Set up Success Planner 2.0

To set up Success Planner 2.0:

• Assign staff user role permissions in Naviance.

• Give students access to the feature in Naviance Student.

• Manage tasks.

• Create programs.

Assign staff user role permissions

Districts

Assign the following permissions to district-level user roles so district staff can review students' Success Planner 2.0 activity.

Schools

Assign the following permissions to school-level user roles so school staff can review students' Success Planner 2.0 activity.

Select Naviance Student settings

Select the following feature to auto-assign path tasks to students.

You will need to enable additional features and permissions for students to complete Path Tasks. Review the Success Planner 2.0 scope and sequence for more information. If the feature or permission needed to complete the Path Task is not enabled, the system skips the Path Task. If enabled later, the system will then assign the previously skipped Path Task.

Manage tasks

To review Success Planner 2.0 tasks, navigate to Planner 2.0 and select Task library. From the task library, review task details, determine which tasks are assigned to students, create custom tasks, and manage existing tasks.

• Click Manage columns to display or hide data in the task library.

• Click Filters to choose which tasks are displayed in the task library.

To assign a task to students, click the more icon (three dots) for a task and choose Assign.

Review task details

1. Navigate to Planner 2.0 and select Task Library.

2. Select a task name. Alternatively, click the more icon (three dots) for a task and choose Review task details.

Edit a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and choose Edit task details.

3. Update the task details.

   • Add completion triggers and trigger groups.

   • From Grade selection, select the grade level, student group, and more to determine who the task will be assigned to. When any grade is selected, the task will be assigned to students in all grade levels, and students will complete the task one time, no matter their grade level.

4. Click Update.

Create and assign a custom task

1. Navigate to Planner 2.0 and select Task Library.

2. Click Create task.

3. Enter the task details.

   • Add completion triggers and trigger groups.

   • From Grade selection, select the grade level, student group, and more to determine who the task will be assigned to.

   • Change the status to Assign to students to assign the task to the selected students. To assign the task later, go to the Task Library, click More actions for the task and choose Assign.

4. Click Update.

User triggers and trigger groups

Triggers let you define the conditions that automatically mark a task as complete. You can add one or more triggers depending on how the task should be completed.

Trigger groups offer additional flexibility by allowing you to organize triggers into groups. Each group can have its own logic to determine whether all conditions must be met or if any one is sufficient.

Set completion triggers

1. When editing or creating a task, go to the Completion trigger section.

2. Select a Trigger from the list.

3. Optionally, set a Threshold if the trigger supports it.

4. Optionally, click Add trigger to include another trigger.

5. Define how multiple triggers should work together:

   1. Select And if all triggers must be met to complete the task.

   2. Select Or if any one trigger can complete the task.

6. Continue to add triggers as needed.

Create trigger groups

1. Click Add trigger group.

2. Choose And or Or to determine whether students need to complete conditions from one group or both.

3. Add triggers to the new group as needed.

Assign a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) for an inactive task and choose Assign.

Unassign a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) for an active task and choose Unassign.

Duplicate a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and choose Duplicate.

3. Update the task details.

4. Click Update.

Delete a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and choose Delete.

3. Click Delete.

Manage programs

Create custom programs to track groups of tasks and to meet their school, district, or state requirements.

To review your Success Planner 2.0 programs, navigate to Planner 2.0 and select Task & Program Library. From the Program library, review program details, determine which programs are assigned to students, create custom programs, and manage existing programs.

Program status determines if you can track the tasks as a program. It does not determine if the group of tasks is assigned or unassigned to students. 

Create a program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click Create program.

4. Enter the program details.

   • The program status determines if you can track the tasks as a program. It does not determine if the group of tasks is assigned or unassigned to students. 

5. Select the tasks to include.

   1. Click +Add tasks.

   2. Select the tasks to include.

   3. Click Add.

6. Click Save.

Edit a program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click the more icon (three dots) and choose Edit task details.

4. Update the program details.

   • The task status determines if you can track the tasks as a program. It does not determine if the group of tasks is assigned or unassigned to students.

5. Add or remove tasks as needed.

6. Click Save.