Concerns/Alerts, Referrals, Kudos, and Cases

Concerns/Alerts, Referrals, Cases, and Kudos

Throughout Navigate you will see alerts, referrals, kudos, and cases. Some will appear in an instructor's Progress Report while others are options available to you within Navigate.

Definitions

What is a…

Alert: a way for a faculty or staff member to indicate particular student behavior.

Alerts are added to student profiles for a support network to see
Alerts can be queried for reporting purposes.

Cases: These are similar to alerts but require a staff member to close the case via follow-up.

Referral: a way for faculty to automatically link students with campus resources.

Referrals need to be closed by the appropriate care team

Kudos: a way for faculty to say job well done, keep it up!

Review the table below to see the reason for an alert or referral and who is responsible for responding.

Feedback Type	Alert/Case	Email	Auto-assigned to	Student category exceptions to auto-assign	Monitor but not receive case	Escalation
No/Low Attendance	Case	Yes	Academic Support & Advocacy (ASA)	COMPASS, Athletes, ASP, Ext. Probation	Faculty	Coordinated Care
Academic Concern: (missing assignments/low scores)	Alert	No	If faculty enter a task, ASA will create a to-do. If no task is entered, ASA will reach out to the student to offer support	COMPASS, Athletes, ASP, Ext. Probation via weekly report	Faculty	Coordinated Care
Alert: Other	Case	No	Academic Support & Advocacy (ASA)	Ext. Probation	Faculty	Coordinated Care
Referral: Success Coaching	Case	No	Success Coaching Team (Dominique Bennet)		Faculty	Coordinated Care
Referral: Financial Aid, Billing, and Payment*	Case	Yes	Bursar & Financial Aid	Ext. Probation	NA	ASA & SSET
Referral: Student Enrollment Concern	Case	No	Academic Support & Advocacy (ASA)	COMPASS, Athletes, Ext. Probation	Faculty	Coordinated Care
Referral: Counseling*	Alert	Yes	Student receives informational email	NA	NA	NA
Referral to Financial Aid & Billing/Payments:	Case	Yes	Bursar and Financial Aid	Ext. Prob	NA	ASA &SSET
Referral to Library & Research Resources:	Alert	Yes	Student receives informational email	NA	Faculty	NA
Referral: Office of Educational Accessibility (OEA)*	Case	Yes	OEA Staff	NA	NA	NA
Referral: Tutoring	Alert	Yes	Tutoring	NA	Faculty	NA
Referral: Writing Tutoring Center:	Alert	Yes	Student gets informational email about supports	NA	Writing Center Team, Advocates, and Faculty
Referral: Autism Services*	Case	Yes	DCAP	NA	NA	NA

*Indicates that these alerts/cases are sensitive and are not visible on the student profile to users. It is only visible to the teams in those offices.

Accessing Alert Reports in Navigate

To access a report which will show you alerts, click on the icon which looks like a spreadsheet with a magnifying glass – this is your REPORT Folder in Navigate.

Monitoring Alerts - From homepage, click on the Reporting folder on the left-hand navigation. In the intervention reports, Click on Alerts. Here you can filter alert activity. Recommended you filter by alert reason for the reasons you are responsible for monitoring:

You can filter the list displayed by timeframe, care unit, alert issuer, alert type, and more.

Accessing Case Information in Navigate

Referrals will often open up a case, which requires follow-up with the student and the person who referred the student for additional services. To access Cases, click on the folder icon with the ribbon.

Monitoring Cases - From homepage, click on the cases folder on the left-hand navigation. Can filter on Care unit and other categories to see students who received the alert.

Like alerts, you can customize your list by using filters such as status, care units, name, opened by, assigned to, alert reason, and my students.

Managing a Case

There are three options associated with managing a case in Navigate.

You can assign the case to someone else in your care unit
You can add comments to the case
You can close the case

Responding to Cases & Referrals - when seeing open cases, you will be able to: Access Student Profile: Add Profile actions such as to-dos, send communications, schedule appointments, etc. Manage Cases: Assign case to team members; add comments; close cases.

All cases should be closed in a timely manner, which will be determined by the department.

Navigate Training