Release notes 2026

Course Planner

2026-05-27

Issue

Course Planner - Publish and Update Email Fixed

There was a bug with Course Planner’s Publish and Update emails where they said that jobs failed when they actually succeeded. This issue has been resolved, and the email now shows the accurate Publish status.

Course Planner

2026-05-27

Issue

Course planner permission update - Manage & View Course Plans

A bug with the permissions for staff to view Course Plans in Course Planner has been fixed. The permission to View Course Plans wasn’t restricting users from editing course plans properly. We had to fix that permission, and users with the View Course Plan permission will no longer be able to edit student course plans. While updating that permission, we consolidated the school and district versions into a single View Course Plans permission. We also consolidated and renamed the Add/edit course plans permission to Manage Course Plans. No action needs to be taken by users who already had the View Course Plans or Add edit course plans permissions previously.

Work-based learning

May 27, 2026

Enhancement

Work-based learning documents and student detail page

Naviance is releasing a new document‑upload capability within Work‑Based Learning that allows users to attach files to Contacts, Organizations, Opportunities, and Engagements. This enhancement transforms Naviance Work‑Based Learning into a true one‑stop shop by centralizing document management, reducing manual tracking, and minimizing reliance on external tools such as email. Staff, students, and partners will be able to easily upload and share everything from contracts to applications to timesheets in a single location.

Staff and partners will be able to upload or delete documents to Contact, Organizations, and Opportunities. Students, staff, and partners will be able to upload or delete documents to individual student engagements. No changes need to be made to student optional features to enable engagement documents.

• Staff with the Manage Work-Based Learning permission will be able to upload documents with no change required.

• For staff who can only view Work-Based Learning, a new View Work-Based Learning Documents permission must be assigned to users who should only view documents, not manage them.

As part of these updates, a new Student Detail page has been added to the Staff experience. This page is accessible by clicking the student name on the Student Engagement or Hours dashboard. This new Detail page shows an individual student’s engagements and submitted hours on a single table, similar to what is already available in Reports.

Data import new

April 24, 2026

Issue

Improved Ohio State Test (OST) score imports (Ohio only)

The Ohio State Test (OST) score import has been updated to ensure column headings correctly align with the imported data for newer Ohio file layouts. Ohio districts can now import recent OST files using the appropriate data type:

• Ohio State Test (taken after Fall 2023)

This update is only available to Ohio customers and helps ensure OST scores import accurately without manual workarounds.

Success planner 2.0

April 24, 2026

Enhancement

Bulk assign/unassign and bulk status update

Planner 2.0 introduces enhanced task management efficiency with Bulk Assign and Unassign and Batch Status Update. Counselors can now filter tasks by type, select multiple tasks, and assign or unassign them in a single action — eliminating the need for repetitive one-at-a-time task management.

Additionally, Batch Status Update allows counselors and district admins to upload a CSV file to update task completion status in bulk, with clear visibility into skipped records and the ability to download an error file for quick resolution.

Analytics

April 23, 2026

Enhancement

New Success Planner 2.0 Reports

The latest Naviance reports release includes these new Success Planner 2.0 reports:

• Success Planner 2.0 Program Completion Status - details assigned programs, completion status, rates, and task status.

• Success Planner 2.0 Program Completion Summary - shows aggregate student completion data by program, including counts of assigned, completed, in progress, not started, and overdue students.

We also added charts to the Success Planner 2.0 Program Completion Summary and Success Planner 2.0 Summary reports, providing quick snapshots of task and program completion status.

Work-based learning

April 23, 2026

Enhancement

Update to work-based learning permission name

The Add/edit/cancel/delete work-based learning permission has been renamed Manage Work-Based Learning to align with our naming conventions. This is a name change only, with no impact on assignments or capabilities.

Demo Naviance Student

March 26, 2026

Enhancement

Work-based learning accessible via Demo Student

Staff can now use Demo Student to interact with Work-Based Learning. The Demo Student will display work-Based Learning opportunities that a student in their grade would see. Demo Student can set up preferences, favorite opportunities, participate in opportunities, and even add hours. Demo Student will reset each time the staff member leaves their session.

Success planner 2.0

March 26, 2026

Enhancement

Assigned students page and task audit trail

Planner 2.0 introduces improved task visibility and management with the Assigned Students Page and Task Audit Trail. Educators can now track real-time student progress for a task, take bulk actions, send reminders, apply filters, and export data from a single workspace. Additionally, the Task Audit Trail provides a clear, chronological history of all task changes — showing what was updated, who made the change, and when — ensuring better transparency and accountability.

PowerBuddy

March 26, 2026

Enhancement

PowerBuddy staff permission update

PowerBuddy for staff in Naviance now requires only one permission to enable:

• Administer PowerBuddy Settings – District Level

How it will behave:

• When Administer PowerBuddy Settings – District Level permission is on, the PowerBuddy Settings menu is displayed.

