Melissa This screen will show you all the fields being displayed in the student web form. If you are using any student webforms on your site, then the icon 
will show you the summary of all the fields that are selected in the webform on the Applicant and Student profile tiles
Dashboard > Continuing Tile
showing above in the top right of the breadcrumbs and to see rules for the continuing Tile, please select the Rules icon . By selecting these icons, you will gain access to a detailed log of all the recent changes and rules made to the screens.This tile allows you to view the list of continuing students for each program within the selected date range. Continuing Students are those students for whom the enrolment has been started but not finished yet. Also, the selected date range should fall within the enrolment start date and end date.
IMPORTANT: This tile will display the inactive programs too if those inactive programs have data to display. Cancelled enrolments are not included in the count.
Each program has its own count of students. Each count is a hyperlink that will take you to the Continuing Listing Screen for that specific program.
Also on the bottom end of this tile, a total count of all programs will be displayed which is again a hyperlink that shows you the records of all continuing students for all the programs being displayed on the tile for the selected date range. There we are showing a CSV icon
to download CSV file for all the programs and counts being displayed in this tile.
Select here to learn about the Calendar option
In this update, we have released the new Agent Portal. This will allow any of your agents; that you give permissions to, the ability to view information that they would normally email or call you about. They will also be able to create applications in TEAMS and you will be notified. Also, we have introduced a new view icon to allow you to view a password for specific fields in the system. A new filter (tick box) on the Application Listing screen has been added, that will allow you to search based on application dates. And new filters and column heading changes have been made to the bulk results screen. For a full list of what has been added in this release, please see below.
We have released the New Agent Portal. Agents will be able to view information that they would normally email or call you about, such as current students and commission invoices overdue etc. They will also be able to do applications that are directly in TEAMS and you will receive notifications.
As part of the Agent Portal, we have made some changes on the Agent entry screen for you to be able to setup their login details.
We have made some further improvements and added a new icon on the user login screen and User entry screen. Now the user will be able to view their password by selecting the view icon in the password field.
By default, the system uses the creation date of an application to search and display results in the Application List screen. We have added a new filter for Use Application Dates. If you select this the system will search based on the application dates. You can access this screen from the Marketing Dashboard.
We have made some changes to the Filters and how the system behaves when you select information in them. Also, we have changed the name of some of the column headings in the grid and have added a new column to the grid as well.
We have made some changes on the Enrolment Dashboard > Agent Financial screen. Now you will be able to see Agent’s payments (what invoice was done for both student and agent payments and who did the payments.
We have now added two new fields Agent login and Agent Admin password on the Agent entry screen
We have also added a new eye icon on the screen to view the agent admin password.
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, 17th November 2022
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.
In this release, we have introduced three new columns (Discount, Discount Reason and Deposit Due) while editing multiple invoices and we have also done some changes in the Transition Process. There are some visual changes while doing the New Application process and you will also see Login Screen security improvements and changes for the Agent Commission.
We have been introducing tightened security measures for all client sites and their users, to ensure their sites are secure.
We have made some changes to the login screen and locked account in the system to tighten the security of your passwords.
While editing multiple invoices on the Enrolment Dashboard > Student Financial screen, you will now see three different columns which will allow you to give a discount on a particular invoice.
While creating a receipt for an agent invoice, you will be able to make an overpayment where the student has paid you more money for an Agent commission.
We have made some changes to the Agent commission while doing the new application process where you can pay commission to the invoice, Apply GST and create a bonus invoice for the Agent.
In the Transition Process, once you do the transition for any enrolment from one program to another, you will see the letter T at the end of the enrolment number.
Once you finished the transition process, you will be able to see this change in different locations in the system.
We have made some visual changes while doing the New Application process. You will continue to notice further visual improvements with each update and we will keep you posted in the what’s new summary for each update.
To know more select the read more.. button.
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.
Please email support@rtosoftware.com.au or call us on 1300 850 585
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, 3rd November 2022
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.
In this release, we have introduced a new feature to allow you to chat and call our support staff directly from TEAMS. We have also done changes in the student receipts to allow a student to make an overpayment. There are also visual changes that have been made and you can read about them below.
Now from TEAMS, you will be able to reach us via online chat and online calls through LiveCaller.
This feature is available on the Main Dashboard.
After each TEAMS update this icon will be a link to the newest post for What’s New. If you put your mouse over the icon it will show you what the date of the latest/last update was. For instance, this update is for 6th October 2022 so the tooltip will show you this and when you select the link it takes you to the What’s New post for the 6th October 2022. As we update every fortnight, this icon will always be there and just show the most current what’s new post until the update occurs.
