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Intervention Process

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If you wish to manage your Intervention Strategy in TEAMS for your students and their enrolments, you can access this from the Enrolment Dashboard > Compliance Alerts tile.

Before using this screen you would need to setup your Intervention Statuses and Outcomes in the User Codes section of the system. Once you have completed the setup, you can then use this process from the Enrolment Dashboard as below.

Note: although intervention is a CRICOS specific compliance requirement, many of our clients that have domestic students want to use this process and it is available to those student enrolments as well.

How to create an Intervention?

To add an intervention to the enrolment, Select the + icon as shown.

This will open up a popup window for adding intervention. You can add the necessary details and save the screen. This will add a new intervention to the enrolment.

  1. Start Date of Intervention – by default, the system will today’s date, however you can change it. You cannot leave this empty as it is a mandatory field.
  2. Intervention Status – select the level of intervention you are placing the student on from this dropdown. This initiates the intervention in the system and until you add an Intervention outcome against it, the system will show the enrolment as having a current intervention in place. This is also a mandatory field, so it cannot be left empty.
  3. Last Appeal Date – this is only used if you need to keep a record of this date, generally only CRICOS colleges would use this.
  4. User Name – by default the system will load your name, if you have logged into TEAMS and are doing this entry.

IMPORTANT: Whenever there is an active Intervention for an enrolment the system will show the compliance warning icon . Only when you complete an intervention will this icon be removed from the Compliance Alerts tile of the Enrolment Dashboard. You can select this icon to open the intervention listing screen. This is where you can see a history of all the intervention/s, current and completed, that the student has for the specific enrolment.

Intervention Listing Screen

This is where you will see all interventions for the enrolment. This will include both current/active and completed (historical) entries. You can edit or delete any entry in the grid by selecting the relevant icon in the Actions column.

As mentioned above, once you have completed an active intervention by adding the intervention outcome to it, the system will remove the compliance warning icon. It will be replaced with the view icon which you can select to open the Intervention listing screen.

New Column in Payment Report

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We have added a new column ” Balance” in the Payment Report. If any of the invoices are partially paid then the balance column will show you the pending fee for that fee line item.

This is how the table will show you the total invoice amount, amount Paid and the outstanding balance of the invoice.

Important: User Login and Security related changes

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We have been introducing tightened security measures for all client sites and their users, to ensure their sites are secure.

For example, you can no longer use generic logins for multiple users to log into TEAMS. Each user must have a unique email address and mobile number.

Each user will now be forced to change their password and it will need to meet a new standard of password format for the system to save it. The new format will be along the same lines that most other online apps and software use which is that it will need to meet the following rules:
 
1. Must be at least 10 characters in length
2. Must have a mix of letters, numbers and special characters
3. Must have at least one letter that is in upper case

Every user’s password that is changed and saved will then be stored. Every 90 days, when you try to log in, you will be asked to change your password again. This is a mandatory requirement, you cannot choose not to change your password.

NOTE: It is important to know that no user will be allowed to re-use an already used password. This is standard practice and we want to ensure that your site remains secure.

Enrolment Financials – Edit Multiple Invoices

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For ease of use, we have now introduced a new screen “Edit Invoices” on Student Financial Detail Screen.

In the past, to edit the invoice dates or their amounts we were editing each invoice individually. But now with this new screen, we can edit multiple invoices at once. Isn’t that easy? Yes, it is and will save a lot of time.

To edit multiple invoices, Just click on the edit icon on the student financial detail screen.

This will open the Edit Invoices screen as shown below. From this screen, we can edit the invoice date, invoice due date, amount, and GST for all the invoices (highlighted in green color). We can also delete any fee line item by ticking the tick box in front of all the line items for each invoice.

Business Rules

A – The system will only update the student invoices from this screen, it will not regenerate the agent commission invoices. So, if needed you have to change them manually from Agent commission screen.

B – If there is any negative invoice, the system will not allow you to edit it. It will show you the negative invoice in red font color as a line item.

C – If there is any financial transaction against any of the invoice, then the system will not allow you to edit that invoice. It will show you the invoice line items but in a read only mode i.e. non editable.

D – If there is only one line item in any invoice then it will make delete tick box as read only because the system will not allow to delete the whole invoice.

E – By ticking the tick box, the system will delete that fee line item after saving the screen.

After editing all the invoices, you can click on the save button to save the changes.

Important Links

Parchment Issue date

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Earlier, the system was not letting you update the Parchment Issue Date after the enrolment end date but now we have made a change.

You can update Parchment Issue Date even when the date is after the Enrolment End Date while generating the Certificates.

Change in Report Menus

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Dashboard > Student Management

Dashboard > Compliance

We have relocated the Results Achieved and Student Results Listings reports to the Student Management menu.

Student Performance report to the Compliance menu.

UPDATE – Thursday, 4 August 2022

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IMPORTANT: A new TEAMS update is scheduled.

Your TEAMS site will be updated on

Thursday, 4th of August, 2022

This is an important preview email
of what’s coming on your site soon

As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.

Note: You may need to alert other team members within your college as the changes may affect their role or department. 

Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.

We strongly recommend that you take your time and read this (and future update email/s)

You may need to discuss new upcoming features with the relevant decision makersor team members. Each of the changes outlined also have hyperlinks that you can click for further detailed explanation. 

With all that in mind, please review some of the key points outlining the list of changes below –

Report Related Changes

  • Academic Docs
    Academic docs on new report engine, so that your certificates can be generated in less than a minute.

General / Small Improvements

  • User Authentication Check
    Authentication check has been added for the users when their email address and mobile number aren’t updated in TEAMS.

Please review the changes and if something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team. 

There are a number of new initiatives and changes in the pipeline for the next update (due 11th August).

Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life. Your input and engagement are key in helping us improve and we really appreciate it.

Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability. 

All the best from all of us here at RTO Software.

Follow us on Facebook and Instagram

If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 4th August 2022. 

Have a great day!

UPDATE – Thursday, 11 August 2022

by

IMPORTANT: A new TEAMS update is scheduled.

Your TEAMS site will be updated on

Thursday, 11th of August, 2022

This is an important preview email
of what’s coming on your site soon

As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.

Note: You may need to alert other team members within your college as the changes may affect their role or department. 

Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.

We strongly recommend that you take your time and read this (and future update email/s)

You may need to discuss new upcoming features with the relevant decision makersor team members. Each of the changes outlined also have hyperlinks that you can click to take you to our help website for further detailed explanation.

With all that in mind, please review some of the key points outlining the list of changes below –

Major Process Changes

Report Related Changes

General / Small Improvements

Please review the changes and if something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team. 

There are a number of new initiatives and changes in the pipeline for the next update (due 25th August).

Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life. Your input and engagement are key in helping us improve and we really appreciate it.

Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability.

All the best from all of us here at RTO Software.

Follow us on Facebook and Instagram

If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 11th August 2022. 

Have a great day!