CardSmart Resources & Documents
This page serves as the main source of assistance for CardSmart (EAB Navigate). Additional help is available within the platform by clicking on the question mark icon in the upper right screen.
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If the resource you need is not available on this page, please, feel free to send us an email: CRDSMRT@louisville.edu
Getting Started
An important guide to the mass text messaging policy when using CardSmart. Mass text messaging in CardSmart should be action-oriented and/or directly related to graduation and retention efforts. This policy in place to reduce the likelihood that students opt out of text messaging from the platform.
A helpful guide to consider before adding notes in the CardSmart platform. The document articulates what is appropriate and not appropriate when adding notes in the platform.
A step-by-step guide to adding a prospective student to CardSmart. Staff may need to Create a student profile in CardSmart if the student doesn’t have any data in the platform – prospective new or transfer students, admitted students whose data isn’t being imported yet, a returning student who no longer has an active profile, etc. Creating a student allows staff to schedule the appointment and keep notes on the profile. When the student has an active profile with imported data, reach out to the CardSmart service to have the two profiles merged.
Progress Reports
How to create a Progress Report Campaign in CardSmart. The document details how faculty can submit progress reports from the campaign invitation emailed to them from by the Provost’s Office.
How to develop an ad-hoc progress report. Progress reports can be submitted by faculty at any time during the semester by logging into CardSmart and submitting them using this method.
How to import grades into CardSmart from Blackboard. Faculty have the option to import midterm grades from their Blackboard gradebook to their ULink midterm grade roster. That grade is then imported into CardSmart.
Appointments & Advising
How to add individual appointments to your calendar in CardSmart. This guide provides a quick reference for staff who need to schedule a student appointment directly on their CardSmart calendar.
How to add an appointment from the Appointment Center in CardSmart. This guide walks staff through scheduling an appointment for a student using the Appointment Center.
How to edit an appointment from the Appointment Center in CardSmart. This guide provides instructions for updating an existing appointment through the Appointment Center when appointment details need to be changed.
How to create an Availability and Appointment Campaign in CardSmart. This guide explains how to establish availability and use an Appointment Campaign to invite students to schedule with you.
How to create an Appointment Summary without an Appointment in CardSmart. This guide is useful for documenting a student interaction when an appointment was not scheduled or recorded in CardSmart.
Use this CardSmart guide to see examples of when a referral is needed and which campus partner can best assist your student. Use this resource to help determine the appropriate referral option and connect students with the campus resource best suited to their needs.
Step-by-step instructions for adding a tile to your CardSmart dashboard. This guide can help staff customize their dashboard by adding quick access to frequently used CardSmart features.
AI Tools
A walk-through of using AI Enhanced messages in CardSmart. This guide introduces the AI Enhanced Messages feature and provides direction for using AI to assist with message creation in CardSmart.
Best Practices for AI Message Content Creator in CardSmart. This resource outlines recommended practices to consider when using the AI Message Content Creator to draft student communications.
Suggestions and sample prompts when using AI Message Content Creator in CardSmart. Use these examples as a starting point for writing effective prompts and generating useful student-facing messages with the AI Message Content Creator.
A helpful guide when using the AI-powered assistant for reporting in CardSmart. This resource provides guidance for working with CardSmart’s AI-powered reporting assistant and using it to support reporting tasks.
An EAB produced document to help you get the most out of your AI Prompts.This EAB resource provides prompt examples and starting points designed to help staff use AI tools more effectively and consistently.
PeopleSoft Documentation
Step-by-step instructions detailing how to add or remove a Minor in PeopleSoft. Use this guide when a student’s academic record needs to be updated to add or remove a minor.
A step-by-step guide to change or add an assigned advisor in PeopleSoft. This guide provides instructions for maintaining advisor assignments on a student’s record.
Instructions for processing a major change in PeopleSoft. Use this resource as a reference when updating a student’s academic program information to reflect a change of major.
A step-by-step guide on how to pull a student transfer evaluation in PeopleSoft. This guide shows staff where to access a student’s transfer evaluation information in PeopleSoft.
A step-by-step guide for pulling an unofficial transcript in PeopleSoft. This resource provides instructions for accessing and viewing a student’s unofficial transcript in PeopleSoft.