Mani Gill

Certificate Report – New Result Code Column

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We’re excited to announce the incorporation of a new Result Code column in the Subject Result Table within our certificate templates. This addition will now display a Result code corresponding to the updated results. For instance, if a result is Competent, it will be represented by C, Credit Transfer will be CT, Not Yet Started as NYS, and so on. This enhancement streamlines a more efficient and clear understanding of the certificate information. We believe that this addition will greatly enhance your experience in managing and interpreting results within our system.

Payment Due and Payment Received Listing Screens – New Campus Dropdown Parameter

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We have introduced a new campus dropdown parameter on both the Payment Due and Payment Received listing screens. This will empower you with the flexibility to select multiple campuses, allowing you to effortlessly retrieve enrolment data for students enrolled in the chosen campuses directly from the grid. We believe this enhancement will greatly improve your experience in managing payments and student enrolments, making your tasks more efficient and convenient.

Bulk Results Screen – New Subject’s Start Date and End Date Fields

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We have added two new fields, Subject Start Date and End Date, on the Bulk Results screen. These new features make it easier for you to update the start and end dates for subjects in bulk.

Note – before you proceed with making changes on this screen, you need to understand the below scenarios:

Scenario 1: Pre-Existing Subject Dates

If the start and end dates are already present in the grid for a subject, and you attempt to add new dates in the Subject Start Date and End Date fields and then select the save button, the system will display a pop-up message on the screen. The message will say, “Please ensure that the subject dates fall within the enrolment dates.” Additionally, any pre-existing subject dates for students will remain unaffected. This means that the system will not overwrite existing dates if subject dates are already updated for any of the students.

Scenario 2: Updating Subject Dates

If there are no subject dates present for a subject in the grid, and you update the dates and click save, the system will automatically update the subject dates for those students on the Training Plan and Results screen.

Email Sent Listing Screen – New Program Code Column

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As part of our continuous efforts to enhance user experience and provide valuable information at a glance, we have introduced a new column in the email listing screen. This new column, labeled “Program Code,” has been strategically placed next to the “Enrolment Number” column.

NOTE – The Program Code column has been purposefully designed exclusively for the enrolment object. This column will only be displayed within the grid view when you actively choose Enrolment from the object type dropdown.

Finishers Report – New Student’s First Name and Last Name Columns

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In our recent updates to the Finishers Report, we’ve made valuable enhancements by introducing the inclusion of two new columns: Student First Name and Student Last Name. These additions are aimed at providing more comprehensive and personalised information within the report. With the integration of these columns, the finisher report now offers a more holistic view, allowing you to easily identify and associate students’ first and last names with their respective accomplishments.

Transition Screen Optimisation

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We have optimised the Transition Screen in the system. We have removed the common tab from the Training Plan and Result Screen. Now the system will display the Transitioned Tab instead of the common tab. This is an editable screen.

Previously, the old units from the old course appeared in the inactive tab after that transition. However, old units will now appear under the new Transitioned Tab.

Inactive tab and delete tabs will be there and these tabs will show the units that you will manually delete or make units inactive.

Note – You can only make those units inactive or delete the units that are under the current tab.

Please see the below to understand the process.

  • On the transition screen (that we use to start the transition process), For the same units that are in both courses, the results will be copied from the old unit to the new unit. For the Superseded and Newly added units, you have a choice to change the Result and Result date while doing the transition.
  • If in the old unit, the result is competent and it is a superseded unit, you can mark CT, RCCG, RCCNG, RPLG, RPLNG or GT and whatever the result date a client marks, the system will use that date to update the unit start and end date. Meaning, the unit start date, end date and result date will be the same in the mentioned result types.
  • You will have a choice to generate a certificate report for old and new enrolment, the system will print the data in the report accordingly.

IMPORTANT – When generating any report or viewing any screen related to the transitioned enrolment in the system, it will show you the subjects according to the current programs.

Impact on the NAT Files

Nat files will print the data from the old enrolment as well if the activity start and end dates lie within the collection period. You have a choice to remove the progressive results such as continuing activity or NYS, so that those are not getting reported.

For Example – If the old enrolment has 10 units and two are competent, others are NYS then remove NYS from the units to exclude them from the submission. To know more about results, please follow the NCVER Rules for superseded training.

