Explore common vocabulary in the platform and learn more about the features to support your goals.
Terminology | Definition |
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Appointment Campaign | Appointment Campaigns let staff reach out to specific student populations and encourage them to schedule appointments. This tool is used when you identify a population of students who need extra support and send them a request to schedule an appointment with you. |
Appointment Center | The Appointment Center allows staff to assist students who need to check-in for an appointment, drop in to see an advisor |
or tutor, schedule a future appointment, or cancel an appointment. | |
Appointment Summary | Appointment Summaries let you document information about a specific student appointment, whether the appointment was scheduled, a drop-in, or the student was a no-show. |
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Availability | Availability lets staff indicate the days, times, locations, and services they offer when meeting with students. It is a cornerstone of Navigate’s workflows and is located on the Staff Home page. |
Care Unit | Care Units allow students to easily navigate the system |
by providing a self-service Kiosk system. Each Care Unit can enable student scheduling for offered services, manage appointment availability, view post-visit documentation, report on student interactions, and manage check-ins. Care Units can be utilized by offices such as Financial Aid, Career, and Athletics. | |
Case | A case is created when a user issues a referral that requires another user to follow up with a student |
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to resolve their issue. Not all referrals generate cases. The institution can configure which referral reasons automatically generate cases, and to whom the cases are | |
Category | Categories are used further to |
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understand the student’s attributes and potential needs |
and often |
include academic as well as non-academic information. | |
Coach Role | This role, also known as the Front Desk role, grants both staff or students access to schedule appointments and view future appointments in Bulldog Connect. |
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Coordinated Referrals | Coordinated Referrals, also known as Coordinated Care Network, is a network of coordinated support providers |
connected by technology and processes |
to make it easier for students to navigate the system and receive holistic support. | |
Dashboard | The Dashboard is a beta feature designed to give you |
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, at |
a |
glance, actionable information about students who are assigned to you and an overview of ongoing or recent activity. | |
EAB Navigate | Also known as Bulldog Connect at Fresno State, it is a Student Success Management system that combines technology, research, and predictive analytics to help institutions positively inflect outcomes with at-risk and off-path students (Educational Advisory Board, 2012). |
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General Events | General Events are a type of appointment that |
allows users to block their availability in Bulldog Connect. It is like setting a Busy time on your non-Bulldog Connect calendar. | |
Kiosk | Kiosks enable self-service student check-ins for appointments, study halls, or other activities. |
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Location | Locations represent a physical or virtual place where students schedule appointments, and that |
enables Kiosk and Appointment Center functionality. Many Care Unit-related permissions are tied to Locations as well. | |
Meeting Type | Meeting Type indicates if an appointment is on the phone, in-person, or virtual. |
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Notes | Notes can be used to record information related to a student profile |
and are not tied to specific appointments. | |
Nudge | Nudges replace the Compose a Message functionality in Campaigns and allows for more communication during a campaign. Each nudge is an email sent to your campaign list. You can customize the message sent to the student. Nudge emails are sent on the morning of the date |
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you create the nudge. As with any email, some may be slightly delayed. | |
Personal Availablity Link (PAL) |
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useful |
scheduling tools. Each PAL is unique to a staff member in Navigate |
and does not change over time. The PAL redirects to the scheduling page in the student’s browser. | |
Progress Reports | Faculty receives an email request to submit Progress Reports. The email has a link to the Progress Report Feedback form. If the staff member teaches multiple courses and/or sections, these all appear on one page through the email link. |
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Queue | The Appointment Queues tab shows a list of students checked in for their appointments (including virtual check-ins), students in your queue, and students in other queues. |
Record Visit | Record Visit is a |
service that |
requires tracking a student’s attendance for a particular reason; no notes are attached to the visit. | |
Referral | Referrals are a way to draw attention to a student who might need additional support for a variety of reasons, such as losing financial aid, needing tutoring, or intending to withdraw from the institution. |
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Saved Search |
let users run a pre-configured Advanced Search without |
creating the search again. | |
Saved Reports |
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allows users |
to save student and activity filters for a particular report to which they have access, much like a Saved Search. This allows users to re-run the search quickly and efficiently without having to reselect the filters each time they access the report. | |
Scheduled Reports | Once you save a report, you can |
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schedule it |
for rerun. Once Scheduled Reports is configured, users will be notified via email when their report is ready to |
run or |
export. | |
Student Lists | Student Lists are static lists of students by student ID. |
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Study Hall | Study Hall allows staff to track student progress toward required study hall hours. It is particularly used by athletics departments. |
Success Markers | Success Markers represent key milestones for a particular program of study |
. They comprise key courses, minimum grade thresholds, and recommended credit ranges for completion |
. Success |
markers serve as indicators of a student's academic progress and performance. | |
Tag | Tags are short text labels |
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the application |
administrator can apply to students. They are frequently used to create ad hoc lists of students |
with issues |
not accounted for in other grouping methods |
. | |
Target Hours | Target Hours allow you to restrict student workers' hours to required or recommended limits with no extra steps from app admins or super users once target hours are set. |
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Track Time | A service used to track a student’s time (both check-in and checkout). |
Travel Letters | Travel Letters allow staff members to manage student absences due to a particular activity. |
They help |
notify |
students and/or professors when a student will miss Courses, Appointments, and/or Assignments as a result of traveling. | |
Tutor Role | The tutor role grants access to schedule appointments, edit appointments, track advising sessions, enter student/advising notes, view future/past appointments, and run reports. |
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