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Coaching Institute Mgmt
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Coaching Institute Mgmt · Available now

Carry each course enrollment from intake to reviewed outcome.

A coaching institute can maintain course offerings and follow each enrollment through intake, supporting requirements, document checks and a reviewer decision. Education Administrator maintains Courses.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSubmitted Enrollments
Coaching Institute Mgmt · Enrollments

Submitted Enrollments

verified waits for the instructor

New enrollment
Enrollments in view
6
Submitted
6
NumberNameCourseOwnerEnrolled atStatus
ENR-88901Anika Desai, spring leadership cohortExecutive Coaching WorkshopTariq Mensah18 OctSubmitted
ENR-95086Mateo Ibarra, clinical coaching intakeCareer Transition CoachingSora Min23 OctSubmitted
ENR-43985Farah Qureshi, career transition courseConflict Coaching PracticumTariq Mensah30 OctSubmitted
ENR-51167Lena Okafor, team coaching certificateClinical Coaching Skills, spring cohortMateo Ibarra20 OctSubmitted
ENR-21949Sora Min, executive coaching workshopClinical Coaching Skills, spring cohortMina Haddad21 OctSubmitted
6 of 6 records
Anika Desai, spring leadership cohortEnrollments · ENR-88901
Submitted
CourseExecutive Coaching Workshop
OwnerTariq Mensah
Enrolled at18 Oct
Decide revisionENR-88901 · Anika Desai, spring leadership cohort

Academic Reviewer decides the submitted revision and records the reason.

Waiting for Academic Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

See each enrollment in context

Every feature works on the same records. Pick one to see the screen your team works in.

Courses

Maintain dated course offerings and keep the correct organization on each enrollment.

  • Identify the offering
  • Check the selection
  • Keep policy context
  • Courses
  • Organizations
  • People
Explore courses
OverviewCourse Schedule
Coaching Institute Mgmt · Courses

Course Schedule

Courses

New
CodeNameStarts atEnds atOrganization
COACH-FND-26Foundations of Professional Coaching20 Oct28 OctWillowbrook Skills Collective
CLIN-SPR-26Clinical Coaching Skills, spring cohort04 Nov07 NovWillowbrook Skills Collective
CAREER-26Career Transition Coaching03 Nov08 NovCedar Vale Coaching Institute
TEAM-CERT-26Team Coaching Certificate31 Oct04 NovNorthline Learning Cooperative
EXEC-WKS-26Executive Coaching Workshop20 Oct25 OctMeridian Path Education
6 of 6 records
COACH-FND-26Courses · CRS-29104
NameFoundations of Professional Coaching
Starts at20 Oct
Ends at28 Oct
OrganizationWillowbrook Skills Collective
Example screen with sample data
Process

From course intake to recorded outcome

Enrollment to delivered outcome ships ready to use. One step needs a named approval before the work moves on: Decide revision (Academic Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare course

    Set the dated course and owning organization.

    Anika Desai, spring leadership cohortENR-88901 · Education Administrator
    Prepare courseBy Education Administrator

  2. Open enrollment

    Assign the learner case to a course and owner.

    Anika Desai, spring leadership cohortENR-88901 · Instructor
    Open enrollmentBy Instructor

  3. Submit enrollment

    Send the prepared case for checks.

    Anika Desai, spring leadership cohortENR-88901 · Instructor
    Submit enrollmentBy Instructor

  4. Check requirements

    Resolve lines and supporting evidence.

    Anika Desai, spring leadership cohortENR-88901 · Instructor
    Check requirementsBy Instructor

  5. Decide revision

    Have an independent reviewer decide the exact revision.

    Anika Desai, spring leadership cohortENR-88901 · Academic Reviewer
    Decide revisionBy Academic Reviewer
    ApprovalAcademic Reviewer decides the submitted revision and records the reason.

  6. Record delivery

    Keep the outcome and its reference with the case.

    Anika Desai, spring leadership cohortENR-88901 · Instructor
    Record deliveryBy Instructor

Start with Course setup and intake

Inside a record

Keep source and delivery references clear

Open any enrollment to see its application requirements, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Course, Owner and Enrolled at.

