The Submission Queue is your work queue — it filters your client list down to just the clients whose latest period is "Submitted" and waiting for your review. Use it to focus on what needs your attention now, separate from your full client roster.
💡 Tip — Who can use this For advisory partners. Find it under Submission Queue in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Open the queue and start reviewing |
Step 1 — Use the submission queue
Click Submission Queue in the sidebar. You'll see only the clients whose latest period status is "Submitted" — each with the period label, a "Submitted" badge, and a Review Now link.
Click Review Now (or the client) to jump straight into that client's review workspace, where you can compute scores, edit flags, write commentary, and publish.
📝 Note — The queue reflects current submissions A client only appears here while their latest period is in "Submitted" status. Once you publish the period (or it moves to Reviewed), the client leaves the queue. If the queue is empty, no clients are waiting on you.
💡 Tip — Check the queue first When you sign in, the submission queue is the fastest way to see what needs your attention. It saves you scanning the full client list for "Submitted" badges.