Open a participant from your roster and you are at their Counseling Desk. One desk per participant, and everything about their case is on it. This page is the tour; every other article in this help describes one thing standing on this desk.
The person, along the top
The header is who you are working with: their name, age, gender and education where they have shared it — and the parts they have not shared, you can ask for or record yourself.
One thing in the header does more than describe: the target locations. Where this participant wants to study or work steers everything below — which countries' labour-market data you see, which education routes are offered, which regulated-profession rules apply. If the desk seems to be showing the wrong country, look here first.
The Planning Board, on the desk
The board is the work surface — three columns, Suggestions → Shortlist → Goals, in which occupations stop being search results and become a decision.
The board is not yours alone. The participant sits at this desk too, from their own side: they see the suggestions, they answer them — interested, not sure, not for me — and their answers appear on your cards. A suggestion is not a task you complete; it is half of a conversation. The other half comes back on its own time.
When goals are agreed, the board becomes a plan document, and signing it is something you both do — see Signing a plan.
The two tools, beside the board
You leave the board to fetch things, and you come back.
NexProfile is how you get to know them — what the assessment found, read as a starting point for a conversation rather than a verdict.
NexPlanner is how you find where they could go — occupations searched by interest, by market, by education route, through its three wizards.
Both tools feed the board: what you find becomes a suggestion, and the board is where it gets decided. Neither tool is a destination — if you find yourself living in one, the work has stalled on the way back to the board.
NexPilot, beside you
Down the right side sits NexPilot — the assistant, and the line to the participant. It does three jobs: it keeps the record (Notes), it carries the conversation between sessions (Messages, Tasks), and it tells you what a good next step would be, based on where this case actually stands. When you are unsure what to do next, it is the first place to look — its suggestion is drawn from the same best-practice model this whole desk is built around.
What comes off the desk
The desk produces one artefact that leaves it: the signed plan — goals, routes, and both your names on it. Everything else on the desk exists to make that document honest. It can be revised, and the version in force stays in force until you both sign the next one.
Where to go next
If this is your first day, walk the setup path first — Getting started takes you from an empty roster to your first participant's results. Then come back to this desk, and start with the board.
Related
- The Planning Board — the work surface, column by column
- Reading a NexProfile — the first tool
- NexPlanner — the second tool
- NexPilot — the assistant beside you
- The plan document — what the desk produces