General
This section documents the shared operating standards for the WNA platform. Use it as the common reference before moving into Marketing, Finance, Capflow Mentorship, or Membership workflows.
What This Covers
- Platform Overview
- Roles and Access
- Student Onboarding
- Common Admin Workflow
- Support and Escalation
- Data Standards
- Operational Checklist
Operating Principles
- Keep every student, participant, invoice, payment, and attendance record traceable.
- Use source attribution, batch numbers, and program assignments consistently.
- Prefer status changes that are visible in the app and captured in audit logs.
- Confirm finance-sensitive changes before applying them, especially tax, payment gateway, invoice, and membership renewal settings.
- Avoid deleting operational records once business activity exists; archive or suspend instead when history matters.
Section Ownership
| Area | Primary Use |
|---|---|
| General | Shared standards, access, onboarding, and support |
| Marketing | Campaigns, events, sales links, vouchers, rewards, and attribution |
| Finance | Invoices, payments, allocations, Bukku sync, SST, and gateway charges |
| Capflow Mentorship | Mentorship students, checkpoints, validation, sessions, and performance |
| Membership | Membership types, member records, renewals, validity, and pricing |