Navigate Appointments Dashboard

The Navigate Appointments Dashboard shows how undergraduate students use academic advising across the University of Utah’s colleges. Additional measures—including advising capacity, advisor retention, and student feedback—are being developed to provide a more complete view of advising access, quality, and the student experience at the U.

This self-service Tableau dashboard was created by University Analytics and Institutional Reporting (UAIR) in collaboration with Undergraduate Studies. It is updated daily and surfaces aggregate appointment data from Navigate. It allows authorized users to explore advising activity and trends across the university.

Tableau Dashboard

Dashboard access and FERPA certification are required. To request access, email navigateinfo@utah.edu.

How to Use the Dashboard

Use one or more of the filters to refine the dashboard results. Filters are divided into two groups:

Appointment filters identify which appointments are included.
Student filters identify appointments based on the characteristics of the students who participated.

Common Example of Advising Report

1. Open	2. Filter	3. Review
Sign into the Tableau dashboard with CAS.	Select the term under Academic Term, select Attended and both No Show options under Appointment Attendance, and your school or college under Appointment Location. Click apply after each filter is selected.	Scroll down to review the results, including a breakdown of appointment drop-in and scheduled appointments, appointments by month, and student attributes.

1. Open

2. Filter

3. Review

Sign into the Tableau dashboard with CAS.

Select the term under Academic Term, select Attended and both No Show options under Appointment Attendance, and your school or college under Appointment Location. Click apply after each filter is selected.

Scroll down to review the results, including a breakdown of appointment drop-in and scheduled appointments, appointments by month, and student attributes.

Appointment Filters

Filter	What it does
Appointment Date	Select a date range from July 1, 2024, through the present.
Appointment Term	Select one or more academic terms. Use this filter instead of Appointment Date to view results by semester.
Appointment Cancellation Reason	Filter appointments by the reason selected when the student or advisor cancelled the appointment.
Appointment Cancelled By	Filter by the individual who cancelled the appointment.
Appointment Type	Choose between drop-in and scheduled appointments.
Appointment Attendance	Filter appointments by attendance status. No Show (Late Policy): The advisor marked the appointment as a no-show. No Show (Summary Report): No appointment summary report or notes were saved.
Appointment Summary Report	Identify appointments with a saved summary report (Filed) or without one (Not Filed).
Appointment Staff Organizer	Filter appointments by the advisor or staff member assigned to the appointment.
Appointment Meeting Type (Scheduled)	Shows the meeting format selected when the appointment was scheduled.
Appointment Meeting Type (Summary Report)	Shows the meeting format recorded when the appointment summary report was filed.
Appointment Care Unit	Filter by the organizational unit in Navigate, including the Advising Care Unit.
Appointment Location	Filter by the location associated with the appointment. The list includes physical locations for non-advising units and college names for advising units. To view academic advising appointments for a specific college, select that college in the Appointment Location filter.
Appointment Service	Filter by the appointment name. This list includes all appointment names (aka services) offered in Navigate.

Filter

What it does

Appointment Date

Select a date range from July 1, 2024, through the present.

Appointment Term

Select one or more academic terms. Use this filter instead of Appointment Date to view results by semester.

Appointment Cancellation Reason

Filter appointments by the reason selected when the student or advisor cancelled the appointment.

Appointment Cancelled By

Filter by the individual who cancelled the appointment.

Appointment Type

Choose between drop-in and scheduled appointments.

Appointment Attendance

Filter appointments by attendance status.

No Show (Late Policy): The advisor marked the appointment as a no-show.
No Show (Summary Report): No appointment summary report or notes were saved.

Appointment Summary Report

Identify appointments with a saved summary report (Filed) or without one (Not Filed).

Appointment Staff Organizer

Filter appointments by the advisor or staff member assigned to the appointment.

Appointment Meeting Type (Scheduled)

Shows the meeting format selected when the appointment was scheduled.

Appointment Meeting Type (Summary Report)

Shows the meeting format recorded when the appointment summary report was filed.

Appointment Care Unit

Filter by the organizational unit in Navigate, including the Advising Care Unit.

Appointment Location

Filter by the location associated with the appointment. The list includes physical locations for non-advising units and college names for advising units. To view academic advising appointments for a specific college, select that college in the Appointment Location filter.

Appointment Service

Filter by the appointment name. This list includes all appointment names (aka services) offered in Navigate.

Student Filters

Filter	What it does
Student Category	Filter by categories such as academic standing, PeopleSoft student group, or positive or negative student indicator.
Student Degree Level	Filter by the student’s degree level.
Student Academic Level	Filter by the student’s academic classification, based on the UAIR definition of academic level.
Student Major College	Filter by the school or college associated with the student’s major.
Student Major Department	Filter by the academic department associated with the student’s major.
Student Major	Filter by the student’s academic major.
Student First-Generation Status	Filter by the student’s self-reported first-generation status.

Filter

What it does

Student Category

Filter by categories such as academic standing, PeopleSoft student group, or positive or negative student indicator.

Student Degree Level

Filter by the student’s degree level.

Student Academic Level

Filter by the student’s academic classification, based on the UAIR definition of academic level.

Student Major College

Filter by the school or college associated with the student’s major.

Student Major Department

Filter by the academic department associated with the student’s major.

Student Major

Filter by the student’s academic major.

Student First-Generation Status

Filter by the student’s self-reported first-generation status.

Important Considerations

Isolating Academic Advising Appointments

Student filters alone do not limit the results to academic advising. If you use only student filters, the dashboard will include all applicable Navigate appointments, including appointments with non-advising units.

To view academic advising appointments for a particular college, select the college in the Appointment Location filter.

Graduate Student Appointments

Undergraduate students are the primary student population active in Navigate and can schedule their own advising appointments. However, units that also support graduate students—such as Career Coaching—may enter appointment records for graduate students. As a result, graduate-level records may appear unless the appropriate student filters are applied.

Interpreting the Results

Before sharing or comparing dashboard results:

Review all active filters.
Confirm the population and time period included.
Use dashboard results to see general advising numbers and to track trends, rather than drilling down to individual student/advisor data. This dashboard does not include advising work not saved in Navigate, such as appointments with prospective students, appointment prep time, and interactions outside scheduled or drop-in appointments.

Access, Quality, and Student Experience