{"source":"Reconciled from three independent drafts (Claude, Grok, Perplexity) of the functions and features offered by student advising and success platforms. The Claude draft supplies the structure; features named by more than one draft are merged, and source letters show which drafts named each feature. HERM mappings are this site’s own judgement.","scope":"Covers advising caseloads, student profile, notes and success plans, appointments, outreach, early alert, referrals and cases, an in-session degree-audit view, reporting and platform needs, and excludes the SIS as system of record for students, registration and degree audit, degree-audit encoding, the curriculum catalog and counseling clinical records except for a care referral into them.","vendors":["EAB Navigate360","EAB Starfish","Ellucian CRM Advise","Salesforce Education Cloud","Anthology Reach","Stellic"],"groups":[{"k":"F","name":"Caseload and student view","ds":["1","2","3"],"desc":"Who advises each student and what an advisor sees about that student before and during a session."},{"k":"L","name":"Advising engagement","ds":["4","5","6"],"desc":"How advisors meet students, record what happened and agree next steps."},{"k":"S","name":"Outreach and coordinated care","ds":["7","8","9"],"desc":"How the institution reaches students proactively, raises concerns and coordinates support across offices."},{"k":"P","name":"Insight and reporting","ds":["10","11"],"desc":"What the institution learns from advising activity and student data."},{"k":"E","name":"Platform","ds":["12","13","14"],"desc":"Integration, security, configuration and exit for the advising system."}],"domains":[{"n":"1","name":"Caseload Assignment","desc":"Assigns students to advisors and support staff and keeps those relationships current.","area":"Caseload and Student View","caps":[{"id":"1.1","n":"Assign students to advisors","herm":["BC053"],"subs":[{"id":"1.1.1","n":"Rule-based caseload assignment","d":"Assigns students to advisors from SIS attributes such as program, college, cohort, class level or population.","cls":"Core","src":["C","G","P"],"herm":"BC053"},{"id":"1.1.2","n":"Manual assignment and reassignment","d":"Lets an authorized user assign, move or end a student-advisor relationship one at a time.","cls":"Core","src":["C","P"],"herm":"BC053"},{"id":"1.1.3","n":"Bulk assignment","d":"Assigns or reassigns a list or filtered set of students to an advisor in one action.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"1.1.4","n":"Multiple relationship types","d":"Holds several concurrent relationships per student, such as primary advisor, faculty mentor, coach and success navigator.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"1.1.5","n":"Effective-dated relationships","d":"Records start and end dates on each relationship and keeps the history of past advisors.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"1.1.6","n":"Advisor transition handoff","d":"Moves open cases, plans and upcoming appointments to the new advisor when a student is reassigned.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"1.1.7","n":"Secondary and temporary advisor coverage","d":"Adds secondary advisors or time-limited coverage without replacing the primary assignment.","cls":"Expected","src":["G","P"],"herm":"BC053"}]},{"id":"1.2","n":"Balance and monitor caseloads","herm":["BC053"],"subs":[{"id":"1.2.1","n":"Caseload size view","d":"Shows each advisor's active caseload count and mix by population against a target ratio.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"1.2.2","n":"Caseload rebalancing","d":"Proposes or applies reassignments to even out caseloads across a team.","cls":"Emerging","src":["C","P"],"herm":"BC053"},{"id":"1.2.3","n":"Unassigned student queue","d":"Lists students in scope who have no advisor of a required type so they can be assigned.","cls":"Expected","src":["C","P"],"herm":"BC053"}]},{"id":"1.3","n":"Organize the caseload","herm":["BC053"],"subs":[{"id":"1.3.1","n":"My students list","d":"Gives each advisor a filterable list of their assigned students with key status indicators.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"1.3.2","n":"Saved student lists","d":"Saves a named list of students, static or query-based, for reuse in outreach and reporting.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"1.3.3","n":"Student tags and populations","d":"Tags students with populations such as first-generation, transfer, probation or athlete for filtering and rules.","cls":"Expected","src":["C","G","P"],"herm":"BC053"},{"id":"1.3.4","n":"Watch lists","d":"Lets staff follow a student outside their caseload and see their activity.