Buttons

In TEAMS, we have many buttons on different screens for you to work effortlessly. This post will explain to you all the buttons that we have and their purpose.

Buttons

Their use

To save a screen or popup window

To cancel/close the screen without saving

To apply the filters

To clear the applied filters

To close a popup window or screen

To generate word reports.

To go back to the previous screen

To go to the next step

To add data in the grid

To add a user from the User screen (System Admin > User) and please note that not every user can add another user in TEAMS. You might have to contact our support team to add new users in TEAMS.

To add an employer in TEAMS from the employer screen (System Admin > Employer). If you cannot see this screen, it means you do not have permission.

To add a school in TEAMS from the school screen (System Admin > School). If you cannot see this screen, it means you do not have permission.

To add a classroom in TEAMS from the classrooms screen (System Admin > Classrooms). If you cannot see this screen, it means you do not have permission.

To add a trainer in TEAMS from the trainers screen (System Admin > Trainers). If you cannot see this screen, it means you do not have permission.

To add an account manager in TEAMS from the account manager screen (System Admin > Account Manager). If you cannot see this screen, it means you do not have permission.

To add an email template in TEAMS from the email template screen (System Admin > Email Template). If you cannot see this screen, it means you do not have permission.

To add an SMS template in TEAMS from the SMS template screen (System Admin > SMS Template). If you cannot see this screen, it means you do not have permission.

To add a user code in TEAMS from the user code screen (System Admin > SMS Template). If you cannot see this screen, it means you do not have permission.

To add a notification template in TEAMS from the notification template screen (System Admin > Notification Template). If you cannot see this screen, it means you do not have permission.

To create a quiz in TEAMS from the quiz screen (System Admin > Quiz). If you cannot see this screen, it means you do not have permission.

To create some automations in TEAMS from the automated action screen (System Admin > Automated Action). If you cannot see this screen, it means you do not have permission.

To create other automations in TEAMS from the automated system actions screen (System Admin > Automated System Actions). If you cannot see this screen, it means you do not have permission.

To create instalment plans in TEAMS from the instalment plan screen (Finance > Instalment Plan). If you cannot see this screen, it means you do not have permission.

To add a new campus in TEAMS from the campus screen (Academic > Campus). If you cannot see this screen, it means you do not have permission.

To add a new program in TEAMS from the program screen (Academic > Program). If you cannot see this screen, it means you do not have permission.

To add a new UoS in TEAMS from the unit of studies screen (Academic > Unit of Studies). If you cannot see this screen, it means you do not have permission.

To add a new subject in TEAMS from the subject screen (Academic > Subjects). If you cannot see this screen, it means you do not have permission.

To add academic calendar in TEAMS from the academic template screen (Academic > Academic Template). If you cannot see this screen, it means you do not have permission.

To add a GTP in TEAMS from the group training plan screen (Academic > Group Training Plan). If you cannot see this screen, it means you do not have permission.

To add a timetable in TEAMS from the timetable screen (Academic > Timetable). If you cannot see this screen, it means you do not have permission.

To create a class for a timetable from the timetable step 2 screen.

To finish a process in TEAMS. For instance, class allocation process, timetable creation process etc.

To delete a class for a timetable.

To delete the current and onwards classes for a timetable.

To add an intake in TEAMS from the intake screen (Academic > Intake). If you cannot see this screen, it means you do not have permission.

To have a list of all the enrolments after updating the filters on screens like Subject Dates (Academic > Subject Dates), Results (Student Management > Results) etc. and these screens are permission based.

To create a new application.

To attach documents from TEAMS's document log while sending email/s.

To attach documents from your computer/network while sending email/s.

To send emails/SMS from TEAMS.

To add a new enquiry in TEAMS.

To add a new agent in TEAMS from the agent welcome screen (Marketing > Agent). If you cannot see this screen, it means you do not have permission.

To open another screen for financial items depending upon the screen you are on.

To add a new pending commission payment for an agent. This is based on the system setting for your RTO. If you cannot see this, it means, the system setting is not turned on for your RTO. This is accessible from Marketing > Agent Dashboard > Profile section.

To create a new commission rate template for an agent from Commission Templates screen (Marketing > Commission Templates). If you cannot see this screen, it means you do not have permission.

To have the list of classes for a timetable from the attendance step 1 screen if there is more than one class for a timetable. This is also used to have a list of enrolments to mark the attendance after updating the date range on the Attendance & Results screen. This is visible from Student Management > Attendance.

This is to load classes for the selected timetables on the filters/parameters screen for ASQA class roll report (Student Management > ASQA Class Roll).

To add holidays for a student.

To create a USI for a student.

To verify a USI for a student.

To cancel an enrolment.

To update some of the mandatory AVETMISS settings in bulk for students, enrolments, subjects and programs.

To see/view old AVETMISS fileds settings that are no longer used from Enrolment Dashboard > AVETMISS settings.

To load subjects while transitioning a student's enrolment from one program to another program.

To allocate a student into a class from Enrolment Dashboard.

To load classes to allocate for a student's enrolment within the selected date range from Enrolment Dashboard > Class Allocation Screen.

Grids

In the system, where you need to view multiple rows of similar data it will be displayed in grids. There are two types of grids that you will see in the system that are as follows:

Type 1: Read only Grids

Read only grids allow you to view data and do transactions but you cannot directly edit the entry from the grid. You will find these types of grids in our listing screens such as the one below for the Continuing Listing screen that shows you a list of your current students at the college.

Type 2: Editable Grids

This type of grid allows you to edit the data directly from the rows in the grid or select the Edit Icon in the action column for the row and the system will display a popup screen for you to edit the information and save the changes.

Below is a screenshot of the grid in the Training Plan and Results screen. This grid allows you to edit the data in the grid itself, however, you must remember to select the Save button at the top of the screen once you have finished editing the data in the grid.

Below is an example of the editable grid where you edit the row and the system displays a popup window as shown in the example screenshot below for the Intervention Process screen.

For both grid types, there will be specific columns in them based on what screen and type of data you are looking at. The columns are Details and Actions.

Details Column in grids

This column will generally be seen in List screens such as the Starters Listing screen where you will see a list of students and their enrolments as shown below.

Subject Invoicing

Overview

Originally the system was generating only Program based invoices. However, we have introduced new functionality called Subject Invoicing. This will allow you to raise invoices at the subject level in the application process.

Note: To use Subject invoicing you need to set the Invoicing method to use for your site. To do this you must have System Administration permissions to access the settings or speak to your manager about this.

Program Invoices

For program based invoices, we select the fee at the Fee selection step of an application.


And all the generated invoices will be displayed on the Invoice preview screen

Subject Invoices

For subject based invoices, we select the fee at the new application – subject delivery dates screen for all subjects.

And all the generated invoices will be displayed on the Invoice Preview screen.

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