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Survey

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Main Dashboard > System Admin Menu > Survey

We have introduced a new screen called Survey in our system. This addition enhances the functionality and capabilities of our system, providing you with a dedicated platform for creating, administering, and managing surveys.

A survey refers to a research method used to gather information and feedback from students, faculty, and staff within the college of your RTO. Surveys serve various purposes, such as assessing student satisfaction, gathering feedback on courses or programs, measuring faculty performance, evaluating campus services, or conducting research on specific topics related to the college environment.

Surveys are designed to collect quantitative or qualitative data through a set of structured questions. These questions can cover a wide range of topics, including academic experiences, campus facilities, student support services, campus culture, extracurricular activities, and overall satisfaction. The survey design may incorporate different question types, such as multiple-choice, Likert scales, open-ended questions, or rating scales, depending on the research objectives and the information sought.

When you are on the Survey panel screen, you will be presented with the Icons, buttons and surveys in the grid. Please see the below table for more.

Fields/Icon/ButtonsExplanations
HomeWhen you select the Home, it will take you back to the Main Dashboard.
My SurveysUpon selecting this, you will be presented with all the surveys under your user name.
Applies ToThis is a user code and you can create the user code as per your requirements. For example – Students,Enrolments etc.
Title SearchThis field will help you to search for the specific survey by selecting the search button.
Gridthe grid will display all the survey as a list and also gives you relevant information such as, Applies to, date created, design, Analyse and actions such as whether you want to clear or delete the survey.
LogoutUpon selecting this button, the system will log you out from TEAMS.
+Create SurveyWhen you select this button, you will taken to the create survey step 1 screen.

Create Survey Step 1

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When you select the + Create Button from the Survey Panel screen, the system will takes you to the create survey step screen. This screen will allow you to create a new survey in the system. You will be presented with the create a new survey radio button following the Title and Applies to fields.

  • Title – This can be anything as per your requirements.
  • Applies to – This is a user code in TEAMS, and based on the User Code created, the dropdown will show you the options accordingly.

In the header of the screen, the Home label will takes you back to the TEAMS Main Dashboard, My Surveys label will open the Survey Panel screen for you and the question Bank will take you to the Question Bank Screen.

Once you select the Continue button, the system will take you to the Survey Designer screen.

What’s New – 13th July 2023

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Welcome to the latest update for TEAMS

Some key changes made in this update are:

  • TEAMS transition from USI web service 4.0 to USI web service 5.0
  • Report Dashboard Optimisation
  • New Survey screen has been introduced
  • Action Details report is now available in the task management process
  • Added multiselect campus dropdown for Intervention Status report
  • intakes/dates column in all listing screens now displays both Intake names and enrolment dates

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

USI Web Service Version 5.0

We are thrilled to share the exciting news that TEAMS has successfully transitioned from the USI web service 4.0 to USI web service 5.0

Report Dashboard Optimisation

Now, whenever you generate a CSV report, the report dashboard will provide additional information to enhance clarity and context.

Specifically, the dashboard will display the Campus name, taking into account any multiple campuses selected while generating the report. Additionally, the report’s start date and end date will be prominently displayed, offering clear visibility into the specific timeframe covered by the report.

Survey Screen

With this new feature, you can design surveys, customise questionnaires, and tailor the survey flow according to their specific requirements.

The addition of this new screen aims to enhance the survey management capabilities of our system, facilitating efficient survey creation and empowering you to gather valuable insights from their survey students.

Read More

Task Management – Action Details New Report

We are pleased to inform you that a new report called the Action Details Report has been added to our system.

The report provides a comprehensive view of all the details associated with tasks created from the Task Entry Screen. Additionally, it includes action logs for Journal Entries. 

Read More

Intervention Status Report – Campus Dropdown Changes

The key change involves transforming the Campus dropdown into a multi-select option. Previously, you were limited to selecting only one campus at a time for generating these reports.

We believe that this enhancement will significantly improve the reporting experience, enabling more efficient and effective monitoring of student outcomes across various campuses.

Watch Video
Read More

Listing Screens – Intake/Dates Column Changes

This modification allows you to quickly identify and associate enrolment information with the specific intake, providing a more comprehensive view of the data presented in the listing screens.

Watch Video
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, 27th July 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.

Intervention Status report – Campus Dropdown Changes

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Previously, when generating the Intervention Status Report, the system allowed you to select only one campus at a time from the campus dropdown menu. However, we have now made important changes to this feature. The campus dropdown menu has been transformed into a multi-select option, giving you the flexibility to select multiple campuses when generating this report. This improvement provides increased convenience and efficiency, as you can now generate report for multiple campuses in a single operation.

With the new multi-select capability, you can easily include data from different campuses in the Intervention Status Report, enabling a more comprehensive and holistic view of student progress and intervention efforts across various locations.

We believe that this enhancement will greatly benefit you, offering greater flexibility and enabling more efficient reporting processes.

Listing Screens – Intake/Dates Column Changes

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We are excited to announce that we have implemented updates to the Intake/Dates Column across all listing screens, including Continuing, Starters, Finishers, and Financial Dashboard > Overdue Fee Listing, Payment Due Listing and Payment Received Listing. Previously, the system would display enrolment dates only if there was no linkage to an intake.