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"1.3.5","n":"Advisor work queue","d":"Consolidates assigned follow-ups, overdue tasks, open concerns, and upcoming meetings into a prioritized queue.","cls":"Expected","src":["P"],"herm":"BC053"}]}]},{"n":"2","name":"Student Advising Profile","desc":"Brings together the student data an advisor needs in one view, read from the systems of record.","area":"Caseload and Student View","caps":[{"id":"2.1","n":"Show the student profile","herm":["BC053"],"subs":[{"id":"2.1.1","n":"Student summary view","d":"Shows identity, photo, program, class level, holds, contact details and assigned staff on one page.","cls":"Core","src":["C","P"],"herm":"BC053"},{"id":"2.1.2","n":"Academic snapshot","d":"Shows term and cumulative GPA, credits earned and attempted, standing and enrolled courses from the SIS.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"2.1.3","n":"Current-term course view","d":"Shows enrolled sections with instructor, midterm or in-progress grades and attendance where available.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"2.1.4","n":"Interaction timeline","d":"Shows notes, appointments, alerts, cases, messages and campaign touches for the student in date order.","cls":"Core","src":["C","P"],"herm":"BC053"},{"id":"2.1.5","n":"Engagement indicators","d":"Shows signals such as LMS activity, card swipes or event attendance received from other systems.","cls":"Specialized","src":["C"],"herm":"BC053"},{"id":"2.1.6","n":"Financial and hold indicators","d":"Flags registration, financial and other holds and aid status relevant to the advising conversation.","cls":"Expected","src":["C"],"herm":"BC053"}]},{"id":"2.2","n":"Record student context","herm":["BC239"],"subs":[{"id":"2.2.1","n":"Student goals and interests","d":"Records the student's stated career goals, interests and intended major for advising use.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"2.2.2","n":"Student intake survey","d":"Collects onboarding information from the student and stores answers on their profile.","cls":"Expected","src":["C","P"],"herm":"BC239"},{"id":"2.2.3","n":"Custom profile attributes","d":"Adds campus-defined fields to the advising profile without vendor change.","cls":"Platform","src":["C"],"herm":"BC239"}]}]},{"n":"3","name":"Degree-Audit View in Session","desc":"Displays the SIS degree audit and planning data inside the advising workspace without re-encoding requirements.","area":"Caseload and Student View","caps":[{"id":"3.1","n":"View degree progress","herm":["BC046"],"subs":[{"id":"3.1.1","n":"Embedded degree audit","d":"Displays the current degree audit from the SIS audit engine inside the student profile.","cls":"Core","src":["C","G","P"],"herm":"BC046"},{"id":"3.1.2","n":"Requirement progress summary","d":"Shows percent complete and remaining requirements returned by the audit for quick reading in a session.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"3.1.3","n":"What-if audit launch","d":"Starts a what-if audit for another program in the SIS engine and shows the result in session.","cls":"Expected","src":["C","G"],"herm":"BC046"},{"id":"3.1.4","n":"Academic plan view","d":"Shows the student's term-by-term plan from the planning tool alongside the audit.","cls":"Expected","src":["C","G"],"herm":"BC046"},{"id":"3.1.5","n":"Plan approval","d":"Lets the advisor review and mark a student's academic plan approved, writing status back to the planning system.","cls":"Specialized","src":["C"],"herm":"BC046"},{"id":"3.1.6","n":"Academic-context freshness display","d":"Shows source and retrieval timestamps for academic and degree-audit information used during advising.","cls":"Expected","src":["P"],"herm":"BC046"}]},{"id":"3.2","n":"Use progress in advising","herm":["BC046"],"subs":[{"id":"3.2.1","n":"Off-track flag from audit","d":"Flags students whose audit or plan shows unmet milestones or courses not taken on schedule.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"3.2.2","n":"Registration readiness view","d":"Shows registration time ticket, holds and whether planned courses are open for the next term.","cls":"Expected","src":["C","G"],"herm":"BC046"},{"id":"3.2.3","n":"Audit snapshot on note","d":"Attaches the audit status at the time of a session to the advising note for later reference.","cls":"Emerging","src":["C"],"herm":"BC046"},{"id":"3.2.4","n":"Academic recommendation record","d":"Records course and registration recommendations as advising documentation without creating registrations or audit exceptions.","cls":"Expected","src":["P"],"herm":"BC046"}]}]},{"n":"4","name":"Advising Notes","desc":"Records what happened in each advising interaction under controlled visibility.","area":"Advising Engagement","caps":[{"id":"4.1","n":"Write advising notes","herm":["BC053"],"subs":[{"id":"4.1.1","n":"Advising note entry","d":"Records a note against a student with date, reason, topics discussed and outcome.","cls":"Core","src":["C","G","P"],"herm":"BC053"},{"id":"4.1.2","n":"Note templates","d":"Provides campus-defined note templates with prompts and required fields by meeting type.","cls":"Expected","src":["C","G","P"],"herm":"BC053"},{"id":"4.1.3","n":"Visit reasons and outcomes","d":"Captures coded reasons and outcomes so notes can be counted and reported.