The following pieces of documentation will help you to leverage various functionalities in Pathways.
Download: Pathways Training Documentation for Advisors (PDF) »
Sections include:
How to:
- Log Into Pathways
- Search for a Student
- Sync Your Calendar
- Create Availability for Appointments
- Schedule an Appointment
- Complete an Appointment Summary Report
- Create an Ad hoc Appointment Summary Report
- Mark an Appointment as a No Show
- Cancel an Appointment
- Edit an Appointment
- Add a Note to a Student’s Page
- Make a Referral for a Student
- View Notes and Appointment Summary Reports
- Create a Student List
- Add Students to an Existing Student List
- Upload a Student List via Batch
- Create a Saved Search
- Access Your Saved Search
- Create an Appointment Campaign
- Add a Student to an Existing Campaign
- Remove a Student from a Campaign
Plus:
- Frequently Used Terms and Definitions
- How to Create a Rule in Outlook for Appointment Reminder Emails
Download the Pathways Training Documentation: All Users (PDF) »