Flexible cohorts
Use explicit start and end dates for teaching periods. A learner moving to a later cohort keeps their original enrollment and fee history.
Training institution groups
Keep course cohorts, teaching resources and branch collections aligned across training locations.
Typical roles
Also built for
- Schools and academies
- Colleges and institutes
- Training institution groups
What changes for this team
configured at rolloutTraining groups may run overlapping course cohorts with different start dates and payment schedules. A branch manager needs to know which cohort a learner belongs to, while the group office needs comparable collection and capacity reporting. Model a cohort through its program and academic period instead of forcing every branch into a single school-year calendar.
Branch permissions
Limit staff access to the organizations and campuses they operate. Shared master data does not automatically grant access to another branch’s student or financial records.
Receipt matching
Allocate receipts against the learner’s actual charges and preserve unallocated cash. Reconcile payment-provider events before producing collection summaries.
Application to enrolled student for this team
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01
Application
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02
Admission review
Approval required -
03
Enrollment
Branch permissions
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04
Fee plan
Approval required - 05
Payment
Receipt matching
- 06
Class allocation
Flexible cohorts
Same records, same gates. The configuration changes how the process runs for this team.
Workspace previews
StatusDraftConflictSubmittedPublished
StatusDraftActiveDeferred
StatusDraftSubmittedCorrected
Typical roles
Roles and permissionsAdmin is configured as a role at rollout; the spec has no matrix column for it yet.
Owns admissions decisions, enrollment and controlled student changes. Permissions: Manage Students, Enrollments, GroupMemberships; View Applications; Approve Applications; Access enrollment reports
Owns student charges, concessions and collection reconciliation. Permissions: Manage FeePlans, Charges, Receipts; Approve FeePlans; View Enrollments; Access fee reports
Owns class allocation, faculty load and published timetables. Permissions: Manage ClassSessions, FacultyAssignments, StudentGroups, Rooms; Approve ClassSessions; View Enrollments; Access timetable reports
Modules
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Admissions and enrollment
Review applications and carry accepted students into the right campus, program and term.
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Faculty and timetables
Plan teaching assignments and publish sessions without room or faculty conflicts.
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Student records and attendance
Keep student identity, enrollment history and session attendance connected.
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Campus purchasing
Route departmental requests through the right campus and budget owner.
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Fees and collections
Connect approved fee plans, concessions, due dates, receipts and outstanding balances.
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Institution finance
Reconcile student accounts and campus expenditure to reviewed financial postings.
Relevant reports
Reports and operational decisionsEnrollment by program
Compare accepted applications and active enrollments by campus and academic period.
Student fee aging
Show outstanding charges by due date after allocated receipts and approved adjustments.
Unallocated receipts
Identify confirmed money that has not yet been matched to a student charge.
Common questions
All questionsHow do I get started?
Click Start now, then use Proto to configure ERP for Education for your business. Pilot one campus, one academic period, an approved fee schedule and a representative teaching week. Reconcile accepted students, charges and confirmed receipts before expanding.
Related questionIs this an LMS or an education ERP?
It is an administrative education ERP for admissions, student records, fees, scheduling and campus finance. Learning content, assessments and grade delivery can remain in an LMS connected through an agreed integration.
Related questionCan we use different fee plans by program?
Yes. Model fee plans against enrollment, program and academic period, with due-dated charges and reviewed concessions. Confirm the institution’s refund and withdrawal policies during configuration.
Related questionHow are partial payments handled?
A confirmed receipt can be allocated across charges without overwriting the original amounts. Outstanding charges and unallocated cash remain visible for the bursar to reconcile.
Related questionCan faculty work across campuses?
Assignments can span campuses when access and employment policy permit it. Timetable publication should check overlapping sessions and the agreed capacity constraints.
Related questionDoes it make admission decisions automatically?
No. The institution’s authorized staff retain admission, concession and academic decisions. Proto can organize evidence and help prepare configuration for their review.
Related questionHow is this different from Education & School ERP?
This site focuses on the student administration cycle: application, enrollment, fee account and teaching allocation. Education & School ERP covers a broader institutional operations context. Choose the scope that matches your implementation, rather than deploying two overlapping student masters.
Related questionOther industries
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Industry
Schools and academies
Coordinate school enrollment, term fees, classes and guardian communication boundaries.
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Industry
Colleges and institutes
Manage program intake, semester enrollment and faculty allocation across departments.
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This page
Training institution groups
Keep course cohorts, teaching resources and branch collections aligned across training locations.