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.
You can also customize Success Planner 2.0 for your school or district by editing built-in tasks and creating custom tasks.
Optionally, give students access to Path Tasks so the Naviance Student homepage displays the built-in path tasks when students choose a pathway.
Alternatively, create custom tasks and assign them based on grade level instead of giving students access to Path Tasks. Only the custom tasks will be displayed to students.
To assign a built-in path task without turning PathTasks, duplicate the built-in task to create a custom version and choose the grades for which you want the task to appear, and then turn on the task so it’s available to students.
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.
User role permission | Description |
---|---|
View Student Success Planner 2.0 | Display the Success Planner 2.0 section in the student folder, including students' primary and secondary paths, dates selected, and Path Task completion details. |
Export district data | Export Path Task completion details from the student folder. |
Schools
Assign the following permissions to school-level user roles so school staff can review students' Success Planner 2.0 activity.
User role permission | Description |
---|---|
View Student Success Planner 2.0 | Display the Success Planner 2.0 section in the student folder, including students' primary and secondary paths, dates selected, and Path Task completion details. |
Administer Success Plan Settings | Create and manage custom tasks. |
Export school data | Export Path Task completion details from the student folder. |
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.
Feature | Description |
---|---|
Path Tasks | Assigns Path Tasks that align with students' selected future paths. |
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.
Active tasks are assigned to students. To unassign a task, click the more icon (three dots) and choose Deactivate.
Review task details
Navigate to Planner 2.0 and select Task Library.
Select a task name. Alternatively, click the more icon (three dots) for a task and choose Review task details.
Edit a task
Navigate to Planner 2.0 and select Task Library.
Click the more icon (three dots) and choose Edit task details.
Update the task details.
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.
Activate a task by toggling the Status to on. The task will be assigned to students. Alternatively, toggle the Status to off to inactivate and unassign the task to students.
Click Update.
Create and assign a custom task
Navigate to Planner 2.0 and select Task Library.
Click Create task.
Enter the task details.
From Grade selection, select the grade level, student group, and more to determine who the task will be assigned to.
Optionally, toggle the Status to on if you are ready 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 Activate.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
When editing or creating a task, go to the Completion trigger section.
Select a Trigger from the list.
Optionally, set a Threshold if the trigger supports it.
Optionally, click Add trigger to include another trigger.
Define how multiple triggers should work together:
Select And if all triggers must be met to complete the task.
Select Or if any one trigger can complete the task.
Continue to add triggers as needed.
Create trigger groups
Click Add trigger group.
Choose And or Or to determine whether students need to complete conditions from one group or both.
Add triggers to the new group as needed.
Assign a task
Navigate to Planner 2.0 and select Task Library.
Click the more icon (three dots) for an inactive task and choose Activate.
Unassign a task
Navigate to Planner 2.0 and select Task Library.
Click the more icon (three dots) for an active task and choose Deactivate.
Duplicate a task
Navigate to Planner 2.0 and select Task Library.
Click the more icon (three dots) and choose Duplicate.
Update the task details.
Click Update.
Delete a task
Navigate to Planner 2.0 and select Task Library.
Click the more icon (three dots) and choose Delete.
Click Delete.