Add Notes, Documents, and Interactions against a Placement

Created by Chris Rowe, Modified on Tue, 3 Mar at 10:37 AM by Chris Rowe

Go to login.navigate.uk.com

1. Click Quick Links Menu

Once logged in, click the quick links menu.

2. Type Student Name

Type the student's name in the "Search for a student" box.

3. Select Student From The Dropdown

Click the student's name from the dropdown to view their record.

4. 3 Options To Add Info

On the top right of the student record, there are three buttons. "Add Document", "Add Note" and "Add Interaction".

5. Add Document

To add a document, click "Add Document".

6. Complete the "Add Document" Form

This will bring up a form that requires a document title. Date and time of upload and notes You can upload any documents using the "choose file" button. Or add the URL in the URL box.

7. Add Note

To add a note. Click "Add Note".

8. Complete Form

Complete the form by adding a note title. Date and time of upload Content of the note And supporting documents You can upload any documents using the "Choose file" button. Or add the URL in the URL box.

9. Add an Interaction

To add an interaction, click "Add Interaction".

10. Complete Form

Complete the form by adding the interaction title, the type of interaction, the date and time it happened, any supporting notes, anyone else who attended the interaction, and any supporting evidence using the 'choose file' button or document URL.

11. Return to Audit Trail

Anything added using these buttons will be visible in the audit trail. Only college staff can see the audit trail; no students, employers, or parents will be able to see this.