Navigate360 Hall Pass Launch – New School
Discover how to get started with Navigate360 Hall Pass.
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The launch wizard walks you through setting up Navigate360 Hall Pass for your school in eight steps. When every step is complete, you can launch Hall Pass and send login information to your staff. Each step in the wizard includes an instructional video and thorough instructions on how to complete each step.
✅ Before You Begin
- Have your launch wizard link ready. If you do not have it, contact our support team.
- Gather your school details and the start and end dates for the current academic year.
- If you are not using Clever or ClassLink, have a student CSV file ready. You can usually export one from your student information system (SIS).
- If you are adding staff manually, download the staff template from Step 4 of the wizard.
1️⃣ Step One: School Information
- Complete the school details.
- You can uncheck “Billing” on the right if you would like to complete billing information as well.
Tip: The grade levels selected here will impact the filters available for reporting.
2️⃣ Step Two: Academic Year
- Enter the start and end dates for the current academic year only. If your school year has already begun, enter the first day that your school will begin using Hall Pass.
- Optional: Divide the year into reporting or grading periods. Grading periods are helpful for data and reporting within Hall Pass.
Tip: If your school plans to use Hall Pass during summer school, make sure to enter the last day of your summer school sessions as your last day!
3️⃣ Step Three: Student File Upload
Manual CSV Upload
- Download the template found on Step 3 of your Launch Wizard. Your CSV will need to be formatted exactly as the template for your upload.
- Fill in the template with your student information. You may be able to export a file from your SIS and then copy and paste it into the template column by column. Make sure to leave the headers in place.
- Save the file to your device, then return to the Launch Wizard and select to upload your file.
- Select Upload Later to skip this step for now. You will be able to upload students after completing launch, if needed.
Tip: Click here for a detailed tutorial on how to create the CSV.
Sync Students through Clever or ClassLink
- If your school uses Clever or ClassLink, select "Show Synced Students."
- Review the synced students for accuracy and ensure that the students listed are the correct students for your school and that they are in the correct grade for the academic year that you set in Step Two. We recommend checking a student or two from every grade present in the school.
- Select Add Students Later to skip this step for now. You will be able to sync students after completing launch, if needed.
Important Note: If grade levels appear to be for the previous school year, do not proceed with importing student data. Reach out to your district IT team to confirm when student rosters will be updated, and select the option to upload later.
4️⃣ Step Four: Upload Staff Files
Manual CSV Upload
- Download the template found on Step 4 of your Launch Wizard. Your CSV will need to be formatted exactly as the template for your upload.
- Fill in the template with your staff information. You may be able to export a file from your SIS and then copy and paste it into the template column by column. Make sure to leave the headers in place.
- Save the file to your device, then return to the Launch Wizard and select to upload your file.
- Select Upload Later to skip this step for now. You will be able to upload staff after completing launch, if needed. However, you will need to add a few staff members to your contact roles in Step Five.
Good to Know: If your staff members do not have unique staff codes (ID numbers), leave those cells blank (do not delete the column) and ID numbers will be randomly generated for your staff.
Sync Staff through Clever or ClassLink
- If your school uses Clever or ClassLink, synced staff are imported automatically. Click "Next" to initiate a resync of your staff and proceed to Step Five.
Note: Syncing staff through Clever or ClassLink will only import staff members who are actively shared. Sometimes this is limited to staff members who are associated with rosters. You will have the opportunity to manually add additional staff members, such as your support staff, after completing launch.
5️⃣ Step Five: Complete Contact Roles
- Complete the contact roles. This step is required to finish the launch wizard.
Tip: You can edit contact roles directly in Hall Pass after completing launch. Visit the “Contact Roles” article here for more information.
6️⃣ Step Six: Review Permissions
By default, all of your staff will be able to issue hall passes without needing any additional permissions. The staff members selected as your main contacts in Step Five have already been provided with admin permissions. No action is needed on this page unless you want to grant additional permissions to team members right now.
- Review the default staff permissions.
- Change permissions only if needed at this time.
Tip: For more information on what each permission means, select the "i" icon for details about each column on the Permissions screen, or visit the Permissions article.
7️⃣ Step Seven: Send Staff Login Information
- Choose whether to send login information to all staff or to selected staff only. If you choose selected staff, you will be able to search for specific staff members to add as recipients.
- Choose whether to send the email immediately or schedule it to be sent at a later date. Scheduling the email is helpful if you intend to introduce Hall Pass to your staff during a training or meeting.
- If you would prefer to wait to send login information, select "Save for Later" to skip this step and proceed with launching Hall Pass.
Note: If you choose to save this step for later, you will be able to send login information to your staff after completing launch.
8️⃣ Step Eight: Launch Hall Pass
- Confirm that every step has a checkmark.
- If a step does not have a checkmark, click that step to return to it and finish it.
- Click Launch My School.
Important Note: If your students are synced through Clever or ClassLink, Step 3 may take some time to finish before it shows a checkmark. Allow up to 30 minutes for your sync to complete, and try refreshing your screen if the checkmark still has not appeared.
➡️ Next Steps
- Click "Next Steps" on the School Launched page. This will lead you to our Hall Pass Knowledge Base, where we have lots of great resources as you get started with Hall Pass!
- Click "Login," then choose "Activate Account" from the login page to set up your account for the first time. Once your account is set up, log in to Hall Pass and begin customizing your school's settings.
- Review and update contact roles and permissions as your needs change.
- Add any students or staff you skipped during the wizard.
🧪 Test Your Setup
- Navigate to the "Students" tab and confirm that your students appear in Hall Pass with the correct grade levels and IDs. If you need assistance updating your ID numbers, reach out to our support team.
- Confirm that staff received their login information, or that it is scheduled to send.
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If you have questions, please contact our support team or visit the Hall Pass Knowledge Base for additional resources.