{"id":1174,"date":"2026-05-27T05:04:51","date_gmt":"2026-05-27T05:04:51","guid":{"rendered":"https:\/\/www.tarleton.edu\/retention\/?page_id=1174"},"modified":"2026-05-27T16:24:27","modified_gmt":"2026-05-27T16:24:27","slug":"for-advisors-and-staff","status":"publish","type":"page","link":"https:\/\/www.tarleton.edu\/retention\/for-advisors-and-staff\/","title":{"rendered":"FOR ADVISORS AND STAFF"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>FOR ADVISORS AND STAFF<\/strong><\/h2>\n\n\n\n<p>Navigate360 provides advisors and staff at Tarleton State University with an advanced student success management system that utilizes predictive analytics and easy-to-use tools to provide students comprehensive, holistic support; promoting success in the classroom and beyond.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"navigate360-f24d10d4-87cb-4e44-ad13-e9287d7f2f38\">Navigate360<\/h3>\n\n\n\n<p>Navigate360 allows advisors and staff to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View a snapshot of academic data in the student profile<\/li>\n\n\n\n<li>Create an availability calendar for scheduling appointments&nbsp;<\/li>\n\n\n\n<li>Record and securely store advising appointment notes<\/li>\n\n\n\n<li>Send students automatic reminders of scheduled appointments&nbsp;<\/li>\n\n\n\n<li>Run appointment campaigns to streamline appointment scheduling and communication&nbsp;<\/li>\n\n\n\n<li>Create reminders and to-dos for students&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>&#8230;and so much more!&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"connect-with-eab-26b3783e-7c8c-454b-882e-04b8d96aa019\">Connect with EAB<\/h3>\n\n\n\n<p>As an EAB partner institution, faculty and staff members at Tarleton State University have access to industry-leading research and insights through EAB\u2019s extensive library of resources. Explore articles, white papers, and toolkits from decades of research conducted by EAB. With an EAB Partner account, you can also connect with industry experts and peers from around the world to share ideas, receive guidance, and collaborate on emerging student success best practices.\u00a0<br><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Go to the&nbsp;<a href=\"https:\/\/www.eab.com\/\">website<\/a>.&nbsp;<\/li>\n\n\n\n<li>Select Partner Log In &#8211; Create an account using your TSU email<\/li>\n\n\n\n<li>Subscribe to the EAB Daily Briefing to receive information about student success, retention, advising, and more delivered directly to your inbox<\/li>\n<\/ol>\n\n\n\n<div data-wp-context=\"{ &quot;autoclose&quot;: false, &quot;accordionItems&quot;: [] }\" data-wp-interactive=\"core\/accordion\" role=\"group\" class=\"wp-block-accordion is-layout-flow wp-block-accordion-is-layout-flow\">\n<div data-wp-class--is-open=\"state.isOpen\" data-wp-context=\"{ &quot;id&quot;: &quot;accordion-item-1&quot;, &quot;openByDefault&quot;: false }\" data-wp-init=\"callbacks.initAccordionItems\" data-wp-on-window--hashchange=\"callbacks.hashChange\" class=\"wp-block-accordion-item is-layout-flow wp-block-accordion-item-is-layout-flow\">\n<h2 class=\"wp-block-accordion-heading\"><button aria-expanded=\"false\" aria-controls=\"accordion-item-1-panel\" data-wp-bind--aria-expanded=\"state.isOpen\" data-wp-on--click=\"actions.toggle\" data-wp-on--keydown=\"actions.handleKeyDown\" id=\"accordion-item-1\" type=\"button\" class=\"wp-block-accordion-heading__toggle\"><span class=\"wp-block-accordion-heading__toggle-title\">Navigate Basics:<\/span><span class=\"wp-block-accordion-heading__toggle-icon\" aria-hidden=\"true\">+<\/span><\/button><\/h2>\n\n\n\n<div inert aria-labelledby=\"accordion-item-1\" data-wp-bind--inert=\"!state.isOpen\" id=\"accordion-item-1-panel\" role=\"region\" class=\"wp-block-accordion-panel is-layout-flow wp-block-accordion-panel-is-layout-flow\"><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-88773d76-44e9-4fb2-b0b3-7d9c46f0b8fd advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">General Overview<\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<ol class=\"wp-block-list\">\n<li>The&nbsp;<strong>toolbar<\/strong>&nbsp;allows users to open functions in Navigate360 like calendars, advanced search, or to easily go back to the homepage by clicking the corresponding icon.