The student record
The student record opens as an overlay from any list, and also as its own page. It brings together what your student information system (SIS) and learning management system (LMS) report, and what your staff have recorded in Unifuse.
SIS and LMS data are read-only in Unifuse. Unifuse stores only its own data: notes, tags, escalations, appointments and outreach history.
Header
Section titled “Header”Name and ID; program, cohort and EdTech platform; badges for status, risk level, this week’s cohort, enrollment status and Inactive in SIS; tag chips with suggestions; and stat cards for cumulative GPA, attendance, risk score and class rank.
Actions
Section titled “Actions”| Button | What it does | Permission |
|---|---|---|
| Add note | Opens the note composer. | manage students |
| Send nudge | Opens the message composer. See Messaging students. | send messages |
| Schedule meeting | Opens the appointment wizard. | manage appointments |
| Escalate | Opens the escalation dialog: Escalate to, Reason (required) and Urgency (low, medium, high, critical). The email sent carries the student’s name, ID, urgency and reason only; scores and notes stay behind sign-in. | escalate students |
| Configure cards | Choose which cards and fields are shown for the whole institution. | manage institution |
Buttons you cannot use are greyed out with an explanation.
| Card | Source | What it shows |
|---|---|---|
| Banner (SIS) | SIS | ID, name, email, phone, major, class, level, standing, enrolment, credits, terms |
| LMS | LMS | Attendance rate; present, late, absent and excused counts; days recorded; last LMS activity |
| Enrollment & Application | SIS | Application date and status, admission term, source, enrolled date, enrollment status, expected graduation |
| EdTech Engagement | EdTech platform | Hours, completion, streaks, average session, last login, certificates |
| Activity Timeline | Unifuse | Notes, escalations, appointments, outreach, assistant conversations and cohort moves, with View all |
| Weekly Risk Cohort | Unifuse | This week’s cohort, its reason codes and where the student moved from |
| Advisor Notes | Unifuse | Notes with author and time; Pin to top |
| Escalations | Unifuse | Open cases with Mark In Review, Resolve and Reopen |
| Communication | Unifuse | Sent, delivered, replied and response rate over 90 days by channel; last contact; last reply; Opted out. Counts only, never message text |
| Courses | SIS and LMS | Code, course, credits, grade, status, and on-time, late and missing submissions. SIS and LMS rows are matched on the course reference number; dropped courses are dimmed |
| Attendance | LMS | A one-year heatmap and monthly rates |
| Academic Results | SIS | Term and cumulative GPA and grades by term |
| Career Engagement | Unifuse | Locked unless the Career module is on |
Conventions
Section titled “Conventions”- Not on file: no import has supplied this field yet.
- Hidden: the field is withheld by your role or by institution settings. Sensitive fields are marked Managers only in the configure drawer.
- Administrators can mask SIS IDs to their last four digits.
Related
Section titled “Related”View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.