history

What’s New – Program and Campus > Linked Program – tick box No longer accepting applications

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We have introduced a new tick box ‘No longer accepting applications‘ at the Program and Campus > Program levels.

Note: If this tick box is selected at the Program level then it will not show the Program with any Campus while the Application Process and if you select this tick box at the campus level for a program then that particular program will not be visible for that specific campus.

Program Level

  • For a Program when you are on the Program > Details screen, you will see the No Longer Accepting Applications tick box as shown below:

Note: If this tick box is selected for a Program then that particular Program will not be visible for any Campus while the Application Process, So instead of making a Program inactive, we recommend you to use this tick-box, so that it will not appear when you are creating applications.

Campus Level

For a Campus, if the user does not want the Program to be visible in the Application Process for the specific campuses then they need to follow the below steps:

  • To select this tick box for a specific campus then you need to go to the Campus screen. So when you are on the Campus screen, you need to select the edit icon under the Actions column for the Campus as shown below:
  • When you have edited the Campus, go to Burger Menu > Linked Program Icon and you will be taken to the Campus Entry > Linked Program screen as shown below:
  • On the Linked Program screen, search for the Program and then edit the Program by selecting the edit icon under the Actions column as highlighted below:
  • When you will click on the edit icon, it will open the pop window on your screen where you can select the ‘No Longer Accepting Applications‘ tick box and save as you can see in the below screen shot.

This way the Program will not be visible for the campus for which you have selected the No Longer accepting applications tick box.

Change – Intake Entry Screen

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Dashboard > Academics > Intakes > Intake Entry

We have introduced a new tick box called ‘No Longer Accepting Applications‘ on the Academic Main Menu > Intakes > Intake Entry screen as shown in the screenshot below:

Note: If this new tick box is selected for any intake, then that particular intake will not be visible in the intake dropdown while the creation of applications. So instead of making an intake inactive, we recommend you to use this new tick-box.

Change – Student Dashboard – VSL Student – Disabilities

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Student Dashboard > VSL Icon

Earlier, on the Student Dashboard > VSL Student icon, the system used to show Disabilities by default even when there was no radio button (yes, no and did not indicate) selected.

Now, We have made the changes for disability and it will show the disabilities when the radio button is selected as Yes on the VSL Edit Student screen as shown below:

Program’s Subjects – New tick Box – Work Placement

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In TEAMS, We have added a new tick box called Work Placement for the Subjects under the Program Entry screen.

  • If you want to tick the Work Placement tick box for the subjects for the specific Program, then you need to go to the Program Entry screen > Burger Menu > Subject Icon as highlighted below:
  • When you are on the Program Entry > Program Subjects screen, there you need to click on the edit icon under the Action’s column as shown below:
  • When you edit the subject, it will open the pop window on the screen and there you will see the Work Placement tick box which you can tick and save for the specific subject.
  • Once you have ticked the tick box, it will show you the column with Work Placement ticked on the Programs Subjects screen.

What’s New – Programs – Fee Help – VET tick box

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We have moved the VET tick box from the Program > AVETMISS Settings screen to the Programs > Settings tab to make it easier to set a program as a VET one as shown below:

Where you are using FEE HELP in the system and you select this tick box, in the FEE HELP section of the screen it will only show you the VSL option not the Higher Ed option as you can see screen shot below:

How to search for a student with a Delta No

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From the Student Search you now can search for a student using their Delta No which is also known in the system and in AVETMISS as the Client Identifier.

Note: Delta No’s are only used for funded students, there is no need to enter anything here if you are not a funded RTO who has purchasing contracts that require the Delta No.

  • If you want to search a student with the Delta No in TEAMS then it should be updated on the Student Dashboard > AVETMISS Icon > Edit Student screen as highlighted in the screen shot below:
  • So when you are on the Main Dashboard, you can search the student in the search bar with it’s Delta No and it will show the Student’s name and TEAMS Student Number as highlighted below:



New Merge field {Results}

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In the system, we have introduced the new merge field called {Results} for the enrolment object. This merge field will be used in the email template body and it will print a table that will include the below columns:

  • Subject Code
  • Subject Name
  • Result
  • Result Date

This merge field will only work if you set the email template type to Enrolment from the dropdown as shown below:

Then select and add the new merge field (Result) from the Available field dropdown as highlighted below in the screenshot.

Note: It will print all the Subjects linked to the enrolment in the table and will show only final results. Where a subject has a progressive result of Not Yet Started or Continuing Enrolment, it will print in the table but the columns for result and result date will be empty.

As you can see in the below screenshot, the enrolment has Progressive and final results and results with it’s result dates. So when sending an email from the enrolment dashboard > Communication tile > Send an email, the system has only printed the subject’s code and name for the Progressive results (BSBCUS501 and BSBCMM401).

This how the table will show in the email.

You can also use this merge field from the main dashboard tiles to send emails in bulk, compose email part is the same as you use to do earlier you just need to select the email template in which the {Results} merge field has been added.

Change – End date editable while creating the Application

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We have made a new change in the system for End Date for this Application field on the New Application screen.

While creating the application system calculates the end date of the application and the field (End Date for this Application field) used to appear as a read only field. Now a user can edit the End Date of the application as their requirements by selecting the dates from the calendar as shown below:

Note: End date editable settings is a system based settings and the user can only edit the end date of the application if this setting is turned on. If you want this setting to be turned on then you need to contact TEAMS Support.

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

Agent Pending Invoice

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Dashboard > Marketing > Agent Dashboard > Pending Payment icon

Overview

This report is used to generate the outstanding/ pending commission invoices for the agent, where you have used the Agent Pending Payments process.

If you wish to send the invoice from TEAMS for their pending payments; this is approved pending commission invoices to be paid, you can use this report to generate the invoice/s.

How to generate the report?

This is a word report and can be generated either from the Pending Payment Welcome screen

or from the final confirmation step of Pending Payments as shown below.

To know more about the Pending Payment process, click here Pending Payments.

Merge Fields in the report

This report template can be copied and you can then create as many customised templates that the system can generate for you. To know more about the tables used in the template, you can download the master template from the Report Templates Screen.

Sample Customised TemplateDownload
Customised Template after being generated by the systemDownload

Important Posts

Agent Dashboard
Agent Pending Payments
Agent Pending Invoice > Merge Fields

What’s New: Practical and Theory Classes

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To make it easy for our every client to track practical and theory classes, we now have introduced new radio buttons for you to set a class type as practical, theory or both.

The popup window that you use to create a class has now new fields as highlighted below:

You can select these radio button set your class type and accordingly, the data will be printed in the ASQA class roll report.

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