Change – New Application > AVETMISS Address tab

While creating a new applicant, if you are not selecting the AVETMISS tick-box on the New Application > Details tab then the system will not allow you to add the AVETMISS address on the address tab.

As the AVETMISS address fields are read-only fields and you will only be able to add an AVETMISS address under the address tab if you select the AVETMISS tickbox.

If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us via support@rtosoftware.com.au

UPDATE – Thursday, 16 June 2022

IMPORTANT: A new TEAMS update is scheduled.

Your TEAMS site will be updated on

Thursday, 16th of June, 2022

This is an important preview email
of what’s coming on your site soon

As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.

Note: You may need to alert other team members within your college as the changes may affect their role or department.

Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.

To ensure that you are kept well informed with all that is new within TEAMS, we are going to be releasing a detailed What’s New update via email every two weeks.

We strongly recommend that you take your time and read this (and future update email/s)

You may need to discuss new upcoming features with the relevant decision-makers or team members. Our help site is under maintenance. Please find the attached PDFs in the links below.

Major Process Changes

General /Small Improvements

Please review the changes and if something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team. 

There are a number of new initiatives and changes in the pipeline for the next update (due 30th June). We are currently working on a new report engine, SMS gateway app, and more…..

Remember, we are always open for feedback, and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.

Your input and engagement are key in helping us improve and we really appreciate it.

Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability. 

All the best from all of us here at RTO Software.

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If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 2nd June 2022. 


Have a great day!

How do I link commission templates to an agent?

When the “Pay Commission” is turned on but the commission template is not linked with the agent, it can cause issues. This means that the system has enabled the commission calculation but it is not properly set up to assign commissions to specific agents

To link the agent commission template and raise the agent invoices, you can follow the following steps:

  • The first step is to select the main menu icon for Marketing, followed by selecting the icon for Agent. This action will direct the user to the Agent Welcome List screen. From there, the user can search for a specific agent by using the search bar or by scrolling through the list of agents displayed.
  • Once the user has accessed the Agent Welcome List screen, the next step is to select the agent by entering their code or name and clicking the Apply button. The system will then search for the agent and display the relevant information on the screen.
  • To edit the agent’s information, the user needs to locate the Edit icon in the Actions column of the agent’s record and select it.
  • When accessing the agent entry screen, it is possible to see whether the pay commission tick box is selected or not. However, it is important to note that the commission templates must also be selected in order for the system to properly calculate and allocate commissions. This can be done by using the “Default Commission Template” dropdown menu.
  • In addition to the “Default Commission Template” dropdown, there is also another dropdown menu available on the agent entry screen that allows the user to select optional commission templates. These templates are typically used when an agent is eligible for commissions based on multiple sales.
  • After selecting the appropriate commission template/s for the agent and making any necessary changes to their information, the next step is to click on the save button to save the changes.

Qualification Information

The tile displays important information regarding the parchment number and parchment date, as well as the result status, commencement status, and completion status.

To update or edit the qualification information, you can easily make changes by selecting the designated icon. . Once you select the icon, it will open the pop window where you can edit the information and save it.

Current Timetable and Student Progress

This section will display the information related to the current timetable, and total classes. Also, the total subjects, successful, are yet to complete and not counted due to CT, RPL, and RCG. Other than you can select Level Attained by selecting the icon next to the text.

This tile also navigates you to the class listing screen. Select the icon and you can see the list of all classes allocated to it. To know more, click here.

Training Plan & Results – Academic Templates

The Academic Information section provides essential details about the enrolment, including the campus name, course code, and the start and end dates of the enrolment period. To populate the subject dates, you can choose from various options available in the dropdown menu. This includes using an academic template that you have created in your TEAMS site, extracting information from the course definition, or simply utilising the enrolment’s start and end dates.

By selecting the From Course Definition option, you have the ability to update the start date and end date of subjects based on the sequence number and the number of days or weeks defined at the program level.

When you choose the Use Enrolment Start and End Dates option, the subject dates will be updated to match the start and end dates of the enrolment itself. This means that the enrolment start date will be set as the start date for each subject, and the enrolment end date will be set as the end date for each subject.

The Add/Update Group Training Plan option allows you to manage the group training plan associated with the enrolment. By selecting the corresponding icon , a pop-up window will open, presenting you with further options. In the pop-up window, you can select the appropriate group training plan from a dropdown menu. Once you have made your selection, simply select the save button to apply the changes.

Visa Information – Applicant Dashboard

Applicant Dashboard > Applicant Profile Tile > Visa Information Icon

history of changes

This screen will allow you to add/edit the visa details of an applicant at the application dashboard > Visa Information Screen

IMPORTANT – Once the application is converted to a student, you won’t be able to add/edit any details at the applicant level. However, you can make the changes from the Student level.

Below are the steps to add the visa details for an applicant.

  • When you select the icon on the Applicant Dashboard, it will take you to the edit visa details screen where you can select the  button to add the visa details of an applicant.
  • Upon selecting the add button, a popup window will open where you can add the visa information for the applicant and select the +ADD button.
  • Once you select the Add button, it will appear in the grid.

Student Dashboard Reports

Different reports are available on different tiles under the Student Dashboard. You can see these reports under the print icon.

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.

Reports on Student profile tile:

  • Student Letters and Warnings

Reports on Current and Upcoming enrolments and Historical Enrolments Tiles

  • Print Offer Letter

Financial Tile

  • Student Statement of Account

UPDATE – Thursday, 2 June 2022

IMPORTANT: A new TEAMS update is scheduled.

Your TEAMS site will be updated on

Thursday, 2nd of June, 2022

This is an important preview email
of what’s coming on your site soon

As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.

Note: You may need to alert other team members within your college as the changes may affect their role or department. 

Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.

To ensure that you are kept well informed with all that is new within TEAMS, we are going to be releasing a detailed What’s New update via email every two weeks.

We strongly recommend that you take your time and read this (and future update email/s)

You may need to discuss new upcoming features with the relevant decision-makers or team members. Each of the changes outlined also has hyperlinks that you can click to take you to our help website for a further detailed explanation.

With all that in mind, please review some of the key points outlining the list of changes below –

Major Process Changes

  • Bulk Edit the Enrolment Dates
    Easy to edit the intakes in bulk for a student’s multiple enrolments along with their invoice, invoice due dates and unit dates.

Reports

General /Small Improvements

Please review the changes and related help site links above. If something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team.

There are a number of new initiatives and changes in the pipeline for the next update (due 16th June). We are currently working on finalising XERO integration, new report engine and more…

Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.

Your input and engagement are key in helping us improve and we really appreciate it.

Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability. 

All the best from all of us here at RTO Software.

If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 2nd June 2022. 


Have a great day!

Student Dashboard – Application Tile

This tile will show you all the pending and converted applications along with the basic details of the applications.

Note: You will only see icons if the application is pending otherwise you don’t need to see icons.

IconsExplanation
This icon allows you to add a new application for the student from the student dashboard screen and once you click on this icon, the system will take you to the new application screen
This icon shows you a tooltip called Approve and once you click on this icon, the system will show you a pop message on the screen as (are you sure you want to approve this application?) Select Ok to continue or Cancel to leave as it is
This icon shows a tooltip called Decline and once you click on this icon, the system will show you a pop message on the screen as (are you sure you want to approve this application?) Select Ok to continue or Cancel to leave as it is
When you select this icon, the system will open a dialogue box called (compose SMS for application) from there you can send an SMS to the application
When you select this icon, the system will take you to the compose email for the application from there you can send an email to the application