Training Materials

View or download the following how-to training resources for assistance with Pathways modules.  

 

Getting Started

Sync your Calendar (pdf) » |  Sync your Calendar (Training video) »

Set your Availability in Navigate (pdf) » | Set your Availability in Navigate (Training Video) »

 

Meeting with Students

Schedule an Appointment (pdf) » |  Schedule an Appointment (Training Video) »

Edit an Appointment (pdf) » | Edit an Appointment (Training Video) »

Cancel an Appointment (pdf) » | Cancel an Appointment (Training Video) »

Complete an Appointment Summary (pdf) » | Complete an Appointment Summary (Training Video) »

Mark an Appointment as a No Show (pdf) » | Mark an Appointment as a No Show (Training Video) »

Complete an Appointment Summary Report without an Appointment (pdf) » Complete an Appointment Summary Report without an Appointment | Training Video »

 

Appointment Campaign

Create an Appointment Campaign (pdf) »  

Add a Student to an Existing Campaign (pdf) »   

Remove a Student from a Campaign (pdf) »  

 

Student Information

Search for a Student (pdf ) » | Search for a Student (Training Video) » 

Add a Note (pdf) » | Add a Note (Training Video) »

View Notes and Appointment Summary Reports (pdf) » | View Notes and Appointment Summary Reports (Training Video) »

Create a Student List »

Add a Student to an Existing Student List » | Add a Student to an Existing Student List (Training Video) »

Upload a Student List via Batch (pdf) » 

Make a Referral for a Student (pdf) » | Manage a Referral for a Student (Training Video) »

Manage a Referral (pdf) »

 

Appointment Center

Appointment Center (pdf) »