  2. 2
    Application requirements

    Each line is linked to this enrollment.

  3. 3
    Who works on it

    Read Only Analyst, Instructor and Academic Reviewer, each with their own permissions.

  4. 4
    Process stages

    Open enrollment and Add requirements, with the role that acts.

  5. 5
    Approvals

    Decide revision, with who decides.

Submitted EnrollmentsAnika Desai, spring leadership cohort
Coaching Institute Mgmt · Enrollments

Anika Desai, spring leadership cohort

Executive Coaching Workshop · Submitted

Log activity
1
Record details
CourseExecutive Coaching Workshop
OwnerTariq Mensah
Enrolled at18 Oct
2
Application requirements

Anika Desai, spring leadership cohort

ParentSequenceDescription
Nabil Rahman, practice management course80Provide a signed enrollment agreement
Lena Okafor, team coaching certificate80Upload proof of prerequisite training
Elena Marquez, conflict coaching program50Submit a coaching hours log
Application requirements
6
Total sequence
390
3

Who works on it

  • Read Only AnalystView application requirements, Courses, Enrollments, evidence…
  • InstructorManage application requirements, Enrollments, evidence…
  • Academic ReviewerManage review decisions
4

Process stages

  • Open enrollmentInstructor
  • Add requirementsInstructor
5

Approvals

  • Decide revisionAcademic Reviewer
    Approved
Example screen with sample data
Approvals

Independent decisions with reasons

Instructor enters enrollments, requirements, documents and follow-up actions within authorized organizations.

OverviewApprovals
Coaching Institute Mgmt · Overview

Approvals

Signed in as Academic Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • ENR-88901Anika Desai, spring leadership cohort
    Executive Coaching WorkshopRequested by Tariq Mensah
    Submitted3dActions
  • ENR-95086Mateo Ibarra, clinical coaching intake
    Career Transition CoachingRequested by Sora Min
    Submitted4dActions
  • ENR-43985Farah Qureshi, career transition course
    Conflict Coaching PracticumRequested by Tariq Mensah
    Submitted2dActions
  • ENR-51167Lena Okafor, team coaching certificate
    Clinical Coaching Skills, spring cohortRequested by Mateo Ibarra
    Submitted6dActions

Who approves what

DecisionApprover
Decide revisionHave an independent reviewer decide the exact revision.Academic Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Coaching Institute Mgmt to the work that is theirs. Pick a role to see what it starts with.

Read Only Analyst

Reads authorized summaries and aggregates across every table plus the four portal pages. No record creation or editing, no schema or administrative capability.

This is the first screen this role sees.

OverviewDelivery Exceptions

Delivery Exceptions

Operation runs · Read Only Analyst

Failed3
Spring cohort eligibility reviewMateo Ibarra, clinical coaching intake
610
Enrollment decision dispatchFarah Qureshi, career transition course
690
Prerequisite evidence checkFarah Qureshi, career transition course
640
Add
Reconciliation required3
Coaching hours verificationElena Marquez, conflict coaching program
860
Course completion postingNabil Rahman, practice management course
680
Intake document reconciliationPriya Velasquez, mentor training cohort
670
Add
Example screen with sample data

Roles and permissions

Reports

Read the course and case workload

Use linked enrollment records to answer operational questions.

Overview
Coaching Institute Mgmt · Overview

Coaching Institute Mgmt dashboard

This quarter

Follow-up actions in view
6
Open
3
In progress
3
Due date within 14 days
5

Enrollments by status

How far records got this quarter

StageReachedStep
Draft41
Submitted2868%
Verified1864%
Decided950%

Number of enrollments by status

Sample counts per stage

900
60Draft
80Submitted
90Verified
50Decided
80Delivered
Example screen with sample data
  1. 01Enrollment progress by course

    Group Enrollments by Course and Status to show the current course workload.

  2. 02Enrollment ownership

    List Number, Name, Owner, Course and Status for each enrollment.