<\/li>\n\n\n\n<li>The&nbsp;<strong>alerts bar<\/strong>&nbsp;allows users to see instant notifications. Notifications include students who have checked in for appointments, unread emails in Navigate360, and minimized advising reports.<\/li>\n\n\n\n<li>The&nbsp;<strong>term selection<\/strong>&nbsp;allows users to view information in the current term. This also allows the user to toggle between previous and future terms.&nbsp;<\/li>\n\n\n\n<li>This is the\u00a0<strong>Quick Search<\/strong>. The user can search by First &amp; Last name, UIN, or TSU email. The advanced search in the toolbar provides more parameters.\u00a0<\/li>\n\n\n\n<li>Click here to access the&nbsp;<strong>EAB Help Center<\/strong>.&nbsp;<\/li>\n\n\n\n<li>The&nbsp;<strong>Quick Links<\/strong>&nbsp;box allows users to quickly access commonly used workflows such as schedule a general event, access download center for reports, and create appointment campaigns.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p><em>*Note: Image is for illustration purposes only. Icons and menu options may differ depending on your role and permissions in Navigate360.&nbsp;<\/em><\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-9f1394dd-3ba3-4855-b339-b19f9ec61055 advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Requesting Access, the Appointment Center &amp; Kiosk <\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>You will need to request initial Navigate360 assistant or advisor access through your unit&#8217;s PAA.<br>Once processed, access will be reflected in Navigate360 after an overnight run of data.&nbsp;<\/p>\n\n\n\n<p>If you have an advisor, staff member, or student worker who needs access to your unit&#8217;s Appointment Center and Kiosk please email\u00a0<a href=\"mailto:navigate@tamu.edu\">navigate@tarleton.edu<\/a>\u00a0after they have been granted access.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-9e511050-2154-4318-85e7-73368c41d009 advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Calendar Syncing <\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>Navigate360 and Microsoft Outlook have calendar syncing capabilities. When given access, Navigate360 will read your Outlook calendar as free\/busy.&nbsp;<br>For full calendar syncing instructions &#8211;&nbsp;<a href=\"https:\/\/studentsuccess.tamu.edu\/_files\/_documents\/edited-calendar-sync.pdf\">click here<\/a><\/p>\n\n\n\n<p><strong>Is the synching between Outlook instantaneous if an appointment is added to my calendar?<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yes. However, not always. The way it should work is anytime the user makes an adjustment in Outlook or Navigate, it will automatically sync. If the user doesn&#8217;t adjust anything, it will refresh every 30-35 minutes. For a user&#8217;s first sync ever, that can take up to 10 minutes to full load all calendar events. Also, if items don&#8217;t seem to sync you can check for error in the Calendar tab. If you are in error, please email\u00a0<a href=\"mailto:navigate@tamu.edu\">navigate@tarleton.edu<\/a>\u00a0to request a reset.\u00a0<\/li>\n<\/ul>\n\n\n\n<p><strong>Why won&#8217;t certain events sync on my calendar?<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There are several reasons why events do not sync on your Navigate calendar. First, a recurring event with no end-date will not sync in Navigate. Recurring events with more than 750 instances also will not sync.&nbsp;<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-049a9026-b8ba-4d15-bc94-db3f720f49fb advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Setting Availability <\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>Students can schedule advising appointments with Advisors, Academic Success and a few other units through Navigate. To do this, advisors and staff need to create availability at a specific location with specific appointment reasons. To set availability:<\/p>\n\n\n\n<ol id=\"isPasted\" class=\"wp-block-list\">\n<li>Select the &#8220;My Availability&#8221; tab under &#8220;Staff Home.&#8221;<\/li>\n\n\n\n<li>Select &#8220;Actions&#8221; then to create new availability select &#8220;Add Time&#8221; or to duplicate existing availability select &#8220;Copy Time.&#8221;<\/li>\n\n\n\n<li>Follow the prompts to choose the day(s), hours, appointment type, location and service types you provide.