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"4.1.4","n":"Note attachments","d":"Attaches documents such as forms or plans to a note.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"4.1.5","n":"Group meeting notes","d":"Records one note for a workshop or group session and links it to each attendee.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"4.1.6","n":"Note from appointment","d":"Opens a note pre-filled with appointment details when a meeting is checked in or completed.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"4.1.7","n":"AI note drafting","d":"Drafts a note summary from advisor input or a session transcript for the advisor to review and save.","cls":"Emerging","src":["C","P"],"herm":"BC053"},{"id":"4.1.8","n":"Note categories and search","d":"Categorizes notes and retrieves authorized entries by student, date, author, topic, or text.","cls":"Expected","src":["P"],"herm":"BC053"},{"id":"4.1.9","n":"Consent-based meeting transcription","d":"Produces an advising transcript only after required consent and provides controls for review and disposal.","cls":"Emerging","src":["P"],"herm":"BC053"}]},{"id":"4.2","n":"Control note visibility","herm":["BC053"],"subs":[{"id":"4.2.1","n":"Note permission levels","d":"Restricts each note to roles or offices, such as all advisors, own office or author only.","cls":"Core","src":["C","G"],"herm":"BC053"},{"id":"4.2.2","n":"Student-shared notes","d":"Marks a note as visible to the student and shows it in their portal.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"4.2.3","n":"Note edit and lock rules","d":"Locks a note after a set period and keeps an audit of edits.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"4.2.4","n":"Draft and finalized notes","d":"Separates incomplete notes from finalized records and identifies their documentation status.","cls":"Expected","src":["P"],"herm":"BC053"},{"id":"4.2.5","n":"Note amendment history","d":"Preserves prior note versions and records corrections with author and timestamp.","cls":"Expected","src":["P"],"herm":"BC053"}]}]},{"n":"5","name":"Success Plans and Milestones","desc":"Sets out the actions a student agrees to and tracks completion.","area":"Advising Engagement","caps":[{"id":"5.1","n":"Create success plans","herm":["BC053"],"subs":[{"id":"5.1.1","n":"Success plan builder","d":"Builds a plan of tasks, due dates and resources assigned to a student.","cls":"Expected","src":["C","G","P"],"herm":"BC053"},{"id":"5.1.2","n":"Plan templates by population","d":"Applies standard plans for populations such as probation, first-year or returning students.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"5.1.3","n":"Auto-assigned plans","d":"Assigns a plan template automatically when a student enters a population or triggers a rule.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"5.1.4","n":"Student-authored goals and actions","d":"Allows students to propose goals and action items visible to their authorized advising team.","cls":"Expected","src":["P"],"herm":"BC053"},{"id":"5.1.5","n":"Academic recovery plan","d":"Tracks advising commitments and milestones for students on academic warning or probation.","cls":"Expected","src":["P"],"herm":"BC053"},{"id":"5.1.6","n":"Student-athlete compliance follow-up","d":"Tracks advising actions against externally supplied eligibility requirements without calculating eligibility or encoding degree rules.","cls":"Specialized","src":["P"],"herm":"BC053"}]},{"id":"5.2","n":"Track plan progress","herm":["BC053"],"subs":[{"id":"5.2.1","n":"Student task completion","d":"Lets the student see and mark plan tasks complete from the portal or app.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"5.2.2","n":"Milestone tracking","d":"Tracks completion of advising milestones such as first meeting, major declaration or graduation check.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"5.2.3","n":"Overdue task reminders","d":"Reminds the student and advisor when plan tasks pass their due date.