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
Section titled “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
Section titled “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
Section titled “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.
- 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
Section titled “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
Section titled “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
Section titled “Related”View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.