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# Career plans & roadmaps

> The counsellor's working surface on the Overview tab — directions, SWOT, action items, locking the career plan, and the roadmap the student receives.

> **Info**
>
> **Flow type:** `Agency`  ·  **Product:** StudyHQ Portal (team)
>
> **Where:** **Students** → click the student → **Overview** tab.
>
> This is where the counselling work culminates. Counsellors and admins work
> here; members see it read-only.

## The Overview tab

* **The career-path hero** — the assessment's top matches. Select up to **2
  directions** with the student.
* **SWOT** — strengths, weaknesses, opportunities and threats,
  **auto-generated** from the assessment and intake, plus your own items.
  Resolve threats as you address them — **blocking threats must be resolved
  before the plan can be locked**.
* **Action items** — tasks for you and the student, with due dates and
  checkboxes. Items due today surface on the counsellor dashboard as
  follow-ups.
* **The Lock career plan button** — below.
* **Recent activity** — a live feed of what changed on this student.

---

## Locking the career plan

When you and the student have agreed on a direction:

#### Lock career plan

On the **Overview** tab, click **Lock career plan**.

#### Pick up to 2 paths

Choose from the **full catalogue** — searchable, and not limited to the
recommendations. For **classes 11–12** you lock **courses**; for **class 10
and below**, **streams**.

#### Confirm

The case moves to **execution**, and the student's **roadmap** appears in
their app — colleges, entrance exams and scholarships for the locked
path(s).

> **Tip**
>
> Plans change? **Unlock** (with confirmation) reverses the lock so you can
> adjust and lock again.

---

## Viewing what the student sees

* **Career report** — from the student's **Assessments** tab, click **View
  report**. It opens in a new tab: the same report the student sees, with
  stream or course recommendations and the reasoning behind them.
* **Roadmap** — once a plan is locked, click **View roadmap →** on the
  Overview tab. It opens in a new tab and shows exactly what the student sees.

Next: **Working as a member or counsellor**.