What’s New

Invoice Recreation Changes

by

In this recent update, we are excited to introduce improvements to the invoices recreation feature in TEAMS. Previously, you were limited to viewing the dates and amounts for invoices on the recreation screen. However, with our latest enhancement, we have added a new capability that allows you to make changes directly to the invoices.

Now, you have the flexibility to edit both the date and the amount associated with each invoice, providing you with greater control and convenience in managing your invoicing processes. This enhancement aims to streamline your workflow and make it easier for you to handle any necessary adjustments to invoices, ultimately enhancing the overall user experience and efficiency within TEAMS.

NOTE – we have seamlessly integrated the invoice recreation process into the Application creation process within TEAMS. Now, while creating applications, you can conveniently access the invoice recreation feature directly from the Application Dashboard. You can recreate invoices and make any necessary adjustments directly from this Enrolment Dashboard > Student Financial Details Screen > Invoice Recreation.

What’s New – 27th July 2023

by

Welcome to the latest update for TEAMS

Some key changes made in this update are:

  • New Pin Payment integration in TEAMS
  • Newly Refresh Icon and Tooltip have been introduced on the Marketing Dashboard and Main Dashboard
  • View Enrolment Outcomes and Campus code within the Current and Upcoming Enrolments section
  • Enrolment Dates are arranged in ascending order within the historical enrolment tile
  • New Invoice Due Date column on Applicant Dashboard
  • New system setting that shows invoice dates in ascending order
  • Enrolment Outcome column has been introduced on payment due listing screen
  • Edit invoice dates and amounts while recreating invoices

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

Pin Payment Integration

With Pin Payment, a trusted and widely recognised payment gateway, we can ensure a seamless and hassle-free payment experience for your students.

Read More

Main Dashboard – Email Sent Tile New Functionality

This tile offers a comprehensive list of all the objects to whom emails have been sent. It provides users with a quick and convenient way to access essential email information and perform various actions.

Read More

Main Dashboard Tiles Optimisation

With this latest enhancement, you will notice the addition of a convenient refresh icon accompanying the Continuing, Starters, and Finishers Tiles.

  • Refresh Icon – This refresh icon empowers you to effortlessly update and retrieve the most up-to-date data pertaining to Current Students, those who have already started and those who have successfully completed their courses.
  • Tooltip – This tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.
Watch Video
Read More

Marketing Dashboard Tiles Optimisation

As you access the Marketing Dashboard, you will immediately notice the valuable addition of a refresh icon accompanying the Summary, Intakes, Programs, Short Programs, Agents, and Account Managers Tiles.

  • Refresh Icon – This refresh icon empowers you to effortlessly update and retrieve the most up-to-date data for the Summary, Intakes, Programs etc.
  • Tooltip – This tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.
Watch Video
Read More

Student Dashboard – Historical Enrolments Tile Changes

There are some changes have been implemented to the Historical Enrolments tile and you will now have the convenience of viewing historical enrolments in descending order, meaning that the system will display the most recent enrolments first, followed by older ones in chronological order.

Watch Video
Read More

Applicant Dashboard – Financial Tile New System Setting

With this latest improvement, you now have the option to enable the system setting, which will result in the display of invoice dates in ascending order within this tile.

Watch Video
Read More

Applicant Dashboard – New Invoice Due Date Column on Financial Tile

You will now see new invoice due date column in the financial tile on the Applicant Dashboard.

Watch Video
Read More

Student Dashboard – Current & upcoming and Historical Enrolments Tiles Changes

A new label displays each student’s Enrolment Outcome, enabling you to understand their current status in various courses quickly.

Additionally, including a Campus Code for each enrolment further enriches the Student Dashboard’s data. To make it even more convenient, we have implemented a helpful Tooltip feature that reveals the corresponding campus name when hovering the mouse over the campus code.

Watch Video
Read More

Payment Due Listing Screen – Changes

We are excited to share the latest updates made to the Payment Due Listing screen, which aim to enhance your experience and provide you with valuable insights.

  • Enrolment Outcome – This new column offers valuable information regarding the outcome of student enrolment
  • Sort By – Within the Sort by dropdown, you can easily select the Agent Name option to arrange the listing based on this criterion.
Watch Video
Read More

Invoice Recreation Changes

This improvement empowers you with greater control over their invoicing processes, making it easier to adjust and customise invoices as needed.

Read More

Student Holiday Report – New Email Address Column

In this new column, you can conveniently retrieve and review the email addresses associated with each student, streamlining communication and contact management.

Read More

Student Result Listing Report – New System Setting

You now have the flexibility to activate the system setting for your RTO. Once activated, you will enjoy the benefit of viewing both the student number and the enrolment number in their respective columns for each subject.

Read More

Documents Log – Preview Icon

With the Preview Icon, you now have the convenience of viewing your documents before downloading them. Simply select the Preview Icon and a new window will open, displaying your document in its entirety.

Read More

Webform – New Training Location dropdown and reCAPTCHA

In our recent updates to the web form, we have implemented two new features to enhance functionality and security. 

