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

Evidence

Keep supporting documents and their verification with the enrollment.

OverviewUnverified Evidence
Coaching Institute Mgmt · Evidence

Unverified Evidence

Evidence documents

New
TitleSourceDocument dateExternal referenceVerified by
No ed-658ENR-4008910 OctER-523
No ed-338ENR-7398005 OctER-951
No ed-351ENR-4653325 OctER-988
No ed-603ENR-8204221 OctER-786
No ed-530ENR-6337120 OctER-979
6 of 6 records
No ed-658Evidence documents · ED-19808
SourceENR-40089
Document date10 Oct
External referenceER-523
Example screen with sample data

What you can do

Evidence in the working cycle

The Instructor attaches supporting documents to an enrollment. Each document has a title, date, external reference and attachment, while the verification value and verifier show the review state. This gives the Academic Reviewer a way to inspect the material behind the working case.

For a submitted enrollment, an Instructor attaches the received document and records its source reference. The verifier checks the file and marks it verified only after comparing it with the enrollment and its requirement line. The reviewer can then use the document as evidence for a decision.

How the work is organized

  • Attach the source. Instructor gives the document a title, date and external reference and links it to the enrollment.
  • Name the verifier. The verification value and verified-by person identify who checked the document.
  • Use it in review. Academic Reviewer opens the linked evidence when deciding the enrollment revision.

What to agree during setup

Agree what titles make documents recognizable, which external reference identifies an original, and which person verifies each type of evidence. Decide how a replacement attachment is handled so the reviewer sees the material relevant to the revision under review.

Agree which documents support each requirement and who may verify them. A title and external reference should distinguish a replacement from an earlier attachment. The team needs a way to show which document was inspected for the revision under review.

Check the handoff on an actual case

Open the enrollment and inspect each linked document. Confirm the attachment is readable, the source points to the intended enrollment, and the named verifier can explain the check. A pending verification should stay visible to the team.

On a submitted enrollment, open the attachment and confirm its source is the intended case. Ask the named verifier to explain the check. If the file is unclear, leave the verification value unresolved and give the Instructor a specific follow-up before the reviewer decides.

The document record belongs to an enrollment, while its title and external reference help the team identify the original material. Keep the attachment available when an Instructor asks for another check. The named verifier should compare the file with the enrollment before changing the verification value. A reviewer who returns a case should point to the unclear document in the decision reason so the correction can be assigned. After a replacement arrives, inspect the current document and the earlier reason together; the reviewer still needs to decide the appropriate enrollment revision independently.

What your team sees

  • Unverified Evidence — Find linked documents marked unverified and check their source.
  • Submitted Enrollments — Open the case and compare the supporting documents with its requirements.

Follow the work through

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

What it keeps track of

Data model
Evidence documents
Uploaded and verified supporting documents and source evidence.
Enrollments
Enrollment records linking a person to a course offering: intake, requirement lines, evidence, review decisions and delivered outcome.
People
Staff, officers, reviewers and assigned team members.

Who uses it

Permissions
Instructor
, Academic Reviewer, 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