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Parent-Teacher Communication
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Parent-Teacher Communication · Available now

Keep school conversation cases accountable from preparation through delivery.

Parent-Teacher Communication organizes school conversation cases by organization, school community, assigned owner and revision. An operator enters a dated case and its communication events, attaches source evidence, and prepares the record for independent review.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewConversation review inbox
Parent-Teacher Communication · School conversations

Conversation review inbox

Approval conditions

New school conversation
School conversations in view
6
Submitted
6
NumberNameMessage dateStatusRevisionOwner
SC-40765Attendance plan for Nadia Iyer25 OctSubmitted100Priya Moreno
SC-96877Reading progress for Leo Moreno17 OctSubmitted600Amira Velasco
SC-99910Field trip support for Amira Solis30 OctSubmitted350Soren Baptiste
SC-17489Math enrichment for Theo Kwan23 OctSubmitted740Soren Baptiste
SC-80886Lunch accommodation for Maya Rahman12 OctSubmitted920Farah Calder
6 of 6 records
Attendance plan for Nadia IyerSchool conversations · SC-40765
Submitted
Message date25 Oct
Revision100
OwnerPriya Moreno
DefinitionNorthvale Elementary families
Approve case revisionSC-40765 · Attendance plan for Nadia Iyer

Parent-Teacher Communication Reviewer decides after checking the case revision and evidence.

Waiting for Parent-Teacher Communication Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

Work from the school case

Every feature works on the same records. Pick one to see the screen your team works in.

Conversation cases

Keep each school conversation tied to an owner, community and dated revision.

  • Prepare
  • Submit
  • Trace
  • School conversations
  • State history
Explore conversation cases
OverviewDelivered conversations
Parent-Teacher Communication · Conversation cases

Delivered conversations

School conversations

New
NumberNameMessage dateCompleted atDelivered countDelivery reference
SC-37052Attendance plan for Nadia Iyer31 Oct9DEL-2026-2101
SC-84118Reading progress for Leo Moreno02 Nov19DEL-2026-2102
SC-35867Field trip support for Amira Solis30 Oct17DEL-2026-2103
SC-58256Math enrichment for Theo Kwan31 Oct1DEL-2026-2104
SC-78402Lunch accommodation for Maya Rahman30 Oct36DEL-2026-2105
6 of 6 records
Attendance plan for Nadia IyerSchool conversations · SC-37052
Message date31 Oct
Delivered count9
Delivery referenceDEL-2026-2101
Example screen with sample data
Process

From case to confirmed delivery

School conversation case to confirmed delivery ships ready to use. One step needs a named approval before the work moves on: Approve case revision (Parent-Teacher Communication Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Set up school community

    Choose the organization, community and people responsible.

    Attendance plan for Nadia IyerSC-40765 · Parent-Teacher Communication Administrator
    Set up school communityBy Parent-Teacher Communication Administrator

  2. Prepare conversation case

    Enter the dated case and supporting event detail.

    Attendance plan for Nadia IyerSC-40765 · Parent-Teacher Communication Operator
    Prepare conversation caseBy Parent-Teacher Communication Operator

  3. Verify case evidence

    Check the documents before the review handoff.

    Attendance plan for Nadia IyerSC-40765 · Parent-Teacher Communication Operator
    Verify case evidenceBy Parent-Teacher Communication Operator

  4. Approve case revision

    The independent reviewer decides on the exact revision.

    Attendance plan for Nadia IyerSC-40765 · Parent-Teacher Communication Reviewer
    Approve case revisionBy Parent-Teacher Communication Reviewer
    ApprovalParent-Teacher Communication Reviewer decides after checking the case revision and evidence.

  5. Run delivery

    Track the approved operation and provider attempt.

    Attendance plan for Nadia IyerSC-40765 · Parent-Teacher Communication Operator
    Run deliveryBy Parent-Teacher Communication Operator

  6. Reconcile delivery

    Confirm the receipt before counting delivery.

    Attendance plan for Nadia IyerSC-40765 · Parent-Teacher Communication Operator
    Reconcile deliveryBy Parent-Teacher Communication Operator

Start with Case preparation

Inside a record

Connect the delivery channel

Open any school conversation to see its communication events, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Message date, Revision, Owner and Definition.

