Students
Flow type: Agency · Product: StudyHQ Portal (team)
Admins and members see every student in the project; counsellors see their assigned students only. Everything else on the page works the same for all roles.
The students list
Open a project and go to Students:
Adding one student
Add student
Click Add student. (Greyed out? The organisation is awaiting approval, has no active plan, or the plan is in view-only mode — hover the button for the reason.)
Student details
Fill in the form. You only see the fields your project actually collects; the grade list only offers the grades your project serves, and stream only appears for classes 11–12.
A student added by a counsellor is automatically assigned to that counsellor. A student added by a member starts out on the member’s name until an admin assigns a counsellor.
Good to know:
- If the student is already active in this project, you’ll see “An active case already exists for this student in this project” — there’s nothing to add; work with their existing record.
- If the student was with you before and their journey was closed, adding them again starts a fresh journey from the beginning.
Importing many students (spreadsheet)
Download the template
Click Import students and download the template — its columns match your project’s form, and each column heading tells you what values are allowed.
The student profile page
Click any student in the list to open their page. It’s organised in tabs:
Their details as configured for your project — plus education, per-term academic results, marksheets and documents, family members, achievements, and the full intake summary. Counsellors and admins edit; members view.
The heart of the page — the assessment’s top matches, SWOT, action items, and the Lock career plan button. Covered in Career plans & roadmaps.
The student’s journey history with you, including earlier closed journeys.
Every attempt with its status and scores. View report opens each attempt’s own report in a new tab — the career report for a career attempt, the learning report for a Learning Assessment attempt (with its family view for parent conversations and school view with the scores).
Every counselling session for this student, with its name and status. Rescheduled sessions show as replaced; cancellations and no-shows are labelled clearly. (Counselling plans only.)
Counselling notes — quick, pre/post-session, or family notes, each private or shared. You can edit or delete your own; colleagues’ notes are read-only. (Counselling plans only.)
Next: Cases.