Mani Gill

Main Dashboard Tiles Optimisation

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27 July 2023

We are thrilled to introduce an exciting new feature to the Main Dashboard, designed to simplify student management for you. With the addition of a convenient “refresh” icon accompanying the Continuing, Starters, and Finishers Tiles, you can effortlessly update and retrieve the most up-to-date data pertaining to Current Students, students who have already started, and those who have successfully completed their courses.

IMPORTANT – When you hover your cursor over the refresh icon, a tooltip will appear, displaying the date and time of the last refresh. The tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.

Applicant Dashboard – Financial Tile New System Setting

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We are excited to announce the addition of a new system setting to enhance the financial tile on the Applicant Dashboard. With the introduction of this feature, you can now enjoy improved functionality in the Financials section.

When the new system setting is activated, invoices will be conveniently displayed in ascending order based on their “Invoice Date.” This arrangement provides a more organised view, making it easier for you to access financial information. On the other hand, when the setting is turned off, the display remains unchanged, ensuring that you can seamlessly continue using the dashboard as you are accustomed to. This flexible enhancement aims to streamline the financial management process, ultimately offering a more efficient and tailored experience for all.

NOTE – To enable the setting that allows you to view Invoice Dates in ascending order, we kindly request you to get in touch with our dedicated support team. Our support staff is readily available to assist you with any inquiries or assistance you may need.

Application Dashboard Reports

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Different reports are available on different tiles under the Application Dashboard. You can see these reports under Print Icon on the Application Profile Tile.

Each report listed below is a link to a post where you can understand the report and its parameters and view an example of the report.

Application – Standard Training Plan

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The Application Standard Training Plan report serves as a comprehensive document that offers students a concise yet comprehensive understanding of the training program. Its primary objective is to provide a clear outline of the program’s structure and anticipated outcomes, benefiting trainees in monitoring progress and facilitating effective training delivery. This report encompasses essential details, including the training mode, specific unit start and end dates, allocated hours, and outcome status, ensuring transparency and facilitating efficient coordination. The unit starts and end dates specifically define the duration of each module or unit within the training, enabling students to plan and manage their learning journey effectively.

Please select the desired template from the dropdown menu and select the Generate button. Once successfully generated, you can easily download the template in either PDF or DOC format from the Report Dashboard.

IMPORTANT – To receive further guidance on customising the report templates according to your requirements, we recommend referring to the instructional post titled Report Templates. This post provides step-by-step instructions on modifying the templates to match your desired format and content.

Application – QLD Apprenticeship Traineeship Training Plan Report

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The Training Plan is a crucial document that outlines the training program for apprentices or trainees. It specifies the training content and who will provide it, as well as the details of when, where, and how the training will be delivered. The plan also explains the assessment process and when the apprentice/trainee will be deemed competent. Developed collaboratively by the RTO, apprentice/trainee, and employer, the Training Plan is a dynamic document that reflects the current status of the training and is regularly updated. It ensures compliance with standards, clarifies workplace tasks, and serves as a basis for reviewing and evaluating the training program.

In the Training Contract, all parties (apprentice/trainee, employer, and RTO) must fulfil their responsibilities as outlined.

Please select the desired template from the dropdown menu and select the Generate button. Once successfully generated, you can easily download the template in either PDF or DOC format from Report Dashboard.

IMPORTANT – To receive further guidance on customising the report templates according to your requirements, we recommend referring to the instructional post titled Report Templates. This post provides step-by-step instructions on modifying the templates to match your desired format and content.

Application Letters & Warnings

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Application letter and warnings play a crucial role in formal communication as they are used to convey a person’s acceptance and enrolment into a program, course, or organisation. They provide important information such as program details, start dates, duration, and any specific conditions or requirements the individual needs to full fill.

You can select the template from the dropdown menu and select the Generate button. After a successful generation, you can easily download the report in either PDF or DOC format from the Report Dashboard.

IMPORTANT – It is important to note that this template can be utilised for generating letters and warnings at both the application and enrolment levels. To receive further guidance on customising the report templates according to your requirements, we recommend referring to the instructional post titled Report Templates. This post provides step-by-step instructions on modifying the templates to match your desired format and content.

Agent Enrolment Listing Screen

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This screen can be accessed from the Agent Dashboard in TEAMS and provides a comprehensive list of both enrolments that are linked to the specific selected Agent. The displayed enrolments are filtered based on the selected parameters of a particular Agent. This screen serves as a centralised hub to track and manage enrolment’s overdue amount. It will also show you Current, Start and Finished enrolments based on the filters selected.

As you can see below, this screen is divided into two sections:

  1. Filters/Parameters
  2. Listing Grid

Filters/Parameters

To open this screen, you would have selected the Enrolments from the Enrolments Tile on the Agent Dashboard. Based on what you selected the system will open the screen and populate the information in this section.

For an explanation of each filter and how the system will use it, please click here for more information.

Listing Grid

The system will show you a summary of information for each enrolment linked to the agent. The information that displays in the columns for this grid is generally standard information. However, please keep an eye out for any What’s New posts for this screen as this is where we would let you know of any new columns or changes to existing ones that we do.

Icons – Click here to learn more about how to use these icons

Burger Menu – Click here to learn more about how to use the burger menu

Applications Listing Screen

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history of changes

This screen can be accessed from different locations such as the Agent Dashboard and Marketing Dashboard in TEAMS and provides a comprehensive list of both pending and converted applications. The displayed applications are filtered based on the selected date range and are specific to a particular Agent and Program. This screen serves as a centralised hub to track and manage the progress of applications, offering a convenient overview of the status of each application within the specified criteria.

As you can see below, this screen is divided into two sections:

  1. Filters/Parameters
  2. Listing Grid

Filters/Parameters

To open this screen, you would have selected the link for Applications+ from the Marketing Dashboard or the Applications Tile on the Agent Dashboard. Based on what you selected the system will open the screen and populate the information in this section.

For an explanation of each filter and how the system will use it, please click here for more information.

Listing Grid

The system will show you a summary of information for each pending and converted application. The information that is displayed in the columns for this grid is generally standard. However, please keep an eye out for any What’s New posts for this screen as this is where we would let you know of any new columns or changes to existing ones that we do.

Note – There is a Page Limit dropdown after the filter’s sections which will allow you to specify the number of students you want to view on a single page.

Icons – Click here to learn more about how to use these icons

Burger Menu – Click here to learn more about how to use the burger menu

Webform – New Training Location dropdown and reCAPTCHA

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Recently, we have made significant improvements to the WebForm, resulting in faster access and a smoother user experience. Now, the screen opens within seconds, ensuring quick and efficient interaction with the form. Along with the performance optimisation, we have introduced a new dropdown menu for Training Location within the Course Selection Section.

This addition enhances the webform’s functionality by allowing you to select the preferred Training Location conveniently. Additionally, to enhance security and prevent spam submissions, we have incorporated a recaptcha at the bottom of the screen. This helps verify that the WebForm is being filled out by a human user rather than an automated bot. With these updates, we aim to provide a more efficient and secure web form experience for you.