Sharing Digital Navigators Among Public Libraries

Appointment Report Form

Use this form to summarize an appointment with a client. Information collected will remain confidential in final reporting. Fields marked with an asterisk (*) are required.

• Name of Client (First/Last): *
• Client ID: *
• Digital Navigator: *
• Appointment Date (MM/DD/YYYY): *
• Did the client attend this appointment? *
• No, but rescheduled appointment in-person or remotely
• Appointment Length (Please answer in number of minutes.) *
• Was this appointment in-person or remote? *
• If “In-Person”, where did the Digital Navigator meet the client?
• Please list any additional clients who attended this appointment. (Please include Client IDs.)
• Which topic(s) did the Digital Navigator address in this appointment? (Check all that apply.) *

Infrastructural

• Connectivity/Access
• No (suitable) Device
• Software Access
• Disability/User Interface
• Language Barriers

Digital Skills

• Account Management
• Adaptability
• Basic Computer Skills
• Basic Internet Skills
• Basic Mobile Skills
• Career Development
• Communication
• Creativity
• Cybersecurity skills
• E-commerce
• Education
• Email
• Entertainment
• Finance
• General Interest
• Government Services
• Health and Wellness
• Internet of Things
• Maintenance/ Management
• Research
• Social Media

Disengagement

• Disinterest
• Unfamiliarity

Technological Stress

• Confidence
• Information Overload
• Troubleshooting Stress
• Safety/Security Concerns

Specifically, what task(s) did the Digital Navigator assist the client with and what steps did the Digital Navigator take to address the issue at hand? (Please describe.) *

Why did the client request to schedule this appointment?

• New Issue/General Learning
• Making progress on large/complex issue.
• Recurring repeat issue

Is the client interested in scheduling another appointment with a Digital Navigator? *

• Yes, different issue
• Yes, continue working on same issue
• No, issue is resolved
• No, issue is outside the scope of service for the program
• No, client is unavailable due to personal reasons
• Maybe, issue is resolved but client is open to general learning