This is the tag we use to approve any post (old and being edited etc) through revisions. Once the majority of all existing/old posts have gone through our edit process and have this tag, we will then bulk remove it from them.
Different reports are available on different tiles under the Application Dashboard. You can see these reports under Print Icon on the Application Profile Tile.
Each report listed below is a link to a post where you can understand the report and its parameters and view an example of the report.
The Application Standard Training Plan report serves as a comprehensive document that offers students a concise yet comprehensive understanding of the training program. Its primary objective is to provide a clear outline of the program’s structure and anticipated outcomes, benefiting trainees in monitoring progress and facilitating effective training delivery. This report encompasses essential details, including the training mode, specific unit start and end dates, allocated hours, and outcome status, ensuring transparency and facilitating efficient coordination. The unit starts and end dates specifically define the duration of each module or unit within the training, enabling students to plan and manage their learning journey effectively.
Please select the desired template from the dropdown menu and select the Generate button. Once successfully generated, you can easily download the template in either PDF or DOC format from the Report Dashboard.
IMPORTANT – To receive further guidance on customising the report templates according to your requirements, we recommend referring to the instructional post titled Report Templates. This post provides step-by-step instructions on modifying the templates to match your desired format and content.
The Training Plan is a crucial document that outlines the training program for apprentices or trainees. It specifies the training content and who will provide it, as well as the details of when, where, and how the training will be delivered. The plan also explains the assessment process and when the apprentice/trainee will be deemed competent. Developed collaboratively by the RTO, apprentice/trainee, and employer, the Training Plan is a dynamic document that reflects the current status of the training and is regularly updated. It ensures compliance with standards, clarifies workplace tasks, and serves as a basis for reviewing and evaluating the training program.
In the Training Contract, all parties (apprentice/trainee, employer, and RTO) must fulfil their responsibilities as outlined.
Please select the desired template from the dropdown menu and select the Generate button. Once successfully generated, you can easily download the template in either PDF or DOC format from Report Dashboard.
IMPORTANT – To receive further guidance on customising the report templates according to your requirements, we recommend referring to the instructional post titled Report Templates. This post provides step-by-step instructions on modifying the templates to match your desired format and content.
Application letter and warnings play a crucial role in formal communication as they are used to convey a person’s acceptance and enrolment into a program, course, or organisation. They provide important information such as program details, start dates, duration, and any specific conditions or requirements the individual needs to full fill.
You can select the template from the dropdown menu and select the Generate button. After a successful generation, you can easily download the report in either PDF or DOC format from the Report Dashboard.
IMPORTANT – It is important to note that this template can be utilised for generating letters and warnings at both the application and enrolment levels. To receive further guidance on customising the report templates according to your requirements, we recommend referring to the instructional post titled Report Templates. This post provides step-by-step instructions on modifying the templates to match your desired format and content.
This screen can be accessed from the Agent Dashboard in TEAMS and provides a comprehensive list of both enrolments that are linked to the specific selected Agent. The displayed enrolments are filtered based on the selected parameters of a particular Agent. This screen serves as a centralised hub to track and manage enrolment’s overdue amount. It will also show you Current, Start and Finished enrolments based on the filters selected.
As you can see below, this screen is divided into two sections:
To open this screen, you would have selected the Enrolments from the Enrolments Tile on the Agent Dashboard. Based on what you selected the system will open the screen and populate the information in this section.
For an explanation of each filter and how the system will use it, please click here for more information.
The system will show you a summary of information for each enrolment linked to the agent. The information that displays in the columns for this grid is generally standard information. However, please keep an eye out for any What’s New posts for this screen as this is where we would let you know of any new columns or changes to existing ones that we do.
Icons – Click here to learn more about how to use these icons
Burger Menu – Click here to learn more about how to use the burger menu
This screen can be accessed from different locations such as the Agent Dashboard and Marketing Dashboard in TEAMS and provides a comprehensive list of both pending and converted applications. The displayed applications are filtered based on the selected date range and are specific to a particular Agent and Program. This screen serves as a centralised hub to track and manage the progress of applications, offering a convenient overview of the status of each application within the specified criteria.
As you can see below, this screen is divided into two sections:
To open this screen, you would have selected the link for Applications+ from the Marketing Dashboard or the Applications Tile on the Agent Dashboard. Based on what you selected the system will open the screen and populate the information in this section.
