Set Up Course Planner

To set up Course Planner:

1. Assign staff user role permissions.

2. Define subject areas.

3. Import and manage the course catalog.

4. Import course mapping.

5. Build and manage plans of study.

6. Build and manage specialization areas.

7. Configure Course Planner.

8. Update Naviance Student settings.

9. Publish plans of study.

10. Publish specialization areas.

11. Optionally, assign the edit course plan task to students.

12. Import and manage student course data.

Assign staff user role permissions

District-level staff permissions

Assign the following permissions to district-level user roles, so district staff can access course planner features in Naviance.

School-level staff permissions

Assign the following permissions to school-level user roles so that school staff can access course planner features in Naviance.

Define subject areas

Define subject areas before you import courses so Course Planner maps courses correctly.

You can define subject areas in one of two ways:

• Manually enter them before importing your course catalog.

• Auto-generate them when importing your course catalog.

Manually enter a subject area

1. Navigate to Courses, then select Subject areas.

2. Select Add subject area.

3. From Add subject area:

   1. Enter a Name.

   2. Choose a School Courses for the Exchange of Data (SCED) subject code.

   3. Click Save.

Auto-generate subject areas

Include these fields in your import file to auto-generate subject areas:

• Subject area

• SCED subject area

Course catalog

Import courses in bulk

Import courses using one of two ways:

• A manual data import.

• An automated data import via a Secure File Transfer Protocol (SFTP).

Review the course catalog import fields for more information on the data to import.

Add a course manually

1. Navigate to Courses, and then select Course catalog.

2. Select Add course.

3. Enter the course Overview and Detail information.

4. Optionally, add Course relationships.

   1. Enter a course name in the Search by course name or ID field, and then select the course from the list. Repeat this process for each course.

   2. Optionally, select Add an Or condition from Pre-Requisite courses.

5. Click Save. Alternatively, select Save and map to schools.

   1. From Map course to schools, choose how you want to map the course.

   2. Search for the existing course or select the schools where you want the course to be available.

   3. Click Save mapping.

Course mapping

After you import a district course catalog, map courses to schools.

Map courses in bulk via:

• A manual data import.

• An automated data import via a Secure File Transfer Protocol (SFTP).

Review the course mapping import fields for more information on the data to import.

Plans of study

A plan of study is a framework that helps students create course plans to meet state and school graduation requirements as well as personal goals. Students select courses from a defined list to satisfy each requirement.

You can create a single plan of study and add specialization areas to guide students toward courses related to their interests or career paths.

Create a plan of study

After defining subject areas and importing your course catalog, create plans of study from scratch or copy an existing course plan.

1. Navigate to Courses, and then select Plans of study.

2. Select Create plan of study.

3. Choose:

   1. Create a new plan, then click Continue

   2. Copy an existing plan, select a plan, then edit requirements and rule types as needed.

4. Enter the plan details.

   1. Enter plan details. Students will see the Plan Name and Description in Naviance Student.

   2. If alternates are required, students must select a course, priority, and grade level when choosing alternates.

   3. To set credit alerts by grade, choose Set plan-specific credit alerts under Credit ranges. These apply only to this plan.

5. Click Save.

Add requirements

1. From the plan details page, click Create a requirement.

2. Enter the requirement details.

   • If electives allow alternates, Alternates are automatically added as a requirement.

3. Click Save and select courses or Save to add them later.

Add courses to requirements

Use course rules to define which courses satisfy each requirement. You can add one or more rules to a requirement.

From Select courses, click Create rule for the type of rule you want to create.

You can also select the plan of study name and then select the requirement name from the plan details to open Select courses.

Course rule type details

Publish plans of study

You must publish plans of study to make them available in Naviance Student.

1. Navigate to Courses, and then select Plans of study.

2. Select the plan name.

3. Click Publish and update.

4. Choose schools:

   1. Search for a specific school.

   2. Click Select all.

   3. Select a specific school.

5. Choose to Publish now or Schedule for later. If publishing later, choose the date and time to publish.

6. Click Save or Schedule.

Specialization areas

After building a plan of study, you can create multiple specialization areas to streamline student course selection and ensure students add courses to their plan that fit with their interests, potential career paths, or endorsements.