\n<ul class=\"wp-block-list\">\n<li>We suggest setting separate availability for Appointments and Drop-Ins.&nbsp;<\/li>\n\n\n\n<li>Please use either &#8220;Range of Dates&#8221; or &#8220;Forever&#8221; when setting a duration.&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Optional Availability Additions:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Personal Availability Link (PAL) can be added in your appointment availability. The link will not change and is unique to each user. You can include this link on your website, emails or wherever you market advising appointments. This link takes student directly to the &#8220;New Appointment&#8221; page in the student scheduler.\n<ul class=\"wp-block-list\">\n<li>After you save your availability, your link will populate at the bottom of your page. It will look like the image below.&nbsp;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Add personal Zoom Room link or phone number in the URL box.&nbsp;<\/li>\n\n\n\n<li>Add additional information in the details box at the bottom of the pop up. This information is seen on the pre-confirmation page and the confirmation email.&nbsp;See examples below.\n<ul class=\"wp-block-list\">\n<li>Please review your degree planner before your meeting.<\/li>\n\n\n\n<li>Please come prepared to your meeting with questions.<\/li>\n\n\n\n<li>Please do not come to your meeting if you are feeling ill.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/studentsuccess.tamu.edu\/_files\/_documents\/how-to-set-availability.pdf\" rel=\"noreferrer noopener\" target=\"_blank\">How to Set Appointment Availability<\/a>&nbsp;<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-b8ab19d9-7a82-419c-a30f-7e196f16a01a advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Appointment Summary <\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>An Appointment Summary should be your main reporting tool when you meet with a student. These are detailed templates with fields of information to guide you as you record your appointment. Documentation provides continuity and consistency in advising, increases communication between departments, and improves advising relationships with students.&nbsp;<\/p>\n\n\n\n<p>Reminder, these reports are FERPA protected.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-8624226c-410c-45a0-8c15-adbd24f27e71 advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Advanced Search <\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>A function within Navigate360 that allows you to create unique cohorts of students based on the layering of various search parameters which can be used as the foundation for building appointment campaigns or tracking student progress.<\/p>\n\n\n\n<ol id=\"isPasted\" class=\"wp-block-list\">\n<li>Log into Navigate via Howdy and from the staff home page click the magnifying glass icon in the maroon menu on the left.<\/li>\n\n\n\n<li>Click the headers to see the filters.\n<ul class=\"wp-block-list\">\n<li>For example, click the &#8220;Area of Study&#8221; header to search the students in your major.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Once you have selected all of the parameters, then select the blue search button at the bottom of the screen.<\/li>\n<\/ol>\n\n\n\n<p>REMINDER: Advanced Search does not display historical data for students in the list, you can create parameters on historical conditions.<br><br>Once your results generate, you can take these actions:<br>&nbsp; &nbsp;1. Send a Message<br>&nbsp; &nbsp;2. Create Appointment Summary<br>&nbsp; &nbsp;3. Appointment Campaign<br>&nbsp; &nbsp;4. Schedule an Appointment<br>&nbsp; &nbsp;5. Tag<br>&nbsp; &nbsp;6. Note<br>&nbsp; &nbsp;7. Add to Student List<br>&nbsp; &nbsp;8. Export&nbsp;<br><br>If this is a search you perform frequently, you can save the parameters and every time you click the saved search it will give you current data. To do this, you will click save at the top of the search results and name the search.&nbsp;Your saved search will be housed in the Lists and Searches on your maroon tool bar.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-2413fae0-dc78-45e5-8463-8891a0d06d4d advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Campaign<\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>The Campaigns feature is used for targeted interventions to encourage specific student populations to schedule advising appointments.