Raise New Invoice – Invoice Notes New Option

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A valuable enhancement has been introduced to our invoicing process. When generating a new invoice, a convenient invoice notes feature has been incorporated into both the Application Dashboard’s Invoices section and the Enrolment Dashboard’s Invoices section. This enhancement allows you to include pertinent notes while generating invoices, enabling comprehensive communication. These notes are then seamlessly incorporated into the student financial summaries upon saving.

Furthermore, the convenience of adding invoice notes extends to the application creation stage. During the process of creating a new application, you now have the ability to add Invoice Notes from the Application Preview screen. This inclusion of invoice notes at the application level ensures that the information seamlessly carries forward.

Notably, these notes are visible on the Application Dashboard under the Financial tile’s Student Tab. This functionality continues to be relevant even after an application is converted, as the notes persistently appear on the Enrolment Dashboard’s Student Financial Details screen.

Student Contact Details Report Data Columns

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Below is the table that will explain to you the columns that will get printed in the report.

Data ColumnsExplanations
Student NumberStudent Number generated by TEAMS
Student NameStudent Name
Enrolment TypeThis column will show you the enrolment type selected on the Edit Enrolment screen.
CampusCampus name in which the student is enrolled.
Enrolment NoEnrolment Number generated by TEAMS
CRICOS CodeProgram CRICOS Code
ProgramProgram Name
Enrolment OutcomeThis column will show you the enrolment type selected on the Edit Enrolment screen.
Unsubscribe
AVETMISSThis column will display Yes or No.
Start DateEnrolment Start Date
End DateEnrolment End Date
TimetableTimetable linked to the Enrolment.
WeeksTotal Study of the Program
NationalityStudent’s Nationality.
Mailing AddressStudent’s mailing address
Local AddressStudent’s local address
PhoneStudent’s Phone number
MobileStudent’s mobile number
FaxStudent’s fax number
Work NoStudent’s work number
EmailStudent’s email number
Next of KinStudent’s next of kin name
Next Of Kin MobileStudent’s next of kin mobile number
Total FeesTotal tuition fees of the program
Total PaidTotal tuition fees paid by the student to the college
Email 2Second Email address of the student
Email 3Third Email address of the student
TitleThis column will display Mr, Mrs.
First NameFirst name of the student.
SurnameSurname of the student.
English NameEnglish name of the student.
Building AddressBuilding Address of the student.
Unit NumberUnit Number
Street NumberStreet Number
Street NameStreet Name
CityCity Name
PostcodePostcode
StateState
Visa TypeVisa Type of the student.
COE NumberCOE Number
Passport NumberPassport Number
Date of BirthVisa Type of the Student.
Status

Student Contact Details Report Filters

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Below is the table that will give you the explanation about the filters.

Filters Explanations
Enrolment Start DateSelect the start date from the calendar and the system will show you the students falling in the start date range you selected.
Enrolment End DateSelect the end date from the calendar and the system will show you the students falling in the start date range you selected.
Student NumberThis is a magic search field and if you wish to generate the report for a particular student then you can simply search the student with the name or student number in the field.
CampusSelect the Campus from the dropdown by selecting the tick box against the campus name.
ProgramThis field will show you the program based on the Campus you have selected. You can search the program by typing the program code or program name in this field.
TimatableThis dropdown will show you the timetables based on the Program you have selected.
StateType and Search the State in the field.
Include Students without EnrolmentsSelect this tick box if you wish to include the students without their enrolments in this report.
Include This dropdown will show you student as All, Current and Finished. You can select any option as per your requirements.
Group ByPlease see TEAMS Basic.
Sort ByPlease see TEAMS Basic.
Asc/DescPlease see TEAMS Basic.

Student Contact Details

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Main Dashboard > Student Management > Student Contact Details

A Student Contact Details Report provides a comprehensive list of contact information for students enrolled in your college. This report typically includes essential details about each student, allowing you to maintain the effective communication with students and their families.

The information included in a Student Contact Details Report might encompass Student Information (Student Name, Student Number, Student ID, Enrolment Number, Program Name) Contact Information (Address, Phone Numbers, Email Address, Next of Kin) and more.

Please select the “Filter” and ” Columns” options for more information and explanations.

Student Contact Details Report Filters

Student Contact Details Report Data Columns

Student-Contact-DetailsDownload