Policies & templates
The controlled documents the business runs on. Each has one current version, a named owner and an approval record, and the modules that use it always pick up the approved version.
Controlled documents
Approved and in use
Current versions
Waiting for approval
Review due in 90 days
Templates and policies
Sample data| Document | Version | Owner | Approval state | Used by | Next review |
|---|
Select a row to see its version history and approval record.
Consistency check. Refund policy v3 allows a full refund up to 7 days before the batch starts. The help article “Cancelling an enrollment” still says 14 days, and the terms of enrollment do not state a number. Align the three before the next public batch.
Merge fields
Filled from the central hub when a document is generatedAccount and contact
{{account.name}}
{{account.country}}
{{contact.full_name}}
{{contact.job_title}}
{{account.country}}
{{contact.full_name}}
{{contact.job_title}}
Course and batch
{{course.code}} {{course.title}}
{{course.provider}}
{{batch.start_date}} {{batch.days}}
{{batch.mode}} {{batch.seats}}
{{instructor.name}}
{{course.provider}}
{{batch.start_date}} {{batch.days}}
{{batch.mode}} {{batch.seats}}
{{instructor.name}}
Commercial
{{price.per_seat}} {{price.total}}
{{invoice.number}} {{invoice.due_date}}
{{proposal.valid_until}}
{{payment.terms}}
{{invoice.number}} {{invoice.due_date}}
{{proposal.valid_until}}
{{payment.terms}}
{{course.provider}} prints “ASME authorized program” or “MALYOMAR program”, so proposals and certificates never mix the two.
Version history
Approval rules
Templates are approved by the owner of the module that uses them.
Policies and anything with legal or price terms also need Mahmoud Abdallah as owner.
Approvals are requested in Tasks & approvals and recorded in the audit log.