NAVIANCE TRAINING O C T O B E R

Transcription

1 NAVIANCE TRAINING O C T O B E R

2 OVERVIEW OF NAVIANCE Web-based collegeand career- ready platform Components: Self-Discovery Career Exploration Academic Planning Post-Secondary Preparation Naviance schools assign tasks upload letters of recommendation manage edocs plus more Family Connection students and parents/guardians use to explore colleges and careers do resume plus more

3 WHAT WILL YOU BE USING FAMILY CONNECTION FOR? College Planning College visits College search Transcript requests Teacher recommendation requests Application Management Career Planning Career searches Career inventories Course Planning Course plans Course catalog Resume Building Scholarship Searches Surveys Custom surveys Game Plan surveys Graduation survey Communications Parent communication News updates

4 SIGNING IN AS SCHOOL STAFF To access Naviance Succeed you will need: Account Name (i.e.miramesa) all lowercase, no spaces Username (your employee ID) Password (your DWA password) When your account is created you should receive an e- mail with your log-in information. If you have not received an with log-in info contact your School Site Manager to request a user account. To sign in to Naviance: Enter your credentials Click Sign In button Note: School Site Managers manage roles & rights, add new staff users, inactive staff no longer at sites

5 Enter school alias here (all lower case, no spaces) Enter DWA password here Enter employee ID # here

6 MAIN PAGE FOR COUNSELORS

7 WORKING WITH STUDENT INFORMATION Add a sample student (do not add to Class of 2016) Go to Students and click Add Student (on blue banner at top) Enter info for your sample student. Required info is name and gender. Click Add Student (at bottom of page) Your sample student is now in your student roster Search for a Student Go to Students and click Student Roster (on blue banner at top) On the left side you can control what student roster you view (by class of or grade level) You can find students by clicking on the letters at the top, or on the left side you can type in the last name, first name and click go, or on the top right blue banner click Student Search

8 ADD SAMPLE STUDENT (DO NOT ADD TO CLASS OF 2016)

9 SAMPLE STUDENT: ADD NAME, GENDER AND CLASS OF DO NOT add a Sample Class of 2016 student, choose another Class of

10 SEARCH FOR A STUDENT

11 DIFFERENT WAYS TO FIND STUDENTS You can change the Class Of selection here and type a student name Student names will appear here If you only know name of student type it here

12 WHAT YOU SEE: STUDENT FOLDER You can explore the tabs

13 FAMILY CONNECTION You can view it from the student s perspective To access a student s family connection: Open the student folder (search your sample student) On the left side under Quick Links click family connection The student s Family Connection account will open in a new tab or window

14 WHAT YOU SEE: STUDENT FOLDER Click here to open up Family Connection (you will see what the student sees)

15 WELCOME PAGE FOR FAMILY CONNECTION SDUSD

16 PARENT/GUARDIAN LOG-IN Parents/Guardians can access Naviance Family Connection through their PowerSchool Parent Account Once the parent has logged into their PowerSchool Parent Account On the right side (blue banner area) hover over the arrow and it will read Applications, click on it and a box opens up Click on Family Connection (no additional log-in is required for parent/guardian)

17 PARENTS/GUARDIANS LOG-IN TO POWERSCHOOL FIRST Note: Parent/Guardian needs to have their PowerSchool Account created

18 CLICK ON ARROW ICON Click arrow icon See Enlarged image

19 CLICK ON LOG IN TO FAMILY CONNECTION

20 STUDENT SIGN IN Students use their active directory log-in To sign in to Naviance Family Connection: Student enters active directory credentials (username and password) Click Log In button

21 If you need to find out your school s Family Connection link, click connections, then click family connection Students enter their active directory log-in information

22 COMPONENTS OF NAVIANCE SDUSD

23 ABOUT ME TAB

24 ABOUT ME TAB (CON T.) Student can update their address, click profile then double click on yellow pencil to enter/update address

25 CREATE A RESUME

26 CAREERS TAB

27 CAREER KEY For middle school Online career assessment The results of the Career Key include a score for each of the six Holland interest codes Students can discover: which Holland personality types they are most like identify careers that fit them learn detailed information about each one In family connection, students click on Careers tab Click on career key (on right side of page)

28 SAMPLE INFO ON CAREER KEY

29 DO WHAT YOU ARE

30 CAREER INTEREST PROFILER Online career interest assessment for High school students Results will display their top Holland Code matches Facts about the Career Interest Profiler: There are 30 questions for each Holland code (Realistic, Investigative, Artistic, Social, Enterprising, and Conventional) for a total of 180 questions. The highest score possible in each area that you can receive is 30. The score received is based on the number of activities in each specific area that the student selected as an interest. Click Careers tab Click career interest profiler

