{"id":16204,"date":"2024-04-29T21:51:09","date_gmt":"2024-04-30T02:51:09","guid":{"rendered":"https:\/\/uwm.edu\/studentsuccess\/?page_id=16204"},"modified":"2026-03-26T12:20:51","modified_gmt":"2026-03-26T17:20:51","slug":"navigate360-for-staff","status":"publish","type":"page","link":"https:\/\/uwm.edu\/studentsuccess\/navigate360\/navigate360-for-staff\/","title":{"rendered":"Navigate360: For Staff"},"content":{"rendered":"\n

Getting Started in Navigate360<\/h2>\n\n\n\n
\n
How do I access Navigate360?<\/div>
\n

If you are a new non-advising staff member who would like to request access to Navigate360, please send an email to the Navigate Leadership Team at\u202fnavigate-support@uwm.edu<\/a>\u202fdescribing how you plan to utilize the platform in your role and\u202fcomplete the Data Access Request (DAR) form<\/a>.\u202f\u202f <\/p>\n\n\n\n

All student employees\/front desk workers do not need to complete the DAR and should access Navigate360 through the shared unit account.<\/p>\n\n\n\n

How to Log Into Navigate (Staff) (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version <\/p>\n<\/div><\/div>\n\n\n\n

How can I sync my Outlook 365 calendar with Navigate360?\u00a0<\/div>
\n

Syncing Your Navigate360 Calendar (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version <\/p>\n<\/div><\/div>\n\n\n\n

How can I set up my availability in Navigate360?\u00a0<\/div>
\n

Setting up Navigate360 Availability means you will appear in the student\u202fscheduler tool for your assigned students in the Navigate360 Student app. If you plan to launch an Appointment Campaign, be sure to include \u201cCampaigns\u201d when you indicate the type of availability. As a best practice, please review and adjust your Navigate360 Availability as needed throughout the semester and academic year.<\/p>\n\n\n\n

Setting Up Navigate360 Availability (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version  <\/p>\n<\/div><\/div>\n\n\n\n

How do I log into a shared unit account?\u00a0\u00a0<\/div>
\n

Please note that passwords to shared unit accounts should be kept confidential and will be updated on an annual basis with the unit\u2019s Navigate Taskforce representative. Student employees\/front desk workers should use this process to access Navigate360.  <\/p>\n\n\n\n

How to Log into a Shared Unit Account & Kiosk (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version <\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Notetaking in Navigate360<\/h2>\n\n\n\n
\n
How do I document appointment summary notes in Navigate360?\u00a0\u00a0<\/div>
\n

How to Add an Appointment Summary Quick Guide (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version <\/p>\n<\/div><\/div>\n\n\n\n

How do I add a Navigate360 Note?<\/div>
\n

How to Add a Note Quick Note (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version <\/p>\n<\/div><\/div>\n\n\n\n

Where can I learn more about using Note Reasons?<\/div>
\n

Notetaking Best Practices Quick Guide (PDF)<\/a> <\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version <\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Viewing Student Information<\/h2>\n\n\n\n
\n
What do the index tabs mean on the Student Profile?\u00a0\u00a0<\/div>
\n

Student Profile-Index Tabs (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/16\/26 | ADA Version<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Appointment Campaigns<\/h2>\n\n\n\n
\n
How do I add or remove students from an ongoing Appointment Campaign?\u00a0<\/div>
\n

Add-Remove Students to Appnt Campaign (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/28\/26 | ADA Version <\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Navigate360 Alerts<\/h2>\n\n\n\n
\n
How do I issue an Alert?\u00a0\u00a0<\/div>
\n

How to Issue an Alert Quick Guide (Staff) (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/28\/26 | ADA Version <\/p>\n<\/div><\/div>\n\n\n\n

How do I pull a V3 Report about recent alerts and cases?<\/div>
\n

Alerts & Cases V3 Reports Quick Guide (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/28\/26 | ADA Version <\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

V3 Reports<\/h2>\n\n\n\n
\n
Where can I learn more about running Reports?<\/div>
\n

V3 Reports Starter Pack Quick Guide (PDF)<\/a><\/p>\n\n\n\n

Last modified: 1\/28\/26 | ADA Version<\/p>\n<\/div><\/div>\n\n\n\n

How can I set up automations using V3 Reports?<\/div>
\n

V3 Report Automations Quick Guide (PDF)<\/a><\/p>\n\n\n\n

Last modified: 12\/6\/2024 <\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Archived Open Lab Materials<\/h2>\n\n\n\n
\nArchived Open Labs <\/a>\n<\/div>\n\n\n\n
<\/div>\n\n\n\n