  • Training Location Dropdown – we have introduced a training location dropdown in the WebForm. This addition allows you to conveniently select the preferred training location from a list of available options.
  • reCAPTCHA – to bolster security measures, we have incorporated a recaptcha at the bottom of the web form. The recaptcha feature helps verify that the form is being filled out by a real human user rather than an automated bot. 
Read More

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.

Next update is due on Thursday, 10th August 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.

Student Dashboard – Current & upcoming and Historical Enrolments Tiles Changes

by

We have recently implemented significant enhancements to the Student Dashboard, particularly to the Current & Upcoming Enrolment tile and the Historical Enrolments tile. With these updates, you can now enjoy increased flexibility in accessing important information.

One notable improvement is the ability to view enrolment outcomes directly from the Student Dashboard, providing a quick overview of a student’s current status. Additionally, we have included the campus code for each enrolment, and by simply hovering the mouse over the code, a tooltip will display the corresponding campus name. This makes it easier and more efficient for you to access vital enrolment details without the need to navigate to the Enrolment Dashboard. Whether it’s a student’s course withdrawal or an updated outcome, all pertinent information can now be readily accessed from the Student Dashboard.

Documents Log – Preview Icon

by

We are excited to announce a recent enhancement to our Documents log screen—a new Preview Icon. You can access the documents Log screen from Applicant Dashboard, Application Dashboard, Student Dashboard, Enrolment Dashboard etc. This exciting addition allows you to have a more streamlined and efficient document management experience. With the Preview Icon, you now have the convenience of viewing your documents before downloading them. Simply select the Preview Icon and a new window will open, displaying your document in its entirety.

IMPORTANT – The Preview Icon is specifically available for PDF documents and various image formats, offering you the ability to seamlessly access and review these types of files without the need for downloading or opening them in separate applications. However, please note that the Preview Icon will not be visible for Word or Excel file types.

Payment Due Listing Screen – Changes

by

We are excited to announce some significant enhancements to the Payment Due Listing screen, aimed at providing you with more valuable insights and improving your overall experience. The new changes include the addition of a new column named “Enrolment Outcome.” This column is specifically designed to display the enrolment outcome of the updated enrolments on the Edit Enrolment Details Screen. With this new feature, you can easily track and understand the outcome of each enrolment.,

Furthermore, we have introduced a helpful “Sort By” option for the Agent Name. When you choose to sort by Agent Name from the Filters on the screen, the system will automatically display an Agent Name tooltip when you hover your mouse over the Agent Code in the Agent Column. This tooltip functionality allows you to quickly access additional information about the agent, providing you with comprehensive details right at your fingertips.

Student Holiday Report – New Email Address Column

by

We are happy to announce the latest improvement to our system—a new column has been introduced, called “Email,” specifically dedicated to displaying the student’s email address in the Student Holiday Report. With this recent addition, managing student information becomes even more comprehensive and efficient. Now, within the relevant interface, you can easily access and view the email addresses of all students, making communication and contact more convenient than ever before.

Marketing Dashboard Tiles Optimisation

by

The Marketing Dashboard has a significant improvement with the addition of a new refresh icon to various Tiles. This new refresh icon empowers you to effortlessly update and retrieve the most current and relevant data within these sections. This latest update brings greater convenience and efficiency to the marketing tiles. Now, when you access the Marketing Dashboard, you will notice the presence of the refresh icon alongside the Summary, Intakes, Programs, Short Programs, Agents, and Account Managers Tiles.

IMPORTANT – An important addition to our recent updates is the tooltip feature associated with the refresh icon. When you hover your cursor over the refresh icon, a tooltip will be displayed, providing you with the date and time of the last refresh. This tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.

Main Dashboard Tiles Optimisation

by

27 July 2023

We are thrilled to introduce an exciting new feature to the Main Dashboard, designed to simplify student management for you. With the addition of a convenient “refresh” icon accompanying the Continuing, Starters, and Finishers Tiles, you can effortlessly update and retrieve the most up-to-date data pertaining to Current Students, students who have already started, and those who have successfully completed their courses.

IMPORTANT – When you hover your cursor over the refresh icon, a tooltip will appear, displaying the date and time of the last refresh. The tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.

Applicant Dashboard – Financial Tile New System Setting

by

We are excited to announce the addition of a new system setting to enhance the financial tile on the Applicant Dashboard. With the introduction of this feature, you can now enjoy improved functionality in the Financials section.

When the new system setting is activated, invoices will be conveniently displayed in ascending order based on their “Invoice Date.” This arrangement provides a more organised view, making it easier for you to access financial information. On the other hand, when the setting is turned off, the display remains unchanged, ensuring that you can seamlessly continue using the dashboard as you are accustomed to. This flexible enhancement aims to streamline the financial management process, ultimately offering a more efficient and tailored experience for all.

NOTE – To enable the setting that allows you to view Invoice Dates in ascending order, we kindly request you to get in touch with our dedicated support team. Our support staff is readily available to assist you with any inquiries or assistance you may need.