  3. 03Course date coverage

    Show each Course with starts at, ends at, Organization and Active.

  4. 04Requirement outcomes

    Group application requirements by Parent and Outcome.

  5. 05Evidence verification

    Group evidence documents by Source and Verified.

  6. 06Review outcomes by revision

    List review decisions with Source, source revision, Decision, Reviewer and decided at.

  7. 07Follow-up due dates

    List open follow-up actions with assigned to, due date and Status.

  8. 08Delivery execution exceptions

    List operation runs with Source, source revision, Status and failure reason.

All reports and dashboards

Who it's for

Fit the way your institute enrolls

See how Coaching Institute Mgmt fits your kind of team.

Independent coaching center

Organize course enrollment and review for an independent coaching center.

Multi-location training operation

Organize course enrollment and review for a multi-location training operation.

Professional course provider

Organize course enrollment and review for a professional course provider.

Controls

Trace revisions and outcomes

Each stage of enrollment to delivered outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewEnrollment to delivered outcome
Coaching Institute Mgmt · Process

Enrollment to delivered outcome

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
4
Tables touched
11
Submit enrollment
Instructor
StatusDraft → Submitted
Check requirements
Instructor
StatusSubmitted → Verified
Decide revisionApproval
Academic Reviewer
StatusVerified → Decided
RecordsReview decisions
Enrollment to delivered outcome
  1. Start
    Submit enrollmentDraft → Submitted
    Instructor
  2. Step
    Check requirementsSubmitted → Verified
    Instructor
  3. Approval
    Decide revisionVerified → Decided
    Review decisions
  4. Step
    Record deliveryDecided → Delivered
    Instructor
Example screen with sample data

See each stage in detail

AI agent

Prepare the next handoff with Proto

Use Proto to prepare and inspect enrollment work with human review.

It can

  • Instructor: Summarize an enrollment's pending requirements, evidence and assigned follow-ups.
  • Reviewer: Gather the exact revision, linked documents and earlier return reason before a decision.
  • Administrator: Compare active course dates and organization ownership before intake.
  • Analyst: Trace a delivered case through the decision, history and operation result.

Stays with a person

  • The institute decides its course policy and the Academic Reviewer makes the independent approval decision.
  • A person must confirm an external delivery result before the team treats an uncertain attempt as complete.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Coaching Institute Mgmt
  • Document source
  • Delivery destination
  • Source mapping
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Courses3
  • Enrollments5
  • Requirements3
  • Evidence3
  • Review4
  • Follow-up4
  • Delivery5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set up the organization

    Record the operating unit, people and course offering with its code and dates.

  2. Prepare an enrollment

    Enter a named case, assign an owner, add requirement lines and supporting documents.

  3. Rehearse review

    Submit a case, resolve its checks and have an independent reviewer decide the exact revision.

  4. Rehearse correction and delivery

    Return a case for follow-up, then inspect the corrected decision and delivery trace.

  5. Check access and reports

    Open the same case through each role and compare summaries with the underlying records.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Coaching Institute Mgmt.

All questions
How do I get started?

Click Get started, then use Proto to configure Coaching Institute Mgmt for your business. Start with one course and a representative enrollment, then rehearse the review and delivery handoff.

Who maintains course offerings?

Education Administrator maintains the course name, code, dates and organization.

Who prepares an enrollment?

Instructor owns intake and supporting requirements, evidence and follow-up work.

How is a case reviewed?

Academic Reviewer records an independent decision against a specified enrollment revision.

What happens when a reviewer returns a case?

The return reason guides an assigned follow-up and a corrected enrollment revision for another review.

Where do supporting files go?

Evidence documents link to the enrollment and carry an attachment, source reference and verification state.

How can I see unfinished work?

Use the enrollment status board, open follow-ups and pending review decisions to find the next action.

How is delivery traced?

The enrollment carries its delivery reference; operation runs, steps and attempts retain the action result and any exception.

Can analysts inspect outcomes?

Read Only Analyst can read authorized records and summaries without changing the operational case.

Set up Coaching Institute Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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