Apply with Scoir
Applicant resources
For Students: How to Apply with Scoir
For Non Scoir High School/International/Transfer Students: How many recommendations do I need?
For Non Scoir High School/International/Transfer Students: Requesting letters of recommendation
For Non Scoir High School, International, and Transfer Students: Requesting transcripts, application documents, & letters of recommendation
Colleges resources
For Colleges: Scoir application integration checklist
For Colleges: Configuring your application
For Colleges: Application activation
For Colleges: Importing School Reference IDs
For Colleges: Testing your application
Recommender & supporter resources
Counselors
Getting started
For Counselors: Managing your account
Counselor Dashboard Overview
For Counselors/Teachers: Changing your email address
For Counselors: Creating a Demo Student Account
Using Scoir: A quick start guide for middle school counselors
Adding & managing students
For Counselors: Student roster overview
For Counselors: Add a new student
For Counselors: Student registration process
For Counselors: Labels overview
For Counselors: My student has a Scoir account but I can't see their data
For Counselors: Edit student profiles
For Counselors: Student transferring high schools
For Counselors: Removing students from Scoir
For Counselors: How to disenroll/delete students when using Clever
For Counselors: Recording scholarships and awards for students
Managing parents
For Counselors: Adding & filtering parents
For Counselors: Why can’t parents access surveys, scattergrams, forms, or other school data?
College & career planning
For Counselors: Viewing students’ career interests
For Counselors: PrinciplesYou character assessment overview
For Counselors: Searching and filtering colleges
For Counselors: Suggesting colleges
For Counselors: Manage colleges on behalf of a student
For Counselors: Managing and using Scattergrams
For Counselors: Discover Programs
For Counselors: College Selectivity Levels & Match Category overview
For Counselors: Setting Acceptance Likelihood
For Counselors: Set student outcomes and post-graduate plans
Document management
My Drive
For Counselors: Viewing your student's document storage (MyDrive)
For Counselors: Bulk add files & links to multiple My Drives
For Counselors: Adding a YouTube video to My Drive
Document preparation & uploading
For Counselors: Manage application materials
For Counselors: Secondary School Report (SSR) overview
For Counselors: Midyear Reports and Transcripts
For Counselors: Final Reports and Transcripts
For Counselors: Grade Reports (Individual)
For Counselors: Application fee waivers
For Counselors: Digitally signing Early Decision contracts
For Counselors: Completing second Early Decision sontract for the same student
For Counselors: Letters of recommendation
For Counselors: Add a counselor evaluation/recommendation
For Counselors: Viewing status of teacher recommendations
For Counselors: Uploading recommendations on behalf of an 'Other Recommender' outside of Scoir
For Counselors: Managing FERPA on behalf of a student
Understanding FERPA - Frequently asked questions
Document sending
For Counselors: Send application materials
For Counselors: Sending documents for individual students
For Counselors: Understanding what "Complete Packets Ready to Send" means
For Counselors: Understanding the "Needs Attention" document status
For Counselors: Cancel sent documents - the send docs "undo" button 😮
For Counselors: Resending an updated transcript after it was already sent
For Counselors: Why aren't documents appearing in the list to be sent to colleges?
Tracking & troubleshooting
Assignments & surveys
For Counselors: Using Plans
For Counselors: Create and assign Tasks
For Counselors: Using Forms
For Counselors: Creating, publishing, and editing Surveys
For Counselors: Viewing Survey results
For Counselors: How do students and parents know that a survey was sent?
For Counselors: Creating brag sheets in Scoir
Uploading test scores & other data
Test Score Imports: ACT score imports
Test Score Imports: ACT and PreACT scores via rapid manual entry
Uploading College Board test scores
Manually adding TOEFL scores for each student
For Counselors: Importing Custom Properties
Bulk add/update Grade Report
Bulk add/update Senior Courses
Bulk add/update Student GPAs
Bulk add/update Transcripts
Reporting
For Counselors: Running standard reports on student data
For Counselors: Creating custom reports
For Counselors: Exporting reports from student roster view
For Counselors: Custom Properties and Property Groups
Communication & notifications
For Counselors: Messaging students & parents in Scoir
For Counselors: The Email Center
For Counselors: Sending and scheduling emails
For Counselors: Emailing users using the advanced email integration
For Counselors: Scoir Library & Email Subscription management
For Counselors: What notifications will students receive from Scoir?
