Back-to-School Checklist for Counselors

Another school year is beginning. While this is normally a time of excitement and anticipation, we understand that many plans still remain in flux as we continue to navigate an exceptional challenge. As you continue to plan for the upcoming school year, we'd like to share some helpful back-to-school Scoir housekeeping items. Completing this checklist will help to ensure you are prepared to use Scoir for your college-bound students this school year!

Scoir's Back-to-School Checklist 

• • • Review your data

    • Review school and account settings

    • Plan visits and check out the Scoir Calendar

    • Plan the rollout process

✅ Review Your Data

• • • Update your student roster information: Individually add new students, or bulk import classes.
    • Ensure transcripts are loaded: Using the data management console.
    • Update your staff: Individually add or bulk upload staff if needed and review roles and permissions. 

✅ Check Your School and Account Settings

We encourage you to check all of your school and account settings annually, paying particular attention to the items below:

• • • Update application material preferences: Ensure that processing application materials is enabled in your account. 

• • • Remove your Naviance link with The Common Application: If you previously used Naviance and linked your Naviance eDocs account with The Common Application, you'll need to remove that account linkage by doing one of the following:

1. 1. 1. 1. 1. If you still have access to your Naviance account, follow this guide to decouple eDocs from The Common Application
            2. If you no longer have access to your Naviance account, email Naviance support (support@naviance.com) with this message:

Dear Naviance, 
Please opt-out [your high school name] (CEEB ######) from The Common Application integration. We are no longer using eDocs. 
Thank you. 

• • • FERPA release & waiver forms: Brush up on your FERPA knowledge. If required, enable the FERPA release forms and FERPA waiver collection features. 
    • Manage your recommendation settings: Adjust your recommendation settings. In this section, you can request that your teacher letters of recommendation be auto-sent. 
    • Consider waiting to create any SSR: You can, of course, begin creating SSRs in Scoir whenever you'd like...but you may want to wait a bit because improvements are coming very soon!

✅ Plan Visits and Check Out the Scoir Calendar

• • • Schedule visits and set visit availability: When scheduling, you can now choose between a virtual visit or an in-person visit! Similarly, college reps can search for either option when planning their schedules and booking virtual visits. 
    • Give our calendar functionality a review: Scoir's calendar has always been a simple-to-use tool to schedule visits with college reps, get those visits in front of students, and schedule Office Hours.

✅ Plan Your Rollout Process

• • • Inform and invite your students, parents and faculty.
    • Our Scoir Day Guidelines provide a lesson plan for the day you introduce your students to Scoir.
    • Prepare your seniors for application season: Share our guides to completing The Common Application and Coalition Application with your seniors, and encourage them to review this brief overview video.
    • Consider sending surveys to solicit "brag sheets" or "insight forms," conduct polls, gauge attitudes and stress levels...you name it.