Create specialization areas

1. Navigate to Courses, then select Specialization areas.

2. Select Create area.

3. Enter the area details, then click Save. Naviance Student displays the Area name and Description to students.

4. From Specializations, click Create specialization.

5. From Create specialization, enter the specialization details.

6. Click Save and select courses or Save to add them later.

7. Select courses, click Create rule for the type of rule you want to create. You can create multiple rules for the same specialization. Review Course rule type details for instructions on creating each rule.

8. From the area details page, continue creating specializations and building course rules for them.

Publish specialization areas

You must publish the area and activate each specialization to make them available in Naviance Student.

1. Navigate to Courses, then select Specialization areas.

2. Select the name of the area to publish.

3. Click Publish.

4. Choose schools:

   • Search for a specific school.

   • Click Select all.

   • Select a specific school.

5. Click Publish.

6. From Specializations, select the number of Active schools for the desired specialization.

7. Choose schools:

   • Search for a specific school.

   • Select Activate all.

   • Select individual shcools.

8. Click Publish.

Configuration

Approval requirements

1. Navigate to Courses, and then select Configuration.

2. From Approvals, select an approval requirement option.

   • Guardians can approve course plans in Naviance Student if they have an account. Otherwise, print and distribute a student's course plan for approval using the Student Readiness Report. The course plan status will not display Approved until the guardian has approved it, even if the school has already approved the course plan.

   • If students are not submitting their course plans for approval, the course plan status always displays In progress. Students can continue to edit their course plans until you manually approve them and thereby lock the course plans for editing.

3. Click Save.

Student submission rules

1. Navigate to Courses, and then select Configuration.

2. From Approvals, select an option from Student submission rules.

3. Click Save.

Staff approval rules

1. Navigate to Courses, and then select Configuration.

2. From Approvals, select an option from Staff approval rules.

3. Click Save.

Credit recovery

Optionally, allow students to select credit recovery courses in their course plans. To use this feature, you must assign credit recovery courses to courses in the Naviance course catalog.

1. Navigate to Courses, then select Configuration.

2. Navigate to Academic rules.

3. From Credit recovery, choose Prompt students to select a recovery course when they receive 0 credits.

4. Click Save.

Grade-specific credit alerts

Optionally, set a minimum and a maximum number of credits that students must include in their course plan. If students submit their course plans for approval, they cannot do so until they have met the minimum or the maximum number of credits.

1. Navigate to Courses, then select Configuration.

2. Navigate to Academic rules.

3. From Grade-specific credit alerts, select Set up credit alerts.

4. Enter the minimum and the maximum number of credits students need in their course plan and then click Save.

5. Click Save.

Credit deficiency

Optionally, set the cumulative credits required for each grade level to keep students on track for graduation.

1. Navigate to Courses, then select Configuration.

2. Navigate to Academic rules.

3. From Credit deficiency, select Set up credit deficiency.

4. Enter the minimum number of cumulative credits earned per grade and then click Save.

5. Click Save.

Configure labels

Optionally, display terms in Naviance Student that students are familiar with in your school or district.

1. Navigate to Courses, and then select Configuration.

2. Navigate to Student experience.

3. From Configure labels, enter alternate names for Area and Specialization.

4. Click Save.

Additional resources

Optionally, share up to 3 links and a document with your students on the Manage Plan page in Naviance Student.

1. Navigate to Courses, and then select Configuration.

2. Navigate to Student experience.

3. Select Show to students.

4. From Links, enter a Link name and URL. Click Add link to add up to two more links.

5. From Document, enter a Document name. Click Upload file to locate and open the file.

6. Click Save.

Naviance Student settings

Select the following features so students can access the Courses section and related tools in Naviance Student.

Success plan task related to course planning

Assign the following school or district task to track the completion of student course plans.

Student course data

Import student course data so students can:

• Review their progress towards completing their plan of study requirements.

• Determine if they meet course corequisites or prerequisites.

Import student course data via:

• A manual data import.

• An automated data import via a Secure File Transfer Protocol (SFTP).

Review the student course data import fields for more information on the data to import.