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.
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. |
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. |