student mgmt – Page 12 – OLD SITE

ASQA Class Roll Report Filters

9 June 20239 February 2023 by Ramneet

Below table will show you the explanation of the filters on the ASQA class roll report filters screen.

General Filters	Explanations
Week Start Date	Select the week Start date from the calendar icon
Week End Date	Select the week End date from the calendar icon
Campus Name	Select any specific campus for which you want print the report
Timetables	You can select multiple campuses from the timetable dropdown and this dropdown will show you only those campuses which are linked to the selected campus
Load Sessions from above Schedules	This is a button and when you select, it will show session in the sessions dropdown
Sessions	You can select sessions as All or any specific session from the dropdown
Print	This dropdown will show you two options (only started students and all students). You can select them as you required
Sort By 1	Please see TEAMS Basics
Asc and Desc	Please see TEAMS Basics

Click on the “Print” Icon to generate the report. After clicking on it, the system will direct you towards 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.

Finishers Report Filters

24 May 20237 February 2023 by Mani Gill

The Finishers Report filters have two tabs General and Advance and the below table will show you the Filters with their explanation.

General Filters	Explanation
Report Start &End Dates	The system considers only the enrolment end dates to find enrolments within the specified date range.
Campus	Report End Date is a date from till when we want our Report to end
Program	This is a Magic search Field from where you can select any Program from the Drop down
Enrolments to Include	This field has three radio buttons and you can select any of them one at a time. For example: *Show only Started* – If you select this, it will only show you Finished students. *Show only to Start* – It will show you students that are about to Finish. *Both* – by selecting both the report will print Finished and about to Finish students.
Include Cancelled Enrolments	The system will only search for enrolments with end dates within the specified report period that have been canceled using the cancel enrolment function. It will not include enrolment outcomes marked as canceled for this purpose.
Group By and Sort By	Please see TEAMS Basics

Advance Filters	Explanation
Timetable and Classes	This is magic search field and you can search and select multiple timetables.
Print class names for enrolments in a report?	To include class names linked to enrolments in the report, select the tick box. Please note that generating the report may take longer due to the possibility of one enrolment being associated with multiple classes, and the system will list all allocated class names.
Enrolment Types	This is a user code in TEAMS and one can create the user code in TEAMS as you required. You can select multiple enrolment type from the dropdown.
Enrolment Outcome	If you have setup the enrolment outcome on the User Code screen then it will appear under this dropdown.
Visa Types	Select the Visa type from the dropdown.
Agent	Search and select multiple Agents in this field.
Employer	Search and select multiple Employer in this field.
Account Manager	Select multiple Account Manager from the dropdown.
Country	Select multiple Campus from the dropdown.

ASQA Class Roll report Data Columns

9 June 20236 February 2023 by Ramneet

All the columns and table printed in the report are self explanatory. However, below table can provide you more information about the logics:

Table 1 (This will print a class’s data)

Column Name	Explanation
Timetable	To print the timetable code and name
Date	Class Date (It will be printed twice in the top table of the report)
Status	This is always to printed as “Enrolled” because you always generate the class roll report for all the students who are enrolled and currently studying.
Class Name	Name of the class
Hours	Hours for the class
Enrolments	Total enrolments count which are allocated into the class
Start Time	Start time of the class
End Time	End time of the class
Trainer	Trainer name who is linked with the class. If there are more than 1 trainer linked with a class, this will print all trainers’ names with comma separated. Example: Ramneet Kaur, Isha Sharma
Practical and Theory	Based on your selection for the class type for a class, the system will print “True” and/or “False” in the ASQA Class roll report. If you have set your class as Practical only, then in the ASQA Class roll report, the system will print “True” against the Practical column and “False” against the Theory column.
Venue	Classroom name which is linked with the class

Table 2 (This will print all students that are allocated in the class)

Columns	Explanation
Learner’s Name	Student’s Name
Student Number	Student Number
Course Enrolment Start Date	Start date of the student’s enrolment
Course Enrolment End Date	End date of the student’s enrolment
Max Att%	This is going to print the Overall attendance %.
Avg Att%	This is going to print the Current attendance %.
Start Time	Is to be manually entered by the trainer
End Time	Is to be manually entered by the trainer
Hrs Att	Is to be manually entered by the trainer
Signature	Is to be manually entered by the trainer
Comments	Is to be manually entered by the trainer

ASQA Class Roll Report Download

ASQA Class Roll Report

9 February 20236 February 2023 by Ramneet

Dashboard > Student Management > ASQA Class Roll

Overview

This report has ASQA approved design format to ensure that our clients meet nationally approved standards, based on industry, enterprise, education, legislative and community needs.

