Appointments

day-to-day navigate
How to Schedule Appointments as Staff/Advisor/Faculty Advisor:
Appointment Summary Reports and Notes Guidelines
HCC Communication Guidelines

Recommendation of a couple of best practices that we have been discovering to incorporate into your Navigate daily routines:

  • while finishing up with students, go into Navigate Staff- and fill out the Appointment summary WITH the student- the student will then be aware of what you have put in the summary. You can even inform them that these summaries are viewable to HCC staff members to make sure that every office is in the loop.

  • If you have an advising interaction with a student/ advisee via phone or email did you know that you can log in to the Appointment summary and simply click on " meeting type" and this is where you will find phone, email, in person, virtual .. etc , click the appropriate type and document your interaction. ( see below)

  • Recommendation only using Navigate to input Summaries instead of DegreeWorks (notes) because when we upload DW notes data into Navigate- it will be duplicated and we don't want that.

This is a work in progress so feel free to pass along your tips so we can share amongst each other.

Front Desk Appointment Center
HCC_Navigate Quick Start Guide (Phase 1)_7.13.pdf
How to Find Your Zoom Meeting Link/URL
How to Edit "Busy" Events to "Free" on Google Calendar
Creating an Appointment Campaigns
Creating Appointment Campaigns Using Student List (ACT Center)