Compliance Dashboard – Bulk Flagging of Overseas Enrolments

18 January 202413 October 2023 by Mani Gill

We have introduced a new tick box to update the Overseas status for multiple enrolments. Now, when you navigate to the Compliance Dashboard and access the Enrolment is not flagged as Overseas listing screen, you’ll notice the Overseas Enrolment tick box next to each student’s number in the grid as well as above the grid.

To update this status in bulk, simply select the desired tick boxes corresponding to the students you want to include, then proceed to the Overseas enrolment tick box located above the grid. After making your selections, select the Update button. The system will promptly display a confirmation message at the top of the screen, asking for your confirmation to save the records. By selecting OK, the system will refresh the screen, and the chosen records will no longer appear in the grid. This signifies that the update has been successfully applied, and the “Overseas” status has been modified for the selected enrolments.

Training location Missing Screen – New Campus and Training Location Dropdown

16 October 20239 October 2023 by Mani Gill

Now, you will notice the addition of new dropdown menus, specifically Campus and Training Location. These dropdowns offer a convenient way to filter and update training locations in bulk. With these options, you can select both filters simultaneously, streamlining the process of updating training locations.

IMPORTANT – You will notice that initially, only the campus dropdown is visible. Once you have selected your desired campus, the system will dynamically reveal the Training Location dropdown for your convenience. Afterwards, it’s essential to proceed by checking the appropriate tick boxes corresponding to the enrolment numbers and then from the training location dropdown, select the specific training location. Finally, complete the process by hitting the “Update” button.

Offer Letter – New Program Summary Table

4 October 20234 October 2023 by Mani Gill

In the Master Offer Letter template, we have introduced the new Program Summary Table. This table is designed to provide you with a comprehensive summary list of the programs associated with the application for which you’re generating the Offer Letter. This feature offers a clear and concise overview of the included programs, making it easier for you to review information.

Furthermore, within this Program Summary Table, you will see a new column titled Program Notes. This column allows you to access and display program-specific notes for each enrolment directly in the table. Note – The program note will only reflect in this column if you have updated it at the program level. This enhancement enhances the Offer Letter generation process by providing you with a convenient way to access and communicate program-specific details.

What’s New – 5th October 2023

30 November 20233 October 2023 by Mani Gill

Welcome to the latest update for TEAMS

Some key changes made in this update are:

A new feature that divides every fee line item while processing Applications

Sort Commission Due Report by Student Name and Student Number

New Program Summary Table and Notes Column introduced for Offer Letter

New Bulk option to update Include in National Export for multiple enrolments

For a full list of what has been done in the system, please see the below list:

Application Process – Edit Invoice Screen Fee Line Items Changes

This new functionality will display every fee line item in each instalment. This means you will now have the ability to clearly see and divide fees like material fees, enrolment fees, placement fees, and more across all the instalments.

Commission Due Report – New Sort By Option

Now, when generating a Commission Due Report, you have the flexibility to sort it either by Student Number or by Student Name, providing you with greater control and ease when managing commission-related data.

Offer Letter – New Program Summary Table

The Program Summary Table provides you with a comprehensive summary list of all the programs linked to the application. It simplifies the process of reviewing and understanding the programs associated with the application.

Within this Program Summary Table, you’ll notice the inclusion of a new column titled Program Notes. This column is designed to provide program-specific details and notes for each enrolment,

New Bulk Tick Box to Update Include In National Export

A convenient new feature that allows you to efficiently update the “Include in National Export” status for multiple enrolments in bulk directly from the Include in National Export listing screen.

This will eliminate the need for updating each record individually and enable you to make bulk changes effortlessly.

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.

The next update is due on Thursday, 19th October 2023

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.

Application Process – Edit Invoice Screen Fee Line Items Changes

4 October 20233 October 2023 by Mani Gill

In a recent update to our Application process, we have introduced a new functionality within the New Application – Edit Invoices screen.

Irrespective of your instalment plan set up or even if you are using the recalculate invoice feature for your Application/s creation in the system. Now every fee line item will be displayed in every instalment allowing you to divide the other fees such as material fee, enrolment fee, placement fee, OSHC etc. as per your requirement.

