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Reviewing studies

Open a mentee’s study from their mentorship page (Open study links) or from track progress when a module is In progress.

Mentor view uses a dedicated URL:

/mentor/[mentee-user-id]/studyPlans/[study-id]

You see the same step list and instructions as the mentee, plus mentor actions on steps assigned to you. Study metadata (rename, end study) is mentee-only — you cannot end a study on their behalf from mentor view.

The Current steps section lists every step in the active wave that needs action. Steps unlock in waves — all steps in a wave must complete before the next wave opens.

Some waves include steps for both you and your mentee at once (for example meeting prep). You may see your step available while the mentee still works on theirs, or vice versa. A waiting banner explains when your action depends on theirs.

In mentored studies, step notes use separate lanes:

LaneWho writesVisibility
MenteeMentee on write_note stepsYou and your mentee
MentorYou on review_note stepsYou and your mentee

These are discipleship notes — shared for coaching and accountability.

On review note steps:

  1. Read the mentee’s reflection in the mentee lane.
  2. Write your guidance in the mentor lane (required before completing).
  3. Complete the step, or Reject when the template allows — rejection reopens the mentee’s write step for revision.

Below mentor-lane content, you can add a private mentor note on any step. Private notes sync to your account and are not visible to the mentee. Use them for session prep or follow-up reminders.

General notes on the study detail page (not tied to a step) remain owner-private — mentees manage those on their own study URL.

TypeWhat you do
Review noteRead mentee lane, write mentor lane, complete or reject
Grade quizScore subjective (essay-style) answers after the mentee submits; AI may pre-suggest grades
MeetAcknowledge a shared meeting step
AcknowledgeConfirm you read or understood the instruction
Assign trackPick a published track to complete an intro study (browse list; optional AI suggestions when enabled)
Attest outcomesConfirm learning outcome slugs the mentee has demonstrated
Promote phaseAdvance spiritual phase when checkup criteria are satisfied

Steps the mentee owns (write note, answer quiz, review quiz after grading) appear read-only in mentor view until they finish.

Intro studies end with an assign track step. From mentor view:

  1. Browse published tracks filtered to the mentee’s phase (tag filters optional).
  2. Optionally use Suggest tracks with AI for a ranked shortlist when your organization has AI enabled.
  3. Select a track — completing the step assigns it to the mentorship.

You can also assign a track from the mentee page without going through the intro study.

When a quiz includes subjective questions:

  1. The mentee completes answer quiz.
  2. You complete grade quiz — confirm or adjust scores; AI may pre-fill suggestions.
  3. The mentee review quiz acknowledges results.

Auto-graded-only quizzes skip the grade step when the mentee passes.

On phase checkup studies:

  • Attest outcomes — check off required learning outcomes you have observed.
  • Promote phase — final confirmation; the server verifies track completion and outcome gates before advancing the mentee’s phase.

Studies linked to learning outcomes may show a progress panel as evidence accumulates. Track-level outcome summaries appear on the mentee mentorship page. Use these when deciding whether a mentee is ready for checkup assignment.

When every wave is complete, the study shows an all-steps-complete message. The mentee (or track workflow) handles end study and the next track module. Return to the mentee page to assign the next plan or start the phase checkup.

  • Adapt instructions in the mentor lane when you know the mentee’s learning style — templates use one instruction set per plan in v1.
  • Open studies from the mentee page so the back link returns to /mentorship/[id].
  • If you lose access (Mentorship not found), the pairing may have ended or you may not be the active mentor.

See also Study steps for the mentee-facing view of the same step types, and Tracks and assignment for curriculum flow between studies.