Contents

• Video Instructions
• Written Instructions

Video Instructions:

Length of video: 1 minute, 38 seconds

Written Instructions:

How to auto send a welcome message to students who have been newly assigned to you, using an automation in Navigate

1. Visit www.uwp.edu, Click LOGINS, Click Navigate - Faculty/Staff

2. Click Reporting

3. Click My Report Automations

4. Click + Add Automation

5. Enter an Automation Name

6. Check the box to indicate that the Automation is active

7. Select Automation Conditions

• In the “IF” section, choose a saved search or saved report (select a saved search or saved report of your assigned students)

• In the “THEN” section, select an action (select Send Message)

8. Check the box to Omit initial matches. Student included on your saved search or saved report (selected in the previous step) will not receive the message, only newly assigned students will receive an automated message

9. After selecting Send Message, an email/text box will appear on the screen, type the email message or text message that you would like to auto send to students who have been newly assigned to you in Navigate

10. Specify the Automation Schedule, select Automation Duration, select Automation Frequency

11. Click Save Automation