EAB: Navigate - Setting User Preferences

Task: In the EAB Navigate release 21.2.7, users now have the ability to set their default term and landing page when logging into the application.  

 

Instructions:

  1. Once Logged into EAB, in the upper right click on your profile image
  2. Select "User Preferences"
  3. The User Preferences page opens. There are two preferences users can set: Default Term, Default Home Page.

  1. The default term selection will be used in all term drop downs in Navigate. You can change the term using any term filter. When the default term becomes inactive, you need to update your default term.

Note. If you select System Default Term, it will select the “current term” that matches the following logic:

  • The current date falls in the term
  • If the current date falls in multiple terms, the longest term is selected as the current term
  • If the current date does not fall in a term, the closest upcoming term is selected
  1. The default home page sets the page in Navigate that opens when you first log into the platform. If your access to the chosen page is removed, we update your default home page to Home. The following pages can be default home pages; the actual list you see is determined by User Role permissions.

Set Default Care Unit and Location for Ad-Hoc Appointment Summaries

  1. User Preferences has added two new options that allow you to set your default Care Unit and Location for ad-hoc Appointment Summaries
  2. You can update these settings on User Preferences. If you want to update the default Location, you must also update the default Care Unit. Setting these options will not change the Care Unit or Location of a prescheduled appointment.

Default-CU-Location-UP.png

  1. Once you have changed one or both of these preferences, select Save User Preferences to save the change.

Outcome:

Next time users log into the application, they will be taken to the page that was set as their landing page and they will see information displayed for their set default term if one was selected.

 

Need additional help?

Please use this link to the ET&S Help Desk team to locate your local campus contact information.  Use the “Submit a Question” for your campus to enter an online support request.  

Details

Article ID: 4373
Created
Fri 4/1/22 8:53 AM
Modified
Fri 6/24/22 8:49 AM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)