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32 CLUSTER FINDER

33 COLLEGES TAB

34 SUPERMATCH COLLEGE SEARCH

35 COLLEGE MATCH Results displayed are based on the colleges that the student has on their list

36 COLLEGES I M THINKING ABOUT

37 CREATE A WELCOME MESSAGE Click Connections, then click Family Connection Select Customize Welcome Messages Click Create New Message Enter a label for the welcome message. Example: Senior Class for a message to the seniors Create and format the message in the Add Content box (you can include text, images and links) Click Save Once you create a message, select which grade levels should see it (you can only display one welcome message per grade level at a time)

38 ADD/EDIT WELCOME MESSAGE 1 2 3

39 FAMILY CONNECTION WELCOME MESSAGE You can create a NEW message or Edit your message Choose grade level(s)

40 CREATE NEWS BULLETINS & ADD LINKS TO YOUR HOMEPAGE Click on Connections, then click on Family Connection

41 ADD A NEWS BULLETIN Will appear on right side of Family Connection Homepage under Updates Click Connections, then click Family Connection, then click Add News Bulletin Create your bulletin, then choose grade levels, then click save settings This is how it will display

42 1 3 4 Make sure you click on save settings once you have selected the grade levels 2 Once your bulletin message is created, click save

43 SCHEDULING COLLEGE VISITS Click Colleges, then click Visit Click Add New Visit Click College Picker Search for College, then click College Name Enter Date Complete any other optional features about the visit Click Add Visit OR Add Visit and Send Notification Note: notifications go out immediately to all students with the selected college in their active application list.

44 ADD COLLEGE VISITS Note: You need to have colleges in your college quicklist if you have none, add some now

45 Click add new visit Enter information Select to add visit OR add visit and send notification

46 SCHOLARSHIPS FOR STUDENTS In family connection, click colleges tab Scroll down and click scholarship list Student can search and apply for scholarships

47 ING STUDENTS Click on Connections Click Click Send to a group of students and parents

48 SEND S THROUGH NAVIANCE 1 3 2

49 Write your message Don t forget to click For students who do not have an address entered in Naviance, they will be able to see the messages on their Family Connection homepage

50 MAKE A STUDENT RECORD INACTIVE FROM NAVIANCE Find student On left side under quick links, click make inactive Click Continue to make the student inactive Making a student inactive removes the student from all reports Note: Inactivating a student's record automatically freezes their Family Connection account. Students will no longer be able to access and log into Family Connection once made inactive.

51 CLICK ON MAKE INACTIVE Do not delete student, instead make inactive

52 SURVEYS To create a custom survey: Click Connections Then Click Survey Builder Click Create a New Survey (top right side of page) To view survey results: Click Connections, then scroll down and click Surveys Find the survey you want to view results for and Click Responses Note: Create a Brag Sheet Survey to use in writing letters of recommendation

53 CREATE A SURVEY 1 2 3

54 VIEW SURVEY RESPONSES 1 2 3

55 ENCOURAGE STUDENTS TO USE FAMILY CONNECTION Distribute Family Connection Login Information to students In person Classroom distribution Back to school /orientation night, open house Advisory or homeroom periods Mail Introduce Family Connection to Students and Parents/Guardians Letters Fliers Classroom visit/presentation Evening events (i.e. college night) Assemblies

56 AGE APPROPRIATE SUGGESTIONS Middle School Career Key Career Search College Search Course Planner Surveys High School Career Interest Profiler Career Search Course Planner College Search Do What You Are Scholarship Search Sign up for college visits Surveys Update prospective or active applications

57 LEARN MORE OF FAMILY CONNECTION Click on Connections Click Family Connection Click on Overview

58 NEED HELP? You can access the browse help articles 1 2

59 USING NAVIANCE EDOCS edocs are electronic versions of the forms required for Common App schools Helps simplify the process, Eliminates paper forms Provide tracking of what document sent to whom and when Allows you to securely send student application related forms, recommendations, transcripts, etc. i.e. send transcript electronically to San Diego State (noncommon app school) Used for Common App send counselor/teacher documents Counselor can also confirm/verify eligibility for student s common app application fee waiver

60 RELEASE OF INFORMATION Prior to releasing student information, Counselors and/or Teachers need to verify that parent/guardian consent was obtained Did the parent/guardian answer YES to Question #33 on the enrollment card? You may release information only if the parent/guardian marked YES

61 STUDENT MUST LINK COMMON APP TO NAVIANCE Note: This step is required only if student applying to Common App school Student must create their Common App account first ( Student needs to Complete and Sign FERPA in Common App If Counselor receives an from Common App to complete recommender forms, student did not link or match correctly call student out and walk through process.

