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.

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.

Active tasks are those assigned to students. To unassign a task, click the more icon (three dots) and choose Deactivate.

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.

   • 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.

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.

4. 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.

5. 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 Activate.

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 Deactivate.

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.