Professional Adviser Dashboard
Human judgement with accountability.
Production access will be controlled by verified role, relationship, least privilege and audit logging.
Consultation workflow
Every case should have a clear state, responsible owner and next action.
01IntakeMinimum information and service question
→02TriageScope, urgency and evidence needs
→03AssignAuthorised adviser takes ownership
→04EvidenceSource-labelled review and gaps
→05SessionProfessional judgement and notes
→06ReportHuman approval before release
→07Follow-upNext action and review date
→08CloseCompletion with preserved audit trail
Role boundary
Permission follows responsibility—not curiosity.
This preview contains no real student data. The production platform will authorize every record type separately and preserve access history for sensitive actions.