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- PSA for Training and Education Services
- Data model
The tables behind PSA for Training and Education Services
PSA for Training and Education Services ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 8, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Provider and sponsor
Organizations holds provider units; Clients holds sponsoring accounts; instructors staff holds delivery people and their capacity and rates.
Cohort delivery
Cohort engagements owns each commercial and date baseline. Delivered sessions, instructor time entries and delivery expenses carry actual teaching and cost.
Milestones and cash
Certificates milestones links an engagement to a dated billing event; tuition billing links invoices and collections to that milestone.
Review evidence
Review decisions, operation receipts and record attachments hold decisions, operation outcomes and supporting files. Users is the platform account table.
Every table, by feature
- Clients and organizations3
- Cohort engagements5
- Instructors and resourcing4
- Session delivery5
- Instructor time and expenses4
- Certificates and milestones4
- Tuition billing4
- Review and evidence5
- Shared and settings1
- Clients
Client accounts that sponsor cohort training programs, with industry, billing terms and account owner.
Linked to Instructors staff, Organizations - Organizations
Training provider organization units that own client programs and instructors.
- Instructors staff
Instructors and delivery staff with role, bill and cost rates, capacity and logged hours.
Linked to Organizations
- Cohort engagements
A contracted training engagement for a client: cohort program, dates, contract value, budget hours and delivery status.
Linked to Clients, Instructors staff, Organizations - Clients
Client accounts that sponsor cohort training programs, with industry, billing terms and account owner.
Linked to Instructors staff, Organizations - Organizations
Training provider organization units that own client programs and instructors.
- Delivered sessions
Individual delivered training sessions billed against a cohort engagement, with instructor, hours, rate and approval status.
Linked to Cohort engagements, Instructors staff - Certificates milestones
Cohort certificates and delivery milestones that gate tuition billing, with amount, due date and billing readiness.
Linked to Cohort engagements, Instructors staff
- Instructors staff
Instructors and delivery staff with role, bill and cost rates, capacity and logged hours.
Linked to Organizations - Organizations
Training provider organization units that own client programs and instructors.
- Instructor time entries
Instructor time logged against a cohort engagement, billable or non billable, with approval status.
Linked to Instructors staff, Clients, Cohort engagements - Delivered sessions
Individual delivered training sessions billed against a cohort engagement, with instructor, hours, rate and approval status.
Linked to Cohort engagements, Instructors staff
- Delivered sessions
Individual delivered training sessions billed against a cohort engagement, with instructor, hours, rate and approval status.
Linked to Cohort engagements, Instructors staff - Cohort engagements
A contracted training engagement for a client: cohort program, dates, contract value, budget hours and delivery status.
Linked to Clients, Instructors staff, Organizations - Instructors staff
Instructors and delivery staff with role, bill and cost rates, capacity and logged hours.
Linked to Organizations - Review decisions
Approval decisions recorded against sessions, instructor time, delivery expenses, certificates and cohort engagements.
Linked to Instructors staff - Operation receipts
Evidence of executed session approval, certificate invoicing and tuition payment operations.
Linked to Instructors staff
- Instructor time entries
Instructor time logged against a cohort engagement, billable or non billable, with approval status.
Linked to Instructors staff, Clients, Cohort engagements - Delivery expenses
Delivery costs incurred for a cohort engagement, such as travel, materials and venue spend.
Linked to Cohort engagements, Instructors staff - Cohort engagements
A contracted training engagement for a client: cohort program, dates, contract value, budget hours and delivery status.
Linked to Clients, Instructors staff, Organizations - Instructors staff
Instructors and delivery staff with role, bill and cost rates, capacity and logged hours.
Linked to Organizations
- Certificates milestones
Cohort certificates and delivery milestones that gate tuition billing, with amount, due date and billing readiness.
Linked to Cohort engagements, Instructors staff - Cohort engagements
A contracted training engagement for a client: cohort program, dates, contract value, budget hours and delivery status.
Linked to Clients, Instructors staff, Organizations - Tuition billing
Tuition invoice and payment records raised against a certificate or milestone, with amount, due date, method and status.
Linked to Certificates milestones - Operation receipts
Evidence of executed session approval, certificate invoicing and tuition payment operations.
Linked to Instructors staff
- Tuition billing
Tuition invoice and payment records raised against a certificate or milestone, with amount, due date, method and status.
Linked to Certificates milestones - Certificates milestones
Cohort certificates and delivery milestones that gate tuition billing, with amount, due date and billing readiness.
Linked to Cohort engagements, Instructors staff - Cohort engagements
A contracted training engagement for a client: cohort program, dates, contract value, budget hours and delivery status.
Linked to Clients, Instructors staff, Organizations - Operation receipts
Evidence of executed session approval, certificate invoicing and tuition payment operations.
Linked to Instructors staff
- Review decisions
Approval decisions recorded against sessions, instructor time, delivery expenses, certificates and cohort engagements.
Linked to Instructors staff - Operation receipts
Evidence of executed session approval, certificate invoicing and tuition payment operations.
Linked to Instructors staff - Record attachments
Files and evidence attached to cohort engagement records.
Linked to Instructors staff - Delivered sessions
Individual delivered training sessions billed against a cohort engagement, with instructor, hours, rate and approval status.
Linked to Cohort engagements, Instructors staff - Certificates milestones
Cohort certificates and delivery milestones that gate tuition billing, with amount, due date and billing readiness.
Linked to Cohort engagements, Instructors staff
Keys and references
Use the client reference on each engagement and the engagement reference on every session and milestone. Time and expense records use cohort engagement; tuition billing uses Milestone. Staff references identify account owners, program managers, instructors and reviewers. Keep these links intact during import so delivered amounts, hours, cost and outstanding tuition resolve to the intended cohort.
Migration order
- Import Organizations and instructors staff, then confirm provider units and staff records.
- Import Clients with account owners and owning organizations.
- Import cohort engagements with client, program manager, dates, contract value and budget hours.
- Import delivered sessions, instructor time entries, delivery expenses and certificates milestones against the correct cohort.
- Import tuition billing against milestones, followed by review decisions, operation receipts and record attachments where historical evidence is available.
- Reconcile a sample cohort’s delivered hours, milestone amounts, tuition receipts and margin before adding more history.
Set up PSA for Training and Education Services your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.