For Counselors: Notifications & alerts
Calendar & scheduling
Using the calendar
For Counselors: Calendar overview
For Counselors: Linking your Scoir calendar to an external calendar
Visits & office hours
For Counselors: Scheduling in-person visits & availability
For Counselors: Scheduling virtual visits
For Counselors: Scheduling visits for non-college organizations
For Counselors: Scheduling multiple college visits within the same time slot
For Counselors: Students' notification of college visits
For Counselors: Understanding Scoir RSVP dates
For Counselors: Scheduling office hours
For Counselors: Office hours from the student perspective
For Counselors: Edit or delete a visit
Resources & checklists
Students
Account setup & management
For Students: Scoir student overview [video]
For Students: Creating an account when invited by your high school
For Students: Creating an account on your own (non-Scoir high school student account)
For Students: How to tell if you are linked to a high school or not
For Students: Invite your parents/guardians
For Students: What to do if you have multiple accounts
For Students: Link your existing Scoir account to a high school
For Students: Change your email addresses or add a backup email
For Students: Delete your account
Build your student profile
For Students: Personalize your dashboard & college preferences
For Students: Update your personal information
For Students: First generation students
For Students: FERPA Release and FERPA Waiver
For Students: Update your academic information
For Students: Record your activities and achievements
For Students: Create and export a resume
For Students: Managing your My Drive
Explore careers
For Students: Taking a career interest assessment
For Students: Taking the PrinciplesYou character assessment
For Students: Discover careers
For Students: Managing careers in your profile
College planning
Explore colleges
For Students: Setting your college preferences
For Students: Student interest categories
For Students: Discover colleges
For Students: College profiles
For Students: Comparing colleges
For Students: Viewing Scattergrams
For Students: Discover Events
For Students: Discover Programs
Build & manage your college list
Application documents & resources
For Students: Understanding Test Optional, Test Free & Test Required SAT/ACT Scores
For Scoir connected students: Requesting a fee waiver
For Students: Early Decision contracts
For Scoir connected students: Requesting transcripts
For Scoir connected students: Requesting letters of recommendation
For Students: Checklist for ensuring application document delivery
For Students: The Scoir guide to the Common Application
Assignments
Office hours & visits
Scoir mobile app
College Admissions
Staff setup & management
For Colleges: Add & invite admissions staff
For Colleges: Admissions Officer roles & permissions
For Colleges: Remove admissions staff
Integrating Slate with Scoir
Introduction: Integrating Slate with Scoir
Step 1: Preparing Slate for Scoir Documents and Record Creation
Step 2: Connecting Slate and Scoir
Step 3: Mapping Scoir Student Data and Documents in Slate
For Colleges: Troubleshooting Slate integration with Scoir
For Colleges: Slate Integration - Message Scoir Students from Slate
Applications & documents
Application rounds & requirements
Introduction: Managing Application Rounds
Step 1: Creating Application Document Requirements
Step 2: Creating an Application Deadline
For Colleges: Edit, copy, and delete document requirements
Receiving documents
For Colleges: The Scoir CSV/Manifest file
For Colleges: Configuring SFTP Integration with Scoir
For Colleges: Troubleshoot configuration of SFTP integration with Scoir
For Colleges: Slate Mapping
For Colleges: Supported Document Types
For Non-Slate Colleges: Configuring File Preferences
For Colleges: Downloading & reviewing documents
For Colleges: Grade Reports
For Colleges: Scoir Index File
Managing college profile content
For Colleges: Premium Presence overview
For Colleges: Create & manage Posts, Events, and Programs
For Colleges: Events
For Colleges: Programs
For Colleges: Guidelines for college profile header photos
