Pathways Training Materials

The document below outlines guidelines for the appropriate use of data and appropriate communications with students via Pathways. At its heart, Pathways is designed to help advisors help students most effectively navigate their Pitt journey. Pathways does this by easing administrative tasks, offering a central location for notes, and providing a structure to help advisors share important information about students across offices.

Download the Pathways Policy Documentation (PDF) »

Click the informational and how-to resources below to learn more about the specific feature and how it can be used by advisors, mentors and coaches with appropriate access to Pathways.

Meeting and Communicating with Students 

10 Minute Pathways Setup » (with training video and downloadable PDF options)

How to Create Availability for Appointments » (with downloadable PDF option) 

Pathways Appointment Campaign Documentation (PDF) »  
Pathways Appointment Campaign Documentation (training video) »

How to Schedule, Edit and Cancel Appointments » (with downloadable PDF option) 

Messaging Students » (with downloadable PDF option) 

Creating and Using Content Templates » (with downloadable PDF option) 

Documenting Interactions

Creating Appointment Summaries » (with downloadable PDF option)  

Adding a Note on a Student » (with downloadable PDF option)  

Creating Appointment Summaries and Adding Notes (Training Video) »

Coordinated and Differentiated Support

Advanced Searching for Students (with downloadable PDF option)

Creating, Managing and Using Student Lists (PDF) »

How Advisors Can Make a Resource Referral for a Student » (with downloadable PDF option)

How to Manage a Case » (with downloadable PDF option) 

Adding and Managing Staff To-Dos » (with downloadable PDF option)