Advisor playbook
Review the queue
Triage the advisor queue, sort by deadline pressure, open a plan with the inline review workspace, and learn the keyboard shortcuts that make queue work fast.
Most of your IDDT time will be spent in the Advisor queue. The queue is a single, filterable surface that lists every plan currently waiting for your review — your own assigned plans, plans where you are a delegated reviewer, and (if you are a dean) plans escalated to you because a primary advisor is unavailable.
Opening the queue
Pick Advisor queue from the left rail. You will land on a table with one row per plan. Every row carries:
- Student name and id.
- Concentration title.
- Days since last submission.
- Status (
pending_advisor_review,revisions_requested, etc.). - A small flag column showing whether the plan has unresolved validation warnings or any committee escalations.
The table is paginated at 50 rows per page. If you have more plans queued than that, the deadline-pressure sort (below) will keep the urgent rows visible.
Sort by deadline pressure
The default sort orders the queue by deadline pressure — a composite score that combines the days-pending value with the student's catalog- year deadline, their anticipated graduation term, and whether the plan has already been through revision loops. The top of the queue is always the plan that should be reviewed first.
Click the Sort menu to swap to alphabetical by student name, by submission date (oldest first or newest first), or by concentration. Your last-chosen sort is remembered per device — the queue does not nag you to re-choose every visit.
Filter the queue
The filter row at the top of the queue lets you narrow on:
- Status — limit to
pending_advisor_reviewto ignore plans that are already in revision. - Concentration — if you advise across more than one concentration, filter to one at a time.
- Tag — administrators can attach tags (e.g. "transfer credit pending") to plans. Filter on a tag to bring those plans together.
Filters persist for the current session but reset on sign-out.
Opening a plan
Click any row to open the plan in the inline review workspace. The workspace has three columns:
- Plan canvas — read-only, but you can click any course card to see its catalog metadata in a side panel.
- Rationale and attachments — the student's argument plus their uploads. Attachments open in a side panel; you do not need to download them.
- Comment thread — your workspace. Every comment is anchored to either the whole plan or to a specific course / rationale paragraph.
The workspace remembers your scroll position per plan, so if you get pulled into a meeting mid-review you can pick up where you left off.
The keyboard shortcuts
The queue and the inline workspace share a shortcut set so you can move fast without clicking:
j— next plan in the queue.k— previous plan in the queue.o— open the focused plan.c— start a comment on the focused element.s— open the Send revisions dialog.Esc— close the active comment composer.
The same shortcuts work whether you came in from the queue table or from a direct link.
Triaging without a long read
Not every plan needs a deep read. The queue gives you two affordances for fast triage:
- The flag column shows validation warnings without opening the plan. A plan with unmet bucket minimums almost certainly needs to go back to the student; the queue lets you do that in two clicks.
- The rationale preview in the row's expansion tray shows the first 30 words of each rationale section. Skim those before committing to a full read.
A reviewer who lives in the queue can comfortably triage 20–30 plans an hour. The keyboard shortcuts and the preview tray are the levers that make that pace sustainable.
What to do next
When a plan needs changes, move on to Send revisions to a student. When a plan is ready for the next step in the workflow (committee or registrar), use Move forward in the action bar — the workflow configuration owned by your administrator routes it from there.