Create An Opportunity

Created by Chris Rowe, Modified on Fri, 22 May at 3:43 PM by Chris Rowe

00:00: This tutorial guides you through setting up and managing opportunities within the

00:03: Navigate platform.

00:01: Once logged in open the opportunities module.

00:05: Click add an opportunity to begin.

00:08: Click on opportunity name to add the name of the opportunity.

00:13: Select the status of the opportunity while standing.

00:17: select from the drop-down menu, the type of opportunity it is

00:21: SeleIf you selected an enrichment or employer engagment

00:26: Select activity ty

00:29: Then fill in the number of spaces available for this opportunity.

00:33: click hide once full to enable automatic hiding of the opportunity, when full

00:38: Choose the sector for this opportunity.

00:41: Select who sees this opportunity.

00:45: Select, whether this opportunity requires students to complete an application form.

00:50: Choose the acceptance email template.

00:53: then select the rejection email template

00:56: Set the expiration date for the opportunity.

00:59: Add the employer, offering the opportunity by typing their name and then selecting

01:04: it from the drop-down.

01:06: Select the date for the opportunity.

01:09: If needed edit the start and end times by clicking into the box and changing the

01:14: time.

01:16: Click student application questions to manage questions for applicants.

01:20: Select the application form Style.

01:23: Click opportunity approvers to manage who can approve the opportunity.

01:29: Select.

01:29: Which tutors should be notified to approve this application by using the search box

01:34: or selecting from the list.

01:37: Once selected, click the right arrow to move them into the approved tutor section.

01:42: Click the left Arrow to remove a tutor from the approved list.

01:47: You can add multiple approved tutors.

01:50: Once finished click save to finalize and save all changes made to the opportunity.

01:56: You have successfully configured and saved a detailed opportunity in the Navigate

02:00: platform.

02:01: This includes setting statuses,

02:03: categories,

02:04: audience requirements,

02:06: dates,

02:06: application questions,

02:08: and approvers to manage the opportunity effectively.

Go to login.navigate.uk.com

1. Access Opportunities module

Once logged in open the opportunities module.

Access Opportunities module

2. Add Opportunity

Click add an opportunity to begin.

Add Opportunity

3. Open Specific Opportunity

Click on opportunity name to add the name of the opportunity.

Open Specific Opportunity

4. Set Opportunity Status

Select the status of the opportunity while standing.

Set Opportunity Status

5. Open Category Selection

Select from the drop-down menu, the type of opportunity it is.

Open Category Selection

6. Select Activity Type

Select the activity type.

Select Activity Type

9. Enter Available Spaces

Then fill in the number of spaces available for this opportunity.

Enter Available Spaces

10. Enable Hide When Full

Click 'hide once full' to enable automatic hiding of the opportunity, when full.

Enable Hide When Full

11. Select Opportunity Category

Choose the sector for this opportunity.

Select Opportunity Category

12. Set Visibility

Select who sees this opportunity.

Set Visibility

13. Enable Audience List

Select, whether this opportunity requires students to complete an application form.

Enable Audience List

14. Select Acceptance Email Template

Choose the acceptance email template.

Select Acceptance Email Template

15. Select Rejection Email Template

Select the rejection email template.

Select Rejection Email Template

16. Add Opportunity Expiry Date

Set the expiration date for the opportunity.

Add Opportunity Expiry Date

17. Select Navigation Learning

Add the employer offering the opportunity by typing their name and then selecting it from the drop-down.

Select Navigation Learning

18. Add Date of Opportunity

Select the date for the opportunity.

Add Date of Opportunity

19. Edit Start and End Time

If needed edit the start and end times by clicking into the box and changing the time.

Edit Start and End Time

20. Open Student Application Questions

Click student application questions to manage questions for applicants.

Open Student Application Questions

21. Select Application Form Style

Select the application form Style.

Select Application Form Style

22. Click Opportunity Approvers

Click opportunity approvers to manage who can approve the opportunity.

Click Opportunity Approvers

23. Select Approver

Select. Which tutors should be notified to approve this application by using the search box or selecting from the list.

24. Add Approved Tutor

Once selected, click the right arrow to move them into the approved tutor section.

Add Approved Tutor

25. Remove Approved Tutor

Click the left arrow to remove a tutor from the approved list.

Remove Approved Tutor

26. Add Additional Approved Tutors

You can add multiple approved tutors.

Add Additional Approved Tutors

27. Save Opportunity

Once finished, click save to finalise and save all changes made to the opportunity.

Save Opportunity