Student & guardian messaging
For Colleges: Outreach Messaging overview
For Colleges: Create one-time messages
For Colleges: Create automated messages
Calendar & visit scheduling
Data insights
District Administrators
For District Admins: Logging into your Network account
For District Admins: Getting started with a Network account
For District Admins: Adding and managing users in your Network account
For District Admins: Network roles and permissions
For District Admins: District communications
For District Admins: Setting up and enabling Advanced Email features
School Administrators
School account setup: Data collection process
Data gathering instructions for middle school accounts
ClassLink/Naviance - SIS-Students/Parent
ClassLink Roster/Naviance - SIS-Students/Parent (District)
ClassLink Rostering - SIS Students/Parents
ClassLink Rostering - SIS Students/Parents (District)
Clever Only - SIS Parents
Clever - SIS Parents (District)
Clever/Naviance - SIS-Parent
Clever/Naviance - SIS-Parent (District)
Naviance - SIS for Students/Parent/Teacher
Naviance - SIS Student/Parent/Teacher (District)
Naviance - to - Scoir: Application Outcomes for Current Students
SIS Only - Students/Parents/Teachers
SIS only - Students/Parents/Teachers (District)
Cialfo,Maia Learning, and Xello Historical Application Data (Alumni Only)
School account settings
School settings overview
Enable application materials (Documents)
Setting your high school student email domain
Setting up and enabling Advanced Email
Ensuring Scoir access and emails will be delivered
Request a GPA scale change
Display school photos for students on their profile
Configuring Your SSR - Secondary School Report
Managing Student Transcript Settings
Configuring FERPA Waiver & Release Forms
Managing Your recommendations settings
School logo and template for teacher recommendations
Student self-reporting for GPA and test scores
Pending Acknowledgement
Understanding Scattergram display settings
For Counselors: Overriding a college's application document requirements
User setup & roles
Users page overview
Adding and removing counselors and other staff to Scoir
Inviting faculty and staff
Understanding and assigning roles and permissions
Inviting Students
Assigning counselors to students
Inviting parents/guardians
Informing your users
Data uploads
Parents
Account setup & management
For Parents/Guardians: Managing your email notifications
For Parents/Guardians: Changing your email address
For Parents/Guardians: Creating and managing your account and linking to students
Supporting your students
For Parents/Guardians: Viewing your student’s college list
For Parents/Guardians: Suggesting colleges
For Parents/Guardians: Unsuggesting a college for my student
For Parents/Guardians: Viewing your student's document storage in My Drive
For Parents/Guardians: Digitally signing your student's early decision contract
Searching for colleges
For Parents/Guardians: Searching for colleges
For Parents/Guardians: Viewing college profiles
For Parents/Guardians: Viewing Scattergrams
For Parents/Guardians: Comparing colleges
For Parents/Guardians: Financial information & estimates
For Parents/Guardians: Discover College Events
For Parents/Guardians: Discover Programs
Assignments
Scoir mobile app
Teachers
Community Based Organizations (CBOs)
Product Updates
Table of Contents
- Browse by topic
- Counselors
- Assignments & surveys
- For Counselors: Using Plans
For Counselors: Using Plans
Updated
by Customer Support
Rather than manually creating and assigning individual tasks for students each year, use Plans to create, edit, publish, and repurpose a plan of recurring Tasks and Forms that are automatically assigned and can be reused year over year.
Plans are assigned to specific grade levels and especially benefit schools with standardized milestones or yearly recurring tasks your students should complete. If students are added to your roster in the middle of the year, any published tasks associated with a Plan will be automatically assigned to them. At the end of the year, these tasks can be assigned to the new grade level after the academic rollover occurs.
