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Set up surveys

Complete the setup to start using the Survey Builder or Surveys New features.

Assign staff user role permissions

Districts

Assign the following permissions to district-level user roles so that staff can access surveys in Naviance.

User role permission

Description

View surveys

Review student responses to surveys.

Edit student surveys

Re-open or delete a student survey.

Add/edit district surveys

Create and edit surveys

View survey reports

Review survey report data.

Schools

Assign the following permissions to school-level user roles so that staff can access surveys in Naviance.

User role permission

Description

View surveys

Review student responses to surveys.

Edit student surveys

Re-open or delete a student survey.

Add/edit School Surveys

Create and edit surveys

View survey reports

Review survey report data.

Select Naviance Student settings

Select the following features so students can access the Naviance-built surveys in Naviance Student.

Feature

Description

Game Plan Survey

Enables the Game Plan Survey in the About Me section.

Graduation Survey

Enables the Graduation Survey in the About Me section.

Select the following student edit permissions so students can respond to graduation survey questions.

Student edit permission

Description

Add active applications

Add colleges to which students have applied.

Edit active applications

Update college application outcomes.

Update which college the student is attending

Select the attending college.

Add or edit scholarships awarded

Add scholarship applications and results.

Edit transcript request settings

If administering a Graduation survey, allow students to request a final transcript for their attending college.

  1. From Quick Links on the homepage, select Transcript Request Manager.

  2. Choose settings.

  3. From General Naviance Student Settings, select Display transcript request status and allow students to request transcripts and the grades for which to apply the setting.

  4. From Request options for students on Naviance Student, select Show option to request final transcripts.

Assign success planning tasks for surveys

Assign the following built-in tasks or any custom tasks to students to track students' progress in completing surveys.

If using Naviance for Districts, edit and assign tasks at the district level to monitor and track task completion for all schools in the district.

Naviance Student does not display duplicate tasks for students.


Task

Completion trigger

Complete the Game Plan survey

Students must complete the Game Plan survey.

Complete the Graduation survey

Students must complete the Graduation survey.


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