Supporting Material Attached to the Student Case

What you can do together

• Attach supporting material to the advising case it belongs to, visible to the advisor and supervisor rather than to the institution.
• Keep retention on that material tied to the case rather than left open indefinitely.
• Assemble what a case review needs with a workflow reading the record.
• Surface material on closed cases so a retention decision can actually be applied.

How it connects

Advising records and case notes would come across over the API, the case reference arriving as an attribute so supporting material files against the right student case. Supporting material here is usually a recorded advising session, a workshop recording, or a document that belongs to an intervention.

Access is the whole design. An advising case is visible to the advisor working it and to whoever supervises, not to the institution generally, so the attributes that arrive have to drive access rather than merely label the item. An engagement would settle which roles see what before anything is built, and would establish whether recording an advising conversation is permitted at the institution at all, because in many it is not. That question belongs first: a connector that files recordings nobody is allowed to make has no use.

Navigate360 would stay the case system. The case and its notes stay authoritative there, and nothing is written back unless a step is scoped for it. A workflow could assemble what a case review needs, or surface material attached to cases that have been closed and should now fall under a retention decision.