Baljeet Sandhu The tile will give you an overview of the basic information about an applicant. You can edit details, addresses, overseas information and much more information related to the Applicant.
Note: Once the applicant is converted to a student then you won’t be able to add/edit any details at the applicant level. However, you can make changes from the Student Profile Tile.
You can upload an applicant’s profile picture from here and edit the details as well for an applicant.
Applicant Dashboard > Applications Tile
This tile will show you the number of converted and pending applications linked to the applicant. The columns in the tile will show you some basic (Campus, Program, Intake, Start and End Dates of the application, financials, etc.
Select here to know more about the Icons and Burger Menu
Select here to know more about the Print Offer Letter
An applicant is a person who has applied to your college to study one or many programs (courses) and requires an Offer Letter (quote) to be sent to them as to how much it will cost them etc. Some colleges may call applicants potential students or leads.
For CRICOS colleges you would process their application and issue an Offer Letter to the student or their agent. Whereas for a domestic college, you may process the application and send them some form of costing or quote with a Welcome Letter.
The Applicant dashboard is similar to the Student Dashboard in that it is a summary for the applicant. Each tile in the dashboard will give you summary information such as what they have applied for, a financial summary for each application, and where you can access any documentation or communications you have had with the applicant.
Other than the Financial tile, all the other tiles will allow you to navigate to different screens and information linked to the applicant or do transactions directly from the tile for the applicant.
You can learn more about each tile by clicking on the image of the tile.
This tile will display a summary of the instalments (invoices at the enrolment level) for each application.
To link subjects to an enrolment, go to Enrolment Dashboard > Result and progress tile > Training Plan and Results Icon. Once you select the icon, the system opens the Training Plan and Results screen.
This screen is about the subjects linked to the enrolment, their start and end date, results and result date. This screen is visually distributed in 2 sections where you can edit the dates, and results, link the trainers, mark the assessments and many more. To link subjects, you need to go to the second section which is called the results grid.
Now, to link subjects to the enrolment, you need to select the 
Subject Icon. When you select this icon, it will expand the screen and you will be presented with all the subjects related fields in the grid itself.
Subject Code – search the subject with the subject code which will show you all the suggestions under the search field. Select the correct one.
Start Date and End Date– Select the subject dates from the calendar. Please make sure that the dates that you are selecting, should lie between the enrolment dates.
Seq No – Add the sequence number of the subject.
Core/Elective – Select any of the one radio buttons as it is mandatory to mention if the subject is code or elective.
Score – When you add a score, the credit points required field will be auto-populated.
Trainer – you can select the trainer and delivery group from the dropdown. You can choose either to allocate a trainer at the enrolment level only OR you can choose to allocate different trainers to the individual Subject/s. If you wish to allocate different trainers to Subjects then select a trainer from the dropdown.
Delivery Group – Select the delivery group from the dropdown.
Once you have updated all the above steps, select the Add button. Upon selecting the button, the system will refresh the screen and update the subject in the grid.
IMPORTANT: A new TEAMS update is scheduled.
Your TEAMS site will be updated on
Thursday, 4th of August, 2022
This is an important preview email
of what’s coming on your site soon
As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.
Note: You may need to alert other team members within your college as the changes may affect their role or department.
Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.
We strongly recommend that you take your time and read this (and future update email/s)
You may need to discuss new upcoming features with the relevant decision makersor team members. Each of the changes outlined also have hyperlinks that you can click for further detailed explanation.
With all that in mind, please review some of the key points outlining the list of changes below –
Please review the changes and if something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team.
There are a number of new initiatives and changes in the pipeline for the next update (due 11th August).
Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life. Your input and engagement are key in helping us improve and we really appreciate it.
Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability.
All the best from all of us here at RTO Software.
Follow us on Facebook and Instagram
If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 4th August 2022.
Have a great day!
IMPORTANT: A new TEAMS update is scheduled.
Your TEAMS site will be updated on
Thursday, 11th of August, 2022
This is an important preview email
of what’s coming on your site soon
As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.
Note: You may need to alert other team members within your college as the changes may affect their role or department.
Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.
We strongly recommend that you take your time and read this (and future update email/s)
You may need to discuss new upcoming features with the relevant decision makersor team members. Each of the changes outlined also have hyperlinks that you can click to take you to our help website for further detailed explanation.
With all that in mind, please review some of the key points outlining the list of changes below –
Please review the changes and if something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team.
There are a number of new initiatives and changes in the pipeline for the next update (due 25th August).
Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life. Your input and engagement are key in helping us improve and we really appreciate it.
Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability.
All the best from all of us here at RTO Software.
Follow us on Facebook and Instagram
If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 11th August 2022.
Have a great day!
IMPORTANT: A new TEAMS update is scheduled.
Your TEAMS site will be updated on
Thursday, 28th of July, 2022
This is an important preview email
of what’s coming on your site soon
As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.
Note: You may need to alert other team members within your college as the changes may affect their role or department.
Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.
We strongly recommend that you take your time and read this (and future update email/s)
You may need to discuss new upcoming features with the relevant decision makers or team members. Each of the changes outlined also has hyperlinks that you can click to take you to our help website for further detailed explanation.
With all that in mind, please review some of the key points outlining the list of changes below –
Please review the changes and if something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team.
There are a number of new initiatives and changes in the pipeline for the next update (due 11th August).
Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life. Your input and engagement are key in helping us improve and we really appreciate it.
Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability.
All the best from all of us here at RTO Software.
Follow us on Facebook and Instagram
If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 28th July 2022.
Have a great day!
IMPORTANT: A new TEAMS update is scheduled.
Your TEAMS site will be updated on
Thursday, 14th of July, 2022
This is an important preview email
of what’s coming on your site soon
As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.
Note: You may need to alert other team members within your college as the changes may affect their role or department.
Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.
We strongly recommend that you take your time and read this (and future update email/s)
You may need to discuss new upcoming features with the relevant decision makers or team members. Each of the changes outlined also has hyperlinks that you can click to take you to our help website for further detailed explanation.
With all that in mind, please review some of the key points outlining the list of changes below –
Please review the changes and if something doesn’t make sense or you would like further clarification after reviewing it, please feel free to contact our Support team.
There are a number of new initiatives and changes in the pipeline for the next update (due 28th July).
Remember, we are always open for feedback, and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life. Your input and engagement are key in helping us improve and we really appreciate it.
Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability.
All the best from all of us here at RTO Software.
Follow us on Facebook and Instagram
If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 14th July 2022.
Have a great day!
Initially, the system was showing Employer Tracking as the tooltip of the employer icon on the enrolment profile tile.
But now the system will show the name of the employer and the start/end dates of the employer in the tooltip which is linked to the enrolment recently. And If there is no employer linked to the enrolment, then in the tooltip it will say ” Employer – None linked”.
NOTE – The system will always show the details of the employer in the tooltip which is linked most recently with the enrolment.
Earlier, we were selecting the dates either from the calendar or we had to enter the dates in the same exact format of the calendar i.e. dd mmm yyyy for updating or entering the dates in the TEAMS. But now we have made it an easier and quicker way to update dates in the system and you can simply type the dates in the dd/mm/yyyy format and the calendar will be accepting this format and automatically converts it into dd mmm yyyy format. Yes, this saves us time :).
Entering the date in dd/mm/yyyy format
The system converted the dd/mm/yyyy format to dd mmm yyyy automatically.
