Planned advisor workspace

Caseload view

All assigned students with progress, flags and last contact date.

Student 360

Programme progress, attendance, results, cases and communication in one view.

Notes & referrals

Structured notes with visibility controls and referrals to support services.

Also for college and career counsellors

Counsellors guiding students toward further study can use college recommendations and the post-secondary school database to build balanced shortlists, track applications and record outcomes.

Frequently asked questions

What will an advisor’s caseload view show?

Each assigned student’s progress, early-warning flags and the date of last contact, so outreach can be planned.

Can wellbeing notes be kept private?

Yes, that is the plan. Sensitive note types can be restricted to specific roles.