&nbsp;<br>All users with the Advisor role in Navigate360 can view Campaigns but the permission to run campaigns can be requested by emailing the Navigate team.<\/p>\n\n\n\n<p>Click&nbsp;<a href=\"https:\/\/studentsuccess.tamu.edu\/_files\/_documents\/how-to-start-an-appointment-campaign.pdf\">here<\/a>&nbsp;for instructions on how to set up a Campaign.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-advgb-accordions advgb-accordions-f8ea6399-ff7c-485a-b518-f36e855dd451 advgb-accordion-wrapper\" data-collapsed=\"true\">\n<div class=\"wp-block-advgb-accordion-item advgb-accordion-item\" style=\"margin-bottom:15px\"><div class=\"advgb-accordion-header\" style=\"background-color:#4f2d7f;color:#eee;border-style:solid;border-width:1px;border-radius:2px\"><span class=\"advgb-accordion-header-icon accordion-state\"><svg class=\"advgb-icon-closed\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13h-4v4h-2v-4H7v-2h4V7h2v4h4V13z\"><\/path><\/svg><svg class=\"advgb-icon-opened\" fill=\"#fff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\"><path fill=\"none\" d=\"M0,0h24v24H0V0z\"><\/path><path d=\"M12,2C6.48,2,2,6.48,2,12s4.48,10,10,10s10-4.48,10-10S17.52,2,12,2z M17,13H7v-2h10V13z\"><\/path><\/svg><\/span><h4 class=\"advgb-accordion-header-title\" style=\"color:inherit\">Student List<\/h4><\/div><div class=\"advgb-accordion-body\" style=\"border-style:solid !important;border-width:1px !important;border-color:undefined !important;border-top:none !important;border-radius:2px !important\">\n<p>A student list is a static list of students, it will only change if the user updates the list. The user can create a student list three ways:<\/p>\n\n\n\n<ol id=\"isPasted\" class=\"wp-block-list\">\n<li>Through an Advanced Search.\n<ul class=\"wp-block-list\">\n<li>After you have generated results, select all items.<\/li>\n\n\n\n<li>Click Actions and Click Add to Student List.&nbsp;<\/li>\n\n\n\n<li>Choose an existing Student List or Create a New List.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Upload a list of UINs from a CSV Excel File.\n<ul class=\"wp-block-list\">\n<li>Choose Lists &amp; Searches on your maroon tool bar.<\/li>\n\n\n\n<li>Click Actions and Upload Student List.<\/li>\n\n\n\n<li>Chose a list or create a new one.<\/li>\n\n\n\n<li>Choose file, the file has to be&nbsp;CSV&nbsp;or it will not upload.<\/li>\n\n\n\n<li>Choose UIN column. If it a large number of students, upload might take a few minutes.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>From the Student Profile.\n<ul class=\"wp-block-list\">\n<li>Search a student.<\/li>\n\n\n\n<li>Click Add to Student List in menu on right hand side.<\/li>\n\n\n\n<li>Choose a Student List or Create a new one.&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FOR ADVISORS AND STAFF Navigate360 provides advisors and staff at Tarleton State University with an advanced student success management system that utilizes predictive analytics and easy-to-use tools to provide students &#8230;<\/p>\n","protected":false},"author":753,"featured_media":580,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"class_list":["post-1174","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"coauthors":[],"author_meta":{"author_link":"https:\/\/www.tarleton.edu\/retention\/author\/vrodriguez\/","display_name":"vrodriguez"},"relative_dates":{"created":"Posted 3 days ago","modified":"Updated 2 days ago"},"absolute_dates":{"created":"Posted on May 27, 2026","modified":"Updated on May 27, 2026"},"absolute_dates_time":{"created":"Posted on May 27, 2026 5:04 am","modified":"Updated on May 27, 2026 4:24 pm"},"featured_img_caption":"","featured_img":false,"series_order":"","_links":{"self":[{"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/pages\/1174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/users\/753"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/comments?post=1174"}],"version-history":[{"count":19,"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/pages\/1174\/revisions"}],"predecessor-version":[{"id":1236,"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/pages\/1174\/revisions\/1236"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/www.tarleton.edu\/retention\/wp-json\/wp\/v2\/media?parent=1174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}