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"5.2.4","n":"Academic probation contracts","d":"Records the terms of a probation or reinstatement agreement and tracks the student against them.","cls":"Specialized","src":["C"],"herm":"BC053"},{"id":"5.2.5","n":"Plan progress and revision history","d":"Shows milestone completion and preserves changes to goals, actions, and plan status.","cls":"Expected","src":["P"],"herm":"BC053"}]}]},{"n":"6","name":"Appointments and Scheduling","desc":"Lets students and staff book, attend and track advising meetings.","area":"Advising Engagement","caps":[{"id":"6.1","n":"Publish availability","herm":["BC053"],"subs":[{"id":"6.1.1","n":"Advisor availability","d":"Lets staff define bookable hours, locations, meeting types and durations.","cls":"Core","src":["C","G","P"],"herm":"BC053"},{"id":"6.1.2","n":"Calendar synchronization","d":"Syncs availability and appointments two ways with Microsoft 365 or Google calendars.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"6.1.3","n":"Office and service configuration","d":"Defines offices, services and the meeting reasons each one offers.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"6.1.4","n":"Booking rules","d":"Sets lead times, maximum bookings, buffers and who may book which services.","cls":"Expected","src":["C","P"],"herm":"BC053"}]},{"id":"6.2","n":"Book appointments","herm":["BC053"],"subs":[{"id":"6.2.1","n":"Student self-scheduling","d":"Lets students book with their assigned advisor or an office by reason and time.","cls":"Core","src":["C","P"],"herm":"BC053"},{"id":"6.2.2","n":"Staff-booked appointments","d":"Lets staff schedule a meeting on behalf of a student.","cls":"Core","src":["C","P"],"herm":"BC053"},{"id":"6.2.3","n":"Virtual meeting links","d":"Generates Zoom or Teams links for virtual appointments automatically.","cls":"Expected","src":["C","G"],"herm":"BC053"},{"id":"6.2.4","n":"Group appointments and workshops","d":"Schedules a session with a capacity for multiple students.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"6.2.5","n":"Recurring appointments","d":"Books a repeating series such as weekly coaching sessions.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"6.2.6","n":"Appointment campaigns","d":"Invites a defined list of students to book within a date window.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"6.2.7","n":"Appointment rescheduling and cancellation","d":"Changes or cancels appointments while updating participants and preserving appointment history.","cls":"Core","src":["P"],"herm":"BC053"}]},{"id":"6.3","n":"Manage visits","herm":["BC053"],"subs":[{"id":"6.3.1","n":"Appointment reminders","d":"Sends email and text reminders before an appointment.","cls":"Core","src":["C","P"],"herm":"BC053"},{"id":"6.3.2","n":"Cancellation and rescheduling","d":"Lets students and staff cancel or move appointments within rules and notifies both sides.","cls":"Core","src":["C"],"herm":"BC053"},{"id":"6.3.3","n":"No-show tracking","d":"Records missed appointments and can trigger follow-up.","cls":"Expected","src":["C","G"],"herm":"BC053"},{"id":"6.3.4","n":"Walk-in queue","d":"Lets students check in for walk-in or drop-in service and staff call them from a queue.","cls":"Expected","src":["C","G","P"],"herm":"BC053"},{"id":"6.3.5","n":"Kiosk check-in","d":"Lets students check in at an office kiosk or by QR code.","cls":"Expected","src":["C","P"],"herm":"BC053"},{"id":"6.3.6","n":"Wait time and visit tracking","d":"Records check-in, start and end times for each visit.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"6.3.7","n":"Post-appointment survey","d":"Sends a satisfaction survey after a meeting and stores the result.","cls":"Expected","src":["C"],"herm":"BC053"},{"id":"6.3.8","n":"Tutoring and center visit tracking","d":"Tracks visits to tutoring, writing and other success centers with swipe or check-in data.","cls":"Specialized","src":["C"],"herm":"BC053"},{"id":"6.3.9","n":"Appointment waitlist","d":"Records demand for unavailable appointments and offers openings when capacity becomes available.","cls":"Expected","src":["P"],"herm":"BC053"}]}]},{"n":"7","name":"Outreach Campaigns","desc":"Sends targeted, tracked communication to groups of students.","area":"Outreach and Coordinated Care","caps":[{"id":"7.1","n":"Build and send campaigns","herm":["BC240"],"subs":[{"id":"7.1.1","n":"Targeted student search","d":"Builds a student list from academic, demographic, engagement and risk criteria.","cls":"Core","src":["C","G"],"herm":"BC240"},{"id":"7.1.2","n":"Bulk email campaigns","d":"Sends a personalized email to a student list with merge fields and tracks