Terms used to refer to EAB's services




EAB is a private company that uses technology to help educational institutes with communication and planning. About 550 colleges and universities are using EAB. EAB used to stand for Education Advisory Board but it is no longer an acronym; the company is now just "EAB"


Navigate refers to software from EAB. EAB calls it a “Student Success Management System.”

Navigate” is the name of a free app for smartphones and tablets, a web site and the software running on EAB’s servers that drives the app and web site.

UWRF’s Navigate Portal

A portal is a web site that advisors, faculty, staff, and administrators can use to manage interactions with students and faculty. Use this URL in the address bar of your browser to get to our (UWRF) Navigate portal: .

Care Network

The network of support services on our campus to help students. Besides the success center, this network can include full-time advisors, faculty, and staff in various UWRF offices.

Phase I

Initial phase of the launch and subsequent use of Navigate on our campus. This phase is almost complete.

Phase II


Predictive Analytics

Software that analyzes historical data (typically 10 years' worth) to find patterns and make predictions for student success.

Content Administration Tool

A tool that is accessible by a UWRF Content Administrator to enable management of content in the student app or web site for our campus. A number of people on campus are official Campus Administrators.

Faculty Leaderhip

Refers to College Deans, Department Chairs and heads of Programs, people who are likely to need access to analysis about potentially large numbers of students in a particular category; for example, all majors in a program.

Student Profile

A student profile is an online description of a student and their academic performance at UWRF - details similar to that in eSIS plus information that could be used to identify students who may be at risk of not graduating in their major.

Student Tags

A tag is used to apply a layer of grouping in addition to Categories - for example the tag "Art Minors" may applied to students in the category "Freshmen"


Besides the students who will be using Navigate to find their way to graduation, and faculty and staff, there are administrators and EAB personnel involved in the use of Navigate with specific roles in Navigate.

Roles for the people involved with the use of Navigate on campus



Strategic Lead

An EAB employee responsible for helping our campus use Navigate 

Launch Consultant

An EAB employee responsible for helping us set up and get our portal ready.

Navigate Leadership Team

UWRF faculty and staff involved in making decisions about how we use Navigate on our campus.

Program Sponsor

Provost’s office

Navigate enforces “access control” in the sense that not everyone can access all the information available in its databases to comply with laws like FERPA.

Terms describing Navigate roles



User Role

A set of capabilities that a “user” of Navigate has. Examples would be “Student”, “Advisor”, “Instructor”, “Dean”, etc. Users have different levels of access to data.

Access control

A computer security term referring to the fact that people and programs have a set of permissions that comply with laws and policies.

Role-based access control

What user gets to do with data depends on their official role in Navigate, not their identity. For example, when a faculty member who has the role of Department Chair leaves that position, they lose access and whoever becomes the new Chair gains access.

Application Administrator

  On-campus person (typically in the Registrar's Office or DoTS) who manages configurations for faculty and staff and replies to end-user support inquiries.

Program Sponsor

  Provost’s office


An "advisor" may be a member of the Faculty who meets with students to advise them or a professional advisor

Student Category

A category applied to a student is a way to group similar students - e.g. "All Athletes" or "Tennis and Hockey" 

When a student meets with an advisor for an appointment, the advisor can take notes in the software to chart the student’s progress. Here are some of the terms used in Navigate when describing such interactions:

Terms describing advisor appointments




A message sent by a Navigate user to draw attention to a student who may be at risk for a negative impact on their progress towards degree completion. An alert may be enabled if a student, for example, skips a number of classes or withdraws from a class.


An activity that involves communicating with students to accomplish a specific goal like getting students to set up advising appointments for the next semester.


A request coordinated across departments and offices to take action to follow up on an alert regarding a student.


The times during the work week that an advisor, tutor, or instructor can set aside to meet with students. Students will be able to see availability information for their advisors and set up an appointment or drop in for a meeting.


A way for faculty and staff to to attach commentary to a student’s profile to keep track of information relevant to meetings with the student. Notes become part of the student’s record and students are allowed access to their records.

Summary Report

Notes plus other information such as time and place of a meeting summarizing the topics discussed in a meeting.

Progress Report

A way for an instructor to indicate how a student is performing in class.

Advising Report

An advising report is a way for advisors to list all previous advising appointments that a student has had. It will contain information like the type of and reason for the appointment, location, date, etc. and a text summary.


Terms students will encounter in the EAB Navigate Student mobile app



Academic Planning

A feature in the app that allows students to build their academic plan directly in Navigate. Students will select the courses for their program from a template to easily guide them through course selection and requirements to stay on track in their program. Plans can be accessed by advisors in the Navigate Staff app.

Appointment Scheduling

A feature in the app for students to schedule appointments with university support staff (e.g., advisors, tutors).

Conditional Pathing

A way for each student to create unique pathways to graduation. Students can see content based on their classification, transfer status, etc.

Connect Network

A list of a student‘s support network, including advisors, instructors, and tutors that they are specifically assigned to in Navigate. Staff contact information is imported directly from our student information system (eSIS).

Events Calendar

A digital calendar of important campus events, including holiday breaks, orientation events, and tuition payment deadlines.

Hold Center

An automated system to manage student holds (e.g., bursar hold). It uses the same data as in our student information system (eSIS) and automatically alerts students who have holds on their accounts.


A self-identification process that students complete when they first open the Navigate Student mobile app. This intake collects additional information (e.g., “I am working part-time”) that would not be evident from the Student Information System (eSIS), providing more ways to customize and target content for students.


Step-by-step pathway to college success, providing the context, instructions, and resources for completion of important tasks. Journeys are typically created for topics critical to student success, including Onboarding, Paying for College, and Academic Success.

Major Explorer

Automated major and career exploration system based on student interests (not the same as the Navigate Major Explorer, which is based on academic performance). Students can explore institution-specific majors and related career information drawn from the US Department of Labor.


Texts or emails depending on the student’s preferences. Notifications are used as nudges to keep students on track for critical tasks (e.g., submit your FAFSA).

Quick Polls

Quick surveys that serve as pulse checks of our student body and provide university administrators with intra-term student data.

Resources Directory

A catalog of the physical and digital resources that students can access on campus.

In order to improve future student outcomes, we will analyze student data and the part of Navigate that produces predictive data is called "Analytics." There are a number of terms that have to do with the data that we can get out of Navigate.

Analytics Terms




A snapshot of activities used for assessment and resource allocation. Activities are grouped by user roles or locations.

Institution Report

Analysis of historical (up to 10 years) data from our campus relevant to impacts on graduation rates. This is used by deans and chairs to look for ways to improve student success. Data can be “sliced” by college or major, courses or GPA or major switching, etc. and can be used to understand trends and opportunities.

Success Marker

Critical milestones that are predictive of success in a major. Fires an alert when a student does not pass a course at the recommended grade threshold or has not completed a course within the recommended credit range.

Student Risk Score

Compares a student with our historical population to determine their likelihood to persist to the next term or to graduate from our campus.

Student Success Predictive Model

A way to analyze student data for patterns in order to predict the likelihood of a student not graduating in their major. Classifies the risk as Low, Moderate, or High.