To request new or to remove access to EAB Navigate for yourself or someone in your unit, please complete this IT request form and be sure to check the box for “EAB Navigate - Access+”.

Once the Registrar ensures all trainings have been completed, they will grant access to Navigate. Then, we will receive the request form and ensure you have the appropriate roles and permissions for your role that ultimately allows more access to Navigate's advnaced features. For a change of roles or permissions, email Navigate@iastate.edu with your request and we will get to your ServiceNow ticket as soon as possible.

Coordinated Care simply means that a student is within and part of an integrated support system at Iowa State. This is the main purpose of EAB Navigate and for Cyclone student success. Whether it be needing help paying for college, academic advising, student assistance, student wellness, or another unique interest, a student can be assured they have all the resources at their disposal for successful retention and graduation.

Care Units are specific offices, departments, scholarship programs, or student populations with a common purpose. Together, all the Care Units compose the network of the Coordinated Care efforts.

This infographic provides a visual of Iowa State University's Coordinated Care Units and locations providing services. 

EAB Navigate has Gmail/Outlook calendar sync. As you block off times in your email calendar, it removes your availability for students to schedule with you. In order to establish your Calendar Sync, please use this Scribe that will guide you step-by-step to create a calendar sync.

Once you have calendar sync, establish your own specific availability based on your location and services (reasons for appointments). We recommend including the following:

• Availability Active of Forever
• Check the box for adding availability to your Personal Availability Link (PAL)
• Select Availability type of at least Appointments and Campaigns
• Include all services you want to be available for in your location and care unit

For more information on setting up your availability, please visit the Help Center about availability. If there are services or locations not available when establishing your availability, please email navigate@iastate.edu and we will ensure you have the correct roles and permissions.

As your calendar is synced and your availability is set up, details from your professional calendar are indicated as “busy” blocked off time within Navigate.

As one of the most dynamic and useful tools in Navigate, Advanced Search is used to obtain a list of students and certain information which can be used for creating student lists, messaging students, scheduling appointments, student recruitment, and for running campaigns.

Please visit this Help Center article about Advanced Search for videos, how-tos, explanation of terms, and ways to use Advanced Search to the full.

Review this infogram for quick hits and highlights on Advanced Search.

A case is an electronic “case file” where staff and instructors across care units (e.g., financial aid, student wellness, advising) can coordinate and collaborate to follow up with students to ensure the student experiences a needed intervention. Cases create a more formalized next step for action or intervention on an issued alert. The worse action is inaction!

• It is recommended to make an action within two business days and close a newly assigned case when the student has experienced an intervention
• It is recommended to claim a case within three days of a case opened to ensure someone meeting the needs of the student

Visit this infographic to learn about the difference between cases and alerts.

Visit this help center article for a video and short instruction on how to open, close, and reassign cases.

Alerts are central to Navigates coordinated care efforts. Alerts are a way to draw attention to a student prompting an action from a particular office or the student’s support team. Alerts can be either neutral, positive, or negative. View this infographic for a list of alerts, who receives receives the alert, if a case is made, and types of alerts. All cases come from alerts, but not all alerts create cases.

For a refresher on the difference between cases and alerts, visit this infographic.

For further information about alerts, visit this help center article.

From an Advanced Search, student list, saved search, or from your assigned students, you can run a Campaign. There are five types of campaigns: Appointment, Progress Reports, Enrollment, Email, and Enrollment Census Campaigns. Depending on your roles or permissions, you may see only a couple.

A Campaign is a workflow to track and encourage students to schedule an appointment with you regarding a particular need. These are used mostly for enrollments, appointments, and progress reports.

Review this Help Center article on managing and making a campaign.