delivery.","cls":"Core","src":["C","G","P"],"herm":"BC240"},{"id":"7.1.3","n":"Two-way text messaging","d":"Sends SMS to students and receives replies within the student record, honoring opt-out.","cls":"Expected","src":["C","P"],"herm":"BC240"},{"id":"7.1.4","n":"Message templates","d":"Stores reusable message templates with merge fields by office.","cls":"Expected","src":["C","P"],"herm":"BC240"},{"id":"7.1.5","n":"Scheduled and triggered campaigns","d":"Sends a campaign at a set time or when a student meets a rule.","cls":"Expected","src":["C"],"herm":"BC240"},{"id":"7.1.6","n":"Multi-step nurture sequences","d":"Sends a timed series of messages that branches on student response or action.","cls":"Emerging","src":["C","P"],"herm":"BC240"},{"id":"7.1.7","n":"Mobile push notifications","d":"Sends campaign messages as push notifications through the student app.","cls":"Expected","src":["C"],"herm":"BC240"},{"id":"7.1.8","n":"Communication preferences","d":"Applies student channel preferences, opt-outs, and applicable messaging consent requirements.","cls":"Expected","src":["P"],"herm":"BC240"},{"id":"7.1.9","n":"Supervised conversational outreach","d":"Uses an AI assistant to conduct bounded advising outreach and route unresolved needs to staff.","cls":"Emerging","src":["P"],"herm":"BC240"}]},{"id":"7.2","n":"Track outreach","herm":["BC220"],"subs":[{"id":"7.2.1","n":"Campaign response tracking","d":"Tracks opens, clicks, replies, bookings and other outcomes for each campaign.","cls":"Expected","src":["C","G","P"],"herm":"BC220"},{"id":"7.2.2","n":"Communication history","d":"Logs every message sent and received on the student's timeline.","cls":"Core","src":["C"],"herm":"BC220"},{"id":"7.2.3","n":"Communication preferences and opt-out","d":"Records each student's channel preferences and consent and applies them to sends.","cls":"Core","src":["C"],"herm":"BC220"},{"id":"7.2.4","n":"Cross-unit outreach coordination","d":"Shares campaign schedules and suppresses duplicate outreach across participating support units.","cls":"Expected","src":["P"],"herm":"BC220"}]}]},{"n":"8","name":"Early Alert","desc":"Lets faculty and staff raise concerns about a student and gets those concerns acted on.","area":"Outreach and Coordinated Care","caps":[{"id":"8.1","n":"Raise alerts","herm":["BC046"],"subs":[{"id":"8.1.1","n":"Alert raising","d":"Lets faculty and staff raise a concern on a student with a reason and comment.","cls":"Core","src":["C","G","P"],"herm":"BC046"},{"id":"8.1.2","n":"Configurable alert reasons","d":"Defines alert types such as attendance, low grade, missing work or wellbeing and their routing.","cls":"Core","src":["C"],"herm":"BC046"},{"id":"8.1.3","n":"Progress report surveys","d":"Asks instructors at set points to rate each student in their sections and raise alerts in bulk.","cls":"Expected","src":["C","P"],"herm":"BC046"},{"id":"8.1.4","n":"LMS-embedded alert entry","d":"Lets instructors raise an alert from within the LMS course roster.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"8.1.5","n":"Kudos and positive feedback","d":"Lets faculty send recognition to a student that is logged on their record.","cls":"Expected","src":["C","P"],"herm":"BC046"},{"id":"8.1.6","n":"System-generated alerts","d":"Raises alerts automatically from data such as missed attendance, low LMS activity or grade thresholds.","cls":"Expected","src":["C","G","P"],"herm":"BC046"},{"id":"8.1.7","n":"Student help requests","d":"Allows students to request assistance and identify the type of support they need.","cls":"Expected","src":["P"],"herm":"BC046"}]},{"id":"8.2","n":"Route and resolve alerts","herm":["BC046"],"subs":[{"id":"8.2.1","n":"Alert routing rules","d":"Routes each alert type to the assigned advisor, an office or a queue.","cls":"Core","src":["C","G","P"],"herm":"BC046"},{"id":"8.2.2","n":"Student notification of alert","d":"Sends the student a message about the concern, configurable by alert type.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"8.2.3","n":"Alert resolution and closure","d":"Records actions taken and outcome and closes the alert loop back to the raiser.","cls":"Core","src":["C","P"],"herm":"BC046"},{"id":"8.2.4","n":"Alert escalation","d":"Escalates alerts not acted on within a set time to a supervisor or another office.","cls":"Expected","src":["C","P"],"herm":"BC046"},{"id":"8.2.5","n":"Repeat-alert detection","d":"Flags students with multiple concurrent or repeated alerts across courses.