Set up Naviance for Districts

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

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

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Zones.
From Options, select Define a New Zone.
Enter a Name.
Select Add Zone. You can now add schools to the zone.

Add schools to zones

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Zones.
Choose Edit Schools for the selected zone.
Select each school that you want to add to the zone.
Select Update Mapping

Edit schools in a zone

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Zones.
Select Edit Schools for the desired zone.
Select or clear the schools to add or remove.
Select Update Mapping.

Edit a zone name or delete a zone

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Zones.
From Options, select Edit or Delete Zone.
Edit the zone name or select the trash icon for the selected zone.
Select 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.

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Student Plan Milestones.

Alternatively, from a school-level account, select Preferences, and then choose Plan Milestones.
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.
Select Enable Plan Milestones, and then select 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.

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose School Abbreviations.
Select Edit.
Enter an Abbreviation for the desired school.
Select 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.

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose School IDs.
Select edit.
Enter an ID for each school.
Select 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.

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Data Consolidation.
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.
Continue assigning a zone to all schools you want to consolidate data.
Select 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.

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

Match powered by Concourse

Match is a free platform that lets students create anonymous academic profiles, which colleges can review and offer admissions and financial aid. Students can then review these offers and choose to share their personal information with colleges if they want to indicate interest in an offer. Indicating interest in offers is non-binding for the student, and they can indicate interest in multiple offers.

From Naviance District Edition, navigate to the gear icon and select Setup.
Choose Match powered by Concourse.
Select Review and agree to read the privacy statements. You cannot update the Match settings unless you agree to the privacy statements.
Choose your enablement method:
- Select Enable Match for all schools to make the feature available to juniors and seniors at all schools.
- Select Allow individual schools to enable Match for juniors and seniors at their school so schools can use the feature at their discretion.