Note: Depending on your level of access, some of the listed features may not be available
to you.
Audience: Advising Faculty, Advisors, Staff, Admin
Overview
Notes offer an additional mechanism to jot down information about a student, share information with other faculty and staff, and create a record of information provided directly to the student. Unlike summary reports, notes are not tied to specific appointments, and they do not have an integrated template.
Because of their flexibility, notes can be utilized in a variety of ways. Some notes can be used to document any important information that should be visible to anyone working with the student, while Summary Reports are used to document certain types of meetings with students, such as academic advising appoints, tutoring sessions, and other services.
For tips on writing student notes, please refer to the guidelines here.
Creating Notes
There are two ways to add a student note in Navigate: from the student profile or as an action when viewing a class roster or advising list.
To create a note from a student's profile page, select ‘Add a Note on this Student’ from the sidebar navigation as shown below:
To create a note from a class roster or advising list, click on the box next to the student's name and select ‘Add Note’ under Actions.
Note Reasons
When recording a note in Navigate, please select a note reason. This note reason allows notes to be categorized and tracked for reporting purposes.
The following note reasons are currently available:
- Academic Standards Petition: For use by the Academic Standards Committee
- Academic Standing: For use by the Vice President of Student Services or designee
- Course Selection Restrictions: Use this category to convey any restrictions this student may have (i.e. needs to be enrolled in a minimum of 6 credits, must be in a professional-technical program, etc.)
- General Note: Use this category for most notes to communicate information about a student
- Program Participation: Use this category to record participation in a program or service (i.e. student participating in TRiO in Fall 2019, participating in WorkFirst Work-Study in the Payroll department, etc.)
On the student profile, notes live in the Reports and Notes tab along with other documentation, such as Appointment Summaries or Progress Reports. To view only notes, simply select Note Added in the History filter, as shown.