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"8.2.6","n":"Related-alert consolidation","d":"Links repeated or related concerns so staff can coordinate follow-up without duplicating work.","cls":"Expected","src":["P"],"herm":"BC046"}]}]},{"n":"9","name":"Cases and Referrals","desc":"Coordinates support across offices through referrals and managed cases.","area":"Outreach and Coordinated Care","caps":[{"id":"9.1","n":"Refer students","herm":["BC052"],"subs":[{"id":"9.1.1","n":"Office referrals","d":"Refers a student to another office or service such as tutoring, financial aid or career services.","cls":"Core","src":["C","G","P"],"herm":"BC052"},{"id":"9.1.2","n":"Referral acceptance and outcome","d":"Lets the receiving office accept, act on and close a referral with an outcome visible to the referrer.","cls":"Core","src":["C","G","P"],"herm":"BC052"},{"id":"9.1.3","n":"Counseling care referral","d":"Sends a referral into the counseling center's clinical system without exposing clinical records to advisors.","cls":"Specialized","src":["C"],"herm":"BC052"},{"id":"9.1.4","n":"Basic needs referral","d":"Refers a student to food, housing, emergency funding or other basic-needs services.","cls":"Expected","src":["C"],"herm":"BC052"},{"id":"9.1.5","n":"Student self-referral","d":"Lets a student request help from a service, creating a referral or case.","cls":"Expected","src":["C","G"],"herm":"BC052"},{"id":"9.1.6","n":"Support service directory","d":"Lists referral destinations with service descriptions, contacts, eligibility, and access instructions.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"9.1.7","n":"Clinical service handoff","d":"Routes a consent-appropriate referral to counseling or health services while retaining only nonclinical handoff status.","cls":"Specialized","src":["P"],"herm":"BC052"},{"id":"9.1.8","n":"External community referral","d":"Tracks referrals to approved off-campus support providers with permitted acknowledgement and disposition information.","cls":"Specialized","src":["P"],"herm":"BC052"}]},{"id":"9.2","n":"Manage cases","herm":["BC052"],"subs":[{"id":"9.2.1","n":"Case creation and assignment","d":"Opens a case for a student and assigns an owner and team.","cls":"Expected","src":["C","G","P"],"herm":"BC052"},{"id":"9.2.2","n":"Case workflow and status","d":"Moves a case through configurable stages with tasks and due dates.","cls":"Expected","src":["C","P"],"herm":"BC052"},{"id":"9.2.3","n":"Care team collaboration","d":"Lets multiple offices on a case share restricted notes and tasks.","cls":"Expected","src":["C","G","P"],"herm":"BC052"},{"id":"9.2.4","n":"Behavioral intervention case intake","d":"Records concerns for a behavioral intervention or CARE team and restricts them to that team.","cls":"Specialized","src":["C"],"herm":"BC052"},{"id":"9.2.5","n":"Athlete eligibility monitoring","d":"Tracks progress-toward-degree, study hours and eligibility checks for student-athletes.","cls":"Specialized","src":["C"],"herm":"BC052"},{"id":"9.2.6","n":"Special population programs","d":"Supports program rosters and requirements for TRIO, EOP, honors or veterans services.","cls":"Specialized","src":["C"],"herm":"BC052"},{"id":"9.2.7","n":"Related work linkage","d":"Links relevant alerts, appointments, notes, and success-plan actions to a case without duplicating their records.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"9.2.8","n":"Case response deadlines","d":"Monitors first-response and resolution targets and escalates overdue case work.","cls":"Expected","src":["P"],"herm":"BC052"}]},{"id":"9.3","n":"Coordinate the support network","herm":["BC052"],"subs":[{"id":"9.3.1","n":"Student success team","d":"Identifies the student's advisors and participating support staff with their service roles.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"9.3.2","n":"Student-facing support contacts","d":"Shows students their assigned support contacts and permitted ways to reach each service.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"9.3.3","n":"Cross-unit responsibility agreement","d":"Records the lead coordinator and participating units for a shared student support effort.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"9.3.4","n":"Shared support-work visibility","d":"Shows authorized team members active cases, referrals, alerts, and assigned actions across participating units.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"9.3.5","n":"Student support-status view","d":"Shows students appropriate case or referral status and their next required action.","cls":"Expected","src":["P"],"herm":"BC052"}]}]},{"n":"10","name":"Risk and Analytics","desc":"Identifies students who need attention using rules and models.","area":"Insight and Reporting","caps":[{"id":"10.1","n":"Identify students at risk","herm":["BC144"],"subs":[{"id":"10.1.1","n":"Rule-based risk indicators","d":"Flags students from configurable rules on GPA, credits, holds, alerts and engagement.