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- PSA for Training and Education Services
- Who it's for
- Multi-unit training groups
Multi-unit training groups
Coordinate client programs across provider units and regional teams. The operating unit is a cohort engagement for a sponsoring client. The team can follow the commercial commitment from its dates and budget through teaching, review, milestone billing and tuition collection.
How PSA for Training and Education Services is set up for you
Client handoff
Organizations identify training groups, business units or regional offices. Staff carry a home organization and client engagements carry an owning organization.
Delivery review
Account owners maintain sponsor relationships while program managers review delivery dates, budget hours and margin for their cohorts.
Financial follow-up
Agree which unit owns each engagement and who handles a cross-unit client before importing records. Keep staff rates and capacity current as cohorts change.
Coordinate client programs across provider units and regional teams. The operating unit is a cohort engagement for a sponsoring client. The team can follow the commercial commitment from its dates and budget through teaching, review, milestone billing and tuition collection.
Start with a client, a named program manager and one cohort whose contract value, dates and budget hours can be checked against the agreement. Add the instructors who will deliver it and record a representative teaching session. Follow that session through submission and the automatic approval check, then prepare a certificate milestone with its amount and engagement. This gives the team a concrete path through the records before expanding the operating scope.
Review the cohort totals after time, expense and session activity is entered. Use the Cohort Margin Desk to open the engagement and inspect the underlying delivery and billing position. When a milestone is ready, compare its due date and amount with the planned billing event, then trace the resulting tuition item back to the milestone. A failed operation receipt should send the owner to the same source record for correction.
Agree which person owns client status, teaching records, session review and billing changes. Rehearse the handoff with the actual team. Keep the original engagement link on every delivery and billing record so later questions can be answered from the same work history.
Features to start with
Roles on the team
- Admin
- Admin maintains organization setup, staff records and access configuration.
- Account Owner
- Account Owner maintains sponsoring client accounts and starts the commercial handoff.
- Program Manager
- Program Manager owns cohort scope, delivery dates and budget review.
- Instructor
- Instructor records teaching delivery and related time and expenses.
- Billing Coordinator
- Billing Coordinator maintains certificate milestones and tuition billing records.
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.