Overview
As a new user, the first thing you need to do is set up availability in EAB Navigate so that students can schedule appointments to see you. It is important to note that locations and services are created by university administrators.
Instructions
Please follow the below instructions or watch this helpful video: Navigate Availability Tutorial (youtube.com)
How to set up availability:
- Navigate to the My Availability tab
- Click the Add Time button in the Actions Menu
- Select the days and times when you are available to meet with students
- Select whether you will meet with students via appointments or drop-ins during that time. The campaign option is availability reserved specifically as dedicated time for targeted students to make appointments with you
- Choose the location where you will be available
- Lastly, select which student services you can provide to students during this availability. Note: Leaving this student services field empty means you will appear to be available for all advising student services
- Click the Save button
Repeat this process until all of your availabilities have been defined.
Note: You can have as much availability as needed.
There are two other options when adding Times Available.
Copy Time: to copy a time, select the time you would like to copy and then click the Copy Time button. The availabilities will be copied and a dialog will open allowing you to make edits or to save your newly created availability.
Delete Time: to delete your time, simply select the time and click the Delete Time button.
Note: Inactive availabilities are highlighted in red in the Times Available grid.
You can also add Appointment Constraints:
- Navigate to the My Availability tab
- Click the Edit Appointment Constraints option
- Define the hours in advance and length
Hours in Advance refers to how many hours, from the current time, a student must wait before they can schedule an appointment. For instance in the example above, if the current time is 10:00am, the earliest a student would be able to schedule an appointment with you would be 2:00pm. This setting only applies to students making appointments.
Default Appointment Length is the default length of this specific advisor’s appointment. This can be overridden by users with the appointment create permission, except by students, during appointment creation.
Require available times for students means that advisors must have defined Times Available before a student can create an appointment with them. If this box is not checked, students are able to schedule with that advisor at any time and day. This box is checked by default. We highly recommend that advisors use this default.
Click the Update Constraints button to save your changes. Then, to hide the Student Appointment Constraints settings box you can simply click on the Hide Constraints link.
This article may become outdated after a time, please reference the EAB Navigate Help Center: https://helpcenter.eab.com/hc/en-us for up to date information.