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"10.1.2","n":"Predictive risk score","d":"Scores each student's likelihood of persisting or completing using a model trained on institutional data.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"10.1.3","n":"Risk score explanation","d":"Shows the factors driving a student's risk score to the advisor.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"10.1.4","n":"Risk-driven work queue","d":"Gives advisors a prioritized list of students to contact based on risk and recent activity.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"10.1.5","n":"Intervention effectiveness analysis","d":"Compares outcomes of students who received an intervention with similar students who did not.","cls":"Emerging","src":["C","P"],"herm":"BC144"},{"id":"10.1.6","n":"Explainable predictive prioritization","d":"Ranks students for review using predictive indicators and displays their contributing factors and limitations.","cls":"Emerging","src":["P"],"herm":"BC144"}]}]},{"n":"11","name":"Reporting and Dashboards","desc":"Reports advising activity, outcomes and performance.","area":"Insight and Reporting","caps":[{"id":"11.1","n":"Report on advising","herm":["BC211"],"subs":[{"id":"11.1.1","n":"Standard advising reports","d":"Provides delivered reports on appointments, notes, alerts, referrals and campaigns.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"11.1.2","n":"Advisor activity dashboard","d":"Shows each advisor and team their contacts, appointments and open items.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"11.1.3","n":"Caseload coverage report","d":"Shows the share of each caseload contacted or seen within a period.","cls":"Expected","src":["C","G","P"],"herm":"BC211"},{"id":"11.1.4","n":"Alert and referral outcome reporting","d":"Reports alert volumes, response times and resolution outcomes by type and office.","cls":"Expected","src":["C","G","P"],"herm":"BC211"},{"id":"11.1.5","n":"Student outcome dashboards","d":"Shows retention, persistence, credit momentum and completion by population and advising activity.","cls":"Expected","src":["C","G","P"],"herm":"BC211"},{"id":"11.1.6","n":"Ad hoc report builder","d":"Lets authorized users build, save and schedule custom reports.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"11.1.7","n":"Report export","d":"Exports report results to CSV or Excel.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"11.1.8","n":"Natural-language query","d":"Answers plain-language questions about advising data with a generated report.","cls":"Emerging","src":["C"],"herm":"BC211"},{"id":"11.1.9","n":"Success-plan completion reporting","d":"Reports action completion, overdue tasks, and milestone progress across student plans.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"11.1.10","n":"Saved and scheduled reports","d":"Allows authorized users to save report definitions and distribute scheduled results.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"11.1.11","n":"Student advising feedback","d":"Collects post-service feedback and reports advising experience by service or unit.","cls":"Expected","src":["P"],"herm":"BC211"}]}]},{"n":"12","name":"Integration and Data","desc":"Connects the advising system to the SIS and other campus systems.","area":"Platform","caps":[{"id":"12.1","n":"Integrate with campus systems","herm":["BC143"],"subs":[{"id":"12.1.1","n":"SIS data integration","d":"Loads students, programs, enrollments, grades and holds from the SIS on a schedule or in near real time.","cls":"Platform","src":["C","G","P"],"herm":"BC143"},{"id":"12.1.2","n":"Degree-audit engine integration","d":"Calls the SIS or audit engine to retrieve and display audit results.","cls":"Platform","src":["C","G","P"],"herm":"BC143"},{"id":"12.1.3","n":"LMS integration","d":"Receives roster and activity data from the LMS and supports in-LMS alert entry through LTI.","cls":"Platform","src":["C","G","P"],"herm":"BC143"},{"id":"12.1.4","n":"Calendar and conferencing integration","d":"Connects to Microsoft 365, Google Workspace, Zoom and Teams.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"12.1.5","n":"Data warehouse feed","d":"Delivers advising data to the institutional data warehouse on a schedule.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"12.1.6","n":"Open APIs and webhooks","d":"Provides documented APIs and event webhooks to read and write advising data.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"12.1.7","n":"CRM interoperability","d":"Shares contacts and interactions with the institution's recruitment or enterprise CRM.