rev-apprv

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.

Bulk Results – changes to filters and grid columns

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We have made some changes under the Bulk Result screen and now the options available under the Programs, Timetable, and Intake fields will be dependent upon the Campus selected.

For Example – if you have selected a particular Campus under the Campus field, then the Program field will only display the programs that are linked to that selected campus and the same as it will load the Intake and Timetable.

Bulk Result Screen > Column related changes under Grid

There are some changes that have been made to the grid column headings in the bulk result screen.

  • The ‘Student No’ column has been renamed to ‘Stud No’.
  • The ‘Enrolment No’ column has been renamed to ‘Enrol No’
  • The ‘Intake’ column will now be renamed as ‘Intake/Dates’ and it will reflect dates as well.
  • New column, ‘Subject Start Date’ and ‘Subject End Date’ has been added under the grid
  • The ‘Group Training Plan’ and ‘Score’ columns have been removed.

Applications Listing – new filter Use Application dates

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We have added a new filter for Use Application Dates which is a tick box. By default the system searches based on the application creation date and displays applications in this screen. With this new filter, when you select it and enter dates in the Start and End date fields, the system will look for any application that has a start date within the date range you have entered.

Agent Portal dashboard > Active Enrolments Tile

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This tile will show you all the Active enrolments with their total commissions and it will allow you to do the followings.

  • Select the date range from the calendar to view the active enrolments accordingly.
  • Select three dots to view the Active enrolments listing screen to see their commissions.
  • You can search for a particular student with its name or with their enrolment start date and end date.
  • You can also do an Advanced search to apply more filters to view the enrolments accordingly.

Agent Portal Dashboard – Documents Tile

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This tile will show you all the Documents that are related to the Agent and this screen will allow the agent to do the following.

  • You can select the date range from the calendar to view documents accordingly.
  • You can select three dots to view the documents screen.
  • You can search the document by Name.
  • You can apply Dates (Upload Date From and Upload Date Till)
  • You can add a new document by selecting the plus icon.
  • You can upload a new document by selecting upload a new file and submit.
  • You can download the document from the download icon.

Agent Portal Dashboard – Paid Commissions Tile

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This tile will show all the paid commissions that the Agent had received from the student, this screen will allow the agent to do the following-

  • You can Select the date range from the calendar to view Paid Commissions accordingly
  • You can Select three dots to view the Paid Commissions screen
  • You can search by Student’s Name
  • You can apply Date Range (Date From and Date Till)
  • Apply more filters with the Advanced Search
  • Apply Filters by Programs, Enrolment Number, or by Transaction Number.

Agent Portal Dashboard – Commission Due Tile

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This tile will show you the total Commission Due Amount and will allow you to do the following.

  • Select the date range from the calendar to view the commission due amount accordingly.
  • Select three dots to view the commission due listing screen.
  • View Commission Due Listing screen
  • Search for a particular student to view their commission
  • Apply more filters with the Advanced Search

Agent Portal Dashboard – Communications Tile

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This tile will show all the communications that Agent had with the student via email or SMS and this screen will allow the agent to do the following.

  • You can select the date range from the calendar to view communications accordingly
  • You can select three dots to view the communications screen
  • You can search for the sender’s name and email subject
  • You can apply Dates (Date From and Date Till)
  • You can view the communication from the view icon

Overdue Invoices

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This tile will show all the total Overdue Amounts of the invoices with the total number of students and will allow the agent to do the following:

  • Change the Date Range to view the overdue invoice’s amount accordingly.
  • Overdue invoices listing screen
  • Search for a particular student with the name and invoice number.

Pending Applications

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This tile will show all the pending applications and will allow the agent to do the followings:

  • Add New Application
  • Change the Date Range
  • View Student Details
  • Select Processed Dates
  • Upload Files
  • Advanced Search to apply more filters

Agent Portal

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The Agent Portal is a separate login area for your Agents to access and view information for the applicants/applications and students/enrolments that they are linked to. Typically they may call or email you with questions about the applications or students and their studies, information regarding their commission invoices etc, now they will be able to log in to the portal to get the information themselves. Your agents will only be able to log into the portal if you give them access to it by setting up their login details and the link to access it.

Before you can get your agents to access the portal, you need to understand how it works, how to set it up and how you give them access. This and other posts will help you understand this.

Important: The Agents can only log in to the Agent Portal if their Username and Password are set up on the Agent entry screen. Read more. We will provide you a URL which will be something like https://agents-teamscode.rtosoftware.com.au.

For Example : agents-sea.rtosoftware.com.au

Agent Portal login screen and Dashboard

Agent Portal Dashboard Tiles

Please select a tile below for more information.

Pending Applications
Overdue Invoices
Communications
Documents
Active Enrolments
Commissions Due
Future Commissions
Paid Commissions