New Feature – Main Dashboard – Email/SMS Sent Tile

In our previous update, we introduced version 1 of the Email Sent tile on the Main Dashboard. Now, we have introduced a significant enhancement by including SMS Sent data alongside the Email Sent information.

The main dashboard now features a consolidated tile – Email/SMS Sent, providing you with a more comprehensive overview of your communication activities. The tile displays the number of Emails and SMS messages sent, making it easier for you to track your outreach efforts in one centralised location.

To access the SMS Sent listing screen, click on the number within the SMS Sent section of the tile. This listing screen offers a detailed and comprehensive list of all the emails and SMS sent to various recipients. You can easily access essential information, like the Message Date, Recipient Type, Template Name, and the respective sender Username.

One of the key enhancements is that you now have the ability to view the content of the sent SMS messages directly from the listing screen. By clicking on the View icon under the actions column, you can preview the SMS content conveniently.

Email Template Screen – New Font Size Option

We are pleased to announce that a new font size option has been implemented on the Email Template Screen. With this latest enhancement, you now have the ability to adjust your font size seamlessly, allowing you to switch between smaller and bigger font sizes effortlessly.

This new feature offers increased flexibility and customisation for your email templates, ensuring that you can tailor your messages to suit your preferences and needs. Whether you prefer a more compact font or a larger, more prominent one, the choice is now yours.

Survey Data Export

Main Dashboard > System Admin Menu > Survey Data Export

A survey export report contains the results and responses collected from a survey. When you conduct a survey, whether it’s through online survey platforms, the data is typically compiled and can be exported into a more manageable and analysable format.

How to generate survey data Export in TEAMS?

Firstly, you need to go to Main Dashboard > System Admin Menu > Survey Data Export. When you select the Survey Data Export sub menu, the system will take you to the filters /parameters screen. from this screen, you can select the required filters and generate the survey data export. Please see the below table that will give you the filter’s explanation.

Filters/ParametersExplanation
Survey TypeThe Survey Type is a User Code and one can create them from the user code screen in TEAMS. You can select the Survey Type from the dropdown. For example Enrolment, Employers etc.
SurveyWhen you select the Survey Type, the Survey dropdown will show you the name of the users.
Year of ExportSelect the year from the dropdown as you required.
CampusThis is a multiselect dropdown and if you have multiple campuses, you can select them from the dropdown.
ProgramsThis is a multiselect dropdown and you can select the programs by selecting the tick boxes against them from the dropdown
Email AddressThis field will display your email address
Export ButtonWhen you select this button, you will be taken to the Survey Export log screen. When you are on this screen, you need to select the Click here to Download the file label to download your Survey export.

Payment Due Tile and Payment Due Listing Screen – History

Below are the changes that we have made to the Payment Due Tile and Payment Due Listing Screens

Bulk Class Allocation Step 2 – Student’s Name Column Changes

We are pleased to inform you about the recent improvements we have implemented in the Class Allocation Step 2 screen. Previously, the system sorted enrolments in ascending order within the grid, but we have now made a significant change to enhance user experience.

With this latest update, the sorting feature has been specifically applied to the Student’s Name column. As a result, when viewing the grid, the student’s names will be arranged in ascending order, making it much easier for you to navigate and manage class allocations.

Search Bar – Student’s Last Name Enhancement

We’ve made a significant improvement to the system’s functionality by introducing a new feature in the student search bar. Previously, the system only allowed searching by one last name but now you can easily search for students using their last names with enhanced flexibility.

For instance, if a student’s last name is “Matthews Kobler,” you can now search for them using either “Matthews” or “Kobler” as the last name or even both together, like Matthews Kobler and the system will accurately retrieve the relevant results. Embracing diversity in students’ names, the system adapts to different scenarios, enabling you to find the right students with ease and precision.

How to setup Program Structure in TEAMS?

In TEAMS, setting up Program Structure involves a series of essential steps and guidelines. Firstly, creating and defining the subjects that will be offered within the system. Then, establishing the overall program framework, outlining the program and subjects. Next, linking specific subjects to the corresponding program ensures a well-organised curriculum for each student. To account for breaks and time off, public holidays are incorporated into the system.

Additionally, configure intakes, allowing students to enrol at specific times throughout the year. Financial aspects are also managed within TEAMS, with the ability to set up fees and instalment plans for students’ convenience. For offering group training, you need to create group training plans to accommodate such arrangements. Lastly, the program is linked with the campus, ensuring seamless communication and data management between different locations. By following these steps and guidelines, TEAMS facilitates an efficient and structured student management system, enhancing the overall educational experience.

Please see the below steps and processes to create a program structure in TEAMS-:

Step 1 – Subjects

It is recommended, to create a Subject and update the subject’s AVETMISS settings before you set up a program in TEAMS.

a) Go to the Main Dashboard > Academic Menu > Subjects

b) When you select the Subjects icon, the system will present you with a Subject Welcome Screen. This screen will show you all the active subjects that are already present in your database. To know more, select here – Subject Welcome Screen

c) For adding a new subject, select the +Subject Button from the subject Welcome Screen.

d) Once you have successfully created the subject and saved it, the system will show you a Burger Menu Icon. You need to select the AVETMISS Settings option to update the Subject AVETMISS settings for a subject.

