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- PSA for Training and Education Services
- Process
- Cohort setup
Cohort setup
Take a sponsoring client into a dated, owned training engagement. Follow the source item from its owner to the next decision, and keep the related cohort visible. Each status change should correspond to a record the next person can inspect.
Step by step
-
Confirm sponsor Account Owner
Check the client contact, billing terms and account owner before opening a cohort.
- Check the client contact, billing terms and account owner before opening a cohort.
- Updates Clients
-
Set cohort baseline Program Manager
Enter the client, provider unit, contract value, budget hours and start and end dates.
- Enter the client, provider unit, contract value, budget hours and start and end dates.
- Updates Cohort engagements
-
Review staffing Program Manager
Check staff role, capacity and rates against the planned teaching dates.
- Check staff role, capacity and rates against the planned teaching dates.
- Updates Instructors staff
-
Begin delivery Program Manager
Move the cohort from Proposed to Active when its scope and delivery owner are agreed.
- Move the cohort from Proposed to Active when its scope and delivery owner are agreed.
- Updates Cohort engagements
Who does what
Roles and permissions- Account Owner
- , Program Manager.
- These roles divide record preparation, human review and follow-up.
- Agree a named substitute for an absent owner before the operating cycle begins.
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.