Record and review a tutoring session

Step by step

1. Session drafted Tutor

   The Tutor creates a Draft session on the opportunity and records its owner, tutor, date, reference, purpose and enrollment quantity.

   • Connects session details to the deal
   • Updates Tutoring sessions, Opportunities

2. Evidence attached Tutor

   The Tutor links an appropriate note or document to the session so the reviewer can understand the case.

   • Keeps supporting material with the case
   • Updates Record attachments, Tutoring sessions

3. Session submitted Tutor

   The Record Tutoring Session workflow moves the draft to Submitted for review.

   • Moves Draft to Submitted
   • Updates Tutoring sessions

4. Session approved Session Reviewer

   The Session Reviewer checks the current revision and supporting material, records an independent decision and approves the session. The workflow moves it to Approved and writes an operation receipt.

   • Records decision, Approved status and receipt
   • Updates Tutoring sessions, Review decisions, Operation receipts
   ApprovalA person approves before the work moves on.

5. Evidence checked Operations Coordinator

   Operations Coordinator compares the session, decision and receipt when a later question arises.

   • Reconciles the related records
   • Updates Tutoring sessions, Review decisions, Operation receipts

Tutor

Prepares and submits the record.

Session Reviewer

Approves it independently.

Operations Coordinator

Checks the linked evidence.

Sales Lead

Can trace the session to its opportunity.