Step 2 – Programs

Once you have completed Step 1, you need to set up the Program and its settings along with the Program AVETMISS Settings.

a) Go to the Main Dashboard > Academic Menu > Programs

b) When you select the Programs Icon, the system will present you with the Program Welcome Screen. You need to select the +Program Button to create a new program in the system.

c) Once you have successfully created the Program along with the settings, the system will show you a Burger Menu Icon. Now from there, you need to select the Subjects option to link the subjects to the program.

d) Once you have successfully linked the subjects with the relevant fields, you then need to select the Program AVETMISS Settings option from the Burger Menu Icon to update the Program’s AVETMISS Settings.

Step 3 – Public Holidays

It is recommended that if you are creating Intakes then you need to create Public Holidays in the system as a prior step.

Step 3 – Intakes

NOTE – Before you create Intakes, you need to understand how your site is set up by our Onboarding team. Whether they have created your Academic Template or not. If your Academic template is not set up then you need to go to Main Dashboard > System Admin Menu > Term Breaks icon to create the Term Break in the system.

If you have a setup of Academic Template then you can simply create Intakes. Once you have created the Intakes, please make sure that you are linking the Intake with the Program. To link the Intake, you need to go to the Program Entry Screen > Burger menu > Program Intakes. Select the Program Intakes option to link the intake with the Program

Step 4 – Fees

After the above steps, you need to set up fees for a program. To create fees, you need to go to Main Dashboard > Finance Menu > Fee Icon. Once you selected the Fees Icon, the system will take you to the Fee Welcome Screen and there you need to select the +Add Button to create a fee in the system. Please note – You don’t have to link fees to the programs because while creating fees, the screen lets you select the Object Type such as Programs, Campus, Subjects etc. So If you are creating the fee for a program, Object type > Program, automatically links the fee with the program you selected.

Step 5 – Instalment Plans

Now again, you have to understand what TEAMS has set up for you. If you are using the pattern for the invoices while creating the Application then you don’t have to use the instalment plans. If our team has already created the instalment plan for you then you simply need to go to the Instalment Plan Welcome Screen and from this screen, you need to select the edit icon under the Actions column from the grid. Once you select the Edit Icon, the system will take you to the Instalment Plan Entry Screen. On this screen, you can search and link your new program from the Program field. You can also create a new Instalment Plan for your program from the Instalment Plan Entry Screen.

Step 6 – Academic Template

If your Academic Template is already set up and you want to make some changes then please it is recommended you contact our support team and they will guide you and help you with the academic template.

Step 7 – Group Training Plans

If your Timetables are already set up and you know the dates of the units that the student will study then you need to create Group Training Plans. Please note that you will only create group training Plans if your Academic template is not set up. So when you create GTP and while creating the Application when you select the GTP, the unit’s date will automatically get populates exactly as per your timetable.

Step 8 – Link the Program with the Campus

Once all the above steps are done, this is the final step, you need to link the program to the campus. When you are on the Campus Welcome Screen, you need to edit the campus from the Edit Icon under the Actions Column from the grid. This will take you to the Campus Entry Screen and there you need to select the Linked Programs option from the Burger menu on the right hand side of your screen.

New Feature – Email Sent Tile

We are excited to announce the addition of a new feature, version 1, on our Main Dashboard: the “Email Sent” tile. This tile provides a convenient overview of the total count of emails sent to all the parties within TEAMS, including Students, Enrolments, Applicants, Agents, and more.

By clicking on the number in the “Email Sent” tile, you can access the “Email Sent” listing screen, which presents a comprehensive list of all the emails sent to various parties by default. This list includes essential information like the Message Date, Recipient Type, Template Name, Email Subject, and the respective Username of whoever initiates the email. Additionally, you have the flexibility to preview the content of the emails by clicking on the “View” icon under the actions column.

To streamline the search for specific emails, you can choose from a list of filters on the listing screen to pull up a targeted list of emails that match the selected criteria. For added convenience, a CSV report can be downloaded by selecting the CSV icon, allowing users to export the data as needed.

This new function aims to enhance your experience and provide a quick access to important email-related information, making communication and data management within TEAMS more efficient and user-friendly.

Student Result Listing Report New System Setting

We are excited to introduce a significant improvement to our system that will greatly enhance the reporting capabilities for student and enrolment data. In the past, the system displayed student numbers and enrolment numbers in their respective columns, but only for the first row of each subject within an enrolment. For instance, if a student had five subjects, the report would only show the student number and enrolment number in the first row for the first subject.

With our latest update, we have introduced a new system setting that brings unprecedented clarity to your reports. Now, you can access student numbers and enrolment numbers for all the linked subjects within an enrolment. This means that for the example above, the report will now show the student and enrolment numbers for all five subjects, providing a comprehensive view of each student’s enrolment details.

IMPORTANT – We would like to inform you that the enhanced display of student and enrolment numbers in the report is subject to a system setting. If this setting is turned on for your RTO, you will be able to view all the rows filled with student and enrolment numbers, providing a comprehensive overview of linked subjects within each enrolment. However, if this setting is not enabled, you will continue to see only the first-row data for student and enrolment numbers in the report.

If you wish to have this setting activated for your RTO, our dedicated support team is readily available to assist you. Please don’t hesitate to contact them, and they will be more than happy to guide you through the process of turning on this setting.