With the recent changes, the Intake/Dates Column now provides more comprehensive information. If the enrolment is linked with an intake, the column will display both the intake name and the enrolment dates. On the other hand, if there is no intake linkage, you will only see the enrolment dates without the intake name. This enhancement allows for a clearer representation of enrolment details, providing you with a better understanding of the associated intake and enrolment dates.

Task Management – Action Details New Report

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We are pleased to inform you that a new report called the Action Details Report has been added to our system. To access this report, navigate to the Action Details Screen and select the Burger menu. The report provides a comprehensive view of all the details associated with tasks created from the Task Entry Screen. Additionally, it includes action logs for Journal Entries. When you generate the report, it will be available in both Word and PDF formats.

If you wish to customise the template according to your specific requirements, you can easily do so by selecting the Report Template option. We have provided guidelines in a separate post on How to customise the Report template in TEAMS. This feature allows you to tailor the report template to align with your preferences and needs, providing you with greater flexibility and control over the generated reports.

Application Dashboard – Account Manager

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Application Dashboard > Application Profile Tile > Account Manager Icon

This icon will display the name of the account manager. If you want to change the account manager then you can change it by clicking on the icon itself. This will open a popup window where you can enter the first two letters of the account manager and it will display all the account managers starting with those letters. Select the appropriate account manager and select the update button.

Task Management – Task Entry Screen

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The Task Entry screen is a feature that enables you to add new tasks or edit the existing tasks for any object within the system. It serves as a convenient interface where you can input relevant information and details about the task you wish to create. Along with basic task attributes such as Task Type, Description, and Schedule date and time, the task entry screen provides additional functionalities.

One of the key features of the Task Entry screen is the ability to set task recurrence. You can specify if a task should repeat on a regular basis, such as daily, weekly, monthly, or annually. This recurring option helps in managing repetitive tasks more efficiently, reducing the need for manual task creation each time.

Note – The Recurrences button will only appear on the screen when you have selected the required new tasks details and saved the screen. When you select the Task Recurrence button, it will open a pop window on your screen. To know more about the pop window, please select Set Recurrences.

Furthermore, the screen allows you to attach documents to the newly created tasks. This feature facilitates the association of relevant files with the task. You can upload documents from your local devices or select existing files from the system’s storage. By attaching documents, you can provide additional context, references, or resources that are essential for completing the task.

Below is the table that will explain the fields and their usage.

FieldsExplanation
Task TypeTask Type is User Code in TEAMS and you can Select the required Task Type from dropdown.
Applies ToThis will show you different objects such as internal, agent, Student, Enrolment etc. Depending upon your requirements you can select the object from the dropdown.
PrioritySelect the priority of the task from dropdown. This will indicate whether the task’s priority is Normal, Low or High.
Search When you select any object from the Applies To field then the search field will appear accordingly.
Logged ByThis field will show you the User Name who is logging the task and will be read only field.
AddressIf the User’s address is updated for their user in TEAMS on the User Entry Screen then it will populates here.
TelephoneIf the User’s telephone is updated for their user in TEAMS on the User Entry Screen then it will populates here.
MobileIf the User’s mobile is updated for their user in TEAMS on the User Entry Screen then it will populate here.
EmailIf the User’s email is updated for their user in TEAMS on the User Entry Screen then it will populates here.
Assign ToThis dropdown will show you the list of all the user’s in TEAMS and you can select and assign the task.
Schedule DateEach task will have a schedule date assigned to it, indicating when it should start.
Schedule TimeEach task will have a schedule time assigned to it, indicating when it should start.
Brief DescriptionIf you wish to add any description for the then you can update in this field.
NotesIf you wish to add any notes for this taskfor the then you can update it by selecting the Notes Icon
Attach DocumentsAttach files button will allow you to attach documents to the task.

Task Management – Active Tasks – Task Details screen

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By selecting the Active Tasks hyperlink number, users are directed to the Task Details screen, which provides a comprehensive overview of all active tasks in the calendar, as well as unassigned tasks. The screen is divided into two tabs: My Tasks and Unassigned/overdue Tasks, offering efficient task management.

Under the My Tasks tab, users can easily handle their tasks using various filters such as Task Type and logged or assigned names from the dropdown menu. This allows for quick searching of active tasks. Additionally, users can preview task details, make necessary edits, or delete tasks as needed. This functionality empowers users to review and modify their task list seamlessly, promoting an organized approach to task management.

The Unassigned/overdue tasks tab presents a grid displaying all unassigned and overdue tasks. The grid provides relevant information such as task description, logged date, action type, priority, and task status (pending or completed). This tab helps users stay informed about pending tasks and ensures timely completion.

To add a new task to the system, users can simply select the +Action Button located on the right-hand side of the screen, which will redirect them to the Actions Entry screen. This streamlined process allows for the easy creation of new tasks into the system, facilitating efficient task management and ensuring all necessary actions are accounted for.

Negative Invoice Reference – New Label

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We are pleased to announce the addition of a new label called Negative Invoice Reference on the Student Financial Details screen. This label can be found within the Transactions Details pop-up, under the More option. The purpose of this enhancement is to provide you with a convenient way to associate a reference number with negative invoices.

When creating a negative invoice and specifying a reference number for it, the system will now display this Negative Invoice Reference Number in the Transactional Details section for that particular invoice. This feature enables you to easily track and reference negative invoices, streamlining financial management processes and ensuring clarity and accuracy in accounting practices.

We believe that this enhancement will contribute to better financial management and provide you with an improved and more comprehensive view of your student financial details.