Naviance

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.

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.

PowerSchool does not recommend using Success Planner 1.0 and Success Planner 2.0 at the same time. If you plan to use Success Planner 2.0 with students, consider turning off My Planner in Select and Update Optional Features.

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 & Planner 2.0

Assigns Success Planner 2.0 tasks that align with students' selected future paths and displays the tasks in Naviance Student.