# Advisor Brief

> Use the weekly Advisor Brief in Unifuse to see which students need help now, which are slipping and which are excelling, take the recommended action, claim a student for the week, and export or email the brief.

Source: https://docs.unifuse.ai/student-success/advisor-brief/

The Advisor Brief is the first tab of Success Center. Each week it lists the students on
your caseload whose SIS and LMS signals changed, why they are listed, and one recommended
next step for each.

## Before you start

- You need *view students*. Taking action needs the permission of that action (see below).
- Rows appear after the nightly risk job has run over your institution's SIS and LMS imports.
  A new institution sees an empty brief until the first import has landed.

## Reading the brief

The heading reads **Your brief for the week**, with a summary line: how many need help now,
how many are slipping, how many are handled so far, the date the data is from, and the week
number.

Four lanes:

| Lane | Who is in it |
|---|---|
| **Needs help now** | Students in this week's *at risk* cohort. |
| **Slipping** | Students on the *probation cusp*. |
| **Excelling** | Students *doing well* with a positive signal worth recognising. |
| **Handled** | Anyone claimed this week. |

Each row shows the student, **Why they're here** (the lead reason and a due badge of **Today**
for a critical signal or **This week** otherwise), the **Recommended action** with a
**Draft ready** badge when a message has been drafted, the **Status** (open, or who claimed it
and when), and **I'll handle it**. **Search** looks across all lanes.

## Take the recommended action

The action is chosen from the row's lead reason, and opens an existing screen with the
details already filled in:

- **Draft outreach** opens the message composer (needs *send messages*). See
  [Messaging students](/student-success/messaging-students/).
- **Add a note** opens the notes panel (needs *manage students*).
- **Escalate** opens the escalation dialog with the reason and urgency filled in (needs
  *escalate students*).
- **Schedule a follow-up** opens the appointment wizard (needs *manage appointments*).

## Claim a student

**I'll handle it** (needs *manage students*) claims the student for the current week, writes
a note on their record, and moves the row to **Handled** for everyone who can see that
student. If two people claim at the same moment, the first wins. A student still flagged next
week comes back unclaimed.

## Header controls

- **My caseload / Institution** switches scope, for roles with *full student access*.
- **Monday email** turns on a weekly digest at 7:00 AM Eastern with the top five open rows
  from the first two lanes. It is the same setting as *Advisor Brief* under Settings →
  Notifications. The digest has to be activated for your institution by Unifuse.
- **Draft this week's messages** (needs *manage students*) asks the assistant to write a
  draft for every open outreach row. Drafts are written from redacted data and nothing is
  sent: the composer opens pre-filled when you choose the row.
- **Export and share** offers **Export to PDF**, **Export to Excel** (both need *export
  data*, are produced for your scope only, and are recorded in the audit log) and **Email me
  this brief**.

## Related

- [The student record](/student-success/student-record/)
- [Messaging students](/student-success/messaging-students/)