For example, if you have a total of five invoices, the first invoice will display the cumulative amount for all selected fee line items, while the remaining four invoices will exclusively show the amount for tuition fees, with material fees and enrolment fees reflecting as 0.

Note – It’s important to note that instalments containing fee line items with a reflected amount of 0 will not impact the invoice creation process.

Commission Due Report – New Sort By Option

3 October 202329 September 2023 by Mani Gill

When you generate the Commission Due Report, you have the flexibility to sort the report based on your preference. You can now choose to sort the report either by Student Number or by Student Name, providing you with greater control and ease of use when managing commission related data. This added sorting option enhances the user experience, making it simpler to access and analyse the Commission Due Report according to your specific needs and preferences.

New Bulk Tick Box to Update Include In National Export

3 October 202328 September 2023 by Mani Gill

We have introduced a convenient feature to streamline the process of updating the Include in National Export status for multiple enrolments. Now, when you navigate to the Compliance Dashboard and access the Include in National Export listing screen, you’ll notice the “Include in National Export” tick box next to each student’s number in the grid.

To update this status in bulk, simply select the desired tick boxes corresponding to the students you want to include, then proceed to the Include in National Export tick box located above the grid. After making your selections, select the Update button. The system will promptly display a confirmation message at the top of the screen, asking for your confirmation to save the records. By selecting OK, the system will refresh the screen, and the chosen records will no longer appear in the grid. This signifies that the update has been successfully applied, and the “Include in National Export” status has been modified for the selected enrolments.

Finishers Report History

5 October 202326 September 2023 by Mani Gill

The below table will show you the changes that have been made to the Finishers Report.

Date Updated	Changes Made
07 Sep 2023	Finishers Report – New Student’s First Name and Last Name Columns

What’s New – 21st September 2023

30 November 202319 September 2023 by Mani Gill

Welcome to the latest update for TEAMS

Some key changes made in this update are:

New Timetable Detail report has been introduced

New Subjects Column added to the Email Template Welcome Screen

Now the Invoices are sorted in ascending order based on invoice due dates

Send emails in bulk by selecting students from different pages from the listing screen

The payment Due Listing screen now has a new Contact Detail column

For a full list of what has been done in the system, please see the below list:

Timetable Detail Report

A new report, known as the Timetable Detail Report, has been recently incorporated into the system on the Timetable Step 2 – Classes screen. This report has been designed to provide you with comprehensive and detailed information regarding timetables.

Email Template Welcome Screen – New Email’s Subject Column

A column, labeled Email’s Subject, has been introduced to enhance the email template customisation.

With this addition, you now have the ability to view a clear and attention-grabbing subject line for your emails right from the Email Template Welcome screen.

Enrolment Financial Details Screen – Invoices Sorted by Due Date

When you access the enrolment financial detail screen, you’ll notice a significant improvement in how invoice due dates are presented.

They are now sorted in ascending order, making it much easier to track and manage your financial obligations efficiently.

New Option – Select Multiple Student Records Across Pages for Email Sending

You now have the flexibility to select multiple students from different pages on the listing screen and send emails to them in bulk with a single action, eliminating the need to navigate through pages one by one.

Payment Due Listing Screen – New Contact Details Column

You will now see a new column, Contact Details, within the grid, displaying the mobile numbers of the respective students. This addition makes it easier than ever for you to access essential contact information while managing payment dues.

Bulk Result Screen – Result Date Changes

This is a convenient feature that allows you to select result dates from previous periods when updating results for enrolments in bulk.

This means that when you’re on the Bulk Result screen and you need to update results for students who have successfully completed subjects in the past, but whose results and result dates were not previously updated, you can effortlessly do so. By applying the appropriate filters, you can efficiently update the result dates for those students.

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.

The next update is due on Thursday, 5th October 2023

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.

Timetable Detail Report

20 September 202319 September 2023 by Mani Gill

The Timetable Detail Report provides you basic information about a timetable including timetable code, timetable name, campus name and timetable start date and end date.

You can generate this timetable report from the Timetable step 2 screen > Print Report button. When you generate the report, the system will print it as per the timetable start date and end date and will show you all the classes and their relevant information within that period of time.