For quicker navigation, use the table of contents on the right to jump to a specific section 👉
Create Plans
- In your Scoir account, go to Assignments > Plans
- In the upper right, click + Add Plan
- In the dialog box, fill in your plan's details like the title, an optional description, and the grade level it’s for. Then hit Create to go to the Plan Overview page. (When you select a grade-level audience and publish your plan, it will be assigned to the current class. After the rollover, the plan can be repurposed for the next class)
- In the Plan Overview page, click +Add Tasks to create tasks that will make up this Plan. While you're creating your tasks, feel free to set future start dates to schedule tasks to be visible later in the school year when they may be more relevant
Publish Plans
Once you’ve added tasks to a Plan, you are ready to publish and assign all Plan tasks to the current grade level. When you publish a Plan, all tasks (and forms within those tasks) are automatically assigned to your grade-level audience.
👉 We suggest publishing Plans with start and due dates within the current academic year. If you are planning ahead for the next academic year, feel free to add tasks with future dates, but refrain from publishing them until after the academic rollover. Publishing plans with dates in the current academic year avoids confusion and prevents scheduling conflicts between academic cycles.
- In your Scoir account, go to Assignments > Plans
- In the table, click on the Plan name you want to publish. This will open the Plan overview page
- Near the top right corner of the Plan overview page, click Publish
Great news! Your plan has been published, and students are now assigned its tasks.If you published a district-level plan, all students in the specified grade level across all schools are now assigned their tasks.
To view a list of assignees, click on the task title to open a task preview. Remember, if you add a start date to the tasks within a Plan, students won’t have access to them until the start date is reached.
Edit Plans
You can edit both draft and published plans at any time. However, the grade level cannot be changed once a plan is published. Additionally, you can always add tasks to a Plan, and if the plan is published, new tasks will be automatically assigned based on the set grade level.
To edit the basic details of your Plan, such as the title, description, or grade level, follow these steps:
- In your Scoir account, go to Assignments > Plans
- In the table, find the plan you want to update. Click the three dots next to the right of the Plan row and select Edit Plan or click on the Plan and then click the edit pencil icon on the Plan Overview Page
- Make your changes to the title, description, and grade level. (Note that the grade level cannot be changed after a plan has been published)
- Click Save
To edit/delete the tasks within your Plan, follow these steps:
- In your Scoir account, go to Assignments > Plans
- In the table, click on a Plan name to open the Plan overview page
- Find the task you want to update, click the three dots to the right of the task row, and select Edit Task or Delete Task
- Make the necessary edits to your task and click Save, or if deleting a task, click Yes to confirm the deletion
Delete Plans
- In your Scoir account, go to Assignments > Plans
- In the table, find the plan you want to delete. Click the three dots to the right of the Plan's row and select Delete Plan
- Click Yes to confirm the deletion
Exporting a Plan's Tasks
- In your Scoir account, navigate to Assignments > Plans
- Click on the plan name in the table to open its overview page
- Near the top right of the overview page, click Export to download a CSV file with all students assigned to the tasks and their completion status for each task
Archiving a Plan's Tasks
When rollover occurs, assignments from Plan Tasks will be automatically archived for any students who have not completed them. This will remove the assignment as an outstanding item and give students a clean slate heading into their new grade level. Each Plan and Plan Task will be reverted to a Draft/Pending state so they can be reviewed and published for the new list of students.
However, you can manually archive Plan Tasks ahead of rollover. Please note that when you do this, the status of the Task will remain as Archived and any new students that join at a later time will not have these Tasks assigned to them. This gives you the ability to preserve history while effectively retiring the Task from future assignment.
Even after archiving, students who were assigned the task can still see it by toggling Show archived assignments on their dashboard. You can still report on archived task history, and students can mark them complete or incomplete as usual.
Remember, once a task is manually archived, you can't bring it back!
Access your district's Plans
Districts can create and publish plans for students based on their grade level across all schools within the district using the same guidelines above. If your district has any published Plans that apply to the students at your school, you can easily view them by turning on the Show network-managed plans toggle.
![](https://files.helpdocs.io/h5abasfvji/articles/ox1k6z88ys/1721141479425/clean-shot-2024-07-16-at-10-50-21.png)
Frequently asked questions
How do Plans work?
At the end of the academic year, when rosters roll over, and students get bumped up to the next grade level, the history will be maintained, and the plan tasks will be available to be reviewed, updated, and published for the new class of students.