— · created Jul 6, 2026, 10:44 AM
| Document | Status | Integrity | Actions |
|---|---|---|---|
| Enrollment agreement (signed) | approved by docusign · 7/6/2026 | 235c35d83d94319f… 7/6/2026, 4:10:18 PM | |
| Government-issued photo ID | rejected by admin · 7/6/2026 | 9fcc311aef057d69… 7/6/2026, 1:04:38 PM | |
| HS diploma / GED or ATB documentation | missing | — | |
| Disclosure acknowledgments (GE, outcomes, refund policy) | missing | — | |
| Immunization / background check (program-specific) | missing | — |
| Policy | Status | Version | When / how |
|---|---|---|---|
| Attendance Policy | acknowledged | v1 | 7/7/2026, 12:09:51 PM · portal |
| Code of Conduct | pending | v1 | — |
| Student Handbook | pending | v1 | — |
| Refund & Cancellation Policy | pending | v1 | — |
| Date | Item | Detail | Amount |
|---|---|---|---|
| 7/6/2026 | Charge — tuition | Phlebotomy Technician tuition · due 2026-08-10 | $3,200.00 |
| 7/6/2026 | Payment — card | Deposit — test | −$500.00 |
| 7/7/2026 | Payment — card | Square order ZY3NRHQ9ooUHvvDfpY1bZQSaYd4F | −$2,700.00 |
| When | Action | Change | Actor | Reason |
|---|---|---|---|---|
| Jul 16, 2026, 12:00 PM | escalated | — | atticus_agent:doc_chase | Escalated after 3 chases with documents still outstanding |
| Jul 15, 2026, 12:00 PM | finding opened | — | atticus_agent:audit_readiness | SAP evaluation (25% checkpoint, satisfactory) for Charlotte Taylor unsigned for over 7 days. |
| Jul 15, 2026, 12:00 PM | chase email sent | — | atticus_agent:doc_chase | Automated document chase 3 of 3 |
| Jul 12, 2026, 12:00 PM | chase email sent | — | atticus_agent:doc_chase | Automated document chase 2 of 3 |
| Jul 8, 2026, 12:19 PM | chase email sent | — | atticus_agent:doc_chase | Automated document chase 1 of 3 |
| Jul 7, 2026, 4:24 PM | portal opened by staff | — | admin | Staff opened the portal as Charlotte Taylor |
| Jul 7, 2026, 1:47 PM | status changed | accepted → accepted | admin | — |
| Jul 7, 2026, 12:35 PM | payment recorded | — | square | Online payment via Square checkout |
| Jul 7, 2026, 12:33 PM | payment link created | — | student | Student started online payment |
| Jul 7, 2026, 12:33 PM | payment link created | — | student | Student started online payment |
| Jul 7, 2026, 12:33 PM | payment link created | — | student | Student started online payment |
| Jul 7, 2026, 12:09 PM | policy acknowledged | — | student | Acknowledged in student portal |
| Jul 6, 2026, 4:10 PM | agreement signed | — | docusign-poll | Envelope completed (status sync) |
| Jul 6, 2026, 1:04 PM | document reviewed | submitted → rejected | admin | Photo unreadable - test |
| Jul 6, 2026, 1:04 PM | document uploaded | missing → submitted | student | Portal upload: photo-id.png |
| Jul 6, 2026, 12:53 PM | portal login | — | student | — |
| Jul 6, 2026, 12:40 PM | payment recorded | — | admin | — |
| Jul 6, 2026, 12:39 PM | charge added | — | system | Tuition backfilled for accepted student |
| Jul 6, 2026, 12:26 PM | agreement sent | — | admin | Enrollment agreement sent via DocuSign |
| Jul 6, 2026, 12:14 PM | record updated | — | admin | Edited 1 field(s) |
| Jul 6, 2026, 12:10 PM | record updated | — | admin | Edited 6 field(s) |
| Jul 6, 2026, 12:04 PM | status changed | applicant → accepted | admin | Staff set status to accepted |
| Jul 6, 2026, 10:44 AM | created | — → applicant | admin | Manual registration |