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  1. Coaching Institute Mgmt
  2. Features
  3. Enrollments
Feature · Enrollments

Enrollments

Keep each course enrollment, owner and review state together.

OverviewMy Enrollments
Coaching Institute Mgmt · Enrollments

My Enrollments

Enrollments

New
NumberNameCourseStatusEnrolled at
ENR-98141Enrollment 653CRS-5876Draft08 Oct
ENR-86387Enrollment 264CRS-3289Submitted27 Oct
ENR-72600Enrollment 210CRS-3635Verified26 Oct
ENR-87031Enrollment 777CRS-8805Decided09 Oct
ENR-15671Enrollment 878CRS-7246Delivered23 Oct
6 of 6 records
Enrollment 653Enrollments · ENR-98141
Draft
CourseCRS-5876
Enrolled at08 Oct
Example screen with sample data

What you can do

Enrollments in the working cycle

The Instructor opens a named enrollment, assigns its course, organization and owner, and records the intake date. The working record moves through Draft, Submitted, Verified, Decided and Delivered as the team completes the associated checks. The Enrollments page gives the team a status board and a selected-case workspace.

For a learner entering a fall course, the Instructor records the person’s name and the course choice, then gathers the requirement lines and evidence. Once submitted, an Academic Reviewer can inspect the specific revision and decide it. The same case later holds the outcome and delivery reference.

How the work is organized

  • Record the intake. Instructor enters the case number, name, enrollment date, course, organization and owner.
  • Prepare the case. Requirement lines and supporting documents stay linked to the same enrollment.
  • Track its state. The status board and state history show the current position and earlier changes.

What to agree during setup

Agree who owns intake, what number format identifies a case, when an entry is ready for submission, and how a revision is corrected. Keep the course and organization references clear so a reviewer knows which offering and unit the decision concerns.

Decide how the Instructor identifies a case before submission and who checks that its course and organization agree. The reviewer needs an exact revision to decide, so the team should agree when a correction creates a new revision and how the earlier decision remains visible.

Check the handoff on an actual case

Open the case from the owner’s list and follow it through the status board. Confirm that the requirement lines, documents, latest review and follow-up actions refer to the same enrollment. Read the state history if the visible status needs an explanation.

For a learner entering a fall course, compare the named enrollment with its course, owner and supporting lines. Submit the prepared case, then open the selected-case workspace as the Academic Reviewer. The decision should point to the revision inspected, and a returned case should show its reason and assigned follow-up.

A submitted case should give the reviewer enough context to identify the offering and the person involved. Compare the enrollment number, intake date, organization and owner before opening its evidence. When a decision is returned, the Instructor should work from the reason on that decision and keep the linked follow-up under the same enrollment. The current status tells the team where to look next; the decision and state history explain why it reached that position. For a later delivery, check the delivery reference against the decision made for that revision.

What your team sees

  • My Enrollments — Find cases assigned to the current owner and their course and status.
  • Enrollment Status Board — Move between status groups and inspect the selected case.

Follow the work through

Read the enrollment review path and delivery path when preparing a rehearsal.

What it keeps track of

Data model
Enrollments
Enrollment records linking a person to a course offering: intake, requirement lines, evidence, review decisions and delivered outcome.
Courses
Course offerings taught by the institute, with code, start and end dates and active state.
Organizations
Agencies, departments and service organizations that own public services and cases.
People
Staff, officers, reviewers and assigned team members.
State history
Immutable workflow-written status transition history for each case.

Who uses it

Permissions
Instructor
, Academic Reviewer, Education Administrator, Read Only Analyst

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