Read the Advisor Dashboard

Dashboard is the page advisors, assistants, observers and guests land on when they sign in. Admins open the same page with Advisor Dashboard in the sidebar. It is your own work queue: most of it counts the students assigned to you, in the current program year. Pending Review and Program Activity cover your whole program.

Your program can rename students and advisors, so those words may read differently on your dashboard.

The Tiles

Four tiles at the top count the students assigned to you who have a record in the current program year:

• My Caseload: everyone assigned to you who is Pending, Active, Served or Reportable. Inactive and Rejected students are not part of a caseload.
• Needs Attention: your Served and Reportable students who are missing an APR outcome answer, or whose outcome has no supporting document where one is needed. Which outcomes are checked depends on your program type; see Run the Needs Attention Report. It shows green when the count is 0.
• My Served / Reportable: your students who are Served or Reportable.
• My Pending: your students who are still Pending.

Each number opens its list on the Students page, already filtered to you as Assigned Advisor for the current program year, so the count on the tile is the count you land on:

• My Caseload opens Status Is Any Of Pending, Active, Served, Reportable.
• Needs Attention opens Needs Attention Is Yes. From there you can sort, export or text the group. See Find and Filter Students.
• My Served / Reportable opens Status Is Any Of Served, Reportable.
• My Pending opens the Pending tab.

For what each status means, see Understand Student Statuses.

Open and Close the Cards

Each card has an arrow at the right end of its title. Select it to close the card down to its title and count, and select it again to open it. Closing Needs Attention, for example, brings My Caseload and Pending Review up the page. TRIOPilot remembers which cards you closed on this browser, for you only, and opens the dashboard that way next time. Every card starts open on a computer.

Upcoming Appointments

When your program uses scheduling, Upcoming Appointments sits above the tiles. It lists your next appointments, each with its day and time, the appointment type, the student and the format, and a Teams link for an online meeting that has one. Schedule opens your Schedule page. If your role can log contacts, each appointment also has the actions for changing it. See Change or Cancel an Appointment.

Assigned to Me

Two cards sit under Assigned to Me. Assistants do not see them, because assistants do not carry a caseload.

• Needs Attention lists the same students as the tile, with each gap as a chip: orange for a missing outcome answer, red for an outcome with no document tagged to it where one is needed. View Profile opens the student. It shows 8 students, those with the most gaps first. When there are more than 8, the card says how many, for example Showing 8 of 38, and View All opens them all on the Students page, the same list as the Needs Attention number. When none of your Served or Reportable students has a gap, the card says so. It checks your program type's own outcomes (outside EOC, the end-of-year fields of your federal APR file, or Talent Search's Section IV outcomes). This card uses the same rules as the Needs Attention report, which an admin can run for the whole program and any year. See Run the Needs Attention Report.
• My Caseload lists the students on your caseload, with a line that splits them into active but not yet served, served or reportable, and pending. It shows the 8 most recently added, each with their status, email and entry year. When you have more than 8, the card says so. Each student's row also says when they were last contacted, for example Last Contact Oct 21, counting every contact in every program year, or No Contact Yet. Not Contacted in 30 Days marks a student whose newest contact is more than 30 days ago, by your program's calendar. A student with no contacts gets the mark once they have been in TRIOPilot for more than 30 days, so a new applicant is not marked the day they arrive. All My Students, at the top of the card and at its foot, opens the Students page filtered to your caseload, the same list as the My Caseload number. See Find and Filter Students.

A student assigned to you who has no record in the current program year is not on these cards, for example a student who has not been added to the new year yet. The bottom of My Caseload says how many there are. It counts apart the students whose last record is Reportable, because they were counted in an earlier year's APR.

Pending Review

Pending Review, under Program-wide, lists the Pending students in your program for the current program year, whoever they are assigned to, the application waiting longest first. Each row shows the date the student was added and their entry year. A student who may be a duplicate is flagged with the record they match, and staff who can edit students get a Review Duplicate button. See Review Possible Duplicates.

The card shows the 8 students waiting longest. When there are more than 8, the foot of the card says how many, and View All opens the Pending tab of the Students page. With 8 or fewer, View All sits at the top of the card instead.

Below it, when your admin has it on, Program Activity lists the newest activity across your program. See See Program Activity.

Caseload Breakdown

Caseload Breakdown, at the right, shows how your caseload splits across Pending, Active, Served and Reportable, with a count and a bar for each. Choose a range at the top of the card:

• Program Year: students on your caseload who were added to TRIOPilot since the current program year began.
• Month: students added in the last 30 days.
• Week: students added in the last 7 days.

The line under the title, for example 12 of your assigned students, counts the students in the range you chose.

On a screen narrower than 1024 pixels, such as a small laptop or a tablet, Caseload Breakdown sits right under the tiles instead of at the right.

On a Phone

On a phone, the dashboard starts with Today, when there is something in it: your next three appointments, when your program uses scheduling, with View Schedule, and your first five students who need attention, with View All for the rest. Program Activity follows. Then come the tiles, My Caseload, Pending Review and Caseload Breakdown. Every card opens and closes with the arrow at the right of its title, as on a computer. Program Activity and My Caseload start closed on a phone until you open them, and a card you open or close stays that way on that phone.