ASQA Class Roll Report Filters

ASQA Class Roll Report Data columns

ASQA Class Roll Report Download

Class Roll by Session Filters

9 February 20236 February 2023 by Mani Gill

Dashboard > Student Management > Class Roll by Session

Class Roll by Session Report screen has General Filters tab and the below table will show you Filters with their Explanation.

General Filters	Explanation
Week Starting Date	This Field shows you the starting date of the Week.
Campus Name	This Field has a magic search option from which you can select any college.
Timetables	Timetable Field shows you active and Inactive timetables,
Student to include	This label has two radio buttons: Only Started Student – Select this radio button to to print the report for the started students. All Students – Select this radio button to print the report for All the students.
Sort By	Please see TEAMS Basics
Asc or Desc	Please see TEAMS Basics

Class Roll by Session Data Columns

23 February 20236 February 2023 by Mani Gill

The below table will show you the explanation of the data columns that will get printed in the report.

Columns	Explanation
Student No	Student Number generated by TEAMS
Student Name	Student (First name)(Middle name)(Last name)
Gender	Student’s gender selected at the application or student levels
DOB	Student’s date of birth selected at the application or Student levels
Nationality	Nationality of the student
Visa Type	It will show the Visa type selected at the Student and Enrolment level
Enrolment No	Enrolment Number generated by TEAMS
Enrolment Type	The system will print the enrolment type from Edit Enrolment Details screen
Student Type	New student or Returning Student selected on Edit Enrolment Detail screen
Agent	It will show the agent name linked with an enrolment
Intake	Intake name selected while processing the application
Dates	Enrolment’s Start date and End date
Week No	This is the number of weeks (if the enrolment has a total duration of 52 weeks and the class session is in week 12 then the system will show you the week no = 12/52

Student Search

10 January 20246 February 2023 by Melissa

Main Dashboard > Student Management > Student Search

The Student search screen allows you to search for an individual student or multiple student with different parameters.

How do these filters work?

Campus – If you want to search multiple students for a specific campus then you can select the desired campus from the Campus drop down and select Apply button and it will load all the students in the grid which are linked with the selected campus.

Student Number – If you want to search for a specific student then you can simply add the student’s number in the student’s number field and select the Apply button and it will pull out the student under the grid.

First Name and Last Name – If you type in the First and Last name of the student in the relevant field, then the system will pull out all the students accordingly in the grid.

Preferred Name – For this field, if you have updated the student’s preferred name at the student level (student entry screen) then only you can add and search the student’s preferred name in the Preferred Name field.

DOB – This field will fetch all the students who have similar Date of Birth.

Mobile Number – If you want to search a student with their mobile number then you need to add mobile number in the mobile number field and select Apply button and which will show you the student in the grid

Email Address – If you want to search for a specific student with his/her email address then you need to add the student’s email address in the email address field and select Apply button.

Agent Dashboard

19 June 20236 February 2023 by Mani Gill

Main Dashboard > Marketing Menu > Agent Dashboard

The Agent Dashboard screen will give you a history of the Agent with your college. It is comprised of a number of different tiles that will allow you to navigate to different screens and information linked to the Agent.

To Search Agent, please select Agent Search.

Tiles

The Agent profile tile will give you an overview of the agent’s basic information. A user can upload the Agent picture, edit the details, create bonus invoices, and view pending payments

*This is the pending application’s tile and you can convert them from its listing screen*

*This tile will show you the list of enrolments linked to the agent.*

These tiles are common tiles in all the dashboards.

*On the Agent Dashboard, we have a bar graph that can give you vast amount of information to keep a check on agent performance.*

Current Student Report Filters

24 May 20236 February 2023 by Mani Gill

Below is the table that will show you General and Advanced filters on the Current Student Report Parameters Screen.

General Filters	Explanation
Report Start & End dates	Select the report start and end dates from the calendar icon.
Campus	You can select campus from the dropdown.
Program	Search the Program by typing the program code or Name
Enrolments to include	Select (Current, To Start or Finished) enrolments from the dropdown
Include cancelled enrolments	When the cancel enrolment function is used, selecting this option will include any cancelled enrolments that meet the other selected parameters in the report. However, if only the enrolment outcome is marked as cancelled without using the cancel function, the system is unaware of their cancellation status and will only include them if they meet all other report parameters.
Show only Smart and Skilled enrolments	Select this tick box to Show only Smart and Skilled enrolments
Include students on holiday	Select this tick box to Include students on holiday
Group by	Please see TEAMS Basic
Sort by	Please See TEAMS Basic

Advance Filters	Explanation
Timetable and Classes	This is magic search field and you can select multiple timetables.
Enrolment Type	This is user code in TEAMS, select the enrolment time updated in TEAMS
Enrolment Outcome	Select multiple enrolment outcomes (completed, in progress etc.) from the dropdown
Agent	Select multiple agents from the dropdown.
Employer	Select employers from the dropdown.
Account Manager	Select Account managers
Marketing Source	Select Marketing Sources
Nationality	Select Nationalities
Country	Select Countries

Select the the “Print” Icon to generate the report. After clicking on it, the system will direct you towards 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.