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"12.1.8","n":"Identity reconciliation","d":"Matches incoming records to institutional identifiers and flags duplicates or unresolved identities.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"12.1.9","n":"Data synchronization monitoring","d":"Reports import failures, stale feeds, rejected records, and reconciliation exceptions with retry support.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"12.1.10","n":"Messaging service integration","d":"Connects approved email, SMS, or portal messaging services and returns delivery and reply events.","cls":"Platform","src":["P"],"herm":"BC143"}]}]},{"n":"13","name":"Security and Privacy","desc":"Protects student data and controls who can see it.","area":"Platform","caps":[{"id":"13.1","n":"Protect student data","herm":["BC138"],"subs":[{"id":"13.1.1","n":"Single sign-on","d":"Signs users in through the campus identity provider using SAML or OIDC.","cls":"Platform","src":["C","G","P"],"herm":"BC139"},{"id":"13.1.2","n":"Role-based permissions","d":"Controls access to students, notes, alerts and cases by role, office and relationship.","cls":"Platform","src":["C","G","P"],"herm":"BC138"},{"id":"13.1.3","n":"FERPA-aware access controls","d":"Limits access to records to staff with a legitimate educational interest and honors directory holds.","cls":"Platform","src":["C","G","P"],"herm":"BC138"},{"id":"13.1.4","n":"Audit logging","d":"Logs who viewed or changed student records, notes and cases.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"13.1.5","n":"Data encryption","d":"Encrypts data in transit and at rest.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"13.1.6","n":"Accessibility conformance","d":"Meets WCAG 2.1 AA for student and staff interfaces.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"13.1.7","n":"Sensitive-record segmentation","d":"Applies record- and field-level restrictions to notes, alerts, cases, and referrals across campus units.","cls":"Platform","src":["G","P"],"herm":"BC138"},{"id":"13.1.8","n":"AI data-use controls","d":"Controls AI access, approved inputs, human review, and vendor reuse of institutional advising data.","cls":"Platform","src":["P"],"herm":"BC138"}]}]},{"n":"14","name":"Configuration and Operations","desc":"Lets the campus configure, run and leave the system.","area":"Platform","caps":[{"id":"14.1","n":"Configure and operate","herm":["BC204"],"subs":[{"id":"14.1.1","n":"No-code configuration","d":"Lets administrators configure reasons, templates, workflows and fields without vendor change.","cls":"Platform","src":["C","G","P"],"herm":"BC204"},{"id":"14.1.2","n":"Multi-office setup","d":"Supports separate configuration and data segregation for colleges, offices and programs.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"14.1.3","n":"Mobile access for staff","d":"Gives advisors mobile access to student profiles, schedules and notes.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"14.1.4","n":"Sandbox environment","d":"Provides a non-production environment for testing configuration and integrations.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"14.1.5","n":"Availability and support commitments","d":"Commits to uptime, support response times and maintenance windows in the contract.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"14.1.6","n":"Data retention rules","d":"Applies retention and purge schedules to notes, messages and cases.","cls":"Platform","src":["C","P"],"herm":"BC145"},{"id":"14.1.7","n":"Data export and exit","d":"Exports all advising records, notes and attachments in an open format on contract end.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"14.1.8","n":"Delegated administration","d":"Allows designated unit administrators to manage approved local settings within institution-wide controls.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.1.9","n":"Accessible staff and student interfaces","d":"Supports keyboard, screen-reader, and mobile access with documented accessibility conformance and remediation processes.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.1.10","n":"Backup and recovery","d":"Backs up advising data and documents tested restoration procedures and recovery objectives.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.1.11","n":"Release and change management","d":"Communicates product changes, compatibility impacts, maintenance windows, and institutional testing requirements.","cls":"Platform","src":["P"],"herm":"BC204"}]}]}],"sources":{"C":"Claude draft (uploaded)","G":"Grok draft (uploaded)","P":"Perplexity draft (uploaded)"}}