Account Manager – User based restricted login

24 May 202317 May 2023 by Siddharath Dugral

We have introduced a new feature namely the Account Manager User Login in the system. This feature offers enhanced access and tailored functionality for account managers.

With the Account Manager User Login, account managers will have a dedicated login that provides access to specific information relevant to their assigned responsibilities. On the Main Dashboard, the tiles and the listing screens throughout the system will only display details exclusively related to that account manager.

Furthermore, the Account Manager User has been granted the ability to add enquiries or applications for students, which will automatically be linked to their assigned accounts. This allows for efficient management and tracking of new enquiries or applications linked with each account manager. When accessing the Student and Applicant Dashboard screens, account managers will have the ability to view student and applicant details only. Similarly, on the Application and Enrolment Dashboard screens, account managers will only see applications and enrolments linked to their assigned accounts.

Note: The user has been given the right to upload documents from the document log screens from various platforms.

What’s New – 18th May 2023

1 December 202316 May 2023 by Siddharath Dugral

Welcome to the latest update for TEAMS

Some key changes made in this update are:

The enquiry screen now has a new Document Log screen
New PRISM icon on the Student Dashboard
New Agent icon and Delete icon on the Application Dashboard
Student progress Matrix report now has a New Score Column
You can now restrict user based permission to the Account Manager

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

Enquiry – New Document Log screen

This screen aims to assist you in efficiently uploading student documents for those in the enquiry stage. To upload documents for students at the enquiry level, simply select the +Add button from the Enquiry Document Log screen.

Student Dashboard – New PRISMS Icon

This new icon will help you to see the student’s information altogether. This will help you to easily copy the information from this popup window to paste it in PRISMS to create CoE, so that you do not have to click on the icons separately on the profile tile to check the student’s information.

Application Dashboard – New Agent & Delete Icons

We have added a new Agent icon and delete icon under the Applicant profile tile on the Application Dashboard screen.

Agent icon will allow you to Add a new agent or edit the existing agent that is linked with the application. Delete Icon will help you to delete the linked agent.

Student Progress Matrix Report – New Score Column

Account Manager – User-based restricted login

With the Account Manager User Login, account managers will have a dedicated login that provides access to specific information relevant to that account manager.

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, 1st June 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 Progress Matrix Report – New Score Column

24 May 202316 May 2023 by Siddharath Dugral

A new system setting has been implemented for the Student Progress Matrix report that will allow you to show a separate Score column for each unit.

When the system settings are turned on, the generated Student Progress Matrix report will display a separate Score column for each unit that the student is studying. This column will indicate the score achieved by the student in that specific unit. This enhancement to the student progress matrix report provides a comprehensive overview of each student’s performance in their respective units, allowing for a more detailed analysis of their progress.

Note: Our default settings have been configured to exclude the score column as the default selection when generating the student progress matrix report. However, if you prefer to have the score column under the report by default, we offer the option to turn on this setting for you. To do this, please contact our support team, and they will assist you in making the necessary changes to your organisation site.

Enquiry – New Document Log screen

24 May 202316 May 2023 by Siddharath Dugral

We have introduced a new Document Log screen under the Burger Menu of the Prospect Entry screen for students who are still at the enquiry level. This screen aims to assist you in efficiently uploading student documents for those in the enquiry stage.

To upload documents for students at the enquiry level, simply select the +Add button from the Enquiry Document Log screen. By selecting the +Add button, you can easily upload the required documents from your system for each enquiry student

Student Dashboard – New PRISMS Icon

24 May 202312 May 2023 by Siddharath Dugral

We have added a new icon under the Student/Applicant profile tiles for the overseas students. By selecting this icon, the system will open the popup window which consolidates all the student’s related information under one screen.

This will help you to easily copy the information from this popup window to paste it in PRISMS to create CoE, so that you do not have to select the icons separately on the profile tiles to check the student’s information. This new icon will help you to see the student’s information altogether.

Application Dashboard – New Agent & Delete Icons

24 May 202312 May 2023 by Siddharath Dugral

We have added a new Agent icon and delete icon under the Applicant profile tile on the Application Dashboard screen. Agent icon will allow you to Add a new agent or edit the existing agent that is linked with the application. Delete Icon will help you to delete the linked agent.

Aged Debtors Report Filters

22 May 20234 May 2023 by Siddharath Dugral

The General Filters tab on the Aged Debtors Report screen provides a list of filters that can be used to refine the data displayed in the report.

Below is a table that shows the filters and their explanations: Using these filters, you can customise the report to show only the information that is relevant to your needs, making it easier to analyse.

General Filters	Explanation
Dates based on Date	You will see two radio buttons under this section: *Invoice Due Date* – When you select this, the system will print the report based on the Invoice Due Date. *Invoice Date* – When you select this radio button, the system will print the report based on the Invoice Date.
As on Date	select the As on date from the calendar which is today’s date.
Campus	Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses.
Program	This is a magic search field and you can search for multiple Programs by typing the Program Code.
Enrolments to include	You can include enrolments such as Finished and Started tick boxes, Select Enrolment to include, Finished and Starter
Show accounts in credit	Select this check box to show accounts in the credit
Sort By	Please see TEAMS Basics
Asc/Desc	Please see TEAMS Basics

Advance Filters	Explanation
Timetables and Classes	This is a magic search field and you can search for Timetable and Classes by typing the name and Code.
Account Manager	This is a user code in TEAMS and based on the User Code created, you can select multiple account managers from the dropdown
Enrolment Type	This is a user code in TEAMS and based on the User Code created, you can select multiple enrolment types from the dropdown

Select the Print Icon to generate the report, the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.

What’s New 1st June 2023 – Q and A

31 May 20232 May 2023 by Mani Gill

Here are the recent questions that have been asked and the answers to them.

Questions	Answers
Why can’t I see any GST amount for an Agent Invoice?	Please select the read more link to know the answer.

Search Bar – Improved Search Functionality

15 January 20242 May 2023 by Siddharath Dugral

The Main Dashboard’s Search Bar has undergone some changes. With these changes, you will be able to search for a specific student by their Primary Email address, their DOB, or by typing their last name followed by their first name, separated by a comma.

Example: If you want to search for a student whose first name is Siddharth and last name is Dugral, simply type ‘Dugral, Siddharth’ in the search bar or enter his DOB in the DD/MM/YYYY format.

Enrolment Dashboard – Raise Invoice Screen New Field

3 May 20232 May 2023 by Mani Gill

Previously, when raising a new invoice for enrolment, the system allowed you to add the invoice date. However, changes have been made to the Enrolment Dashboard > Invoice screen.

A new field has been added to the Invoice summary tile called Invoice Due Date. This new feature allows you to specify a specific due date for the invoice, which can help to better manage payments and keep track of outstanding balances.