Siddharath Dugral

Compliance Reports

by

Below is a list of all the reports available under this Compliance menu in the system. You can see the name of the report with either an icon that has the letters CSV in it or an MS Excel icon. Generally, all reports in the system generate to a CSV (Comma-separated Values). There will be times when a report generates to Excel, primarily as it requires a page break in it which you can’t do in CSV, however, in this menu, there are no Excel reports.

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.

Student Performance

Student Progress Matrix

Attendance

Intervention Status

Qualifications Issued

TPS Report

ASQA Enrolment and Completion Data

Attendance Hours

Intervention Status Report Data Columns

by

Below is the table that will show you the columns and their explanation that will get printed in the generated report.

ColumnsExplanations
Student NoStudent Number generated by TEAMS
Student NameStudent (First name)(Middle name)(Last name).
EmailThe Email Address of the student
PhoneThe Phone number of the student
MobileThe mobile number of the student
Enrolment NoEnrolment Number generated by TEAMS.
CampusCampus name of the student
ProgramProgram name under which the student is enrolled
Start DateStart date of the enrolment
End DateEnd date of the enrolment
AttendanceAttendance percentage for an enrolment
Account ManagerThe account manager linked to the enrolment
Intervention StatusIntervention Status of the student
Intervention DateIntervention date of the student
Warning As At dateIntervention warning as at date
Warning Start DateIntervention warning start date
Warning End DateIntervention warning end date
Next Appointment DateIntervention next appointment date
Last Appeal DateLast appeal date of the intervention
NotesIntervention notes
Agent NameAgent name linked to the student

Intervention Status Report Filters

by

The Intervention Status Report contains two tabs: General and Advance. Each tab offers a set of filters to refine the report’s data. These filters enable you to customise their report based on specific criteria and obtain more accurate results.

General FiltersExplanation
Report based onYou will see two radio buttons under this section:

Show Current Status – When you select this radio button, the report will only show you the current status of interventions.

Show History – When you select this radio button, the report will print the history of interventions.
Show HistorySelect this radio button to print the intervention history.
Report Start DateSelect the Report Start date from the calendar icon.
Report End DateSelect the Report End date from the calendar icon.
CampusYou can select multiple campuses from the dropdown menu.
ProgramSelect the programs from the magic search field.
Intervention StatusThis is a user code and you can create it from the user code screen in TEAMS. Based on the user code created, you can select the intervention status from the dropdown.
Group ByPlease see TEAMS Basics
Sort ByPlease see TEAMS Basics
Asc/DescPlease see TEAMS Basics
Advance FiltersExplanation
Timetables and ClassesSelect the Timetables and Classes from the magic search field.

Select the “Print” Icon  to generate the report. After clicking on it, the system will direct you towards the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.

ASQA Enrolment and Completion Data Report

by

Main Dashboard > Compliance > ASQA Enrolment and Completion Data

Overview

The system is designed to search for enrolments that fall within a specified date range and display each subject for the enrolment that has a final result. This report is generated based on the ASQA (Australian Skills Quality Authority) template for Enrolment and Completion Data, which is accessible through the Compliance Menu in the system.

By using this report, users can easily track and monitor enrolments and their corresponding subjects, which can help with compliance and performance management.

To know more about the Filter and columns and their explanations, please select the below links.

ASQA Enrolment and Completion Data Report Filters

ASQA Enrolment and Completion Data Report Data Columns

ASQA-Enrolment-and-Completion-Data-Report-SampleDownload

Agent Entry – Contact Logs

by

This screen lets you enter the contact logs for the agent. You will be able to view the agent’s current contact logs on the grid and make edits or deletions as necessary.

You can add or modify the details of the agent’s contact logs using the screens provided below.

Agent Dashboard > Agent Profile Tile > Edit Agent > Burger Menu > Contact logs

Agent Welcome screen > Add Agent > Burger Menu > Contact logs

The field’s name and explanations are given below:

FieldExplanation
Contact DateYou can enter the contact date in this field.
User NameSelect the user name from the dropdown field
Log TypeYou can select the log type from the dropdown field.
Contact Select the contacted person from the dropdown.
NotesYou can add notes related to the contact log.

Agent Entry – Documents

by

When you choose the “documents” option from the hamburger menu, a screen will appear where you can add documents for the agent by selecting the “+Add” button.

Once you select the “+Add” button, a pop-up window will appear on the screen where you can choose the document you want to upload for the agent.

The field’s name and explanations are given below:

FieldsExplanation
Upload DateIt will show you today’s date and will get auto-populated in the field
NotesYou can write any notes for your own reference.
Document TypeThis is a user code in TEAMS and based on the User Code created in TEAMS, you can select the document type
Document NameIt will show the name of the document which you have selected.
Public DocumentTick this box if you want to make the document public.

Bulk Class Allocation Step 2

by

Main Dashboard > Student Management > Class Allocation

IMPORTANT – We believe that staying informed about the latest developments in our software is vital for optimising your experience and maximising the benefits of using our system. To view the latest updates and modifications on the Bulk Class Allocation Step 2, we kindly request you to navigate to the History icon history of changes showing on the Bulk Class Allocation Step 1. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.

The Bulk Class Allocation Step 2 screen is where you can see all the student’s enrolments and the classes that are linked to the timetable you picked in the Bulk Class Allocation Step 1. This screen will show you all the information you need to allocate the students to their classes.

Allocating classes to a student is an easy task. All you need to do is locate the checkbox located under the ‘Classes’ column that matches the name of the student you want to allocate the classes. Simply select the checkbox to allocate the classes to that particular student.

Note: If you find that you are unable to select a tickbox, the system will provide you with a tooltip explaining why you are unable to do so. One possible reason could be that the subjects are linked to the classes but not the enrolments. The tooltip will help you understand the issue and guide you on how to resolve it, so you can allocate classes to the student successfully.

IMPORTANT – If you are using this screen to move students from one timetable or class to another, you will need to pay attention to the date field. This field allows you to specify the date when you want the student to start attending the new class or timetable. Ensure that you enter the correct date to avoid any confusion or errors in the student’s schedule. This will ensure that the student’s enrolment details are updated accurately and in a timely manner.

Before selecting the Finish button, it’s a good idea to double-check all the information you have entered to avoid any errors. Once you have completed all the necessary steps, you can allocate the enrolments to the classes by selecting the Finish button. This will finalise the allocation process and ensure that the students are correctly assigned to their respective classes.

Agent Pending Payment Final Confirmation

by

When you finish creating an Agent Pending Payment, the corresponding screen will load to confirm the final details. This is known as the Agent Pending Payment Final Confirmation screen. Essentially, this screen serves as a summary of the information you just entered, allowing you to review and verify all of the details related to the pending payment. By reviewing this information, you can ensure that everything is accurate and correct before submitting the payment for processing.

The Agent Pending Payment Final Confirmation screen displays some buttons which are explained below:

  • Process Another Payment: This button allows you to initiate another payment for the agent, taking them back to the Agent Pending Payment screen where they can create a new payment.
  • Print Invoice: This button allows you to generate an invoice for the pending payment made to the agent. When selected, a pop-up window appears where you can select the invoice template and generate the invoice.
  • View Agent Dashboard: This button takes you directly to the Agent Dashboard, where you can view all the details related to the agent’s account, including their pending payments and transaction history.