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- PSA for Training and Education Services
- Process
- Session review
Session review
Move delivered teaching from submission through the configured approval check. 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
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Record session Instructor
Enter the session date, instructor, engagement, hours, rate and billable flag.
- Enter the session date, instructor, engagement, hours, rate and billable flag.
- Updates Delivered sessions
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Submit session Instructor
Move Draft to Submitted for delivery review.
- Move Draft to Submitted for delivery review.
- Updates Delivered sessions
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Validate session Session Delivery Approval workflow
Submission triggers a check for billable work, positive hours and an engagement. A passing session becomes Approved; the workflow writes a decision and receipt.
- Check submitted work; approve a passing session and write the decision and receipt.
- Updates Delivered sessions, Review decisions, Operation receipts
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Resolve failure Instructor
Inspect a Failed receipt, correct the source session and submit it for another review.
- Inspect a Failed receipt, correct the source session and submit it for another review.
- Updates Delivered sessions, Operation receipts
Who does what
Roles and permissions- Instructor
- , Delivery Reviewer.
- The Instructor submits and corrects the session; the Delivery Reviewer examines the workflow result and follows 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.