• The PowerBuddy Settings page includes:

  • PowerBuddy for CCLR – on by default (no change)

  • PowerBuddy for Staff – off by default (must be explicitly enabled)

Data import

March 26, 2026

Enhancement

PSAT 8/9 (after fall 2023) now available in Naviance

PSAT 8/9 (after fall 2023) is now available in Data Import New to help import test scores.

PowerBuddy

March 26, 2026

Enhancement

PowerBuddy for Staff: Talk to your data

PowerBuddy for Staff now includes Talk to your data, an AI-driven enhancement that helps staff quickly find the right reports and understand them through simple conversational questions. This update reduces navigation time, simplifies data analysis, and supports faster decision‑making for educators.

What’s new:

• AI‑powered report discovery that surfaces the most relevant reports based on a user’s query.

• Conversational analysis of downloaded reports, including summaries and insights.

• Student lookup within a report through natural language.

• In‑flow actions, such as favoriting reports directly within PowerBuddy.

To enable PowerBuddy:

1. Update user role permissions by going to Setup, choosing User Admin, and selecting Manage Roles & Rights. Then, select Administer PowerBuddy Settings.

2. Turn on the feature by going to Setup and choosing PowerBuddy Settings. Then, turn on PowerBuddy for Staff.

College planning

March 5, 2026

Enhancement

Early access to modernized staff college profiles

Due to the mid-year timing, modernized staff college profiles will be available via opt-in Early Access.

District or school administrators who would like access can enable the new experience for their district or school staff through the Early Access page.

This approach allows interested districts to adopt early while minimizing disruption during peak college season.

Data integrations

February 17, 2026

Enhancement

Exclusion rules for Clever staff integration sync

Clever staff integration now allows clients to exclude specific staff and teacher records during the Clever staff integration sync.

What’s new:

• New exclusion list in sync settings.

• Users can create rules based on Clever user type (staff or teacher) and fields such as Title, StaffID, Teacher_Number, or Email.

• Rules support in and = operators, with AND logic within each rule.

• Multiple rules can be created for IN operator only; deleting a rule removes the entire rule block.

• Records matching any rule will be excluded; existing matches will be deactivated and removed from teacher and counselor lists.

• The default behavior is to expand all.

• A system error is shown if required fields are missing when proceeding.

Work-based learning

February 17, 2026

Enhancement

Partner portal phase 2 released

We’re excited to announce that Phase 2 of our new Work‑Based Learning Partner Portal has launched.

Phase 1 introduced key features that allowed Partners to connect with districts or schools and manage their own Contact and Organization information.  Partners also gained the ability to create and share opportunities.  

With Phase 2, we have expanded the Portal to support student Engagement and Hours management. New content that has been released includes:

• Student engagements now appear in the Partner Portal for partner‑created opportunities.

• Partners can update engagement statuses directly in the Partner Portal.

• Student-submitted hours on partner-created opportunities route to partners for approval before moving on to district or school staff in Naviance.

• Privacy protections ensure that students are only displayed to partners from districts or schools they’re connected with.

Reports

February 10, 2026

Enhancement

New work-based learning reports

This release introduces six new reports designed to give educators deeper visibility into work‑based learning engagement, hours tracking, and partner organization activity:

• Work-Based Learning Contacts – Provides detailed information on contacts and their associated opportunities and engagements.

• Work-Based Learning Engagements – Displays comprehensive engagement records, including linked opportunities, contacts, organizations, and engagement status.

• Work-Based Learning Hours Submissions – Shows detailed participation hour submissions for each student, including submission status.

• Work-Based Learning Hours Summary – Aggregates total participation hours by student, including submitted and approved hour totals.

• Work-Based Learning Opportunities – Lists all available opportunities along with their key details.

• Work-Based Learning Organizations – Lists participating organizations and their details, including connected contacts and engagements.

Work-based learning

February 03, 2026

Enhancement

Staff can add student hours

A new Hours option has been added to the Work‑based learning Add menu. This allows staff to add hours directly to student engagements, including cases where students have not yet submitted hours themselves. Staff can also continue to add hours via the Manage hours drawer on the Hours dashboard.

PowerBuddy

February 03, 2026

Enhancement

PowerBuddy can now talk about Work-Based Learning

We’ve released the ability for PowerBuddy to talk to students about work-based learning (WBL). While chatting with PowerBuddy, students will be able to ask questions about WBL opportunities, get suggestionforof opportunities that fit their interests, and discuss opportunities they're taking part in.

Data import

January 07, 2026

Enhancement

Faster manual district imports in Naviance

What’s new:

• Instant imports

  • Manual district imports will now process immediately—no more 24‑hour wait times.

• Comprehensive coverage:

  • All manual district‑level imports are supported (including curl), with performance depending on file size.