Tutoring Sessions

A tutoring session belongs to an opportunity and an organization. It can also name the account. The record holds its owner, tutor, session date, enrollment quantity, reference, purpose, revision and status. This keeps the work connected to the school or family agreement that led to it. The session record is where the Tutor describes what happened or is being prepared; the review decision is a separate record made by another person.

The Record Tutoring Session workflow begins with a Draft session. Submission moves it to Submitted, records an independent review decision, approves the session and writes an operation receipt. The status set also includes Rejected and Completed for the session lifecycle. A team should use the review decision and operation receipt together when checking a case. A status alone gives less context than the reviewer, decision date and reason held on the decision record.

• Draft the session. Connect it to the opportunity and record the tutor, date, purpose and reference.
• Submit for review. Move the draft into the submitted state so the reviewer can evaluate the current revision.
• Keep the evidence together. Link supporting attachments and inspect the decision and receipt after review.

Agree what a session reference identifies and how the team counts enrolled students. A learner count on one session should be entered consistently, because Operations Coordinator may later compare sessions across an account. Decide who enters the tutor’s name and who owns the session record when those are different people. The Tutor role can be responsible for the record even if the named instructor changes.

Agree what evidence a reviewer expects before approving a session. A supporting document or note can be attached to the session. The reviewer should be independent of the person who prepared it and should record a reason when returning or rejecting a case. Decide how the team handles a corrected revision: the next decision should be checked against the current session revision, so an old approval is not mistaken for review of new information.

A school completes an exam preparation session. The Tutor creates a draft on the school’s opportunity, enters the date, the tutor’s name, the enrolled quantity and a session reference, then attaches a supporting note. After submission, the Session Reviewer inspects the case and records an independent decision. An approved case carries the Approved status and an operation receipt. Operations Coordinator can compare the session, decision and receipt before using the case in a later reconciliation discussion.

• My Session Drafts — Sessions owned by the Tutor, including drafts ready to submit.
• Sessions Awaiting Review — Submitted work with its reference, date and linked opportunity.
• Approved Sessions — Reviewed sessions the team can trace to their decision and receipt.

Read session submission and review and the data model.