  2. 2
    Communication events

    Each line is linked to this school conversation.

  3. 3
    Who works on it

    Read Only Analyst, Parent-Teacher Communication Operator and Parent-Teacher Communication Reviewer, each with their own permissions.

  4. 4
    Process stages

    Prepare conversation case, with the role that acts.

  5. 5
    Approvals

    Approve case revision, with who decides.

Conversation review inboxAttendance plan for Nadia Iyer
Parent-Teacher Communication · School conversations

Attendance plan for Nadia Iyer

Northvale Elementary families · Submitted

Log activity
1
Record details
Message date25 Oct
Revision100
OwnerPriya Moreno
DefinitionNorthvale Elementary families
2
Communication events

Attendance plan for Nadia Iyer

ParentSequenceDescription
Attendance plan for Nadia Iyer30Conference invitation emailed
Lunch accommodation for Maya Rahman80Guardian replied with available times
Conference follow-up for Arjun Velasco60Field trip reminder delivered
Communication events
6
Total sequence
310
3

Who works on it

  • Read Only AnalystView communication events, evidence documents, execution…
  • Parent-Teacher Communication OperatorManage communication events, evidence documents, follow-up…
  • Parent-Teacher Communication ReviewerManage review decisions
4

Process stages

  • Prepare conversation caseParent-Teacher Communication Operator
5

Approvals

  • Approve case revisionParent-Teacher Communication Reviewer
    Approved
Example screen with sample data
Approvals

Independent decisions on each revision

OverviewApprovals
Parent-Teacher Communication · Overview

Approvals

Signed in as Parent-Teacher Communication Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SC-40765Attendance plan for Nadia Iyer
    Northvale Elementary familiesRequested by Priya Moreno
    Submitted0dActions
  • SC-96877Reading progress for Leo Moreno
    Cedar Grove Middle School familiesRequested by Amira Velasco
    Submitted2dActions
  • SC-99910Field trip support for Amira Solis
    Meadowlane School support teamRequested by Soren Baptiste
    Submitted4dActions
  • SC-17489Math enrichment for Theo Kwan
    Westmere Secondary guardiansRequested by Soren Baptiste
    Submitted4dActions

Who approves what

DecisionApprover
Approve case revisionThe independent reviewer decides on the exact revision.Parent-Teacher Communication Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Parent-Teacher Communication to the work that is theirs. Pick a role to see what it starts with.

Read Only Analyst

Reads authorized summaries and aggregates across every table plus the four portal pages. No record creation or editing, no schema or administrative capability.

This is the first screen this role sees.

OverviewDelivered conversations

Delivered conversations

School conversations · Read Only Analyst

NumberNameMessage dateCompleted atDelivered countDelivery reference
SC-37052Attendance plan for Nadia Iyer31 Oct9DEL-2026-2101
SC-84118Reading progress for Leo Moreno02 Nov19DEL-2026-2102
SC-35867Field trip support for Amira Solis30 Oct17DEL-2026-2103
SC-58256Math enrichment for Theo Kwan31 Oct1DEL-2026-2104
SC-78402Lunch accommodation for Maya Rahman30 Oct36DEL-2026-2105
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Answers from case history

Review case status, evidence, decisions, delivery attempts and follow-up.

Overview
Parent-Teacher Communication · Overview

Parent-Teacher Communication dashboard

This quarter

Follow-up actions in view
6
Open
3
In progress
3
Due date within 14 days
3

School conversations by status

How far records got this quarter

StageReachedStep
Draft49
Submitted2755%
Verified1452%
Decided857%

Revision by status

Sample totals per stage

7.0k0
4.0kDraft
7.0kSubmitted
4.0kVerified
7.0kDecided
4.0kDelivered
Example screen with sample data
  1. 01Conversation status by community

    Which school communities have submitted or decided cases?

  2. 02Cases by owner

    Which owners have work still short of delivery?

  3. 03Event outcomes

    Which event details remain pending or were rejected?

  4. 04Evidence verification

    Which documents need a verifier's decision?

  5. 05Review decisions by revision

    Which revision did each reviewer decide on?

  6. 06Delivery attempt outcomes

    Which provider attempts failed or remain unknown?

  7. 07Reconciliation queue

    Which runs need an original outcome checked?

