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Counselors

Reporting

For Students: How to Apply Coalition with Scoir

Transfer & Non-Scoir Students: How many recommendations do I need?

Transfer & Non-Scoir Students: Requesting transcripts, application documents, & recommendations

Requesting Recommendations If Your School Does Not Use Scoir

Transfer & Non-Scoir Students: My recommendation was submitted but the college portal says it’s not received

Transfer & Non-Scoir Students: I added my recommender as "Other" and can't assign their letter to a college

Transfer & Non-Scoir Students: My recommender or school official can’t access their submission link or didn't get an email

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

For Recommenders: How to Submit a Letter of Recommendation for Non-Scoir Students

How to Upload and Send Application Documents as a School Official or Supporter

Document Portal Troubleshooting for School Officials and Supporters

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

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: How to Find and Restore Archived Students

Counselors: Recording Scholarships for Students

For Counselors: Create and manage Saved Views

For Counselors: Using the Parent Roster

Counselors: Why can’t I add a parent to a student’s account?

Why can't parents see Scattergrams, Surveys, and other Scoir features?

Counselors: Using Scoir with Common App

Counselors: Sending Documents for Alumni with the Common App Integration

Counselors: Managing Fee Waivers for Common App

Creating Midyear Reports When Using the Common App Integration

Counselors: Optional Reports for Common App

Counselors: Managing Common App Early Decision (ED) Agreements in Scoir

For Counselors: Creating & Sending a Final Report with the Common App Integration

Scoir + Common App Integration – FAQ

For Counselors: Viewing students’ career interests

Counselors: PrinciplesYou character assessment overview

For Counselors: Searching and filtering colleges

For Counselors: Suggesting colleges

For Counselors: Add a college to a student's college list

For Counselors: Manage colleges on behalf of a student

For Counselors: Managing and using Scattergrams

For Counselors: Understanding List Scores

For Counselors: A guide to Predictive Chances with Scoir AI

For Counselors: Guide to Acceptance Likelihood and Intelligent Match

For Counselors: Set student outcomes and post-graduate plans

For Counselors: Applications Overview

For Counselors: Admission Intelligence FAQ

For Counselors: Adding a college that isn't showing up in Scoir

Choosing the right way to share resources with students

For Counselors: Using School Drive

For Counselors: View and manage your student's Drive

For Counselors: Bulk add files & links to students' Drives

For Counselors: Manage application materials

Counselors: Create a Secondary School Report for Individual Students

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/Agreements

For Counselors: A Guide to Letters of Recommendation in Scoir

Counselors: Complete a counselor evaluation/recommendation

Counselors: Checking the status of teacher recommendation requests

Counselors: Uploading recommendations on Behalf of Others

For Counselors: Managing FERPA on behalf of a student

Understanding FERPA - Frequently asked questions

Counselors: Bulk Sending Application Documents

For Counselors: Sending Application 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?

For Counselors: Track application materials

Counselors: Unreceived Application Documents? Here's How to Handle

For Counselors: How documents are processed by colleges and universities

Counselors: Troubleshooting PDF Upload Errors

For Counselors: Creating and Managing Assignment Plans

Counselors: Creating and Assigning Tasks

Counselors: Creating and Assigning Forms

For Counselors: Creating, publishing, and editing Surveys

For Counselors: Viewing Survey results

For Counselors: Creating brag sheets in Scoir

For Counselors: Scoir-Created Plans Playbook

Test Score Imports: ACT score imports

Test Score Imports: ACT and PreACT scores via rapid manual entry

Uploading College Board test scores

For Counselors: Importing Custom Properties

Bulk add/update Grade Report

Bulk add/update Senior Courses

Bulk add/update Student GPAs

Bulk add/update Transcripts

For Counselors: Running reports on student data

For Counselors: Custom Properties and Property Groups

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

For Counselors: Calendar overview

For Counselors: Linking your Scoir calendar to an external calendar

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

Prepare for Rollover: Annual Scoir Updates

For Counselors: ACT/SAT test & release dates

For Counselors: Application season reminders

Getting started with Scoir U

Scoir U: Frequently asked questions

Students: Getting Started with Your Scoir Dashboard

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 a parent or guardian to Scoir

