Set up Naviance for Districts

The following options are available for setup in your Naviance for Districts account:

• My Account
• User Administration
• Zones
• Student Plan Milestones
• Student Groups
• Data Import
• Data Import New
• Data Export
• Data Export (CP 2.0)
• PowerSchool Data Integration
• School Abbreviations
• School ID
• Data Consolidation
• Single Sign-On (SSO) Options
• Headed2 Features

When setting up a new district Naviance account, you must enter school ID numbers before importing student data from the district level.

Naviance recommends creating student groups so students can be assigned via a student data import and creating zones to restrict school-level access for district staff.

Zones

Use zones to:

• Limit district staff access to only schools in which they work.
• Analyze data for specific groups of schools.
• Share data between schools in a zone using data consolidation.

Create Zones

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose Zones.

3. From Options, select Define a New Zone.
4. Enter a Name.
5. Click Add Zone. You can now add schools to the zone.

Add Schools to Zones

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose Zones.

3. Choose Edit Schools for the selected zone.
4. Select each school that you want to add to the zone.
5. Click Update Mapping

Edit Schools in a Zone

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose Zones.

3. Select Edit Schools for the desired zone.
4. Select or clear the schools to add or remove.
5. Click Update Mapping.

Edit a Zone Name or Delete a Zone

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose Zones.

3. From Options, select Edit or Delete Zone.
4. Edit the zone name or select the trash icon for the selected zone.
5. Click Update Zones.

Student Plan Milestones

Plan milestones are specific academic, career and college planning that you want each student in your school or district to complete. After defining these steps, you can monitor and update a student's progress in the Plan section of the student folder.

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose Student Plan Milestones.

   

   Alternatively, from a school-level account, select Preferences, then choose Plan Milestones.
3. From Options, select:
   1. Add Category to create categories used to organize your milestones.
   2. View Categories to edit or delete categories.
   3. Add Milestones to enter custom milestones.
   4. View Milestones to edit or delete milestones.
   5. Edit Milestone Order to reorder milestones.
   6. Set Display Order to set the order by name, category, specified sequence, or grade level.
4. Select Enable Plan Milestones, and then click Save. The Plan Milestones are available in the Plan section of the student folder.

Assign School Abbreviations

Assign school abbreviations to use with Course Planner.

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose School Abbreviations.

3. Select Edit.
4. Enter an Abbreviation for the desired school.
5. Click Update Abbreviations.

Enter School ID Numbers

To import student data at the district level, you must assign a unique School ID number to each school in your district.

So data populates the correct schools in your district:

• Ensure that each ID is unique.
• Use IDs consistently when importing or updating student or other data.

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose School IDs.

3. Select edit.

4. Enter an ID for each school.

5. Click Update IDs.

Use Data Consolidation

To use data consolidation, ensure that you have set up zones.

By default, Naviance displays a school's historical student and college application data. If a school has little to no historical student and college application data, use data consolidation to share data from schools in a zone. Schools can continue to review historical data from only their school.

1. From Naviance District Edition, navigate to the gear icon and select Setup.

2. Choose Data Consolidation.

3. If a school is Unassigned, open the corresponding list and choose a zone to which you want to assign the school. Only zones in which the school is a member are listed.

4. Continue assigning a zone to all schools you want to consolidate data.
5. Click Update. You can now review consolidated historical data for schools assigned to a zone.

Headed2 Features

Manage access to Headed2 Features for all schools in your district.

1. From Naviance District Edition, navigate to the gear icon and select Setup.
2. Choose Headed2 Features.
3. Review the information about Headed2 feature enablement. Turn the setting off if you do not want schools in your district to use Headed2 Features.
4. Optionally, click Enable for All Schools to turn on the feature for all grades at all schools in your district.