  8. 08Overdue follow-up

    Which assigned actions passed their due dates?

All reports and dashboards

Who it's for

Fit school operating teams

See how Parent-Teacher Communication fits your kind of team.

School districts

Coordinate reviewed school conversation cases across district organizations.

Individual schools

Keep one school office accountable for each reviewed case and delivery.

School networks

Use common review and delivery records across related school organizations.

Controls

Keep revisions and receipts traceable

Each stage of school conversation case to confirmed delivery names the role that acts and the status it records, so a change is never anonymous.

OverviewSchool conversation case to confirmed delivery
Parent-Teacher Communication · Process

School conversation case to confirmed delivery

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
11
Verify case evidence
Parent-Teacher Communication Operator
StatusDraft → Submitted
RecordsEvidence documents
Approve case revisionApproval
Parent-Teacher Communication Reviewer
StatusVerified → Decided
RecordsReview decisions
Run delivery
Parent-Teacher Communication Operator
StatusQueued → Running → Succeeded
RecordsExecution attempts
School conversation case to confirmed delivery
  1. Start
    Verify case evidenceDraft → Submitted
    Evidence documents
  2. Approval
    Approve case revisionVerified → Decided
    Review decisions
  3. Step
    Run deliveryQueued → Running → Succeeded
    Execution attempts
  4. Step
    Reconcile deliveryDecided → Delivered
    Parent-Teacher Communication Operator
  5. Step
    Assign follow-upOpen → in progress → Completed
    Parent-Teacher Communication Operator
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next case

Ask Proto to prepare case work while people keep review and delivery decisions.

It can

  • Parent-Teacher Communication Operator: List submitted cases and their evidence verification state.
  • Parent-Teacher Communication Reviewer: Show pending decisions with the source revision and evidence reference.
  • Read Only Analyst: Summarize unknown attempts and runs awaiting reconciliation by school community.

Stays with a person

  • Proto can organize case information and point to exceptions.
  • The authorized reviewer decides on a case revision.
  • The operations team confirms an external receipt before recording delivery and assigns a person to resolve unknown outcomes.
  • Generated text does not replace those decisions or a provider's acknowledgment.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Parent-Teacher Communication
  • Source records
  • Delivery channel
  • Identity source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Conversation cases2
  • Communication events2
  • Evidence and review3
  • Delivery operations4
  • Follow-up and corrections3
  • School community setup4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree ownership

    Choose the first organization and school community. Name the operator who prepares cases, the independent reviewer and the person who reconciles delivery.

  2. Map source records

    Match source case identifiers, event detail and evidence documents to the school conversation. Confirm the mapping version and effective date.

  3. Configure a bounded pilot

    Enter one case with an owner, dated events and evidence. Confirm the correct community and reviewer scope.

  4. Rehearse decisions and delivery

    Return one incomplete case, approve a complete revision and trace an external receipt. Reconcile an unknown result using the original provider reference.

  5. Review and release

    Compare source cases, review decisions, runs and delivered counts with the pilot records before widening use.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Parent-Teacher Communication.

All questions
How do I get started?

Click Get started, then use Proto to configure Parent-Teacher Communication for your business. Pilot one school community, one operator, an independent reviewer and a case whose delivery can be confirmed.

What is the working record?

A school conversation case carries its number, message date, organization, owner, community, status and revision. Related communication events and evidence explain the preparation.

How does a reviewer make a decision?

The reviewer reads the submitted case and evidence, then records a decision against its exact source revision. A return or rejection keeps a reason for the operator.

Can the preparer approve the same case?

The review path separates the operator from the independent reviewer. Rehearse this boundary with ordinary accounts before release.

How is delivery confirmed?

The team matches an execution attempt and operation step to the provider reference and receipt. Delivered count follows confirmation.

What happens after an uncertain provider result?

The run remains in reconciliation while the team checks the original attempt. The next action follows that result, preserving its reference and history.

How are corrections handled?

Assign a follow-up action and prepare a successor revision. Keep the original evidence, decision and execution steps available for review.

Can teams separate school communities?

Cases link to a school community and organization. Agree owner and reviewer scope for each during setup.

What should we migrate first?

Load organizations, people and school communities before cases. Then link events and evidence to the correct source case and revision.

Set up Parent-Teacher Communication your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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