EAB Navigate For Advisors

The Navigate application will aid you in engaging with students in various capacities related to academic advisement. To do so, you will need to submit Ad Hoc alerts, which we will go over shortly. Those alerts and reports will be used to improve student support and retention while guiding students throughout their educational experience.

1 - Navigate Access: Logging into The System

You can access Navigate on the Web via this direct link - desu.campus.eab.com - or the instructions below::

1. Please head over to desu.edu on your web browser of choice.
2. Once, you are on the DESU home page, click on the faculty tab. This will take you to the Faculty landing page.
3. You will find and click “Academic Early Alert System - EAB Navigate”.
4. This will take you to a single sign-on page where you will log in with your DESU Credentials.
5. That’s it, you are now on the Navigate platform. Please make sure to take time to look around and explore!

** Click here for Video Directions **

2 - Accessing and updating your Cases:

To access or view your Case Load:

1. To the left of your home page, please find and click on the ‘Envelope folder’ icon. Clicking on that Icon will take you to your ‘Cases’ pages.
2. Once the page ‘Cases’ page is loaded, you can click “manage cases” under “Case Owner” to see a student’s specific case.
3. All your students will give you the option to “manage cases”.
4. With the “manage case” pop-up open, you can go ahead and update the case as needed by adding comments - Do so by clicking “Add Comment” at the bottom of the pop-up.
5. Next, you will need to choose an ‘outcome’, and add any applicable ‘comments’. 
6. Then click submit

3 - Scheduling Appointments: 

To make appointments:

1. Start by clicking on the student whom you are creating an appointment for.
2. Under the ‘Current Alerts’ tab on the left, select ‘Schedule an Appointment’ under the ‘I want to’ slide of the tab.
3. Complete the “Appointment Details” form opens, and start filling out the following tabs:
   • The Care Unit - Which area or department is the appointment to connect to?
   • Location - Where is the appointment taking place?
   • Service - What type of help will you be seeking for this meeting?
   • Meeting Type - How is the meeting to be implemented? In-person, Phone, or Virtual?
   • Date of Visit - When do you want the meeting to happen?
   • Summary Details - Any comments, things the meeting participants need to know, and any details needed to be given about the meeting?
     • Attachments - Any documents can be uploaded from your device and added along to the Summary Details. 

4 - Submitting Appointment Summaries:

After meeting with your students, you as an advisor should submit a summary after the meeting. To do so:

1. Start by clicking on the student whom you are creating an appointment for.
2. Under the “Current Alerts” tab on the left, select “Report on Appointment”
3. This will bring up the “Appointment Report” pop-up. Then you can Proceed to fill out the appointment Details:
   • The Care Unit - Which area or department is the appointment to connect to?
   • Location - Where is the appointment taking place?
   • Service - What type of help will you be seeking for this meeting?
   • Meeting Type - How is the meeting to be implemented? In-person, Phone, or Virtual?
   • Date of Visit - When do you want the meeting to happen?
   • Summary Details - These are pre-populated questions that all advisors will need to fill out for all their appointments
     • Appointment Summary -  Add any comments, notes, and statements that need to be documented about the appointment.
     • Attachments -  Any documents can be uploaded from your device and added along to the Summary Details. 

5 - Synchronize navigate appointments to personal calendar:

When students book time on you in Navigate, you might not be able to see them till you look into your Navigate calendar. You should be able to see them in your Outlook or calendar of choice. Here are the instructions below:

1. Log into Navigate
2. On the staff home screen on the left side, there is a “calendar” icon. Click on the icon. 
3. On the next screen on the right, you will see a little wheel icon that says “Settings and Sync”. Click on it. 
4. Next, you will see a Calendar Settings page with your “Last Sync” and a “Setup Sync” button. Click on the button. 
5. You will be prompted to “Please Choose Your Calendar Application: “, continue to choose the application you are hoping to sync to
6. You will be led to log in to the application. Once you finish the login process, you will be returned to Navigate and the sync will begin. 

Setting your availability to EAB Campaigns, events, or locations:

Apart from your standard availability for students to make appointments, Advisors and Faculty are to set their availability for Campaigns, events, or locations. Setting your availability Campaigns, events, or locations will automatically block out the time on your schedule, preventing students from not being able to make appointments, as your time will be dedicated to whatever Campaigns, events, or locations your availability is set for. Here are the instructions on how to do so below:

1. On the staff home screen, below the Staff Home label, click on the “My Availability” tab.
2. Under “Available Times”, click on the “Actions” button which will give you the following options:
   • “Add Time”, ”Copy Time”, “Delete Time”, “Add to Personal Link” and “Remove from Personal Link”
3. Click on “Add Time” which will bring up the “Add Availability” pop-up
   • Please note that you must select a Previous Availability to utilize the “Copy Time” button - This will copy the inputted entry to the Previous Availability you have selected. 
4. On the ”Add Availability” pop-up, you can select or enter information about:
   • When are you available to meet?
   • “From” and “To” - Set the Time Frame in a day when the event will be taking place
   • How long is this availability active? - You can add the date when the event will begin and end… it could be the same date
     • NOTE: By checking “Add this availability to your availability link?” 
   • What type of availability is this? - Appointments, Drop-Ins, Campaigns
   • Meeting Type - How is the meeting to be implemented? In-person, Phone, or Virtual?
   • Care Unit - Which area or department is the appointment to connect to?
   • Location - Where is the appointment taking place?
   • Services - What type of help will you be seeking for this meeting?
   • URL/Phone Number - If this is an online or Virtual Appointments, you can add a meeting link or phone number
   • Special Instructions for Students - What do students need to know to make it to your appointment
   • Max Number of Students per Appointment - This is usually set to ‘one (1)’, changing this number means multiple students can book for the specific time frame
5. Once you have completed the form in the Pop-up, click “Save”