Current Students Report Data Columns

9 February 20236 February 2023 by Mani Gill

The below table will explain about the explanation of the columns that will get printed in the report.

Columns	Explanation
Student No	Student Number generated by TEAMS
Student Name	Student first name, middle name, last name
First Name	Student’s First Name
Family Name	Student’s Last Name
DOB	Student’s date of birth
Mobile	Student’s mobile number
Phone	Student’s phone number
Work Phone	Student’s work phone number
Campus Name	Name of the campus linked to the enrolment
Enrolment No	Enrolment Number generated by TEAMS
Enrolment Type	This is a user code and the system will print the enrolment type from the Enrolment Dashboard > Edit enrolment details screen
Visa Type	It will show the Visa type selected at the Student and Enrolment level
CRICOS Code	This is the CRICOS code of the Program updated on the Program Entry Screen
Program	Program Name updated on the Program entry screen
Start Date	Enrolment’s Start Date
End Date	Enrolment’s End Date
Duration in Weeks	The system will show you the total number of the Enrolment’s week i.e. sum of study and academic holiday weeks
Agent	Name of the agent linked to the enrolment
Employer Name	Employer name linked to the enrolment
Employer Email Address	Employer’s email address
Employer Phone	Employer’s phone number
Nationality	Nationality of the student
Country	Country of the student
Account Manager	Displays Account Manager’s name linked to enrolment
Timetable	Timetable name linked to the enrolment
Marketing Source	The system will print the marketing source selected while processing the application
Last Class Attended on	This is the date of the last class attended by student
AVETMISS Student	This will show Yes if the student is selected as AVETMISS
Client ID	This will show the client Identifier entered at Student Dashboard > Edit AVETMISS information screen
Training Contract Identifier	This will show the training contract Identifier entered at Enrolment Dashboard > AVETMISS Settings screen
Ecoe Start Date	Start date of the CoE
Ecoe End Date	End date of the CoE
Sex	Gender of the student (Male, Female and other)
Recommencement Enrolment
Status	Status of the enrolment as Started, Not Started etc.
AAC Details
Program Code	Program code updated on the Program entry screen
Notes	Program Notes
Payment Type
Enrolment Outcome	The outcome of enrolment selected on the Enrolment Dashboard > enrolment details screen
User
Total Invoice	Total Invoiced amount of the enrolment
Total Receipt	Total receipted amount of the enrolment
Purchasing Contract	This is the Purchasing Contract number updated on the Enrolment’s AVETMISS settings screen
Funding Source – State	Funding source – state selected on the enrolment edit avetmiss screen
Level of Student	Level of student updated on the edit student details screen
Overseas	This is a tick box selected on the enrolment AVETMISS settings screen
VSN	This is the VSN number selected at the student entry screen
VSN Eligible	This relates to the VSN tick box and once you have selected the system will ask you for the VSN number on the student entry screen
Enrolment Started	The system will show you the status of the enrolment as Yes or No
AVETMISS State	AVETMISS state selected on the enrolment’s AVETMISS settings screen
Program Delivery Schedule
Total Tuition Fee	This is the total invoiced amount of the tuition fee
Special Needs	This is a tick box selected on the student entry screen
Special Needs Notes	This relates to the special needs tick box and once you have selected the tick box, the system will ask you for the special needs notes.
Has Disability	This will show Yes if the disability tick box is ticked on the Enrolments AVETMISS screen
Disability	This relates to the Disability tick box and once you have selected the tickbox, the system will ask you for the disability.
Language Spoken	Student’s language spoken at home
Field of Study
Skype Name	Skype ID of the student
CoE No	This is the number updated on the CoE details screen from the enrolment dashboard
Trainer	Trainer’s Name
Completed Qual	It will show the commencement status from the Training Plan and Results screen > Qualification Information tile.
Student Payment No
USI	Student’s USI number
USI Verified	It will show Yes if the USI is verified and No if not verified
Total No. of Units	Total number of subjects linked with enrolments
Last Date of Result
No. of Units Successfully Completed	Total number of subjects completed
School Name
Email Address 1	Student’s primary email address
Email Address 2	Student’s secondary email address
Email Address 3	Student’s additional email address
Program Notes	Program Notes
Future Programs	Student’s upcoming enrolments
Study End Date	Enrolment’s end date
Enrolment Notes	Enrolment Notes
Enrolment Date	Processed date of the enrolment
Application No	Enrolment’s application number