Susan Hallenbeck, Director of Product Marketing, Naviance eDocs presentation from NSI 2014, including updates, basics of usage, and what the future looks like for Naviance eDocs.

1. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
What’s New with Naviance
eDocs?
Su Hallenbeck
Director, Product Marketing
July, 2014

2. 2
Agenda
• 2013-14 Year in Review – eDocs & Common
App
• Highlights – What’s New for 2014-15 Application
Year
• Deep Dive – The Nitty Gritty
• What You REALLY Want to Know About
Transcripts
• Training Options & eDocs Timelines

3. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
Year in Review

4. 4
Year in Review
It was a tough year
initially…

5. 5
eDocs – a Metaphor

6. 6
Year in Review – eDocs stats
Despite all the issues:
That’s over an 18% increase in submissions from
the 2012-13 application cycle.
As of 7/15, almost 22 million documents were
submitted on behalf of students via Naviance
eDocs for the class entering college in Fall 2014.

7. 7
Year in Review – Common App Stats
• 1.5 million accounts created
• 809,000 unique applicants
• 3.4 million applications submitted
• 1.8 million writing supplements submitted
• 2.1 million e-payments
• 800,000 total fee waivers

8. 8
Year in Review – CA Demographics
COUNTRY OF HOME ADDRESS
91% U.S.; 9% International
PARENTAL EDUCATION
71% At least one parent with a Bachelor’s; 29% First Generation
SCHOOL AFFILIATION
73% Public; 11% Independent; 14% Religious; 2% Charter; <1%Homeschool
809,000
Unique
Applicants
White 61.5%
Students of Color 30%
No Response 8.5 %
55%
45%

9. 9
Year in Review - App Submission Average
FY average: 4.32 Transfer average: 1.60
Average without transfers and singleton ED apps: 4.41

10. 10
Year in Review – CA Recommender Stats
• 20,500 high schools represented (+10%)
• 300,500 recommenders (+10%)
• 12.5 million online school forms (+37%)

11. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
New for 2014-15: Highlights

12. 12
The Year Ahead – Overview
• Increased reliability and stability for eDocs
• No need to manage a 3rd party product
• No print driver needed
• Support will be streamlined – just contact Hobsons
• More intuitive navigation and better workflow
• Updated and more attractive UI

13. 13
The Year Ahead – Overview
• Common App forms and account matching
process updated
• Simpler submission process for NCAA
• All forms will be available for preparation and
submission on August 1
• And yes…Multiple Transcript Upload will
be available later in the fall

14. 14
Naviance Partnerships
Naviance
Common
Applica/on
NTC
NCAA
Parchment

15. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
New for 2014-15: Deep Dive

16. 16
Activating Naviance eDocs

17. 17
Activating Naviance eDocs

18. 18
Activating Naviance eDocs

19. 19
Navigation Changes for eDocs
New Page – Student Details

20. 20
Navigation Changes for eDocs
DOB
is
required
for
electronic
submission

21. 21
Navigation Changes for eDocs
New Page – Student Details
Document checklist re-arranged; order of
documents goes from uploads to prepared forms

22. 22
Navigation Changes for eDocs

23. 23
Navigation Changes for eDocs

24. 24
Navigation Changes for eDocs

25. 25
Navigation Changes for eDocs

26. 26
Navigation Changes for eDocs

27. 27
Common App Fee Waivers
• For 2014-15, students will request fee waivers
for individual colleges, and counselors will need
to complete each fee waiver
• If a student does not meet the criteria for a fee
waiver, the counselor can dismiss the fee
waiver and it will not be sent to Common App

28. 28
Common App Fee Waiver

29. 29
Common App Fee Waivers
• If a student does not meet criteria for a fee
waiver:
• The fee waiver request will remain in a ‘not
started’ status
• Up to each college how they want to proceed from
there (some may waive the fee anyway, some may
contact student and request payment)

30. 30
Preparing Forms & Documents
• Change to School Report
o Upload a new form – “Current Year Courses” – if
senior year classes are not listed on the student’s
transcript

31. 31
Preparing Forms & Documents

32. 32
Preparing Forms & Documents

33. 33
Submitting Documents
• No changes to document submission
• Enhanced ability to sort and filter on electronic
destinations

34. 34
eDocs Destination List
Filter
by
type
Sort

35. 35
NCAA
• Credential requests will come directly to
Naviance from the NCAA
• Students at schools using Naviance eDocs will
not need to go through Parchment to request
transcripts

36. 36
Common App FERPA

37. 37
Common App Matching
• Email
address
+
Date
of
birth
=
match
• Having
2nd
data
field
helps
ensure
students
match
correctly

38. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
What You REALLY Want to Know
About Transcripts…

39. 39
Individual Transcripts
Transcripts
• No longer using the print driver to upload
transcripts
• Individual transcripts will be uploaded just like
any other document (letter of
recommendation, School Profile, etc.)

40. 40
Multiple Transcript Upload Process

41. 41
Multiple Transcript Upload Process

42. 42
Multiple Transcript Upload Process

43. 43
Multiple Transcript Upload Process

44. 44
Multiple Transcript Upload Process

45. 45
Multiple Transcript Upload Process

46. 46
Multiple Transcript Upload Process

47. 47
Multiple Transcript Upload Process

48. 48
Multiple Transcript Upload Process

49. 49
Multiple Transcript Upload Process

50. 50
Multiple Transcript Upload Process

51. 51
Multiple Transcript Upload Process

52. 52
Multiple Transcript Upload Process

53. 53
Transcript Permissions
Single Transcript uploads have a new user
permission:
• Single transcript upload (was previously
named “load transcript PDF”)
• Recommended for Registrars and Counselors
Multiple Transcript upload also has a new
permission
• “Upload Multiple Transcripts”
• Recommended for staff managing transcripts
• Will be available when multiple transcripts are
introduced

54. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
Training Options & eDocs Timelines

55. 55
Training Options – Free
Training on eDocs starting August 1st
• Free What’s New with Naviance eDocs
webinars
• Free video-based tutorials
• Joint webinar with The Common Application will
be available later in August
• Free training sessions at NACAC conference on
pre-conference day (Sept. 17)
For info on the free webinars, check out the
Naviance eDocs Resource Center at
http://go.naviance.com/eDocs-Resource-Center

56. 56
Training Options – Fee-Based
Training on eDocs starting August 1st
• Fee-based private on-site instructor led courses
• Fee-based private web-based instructor-led
courses
• Fee-based public web-based courses
To purchase fee-based training, contact your
Success Manager or learn more at
http://go.naviance.com/eDocs-Resource-Center

57. 57
Timeline
• July 15 to August 1 – eDocs offline
• August 1 – Common App and eDocs both come
back online
• Ability to upload, prepare and submit to all
electronic and Common App destinations
• Sept. 1 – Deadline to Opt In to Common App
integration
• Early September – NCAA transcript request and
fulfillment available
• Coming this Fall – Multiple transcript upload

58. 58
We Want Your Feedback
• Visit the UX Lab to meet with researchers and
product managers
• Post suggestions in Naviance Network
• Be sure to complete session evaluations using
the mobile app!

59. NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA
Questions?
Visit our Product
Information Booth!
#NSI2014