What is Navigate?

Navigate is an advising platform developed by the Education Advisory Board (EAB). Navigate consolidates academic performance information while creating a centralized record of a student’s interactions with advisors and support offices across campus. Navigate pulls data from Banner on a nightly feed, ensuring advisors have access to relevant academic performance information when working with students.

I submitted a grade for this student in Banner. Why don’t I see it in Navigate?

Navigate pulls information from Banner on a nightly feed. Please ensure 24 hours have passed since inputting grade information, or removing a hold from a student’s record, in Banner before reviewing Navigate.

I have removed a hold from a student’s record. Why do I still see it in Navigate?

Navigate pulls information from Banner on a nightly feed. Please ensure 24 hours have passed since inputting grade information, or removing a hold from a student’s record, in Banner before reviewing Navigate.

Which students are included in Navigate? How can I find a particular student?

Navigate displays academic information for undergraduate students enrolled at UVM since Fall 2017. Navigate does not include information for graduate and continuing education students who do not have undergraduate records. Students for whom you are the primary or secondary advisor in Banner will be displayed under "My Advisees" on your Staff Home.

Want to find a record for a student who isn’t an advisee? Use the quick search option by selecting the magnifying glass in the top right of any Navigate screen. Note: Faculty/Professors will not be able to search for students outside of their current class rosters.

Want to find a record for a student currently disenrolled? Select the option to "include inactive students" when conducting an Advanced Search, accessed via the magnifying glass on the navigation toolbar (left side of screen).

Think student information is missing? Contact StudentSuccess@uvm.edu.

How can I find a student by major or minor?

To find students with a particular major or minor, use the Advanced Search feature (magnifying glass on left side of screen). To search for students by major, click the "Area of Study" filter set, then select the "Major (In Any of These)" textbox. Results will populate as you type. To search for students by minor, click the "Student Information" filter set, then select the "Category" textbox. Results will populate as you type. Minors are displayed as Categories in Navigate. They are displayed at the bottom of a student profile overview page. As with every Advanced Search, Faculty/Professors cannot find students outside of their current class rosters.

Interested in seeing a student’s major history? Select the triangle checkbox (if visible) next to the major listed in the center of a student profile overview. Note: if there isn’t a triangle indicating a drop-down menu, there is no major history to be reviewed.

Who determines what level of access I have?

Your user role and access permissions in Navigate have been set up to mirror your current level of access in the Banner Student Information System. If you have a question about your user role or access, please contact StudentSuccess@uvm.edu.

What are Notes and Summary Reports?

Notes are used to append documents to student records or leave comments unrelated to specific advising appointments. Summary Reports are used to detail an interaction between a staff member and student. While notes may only be visible to staff members with specific access permissions, summary reports are broadly visible. Both are retained and reviewed directly via a student’s profile. Although students do not have access to notes and summary reports, remember that a student may always request to view these entries (per FERPA).

I am creating a campaign. What should I name my appointment campaign?

It depends on the purpose of your campaign! Consult your department for guidance. All campaigns should include your college/school/department and your last name.

I am creating a campaign. I don’t see my name listed as an option for the campaign organizer. Why is that?

There is a discrepancy between your availability and your campaign settings. Review your availability by selecting the "My Availability" tab on your home page. Pay close attention to the care unit, location, and service for which you are available. Ensure that the care unit, location and service you select match your campaign settings. These fields are exactly the same in availability and campaign settings - your answers should be, too.

How can I cancel an appointment?

Select the "Upcoming Appointments" tab on your home page. From there, select the appointment you would like to cancel using the checkboxes next to the left of appointment details. Finally, open the "Actions" menu above your appointment list, select "Cancel Appointment," and confirm your cancellation on the pop-up screen that follows. In the "Cancel Upcoming Appointment" menu that follows, you will have the option to select who is cancelling the appointment (either yourself or the student) and a reason for cancellation.

How do I view a student's course instructors for previous semesters within the Class Info tab?

With the class info tab opened, change the active semester (top right corner of the screen). The page will then refresh, displaying a student’s course instructors for the selected semester.

Why should I sync Outlook and Navigate calendars? How can I sync calendars?

Syncing your Outlook and Navigate calendars ensures you won’t be double-booked when meeting with students, creating campaigns or attending staff meetings. After syncing your calendars, your Outlook appointments will display in Navigate as 'busy' times, while any appointments scheduled through Navigate will be displayed in full detail on your Outlook calendar. To set up your calendar sync, click the calendar icon in the left-hand navigation bar. Then click the Settings and Sync button on the right side of the new page. Select "Set-up Sync" in the center of the page. Complete the remaining steps using your UVM Outlook credentials. Have an issue with calendar sync? Send an email to StudentSuccess@uvm.edu.

Whom do I contact if I have another question?

Your question may have already been asked and answered by another member of the EAB community. Select the question mark icon in the top right corner of any page to access the Help Center. From the Help Center, you can search for your question in community forums or in walkthroughs developed by EAB staff. Need further assistance? You can reach the UVM Navigate Team via StudentSuccess@uvm.edu.