For Students: What to do if you have multiple accounts

Students: Link your existing Scoir account to a high school

Students: How to Add an Alternate Email or Change Your Primary Email

For Students: Delete your account

For Students: Updating Your Personal Information in Scoir

For Students: First generation students

Students: How to Access and Sign Your FERPA in Scoir

For Students: Edit Your Academic Info (School, GPA, and Test Scores)

For Students: Record Your Activities and Achievements

For Students: Create and Export a Resume in Scoir

For Students: Using your Drive

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

For Students & Parents: Access College Guidance Network with single sign-on (SSO)

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

For Students: Understanding what it means to follow a college in Scoir

For Students: My Colleges

For Students: View your college list in a table layout

For Students & Parents: Create and Manage Views

The Balanced List Score

For Students: View & simulate your Predictive Chances for college admissions

For Students: Updating outcomes and post graduate plans

Students: How to Sign your FERPA in Common App

For Students: Understanding Test Optional, Test Free & Test Required SAT/ACT Scores

Students: Requesting Application Fee Waivers in Scoir

For Students: Early Decision Contracts in Scoir

For Scoir connected students: Requesting transcripts

Students: Requesting Teacher Recommendations if Your School Uses Scoir

For Students: Checklist for ensuring application document delivery

Students: Using Scoir & Common App if Your School Doesn't Connect Them

Students: Requesting Fee Waivers for Common App

Students: Completing an Early Decision (ED) Agreement for Common App

Students: Getting Started with Scoir & Common App

Students: Connecting Common App & Scoir

Students: Access and Complete Your Assignments

Students: Registering for Office Hours with Your Counselor

For Students: Registering for college visits

For Students: The Scoir mobile app

For Students: The Scoir mobile app - Me

For Students: The Scoir mobile app - Inbox

For Students: The Scoir mobile app - My Colleges

For Students: The Scoir mobile app - Discover

For Colleges: Add & invite admissions staff

For Colleges: Admissions Officer Roles & Permissions

For Colleges: Remove admissions staff

Introduction: Integrating Slate with Scoir

Step 1: Prepare Slate to Receive Data and Documents from Scoir

Step 2: Connect Slate and Scoir

Step 3: Map Scoir Student Data and Documents in Slate

For Colleges: Troubleshooting Slate integration with Scoir

Colleges: Scoir Audience Integration with Slate

Understanding Application Rounds in Scoir

Creating Application Document Requirements

Creating an Application Deadline

For Colleges: Editing, copying, and deleting Application Requirements

For Colleges: Scoir Index File

For Colleges: Set up a Manual SFTP Connection 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: The Scoir CSV/Manifest file

For Colleges: How to access student application documents in Scoir

Colleges: Premium Presence Overview

Colleges: How to Use Posts, Events, and Programs in Premium Presence

For Colleges: Events

For Colleges: Guidelines for college profile header photos

Colleges: Outreach Messaging Overview

Colleges: Sending One-Time Outreach Messages

Colleges: Setting Up Automated Outreach Messages

For Colleges: Explore High Schools & Schedule Visits with Visits+

Colleges: Managing Your Institution's High School Visits

For Colleges: Linking to an external calendar

Colleges: Explore your Admissions Insights Dashboard

For Colleges: Applicant Insights & Management

For Colleges: Handraisers Data Access and Delivery

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

Grades 9-12: Scoir data gathering instructions (Naviance & SIS for students, parents, and teachers)

Grades 9-12: Scoir data gathering instructions (Naviance, ClassLink & SIS for parents)

Grades 9-12: Scoir data gathering instructions (Naviance, Clever & SIS for parents)

Grades 9-12: Scoir data gathering instructions (ClassLink & SIS for parents)

Grades 9-12: Scoir data gathering instructions (Clever & SIS for parents)

Grades 9-12: Exporting data from your Student Information System (SIS)