This icon is available on the Main Dashboard.
When you open screens in TEAMS, from this update onwards, you will see a new help icon in the right hand corner of the screen. If you click on this it will open a help post in a new browser that you can read and understand how the screen, process or report works.
We have made minor visual changes to certain areas in the system.All the tiles in the system now have rounded borders and also we have changed the font style so it is easier to read.
We have also updated the icon for the upload picture icon and this icon for the Student Dashboard, Applicant Dashboard and Agent Dashboard.
You will continue to notice further visual improvements with each update and we will keep you posted in the what’s new summary for each update.
While creating a receipt for a student invoice, you will be able to make an overpayment where the student has paid you more money for an invoice than they should have.
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.
Please email support@rtosoftware.com.au or call us on 1300 850 585
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, 20th October 2022
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.
This release features improvements to the report engine for MS Word reports, new settings to identify which applicants & students need homestay and/or airport transfers arranged, the ability to mark absences as approved or sick leave in bulk, new CEFR levels can be entered at the Test Results level for ELICOS students and other minor changes. All of these changes are listed below.
We have been optimising our report engine for MS Word reports to improve the speed and efficiency of customising your templates for letters, certificates etc.
When you select to generate a word report the system gives you a popup so you can select a custom template. Now you will see your custom templates in the .docx format and not the .dot format.
This is for any MS Word report that you can print from any of the dashboards where word reports are available. This would include dashboards for applicants, applications, students or enrolments dashboards.
In the new application process, once you have added/selected an applicant/student to create applications for you will see two new settings for Requires Homestay and Requires Airport Pickup/Dropoff
Once you have completed your applications you will be able to see these settings in different locations in the system.
In a similar fashion that we have on other list screens such as Starters, Finishers and Continuing Students we have added a new icon for CSV so you can download the list if applications listed in the grid.
When you select the CSV icon you will be able to browse and save the file to your local computer.
If you are delivering ELICOS courses to students and managing their test results in TEAMS, you can now add the CEFR Level as well as a more general level for the information to print in Certificates.
You can now mark absence as approved and/or sick leave in bulk from the attendance screen.
This feature was available from the Enrolment Dashboard > Classes & Attendance tiles as a one to one entry.
We have also added a new Notes icon in the screen to add notes for any leave you are entering.
When a student logs into the LMS/Student Portal they will be able to see their enrolment/s financial account summary under the Accounts tab.
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.
Please email support@rtosoftware.com.au or call us on 1300 850 585
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, 6th October 2022
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.
Dashboard > Marketing > New Application > New applicant icon
In the system you will see dropdowns for fields and filters for reports, such as the one below:
Most of the dropdowns and what you see in the list will be automatically generated by the system. however, there are some that you can customise what you see in the list. For example, using the screenshot above below outlines the different types of dropdowns:
Gender – the options in the dropdown are standardised (hard coded) and you can’t add to them.
Marketing Source – the options in this dropdown you can customise using the User Codes screen.
Account Manager – when you setup Account Managers in the system then that is the list that will show in this dropdown.
If you want something added to a dropdown that you cannot customise in the User Codes screen, you are welcome to send an email to support@rtosoftware.com.au and we will see if it is possible to add the option for you. It will all depend on what dropdown it is and if it is a standardised option that the majority of our clients would/could use or unique to your college.
If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us via support@rtosoftware.com.au
Main Dashboard > System Admin > User Codes
Many of the dropdown menus you see contain a selection of User Codes in the system. These User Codes are only visible within the dropdown if you have personally generated them. By creating user codes for specific objects or groups, you can find the available options in the dropdown to meet your specific needs.
The user Code Welcome screen offers a comprehensive overview of user codes in the system. It allows you to efficiently manage and track user codes, add new ones, search for specific codes using the code Type dropdown, and perform necessary actions like editing or deleting codes directly from the grid.
For example, below are some user codes that outline the type of dropdowns in TEAMS
Gender – the options in the dropdown are standardised (hard coded) and you can’t add to them.
Marketing Source – the options in this dropdown you can customise using this screen.
Account Manager – when you set up Account Managers in the system then that is the list that will show in this dropdown.
1. For employer role ” Legal“, you can not add multiple entries with overlapping dates.
2. If an employer with the role “GTO” is added then you can not add another employer with the role of GTO or legal.
3. If employer role ” GTO ” is selected then the system will check if its start date is greater than the last legal employer end date, only then it will allow adding the GTO employer to the grid
| Date Updated | What Screen/Report |
|---|---|
| 2022 07 14 | Tooltip on Employer Icon |