Education & Courses: digital workflow guide

Start digitalizing Education & Courses by making clear which record passes from whom to whom. Manage learner, cohort, timetable, attendance, and guardian communication by role.

Workflow boundaries

Record fields and ownership

For Education & Courses, link learner/cohort, class/instructor, and attendance records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Manage learner, cohort, timetable, attendance, and guardian communication by role. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.