whats new with naviance edocs?

NAVIANCE SUMMER INSTITUTE 2014 | PALM SPRINGS, CALIFORNIA

What’s New with Naviance eDocs?

Su Hallenbeck Director, Product Marketing

July, 2014

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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


Year in Review

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Year in Review

It was a tough year initially…

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eDocs – a Metaphor

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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.

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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

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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%

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Year in Review - App Submission Average

FY average: 4.32 Transfer average: 1.60 Average without transfers and singleton ED apps: 4.41

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Year in Review – CA Recommender Stats

•  20,500 high schools represented (+10%)

•  300,500 recommenders (+10%) •  12.5 million online school forms (+37%)


New for 2014-15: Highlights

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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

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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

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Naviance Partnerships

Naviance

Common Applica/on

NTC

NCAA

Parchment


New for 2014-15: Deep Dive

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Activating Naviance eDocs

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Navigation Changes for eDocs

New Page – Student Details

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DOB is required for electronic submission

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New Page – Student Details

Document checklist re-arranged; order of documents goes from uploads to prepared forms

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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

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Common App Fee Waiver

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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)

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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

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Submitting Documents

•  No changes to document submission •  Enhanced ability to sort and filter on electronic

destinations

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eDocs Destination List

Filter by type Sort

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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

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Common App FERPA

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Common App Matching

•  Email address + Date of birth = match •  Having 2nd data field helps ensure students match correctly


What You REALLY Want to Know About Transcripts…

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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.)

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Multiple Transcript Upload Process

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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


Training Options & eDocs Timelines

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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

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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

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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

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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!


Questions?

Visit our Product Information Booth!

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