Running a batch (Day 1 → Day 3)

Audience: operators. The batch lifecycle that onboards a cohort into MyZone. Most of this happens in the IAPCF admin (the membership platform), which talks to MyZone.

A batch is a cohort taking an MT / MW course. The IAPCF admin owns the batch; MyZone receives the accounts and access.

1. Create the batch

IAPCF admin → Batches → Create: - Code — unique (e.g. 23CMWCF-JAN), Name, Course date. - Course type — MT, MW, or both. This drives what access members get.

2. Invite members

Invite members (bulk or one-by-one) → they're stamped with the batch code. They accept the invite and acknowledge the Code of Ethics.

3. Day 1 — "Create MyZone accounts"

Click Day 1: Create MZM on the batch. For each member this: - creates a MyZone Coachee account (welcome email sent), and - switches on MT / MW access from the batch's course type.

At this stage members are learners — they experience the exercises themselves.

4. Day 3 — "Promote to Coach"

Click Day 3: Promote to Coach. Members become Associate tier + a MyZone Coach — they can now coach others (assign exercises, run evaluations, log hours).

What syncs (and what doesn't)

• IAPCF pushes accounts + tier/credential access to MyZone (and re-syncs on every SSO login — so demotions/upgrades flow automatically).
• IAPCF does not push content/assignments — coaches assign content in MyZone. (A planned "Assign programme" feature will add a one-click step right here.)

Late joiners / fixes

• Someone who joins or links later gets their access on first SSO login.
• To fix one member's access, use the IAPCF admin's per-member sync action.