Grades 6-8: Exporting data from your Student Information System (SIS)

Grades 6-8: Scoir data gathering instructions for account setup (Clever)

Grades 6-8: Scoir data gathering instructions for account setup (ClassLink)

Grades 6-12: Scoir data gathering instructions (ClassLink & SIS for parents)

Grades 6-12: Scoir data gathering instructions (Clever & SIS for parents)

Grades 6-12: Scoir data gathering instructions (Naviance, ClassLink & SIS for parents)

Grades 6-12: Scoir data gathering instructions (Naviance & SIS for students, parents, and teachers)

Grades 6-12: Exporting data from your Student Information System (SIS)

Grades 6-12: Scoir data gathering instructions (Naviance, Clever & SIS for parents)

Grades 9-12: Exporting Parent data from your Student Information System (SIS)

Syncing ClassLink with Scoir

Syncing Clever with Scoir

Importing Historical Data into Scoir (Outside of Naviance)

Exporting Data from Naviance

Exporting data from your Student Information System (SIS)

School Settings Overview

Enable application materials (Documents)

Setting up and enabling Advanced Email

Ensuring Scoir Emails are Delivered

Request a GPA scale change

Set Up Your School Reports Template

Managing Student Transcript Settings

Configuring FERPA Waiver & Release Forms

Managing Recommendation Settings

School logo and template for teacher recommendations

Student self-reporting for GPA and test scores

Pending Acknowledgement

Predictive Chances and Scattergram display settings

For Counselors: Overriding a college's application document requirements

Can counselors control who sees Balanced List scores?

Can counselors adjust Balanced List minimums?

Can Balanced List Scores be based on just colleges marked as Applying and Applied?

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 to Join Scoir

Inform students, families, and staff about Scoir with these templates

For Counselors & Staff: Signing In to Scoir & Multi-Factor Authentication

Bulk Upload Parents and Guardians to Scoir

Bulk add/update school photos

Bulk add/update students

Importing student historical applications (limited import available)

Importing other data updates

Managing college contacts

How to Review and Fix Data Import Errors and Warnings

Parents/Guardians: Managing your email notifications

For Parents/Guardians: Changing your email address

For Parents & Guardians: Getting to Know Your Dashboard

For Parents: How to create and link your account to your student and their school

For Parents/Guardians: Change your Scoir password

For Parents/Guardians: View your student’s college list

For Parents: View your student’s college list in a table layout

For Parents/Guardians: Suggesting colleges to your student

For Parents/Guardians: Unsuggesting a college for my student

For Parents/Guardians: View and simulate your student’s Predictive Chances

For Parents: View and manage your student’s Drive

For Parents/Guardians: Digitally signing your student's early decision contract

Parents & Guardians: How to Sign the FERPA Release in Scoir

For Parents/Guardians: Searching for and Suggesting Colleges to Your Student

For Parents/Guardians: Viewing Scattergrams

For Parents/Guardians: Comparing colleges

For Parents/Guardians: Financial information & estimates

For Parents/Guardians: Discover Programs

Parents/Guardians: Access and Complete Your Assignments

For Parents/Guardians: Scoir mobile app

For Parents/Guardians: The Scoir mobile app - Discover

For Parents/Guardians: The Scoir mobile app - Colleges

For Parents/Guardians: The Scoir mobile app - Inbox

For Parents: The Scoir mobile app- Me

Teachers: Completing Recommendation Requests

Teachers: Changing your email

Product Updates

Reporting

For Counselors: Running reports on student data

(A step-by-step video can be found at the bottom of this page) To perform the actions described in this guide, you must have the Reporting Manager role. If you do not have the necessary permissions,…

Updated 1 year ago

For Counselors: Custom Properties and Property Groups

Middle school counselors , please note that your access and visibility into certain features might differ compared to high school counselors'. Custom Properties are fields that you create allowing yo…

Updated 1 month ago by Customer Support

Reporting

For Counselors: Running reports on student data

For Counselors: Custom Properties and Property Groups

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