For an explanation of each filter and how the system will use it, please click here for more information.
The system will show you a summary of information for each pending and converted application. The information that is displayed in the columns for this grid is generally standard. However, please keep an eye out for any What’s New posts for this screen as this is where we would let you know of any new columns or changes to existing ones that we do.
Icons – Click here to learn more about how to use these icons
Burger Menu – Click here to learn more about how to use the burger menu
Recently, we have made significant improvements to the WebForm, resulting in faster access and a smoother user experience. Now, the screen opens within seconds, ensuring quick and efficient interaction with the form. Along with the performance optimisation, we have introduced a new dropdown menu for Training Location within the Course Selection Section.
This addition enhances the webform’s functionality by allowing you to select the preferred Training Location conveniently. Additionally, to enhance security and prevent spam submissions, we have incorporated a recaptcha at the bottom of the screen. This helps verify that the WebForm is being filled out by a human user rather than an automated bot. With these updates, we aim to provide a more efficient and secure web form experience for you.
Analysing Survey Results refers to the process of examining the collected data from a survey in order to gain insights, draw conclusions, and make informed decisions. It involves analysing the responses provided by survey participants to extract meaningful information and identify patterns, trends, relationships, and key findings.
The screen offers you the ability to analyse survey results based on a specific year or date range. It provides a user-friendly interface where you can select the desired timeframe and view results accordingly. In addition, there is a dropdown menu next to the “based on” radio button, which allows users to select specific pages from the survey to focus on when analysing the results.
Upon selecting the desired parameters, you are presented with a summary response section. This section provides key metrics to provide an overview of the survey performance within the selected period. It includes information such as the “Total Sent in Selected Period,” which represents the total number of survey invitations sent during the chosen timeframe. The “Total Completed in Selected Period” indicates the number of surveys that were fully completed within the specified timeframe.
Furthermore, the summary response section also provides insights into completion rates across different periods. This includes information such as “Completed in Different Period,” which shows the number of surveys completed within periods other than the selected timeframe. Additionally, it presents the “Total Not Completed,” which represents the number of surveys that were not completed by respondents.
The availability of these summary response metric assists you in understanding the overall survey engagement and completion rates. By analysing results based on specific timeframes and page selection, you can derive valuable insights into survey performance, identify trends, and assess the effectiveness of the survey design. This helps in making data-driven decisions and improvements based on the survey findings.
The Survey View Request screen is a part of the survey management interface that displays a grid list of survey requests received from students. This screen provides essential information related to each request in a structured format. The grid typically includes details such as the date the request was sent, the student’s name, enrolment number, course name, enrolment dates, and status of the request.
By presenting survey requests in a grid, you can easily access and review the basic information associated with each request. This information allows you to track the progress of survey participation, identify specific participants, and gather essential demographic details such as the student’s name, enrolment number, and course name. Additionally, the enrolment dates and status information provided in the grid help in managing and monitoring the survey process.
This screen also serves as a central hub where you can view and manage the requests received from students. It offers a convenient overview of the survey participant pool, enabling efficient tracking and organisation of survey data. This screen plays a crucial role in ensuring that survey requests are properly tracked, managed, and processed, facilitating effective data collection and analysis.
Survey design refers to the process of creating and structuring a questionnaire or survey instrument to collect data from students. It involves various considerations such as determining the survey objectives, selecting appropriate question types, formulating clear questions, designing the survey flow, and deciding on the survey delivery method.
The survey management interface consists of different tabs, each offering distinct functionalities and screens. The “Design Survey” tab allows users to create and customise surveys. Within this tab, there are various screens where users can define survey header, select question types and structure the survey flow, and determine response options. Additionally, the “View Requests” tab provides a screen where users can manage and view survey submissions or participant requests. Another important tab is the “Analyse Results” tab, which offers screens specifically designed for survey data analysis.
Designing a survey involves several key steps.
This tab will show you the Survey Request for a particular object. To Know more Please select Survey Request.
Analysing survey results refers to the process of examining and interpreting the data collected from a survey to gain insights, draw conclusions, and make informed decisions. It involves summarising and examining the responses provided by survey respondents to identify patterns, trends, relationships, and key findings. To know more please select Analyse Results.