62 SAMPLE COMMON APP Student must complete FERPA

63 Student needs to complete this release Alerts students we use Naviance edocs

64 STUDENT TO UPDATE NAVIANCE FAMILY CONNECTION COLLEGES I M APPLYING TO Student logs-in to Family Connection Clicks on Colleges tab Clicks Colleges I m applying to Student will match up their common app with their family connection account

65 MATCH COMMON APP ACCOUNT TO NAVIANCE If student has not created a Common App account and signed their FERPA they can follow these steps Enter address used for Common App and DOB

66 STUDENTS TO REQUEST LETTERS OF RECOMMENDATION Students can request letters of recommendation through their family connection (some schools also want the student to make a formal request in person) In Family connection, students click Colleges tab Click colleges I m applying to Scroll down and under Teacher Recommendations click add/cancel requests Student to choose teacher name (or counselor name) from drop down list Enter message Click update requests

67 Student can write a message to the recommender

68 COUNSELORS USE OF EDOCS Prepare and Send Common App School Report, Midyear Report and Final Reports for student Write and upload Letter of Recommendation NEW Counselor Common App Recommendation Form Yearly school needs to complete the School Info Page and if you have a School Profile you can also upload it Registrars upload transcripts individually (without setting up printers) Transcripts uploaded must have current senior classes listed (WIP transcript)

69 Complete School Information once at start of school year CLICK EDOCS TAB

70 PREPARE FORMS Steps: 1) Click edocs tab 2) Click Prepare 3) Click +Add (next to Counselor Documents)

71 CHOOSE PREPARE A FORM Note: This is just to prepare your forms, you will need to send them after preparing them Counselor has to prepare 2 forms: Common App School Report and Common App Counselor Recommendation

72 UPLOADING A LETTER OF RECOMMENDATION You should have your written letter of recommendation saved and ready to upload 2) Choose all applications or select specific schools 3) Select Written Evaluation 1) Click on upload file 4) Click browse and find your letter of rec 5) Click upload file

73 SAMPLE QUESTIONS ON FORMS

74 TO CONFIRM UPLOAD You can see what documents have been prepared and/or uploaded Preview what you will send Click view to confirm correct student recommendation was uploaded

75 SEND FORMS Steps: 1) Click edocs tab 2) Click Send 3) Click on Expand All to see if need to verify common app fee waiver 4) Click small box next to college you want to send documents to 5) Click review and submit

76 REVIEW AND SUBMIT DOCUMENTS You can preview the documents that you will be sending After you review, Click submit

77 VIEW SUBMISSION STATUS OF EDOCS Click edocs Click Submission Status

78 VERIFY/CONFIRM COMMON APP FEE WAIVER You will need to click on the light colored box to confirm the student s eligibility for a fee waiver You do not get automatic notification to complete this step check regularly by clicking on the expand all button, refresh page as needed

79 TRANSCRIPT REQUESTS If turned on, students can request transcripts through Family Connection Note: For a midyear transcript request to be made by the student, the request must be made during the student's initial request for a transcript. This option also needs to be enabled for the students. Final Transcripts can only be requested if the student has identified they have been accepted to the college in which they are requesting a final transcript. Additionally, an initial transcript must be sent before the final transcript can be sent. Click Colleges tab in Family Connection. On left side under resources section, click transcripts Choose the type of transcript you are requesting Enter the necessary information Click Request Transcripts Once requested, transcript requests are managed from Transcript Request Manager

80 3 1 Read this message 2

81 TRANSCRIPT UPLOAD Have your transcript saved and ready to upload Make sure it includes work in progress (WIP) In edocs tab Click prepare Next to Transcripts, click +Add Choose the type of transcript (i.e. initial, midyear, etc.) from the drop down menu Click browse and locate the transcript to upload Click upload file

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83 1 2 3 Shows it s been uploaded

84 TEACHERS RECOMMENDATIONS Teachers log in to their naviance account Click on manage and complete your college recommendations To complete a recommendation form, teacher clicks prepare forms Click prepare (in edocs tab) Next to teacher documents click +Add Click prepare form Click type and choose common app teacher evaluation Click prepare form and complete the information and save

85 TEACHER RECOMMENDATIONS MANAGER Requests are displayed by grade level teacher can choose which grade to view

86 TEACHER PREPARES FORM

87 SAMPLE TEACHER EVALUATION FORM

88 UPLOAD TEACHER LETTER OF RECOMMENDATION In edocs tab Click prepare Click +Add (next to teacher documents) Click Upload a File Under applications click on drop down menu and choose all applications or select the colleges Under type, from drop down menu choose letter of recommendation Click browse and find your saved letter of recommendation that you want to upload Click upload file

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91 CONFIRM TEACHER UPLOAD Click view to confirm correct student recommendation was uploaded Next you will need to SEND your teacher documents

92 SEND YOUR TEACHER DOCUMENTS (EVALUATION AND WRITTEN LETTER) Steps: 1) Click edocs tab 2) Click Send 3) Click on Expand All to see details 4) Click small box next to college you want to send documents to 5) Click review and submit

93 REVIEW AND SUBMIT DOCUMENTS You can preview the documents that you will be sending Teacher documents will be listed here After you review, Click submit

94 VIEW SUBMISSION STATUS OF EDOCS Click edocs Click Submission Status

95 QUESTIONS? THANK Y OU!