Welcome to the latest update for TEAMS
Some key changes made in this update are:
- New Pin Payment integration in TEAMS
- Newly Refresh Icon and Tooltip have been introduced on the Marketing Dashboard and Main Dashboard
- View Enrolment Outcomes and Campus code within the Current and Upcoming Enrolments section
- Enrolment Dates are arranged in ascending order within the historical enrolment tile
- New Invoice Due Date column on Applicant Dashboard
- New system setting that shows invoice dates in ascending order
- Enrolment Outcome column has been introduced on payment due listing screen
- Edit invoice dates and amounts while recreating invoices
For a full list of what has been done in the system, please see the below list:
Pin Payment Integration
With Pin Payment, a trusted and widely recognised payment gateway, we can ensure a seamless and hassle-free payment experience for your students.
Main Dashboard – Email Sent Tile New Functionality
This tile offers a comprehensive list of all the objects to whom emails have been sent. It provides users with a quick and convenient way to access essential email information and perform various actions.
Main Dashboard Tiles Optimisation
With this latest enhancement, you will notice the addition of a convenient refresh icon accompanying the Continuing, Starters, and Finishers Tiles.
- Refresh Icon – This refresh icon empowers you to effortlessly update and retrieve the most up-to-date data pertaining to Current Students, those who have already started and those who have successfully completed their courses.
- Tooltip – This tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.
Marketing Dashboard Tiles Optimisation
As you access the Marketing Dashboard, you will immediately notice the valuable addition of a refresh icon accompanying the Summary, Intakes, Programs, Short Programs, Agents, and Account Managers Tiles.
- Refresh Icon – This refresh icon empowers you to effortlessly update and retrieve the most up-to-date data for the Summary, Intakes, Programs etc.
- Tooltip – This tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.
Student Dashboard – Historical Enrolments Tile Changes
There are some changes have been implemented to the Historical Enrolments tile and you will now have the convenience of viewing historical enrolments in descending order, meaning that the system will display the most recent enrolments first, followed by older ones in chronological order.
Applicant Dashboard – Financial Tile New System Setting
With this latest improvement, you now have the option to enable the system setting, which will result in the display of invoice dates in ascending order within this tile.
Applicant Dashboard – New Invoice Due Date Column on Financial Tile
You will now see new invoice due date column in the financial tile on the Applicant Dashboard.
Student Dashboard – Current & upcoming and Historical Enrolments Tiles Changes
A new label displays each student’s Enrolment Outcome, enabling you to understand their current status in various courses quickly.
Additionally, including a Campus Code for each enrolment further enriches the Student Dashboard’s data. To make it even more convenient, we have implemented a helpful Tooltip feature that reveals the corresponding campus name when hovering the mouse over the campus code.
Payment Due Listing Screen – Changes
We are excited to share the latest updates made to the Payment Due Listing screen, which aim to enhance your experience and provide you with valuable insights.
- Enrolment Outcome – This new column offers valuable information regarding the outcome of student enrolment
- Sort By – Within the Sort by dropdown, you can easily select the Agent Name option to arrange the listing based on this criterion.
Invoice Recreation Changes
This improvement empowers you with greater control over their invoicing processes, making it easier to adjust and customise invoices as needed.
Student Holiday Report – New Email Address Column
In this new column, you can conveniently retrieve and review the email addresses associated with each student, streamlining communication and contact management.
Student Result Listing Report – New System Setting
You now have the flexibility to activate the system setting for your RTO. Once activated, you will enjoy the benefit of viewing both the student number and the enrolment number in their respective columns for each subject.
Documents Log – Preview Icon
With the Preview Icon, you now have the convenience of viewing your documents before downloading them. Simply select the Preview Icon and a new window will open, displaying your document in its entirety.
Webform – New Training Location dropdown and reCAPTCHA
In our recent updates to the web form, we have implemented two new features to enhance functionality and security.
- Training Location Dropdown – we have introduced a training location dropdown in the WebForm. This addition allows you to conveniently select the preferred training location from a list of available options.
- reCAPTCHA – to bolster security measures, we have incorporated a recaptcha at the bottom of the web form. The recaptcha feature helps verify that the form is being filled out by a real human user rather than an automated bot.
Our mission is to build software that helps you do things more efficiently. Your input and engagement are vital in helping us improve our service and offerings for your college. We are always open to listening to your feedback.
Any questions, please feel free to reach out to us. We look forward to serving you to the best of our ability.
Please review the changes and if you would like further clarification, please contact our Support team.
A big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.
Next update is due on Thursday, 10th August 2023
Note: Please alert other team members within your college if the changes outlined above affect their role or department.
Thank you for taking the time to read this post.
If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au