Professional AdviserAssigned cases · Human review · Follow-up
Private Role Preview

Professional Adviser Dashboard

Human judgement with accountability.

Production access will be controlled by verified role, relationship, least privilege and audit logging.

Case accessAssignment requiredOnly formally assigned cases may enter the adviser workspace.
Data stateno live personal dataNo live case or private note is loaded here.
JudgementHuman reviewConsequential reports require professional approval.
AuditAppend-onlySensitive production actions remain attributable and reviewable.

Assigned cases

Access only to cases formally assigned to the adviser.

Evidence review

Review source-labelled evidence, conflicts, gaps and context.

Professional note

Separate observation, interpretation and recommendation.

Human review gate

Consequential reports remain human-reviewed, versioned and auditable.

Consultation workflow

Every case should have a clear state, responsible owner and next action.

01IntakeMinimum information and service question
→
02TriageScope, urgency and evidence needs
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03AssignAuthorised adviser takes ownership
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04EvidenceSource-labelled review and gaps
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05SessionProfessional judgement and notes
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06ReportHuman approval before release
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07Follow-upNext action and review date
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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.