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  1. Coaching Institute Mgmt
  2. Frequently asked questions
FAQ

Questions, answered

Answers for teams setting up course enrollment and review.

Coaching Institute Mgmt

9 questions

Can't find it? Write to support@erp.ai.

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.

How to get started