Record the accepted course, cohort dates, participant capacity and customer responsibilities before assigning delivery work. Distinguish the paying organization from the people attending, and preserve venue, material and instructor assumptions. Define the commercial treatment of changes explicitly rather than allowing a participant list or calendar entry to stand in for the accepted booking.
Understand the decision
A company may buy places across several sessions while final attendee names arrive later. The trainer needs the approved delivery brief and any agreed prerequisites. Administrators need to know which substitutions, date changes or additional participants require review before they alter capacity or customer charges.
Work through the requirements
- Separate payer, cohort and participant references.
- Record delivery inclusions and capacity assumptions.
- Assign approval for booking changes.
| Record or decision | Why it matters |
|---|---|
| Accepted booking | Defines course scope and commercial terms. |
| Cohort plan | Connects dates, capacity and delivery resources. |
| Participant mapping | Separates attendees from the paying organization. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Treating each attendee as a separate customer order can lose the corporate agreement and its change rules. Preserve the booking, cohort and participant relationships deliberately so delivery and finance can explain the same commitment.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Training providers in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: sales quotations and invoicing methods ↗Odoo 19: project management ↗Odoo 19: timesheet configuration and recording ↗