Navigate360: For Staff

Getting Started in Navigate360

How do I access Navigate360?

If you are a new non-advising staff member who would like to request access to Navigate360, please send an email to the Navigate Leadership Team at navigate-support@uwm.edu describing how you plan to utilize the platform in your role and complete the Data Access Request (DAR) form.   

All student employees/front desk workers do not need to complete the DAR and should access Navigate360 through the shared unit account.

How to Log Into Navigate (Staff) (PDF)

Last modified: 1/16/26 | ADA Version 

How can I sync my Outlook 365 calendar with Navigate360? 

Syncing Your Navigate360 Calendar (PDF)

Last modified: 1/16/26 | ADA Version 

How can I set up my availability in Navigate360? 

Setting up Navigate360 Availability means you will appear in the student scheduler tool for your assigned students in the Navigate360 Student app. If you plan to launch an Appointment Campaign, be sure to include “Campaigns” when you indicate the type of availability. As a best practice, please review and adjust your Navigate360 Availability as needed throughout the semester and academic year.

Setting Up Navigate360 Availability (PDF)

Last modified: 1/16/26 | ADA Version  

How do I log into a shared unit account?  

Please note that passwords to shared unit accounts should be kept confidential and will be updated on an annual basis with the unit’s Navigate Taskforce representative. Student employees/front desk workers should use this process to access Navigate360.  

How to Log into a Shared Unit Account & Kiosk (PDF)

Last modified: 1/16/26 | ADA Version 

Notetaking in Navigate360

How do I document appointment summary notes in Navigate360?  

How to Add an Appointment Summary Quick Guide (PDF)

Last modified: 1/16/26 | ADA Version 

How do I add a Navigate360 Note?

How to Add a Note Quick Note (PDF)

Last modified: 1/16/26 | ADA Version 

Where can I learn more about using Note Reasons?

Notetaking Best Practices Quick Guide (PDF) 

Last modified: 1/16/26 | ADA Version 

Viewing Student Information

What do the index tabs mean on the Student Profile?  

Student Profile-Index Tabs (PDF)

Last modified: 1/16/26 | ADA Version

Appointment Campaigns

How do I add or remove students from an ongoing Appointment Campaign? 

Add-Remove Students to Appnt Campaign (PDF)

Last modified: 1/28/26 | ADA Version 

Navigate360 Alerts

How do I issue an Alert?  

How to Issue an Alert Quick Guide (Staff) (PDF)

Last modified: 1/28/26 | ADA Version 

How do I pull a V3 Report about recent alerts and cases?

Alerts & Cases V3 Reports Quick Guide (PDF)

Last modified: 1/28/26 | ADA Version 

V3 Reports

Where can I learn more about running Reports?

V3 Reports Starter Pack Quick Guide (PDF)

Last modified: 1/28/26 | ADA Version

How can I set up automations using V3 Reports?

V3 Report Automations Quick Guide (PDF)

Last modified: 12/6/2024 

Archived Open Lab Materials

Archived Open Labs

Troubleshooting FAQ

How do students schedule an appointment with their advisor through the student mobile app?

Tutorial: Scheduling an Advising Appointment through Navigate360 Student Mobile App (YouTube)

Last modified: 06/10/2025

I’m having trouble syncing my Outlook calendar with my Navigate360 calendar. My Navigate360 appointments do not appear on my Outlook calendar. 

This happens on occasion when Navigate360 has new platform updates. Go to the Calendar tool and click on Settings and Sync, then Disconnect Sync. Clear your browser’s history and cache. Refresh Navigate360 and Retry Sync which could take 30 minutes up to 1 business day. Please note that Google Chrome and Firefox are the recommended browsers. If you’re not seeing your Navigate630 appointments appear in Outlook, please email navigate-support@uwm.edu for further troubleshooting support.  

Last modified: 12/6/2024 

Are my students receiving the appointment reminder texts/emails? I don’t see these messages in the students’ Conversations tab.  

Yes, students should be receiving appointment reminders in their Outlook email inbox. As of February 2024, Navigate360 updated the default view of Conversations to only display recent personal communication exchanges with the student. Automated messages from the platform such as appointment confirmations, reminders, and campaign nudges are now filtered.  

Snapshot of Conversations in Navigate360

To view filtered automated messages, go to the Conversations tab on a student’s profile, then click the icon in the top righthand corner to clear all sorts and filters. Scroll through to find the desired automated communication. If you are unable to find a specific message, please reach out to navigate-support@uwm.edu for more troubleshooting support.  

Last modified: 12/9/2024 

I am having trouble accessing the linked Navigate360 Help Center articles.  

To access the Help Center articles, you must first go into your Navigate360 staff profile, click on the Help button at the top right corner, then Explore the Help Center. Keep this open in a tab and then try clicking the link you’re trying to access. 

Snapshot of Navigate360 Help Center

Last modified: 12/9/2024