.  Edit existing availability.
  • Find the Conversations page and understand what communications are captured there.
  • Identify the different ways that you can communicate with students within Navigate.
  • Issuing Concerns, Referrals, and Kudos

Training Items

  • Explore their Professor Home Page. Identify the tool they are most excited to start using.
  • Create at least one new appointment availability.
  • Send an email to a group of students (only on the Training site).
  • Understand what communication tool to use in different situations.
  • Understand what “email capture” is and how Navigate email communications are and are not captured.
  • Find a list of students. This can be from your Professor home (if users have assigned students) or via the search/advanced search.
    • Select multiple students and choose the “Send Message” action under “Actions.”
    • Try emailing and texting students.
    • Understand how emails in Navigate will be recorded.

Basic Navigate III

Part 3 Heading Details
Level Basic
Prerequisite Training
  • Basic Navigate II
Navigate Features Covered
  • Progress Report
  • Add/Drop Attendance Report
  • Cases
Intended Audience Instructional Faculty

Documentation

Learning Objectives

After completing this training, you will be able to:

  • Complete a Progress Report
  • Complete an Add/Drop Attendance Report

Training Items

  • Review Process and Timeline for Add/Drop Attendance Report and Progress Report
  • Review how to respond to a sample progress report campaign or Add/Drop Attendance Report.
  • Review Concerns, referrals, Kudos, and Cases
  • Explain what a Case is and the flow process.
  • Briefly check for understanding