Troubleshooting FAQ<\/h2>\n\n\n\n
\n
How do students schedule an appointment with their advisor through the student mobile app?<\/div>
\n

Tutorial: Scheduling an Advising Appointment through Navigate360 Student Mobile App (YouTube)<\/a><\/p>\n\n\n\n

Last modified: 06\/10\/2025<\/p>\n<\/div><\/div>\n\n\n\n

I\u2019m having trouble syncing my Outlook calendar with my Navigate360 calendar. My Navigate360 appointments do not appear on my Outlook calendar.\u00a0<\/div>
\n

This happens on occasion when Navigate360 has new platform updates. Go to the Calendar<\/strong> tool and click on Settings and Sync<\/strong>, then Disconnect Sync<\/strong>. Clear your browser\u2019s history and cache. Refresh Navigate360 and Retry Sync<\/strong> which could take 30 minutes up to 1 business day. Please note that Google Chrome and Firefox are the recommended browsers. If you\u2019re not seeing your Navigate630 appointments appear in Outlook, please email navigate-support@uwm.edu<\/a> for further troubleshooting support.  <\/p>\n\n\n\n

Last modified: 12\/6\/2024 <\/p>\n<\/div><\/div>\n\n\n\n

Are my students receiving the appointment reminder texts\/emails? I don\u2019t see these messages in the students\u2019 Conversations tab.\u00a0\u00a0<\/div>
\n

Yes, students should be receiving appointment reminders in their Outlook email inbox. As of February 2024, Navigate360 updated the default view of Conversations to only display recent personal communication exchanges with the student. Automated messages from the platform such as appointment confirmations, reminders, and campaign nudges are now filtered.  <\/p>\n\n\n\n

\"Snapshot<\/figure>\n\n\n\n

To view filtered automated messages, go to the Conversations<\/strong> tab on a student\u2019s profile, then click the icon in the top righthand corner to clear all sorts and filters<\/strong>. Scroll through to find the desired automated communication. If you are unable to find a specific message, please reach out to navigate-support@uwm.edu<\/a> for more troubleshooting support.  <\/p>\n\n\n\n

Last modified: 12\/9\/2024 <\/p>\n<\/div><\/div>\n\n\n\n

I am having trouble accessing the linked Navigate360 Help Center articles.\u00a0\u00a0<\/div>
\n

To access the Help Center articles, you must first go into your Navigate360 staff profile, click on the Help <\/strong>button at the top right corner, then Explore the Help Center<\/strong>. Keep this open in a tab and then try clicking the link you\u2019re trying to access. <\/p>\n\n\n\n

\"Snapshot<\/figure>\n\n\n\n

Last modified: 12\/9\/2024 <\/p>\n<\/div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Getting Started in Navigate360 Notetaking in Navigate360 Viewing Student Information Appointment Campaigns Navigate360 Alerts V3 Reports Archived Open Lab Materials Troubleshooting FAQ<\/p>\n","protected":false},"author":1630,"featured_media":0,"parent":16170,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","uwm_wg_additional_authors":[]},"class_list":["post-16204","page","type-page","status-publish","hentry"],"yoast_head":"\nStudent Success Center<\/title>\n<meta name=\"description\" content=\"Advisors at 51ÁÔÆæ can utilize the Navigate360 Tools and Resources to better understand and support their students' needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/uwm.edu\/studentsuccess\/navigate360\/navigate360-for-staff\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Navigate360: For Staff\" \/>\n<meta property=\"og:description\" content=\"Advisors at 51ÁÔÆæ can utilize the Navigate360 Tools and Resources to better understand and support their students' needs.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/uwm.edu\/studentsuccess\/navigate360\/navigate360-for-staff\/\" \/>\n<meta property=\"og:site_name\" content=\"Student Success Center\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-26T17:20:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/uwm.edu\/studentsuccess\/wp-content\/uploads\/sites\/672\/2024\/12\/image-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"734\" \/>\n\t<meta property=\"og:image:height\" content=\"130\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/uwm.edu\\\/studentsuccess\\\/navigate360\\\/navigate360-for-staff\\\/\",\"url\":\"https:\\\/\\\/uwm.edu\\\/studentsuccess\\\/navigate360\\\/navigate360-for-staff\\\/\",\"name\":\"Navigate360: For Staff - 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