student mgmt

Search Bar – Student’s Last Name Enhancement

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We’ve made a significant improvement to the system’s functionality by introducing a new feature in the student search bar. Previously, the system only allowed searching by one last name but now you can easily search for students using their last names with enhanced flexibility.

For instance, if a student’s last name is “Matthews Kobler,” you can now search for them using either “Matthews” or “Kobler” as the last name or even both together, like Matthews Kobler and the system will accurately retrieve the relevant results. Embracing diversity in students’ names, the system adapts to different scenarios, enabling you to find the right students with ease and precision.

New Feature – Email Sent Tile

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We are excited to announce the addition of a new feature, version 1, on our Main Dashboard: the “Email Sent” tile. This tile provides a convenient overview of the total count of emails sent to all the parties within TEAMS, including Students, Enrolments, Applicants, Agents, and more.

By clicking on the number in the “Email Sent” tile, you can access the “Email Sent” listing screen, which presents a comprehensive list of all the emails sent to various parties by default. This list includes essential information like the Message Date, Recipient Type, Template Name, Email Subject, and the respective Username of whoever initiates the email. Additionally, you have the flexibility to preview the content of the emails by clicking on the “View” icon under the actions column.

To streamline the search for specific emails, you can choose from a list of filters on the listing screen to pull up a targeted list of emails that match the selected criteria. For added convenience, a CSV report can be downloaded by selecting the CSV icon, allowing users to export the data as needed.

This new function aims to enhance your experience and provide a quick access to important email-related information, making communication and data management within TEAMS more efficient and user-friendly.

Student Result Listing Report New System Setting

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We are excited to introduce a significant improvement to our system that will greatly enhance the reporting capabilities for student and enrolment data. In the past, the system displayed student numbers and enrolment numbers in their respective columns, but only for the first row of each subject within an enrolment. For instance, if a student had five subjects, the report would only show the student number and enrolment number in the first row for the first subject.

With our latest update, we have introduced a new system setting that brings unprecedented clarity to your reports. Now, you can access student numbers and enrolment numbers for all the linked subjects within an enrolment. This means that for the example above, the report will now show the student and enrolment numbers for all five subjects, providing a comprehensive view of each student’s enrolment details.

IMPORTANT – We would like to inform you that the enhanced display of student and enrolment numbers in the report is subject to a system setting. If this setting is turned on for your RTO, you will be able to view all the rows filled with student and enrolment numbers, providing a comprehensive overview of linked subjects within each enrolment. However, if this setting is not enabled, you will continue to see only the first-row data for student and enrolment numbers in the report.

If you wish to have this setting activated for your RTO, our dedicated support team is readily available to assist you. Please don’t hesitate to contact them, and they will be more than happy to guide you through the process of turning on this setting.

Invoice Recreation Changes

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In this recent update, we are excited to introduce improvements to the invoices recreation feature in TEAMS. Previously, you were limited to viewing the dates and amounts for invoices on the recreation screen. However, with our latest enhancement, we have added a new capability that allows you to make changes directly to the invoices.

Now, you have the flexibility to edit both the date and the amount associated with each invoice, providing you with greater control and convenience in managing your invoicing processes. This enhancement aims to streamline your workflow and make it easier for you to handle any necessary adjustments to invoices, ultimately enhancing the overall user experience and efficiency within TEAMS.

NOTE – we have seamlessly integrated the invoice recreation process into the Application creation process within TEAMS. Now, while creating applications, you can conveniently access the invoice recreation feature directly from the Application Dashboard. You can recreate invoices and make any necessary adjustments directly from this Enrolment Dashboard > Student Financial Details Screen > Invoice Recreation.

How to send Pay Request Email for Invoices?

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1. When you are on the Application Dashboard or Enrolment Dashboard > Student Financial Screen, you need to select the pin payment icon as shown below from the student financial screen.

2. Upon selecting this icon, the system will show you a pop window namely Online Payment Request where you will be presented with two radio buttons:-

Total Invoice Amount – This radio button will show you the total amount of the invoice.

Other Amount – This radio button will allow you to add payment amounts as per your need.

3. Once, you have selected your desired radio button, select the Send Email button and then you will be directed to Compose Email screen. When you are on the Compose Email screen. Select the Template type for the pin payment that you have customised from the email template entry screen. As you can see below the email template type has been selected as Payment. once you have selected it select the send button to send the email.

4. Once the email has been sent to students, they will receive a unique link as you can see in the below email screen shot.

5. This is how the browser will open when the student selects the link.

6. Once the Student paid the invoice online then you will receive a receipt as below:-

Pin Payments Integration

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Our team has been hard at work to bring you a seamless and efficient experience, and we are excited to unveil our latest feature: the Integration of Pin Payment!

This integration marks a significant milestone for us as it allows us to streamline your payment processes, making transactions easier, faster, and more secure than ever before. Pin Payment is a trusted and widely recognised payment gateway that ensures a smooth and hassle-free payment experience for your students and clients.

There are some of the key benefits of our Pin Payment Integration-:

  • Effortless Transactions: With Pin Payment integrated, your students can now make payments directly online. This means no more redirection to external payment portals, ensuring a frictionless and convenient payment process.
  • Enhanced Security: Pin Payment implements top-notch security protocols, safeguarding sensitive payment information and reducing the risk of fraudulent activities.
  • Simplified Record-Keeping: Our system will automatically record and organise all payment details, saving your administrative staff valuable time and effort. 
  • Increased Trust and Credibility: By integrating Pin Payment, we demonstrate our commitment to providing you with the best tools and services. This partnership enhances the credibility of your RTO, fostering trust among students.

NOTE – We understand that adopting a new payment system can be both exciting and challenging. To ensure a smooth transition, our dedicated support team is ready to assist you every step of the way.

IMPORTANT – Before you send a Pin Payment email to students, it is recommended to create a Pin Payments Email Template in TEAMS.

Please select the link below to know more about on how to create email template for Pin Payment and how to send pay request email for invoices.

How to setup Pin Payment Email Template?

How to send Pay Request Email for Invoices?

Documents Log – Preview Icon

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We are excited to announce a recent enhancement to our Documents log screen—a new Preview Icon. You can access the documents Log screen from Applicant Dashboard, Application Dashboard, Student Dashboard, Enrolment Dashboard etc. This exciting addition allows you to have a more streamlined and efficient document management experience. With the Preview Icon, you now have the convenience of viewing your documents before downloading them. Simply select the Preview Icon and a new window will open, displaying your document in its entirety.

IMPORTANT – The Preview Icon is specifically available for PDF documents and various image formats, offering you the ability to seamlessly access and review these types of files without the need for downloading or opening them in separate applications. However, please note that the Preview Icon will not be visible for Word or Excel file types.

Student Holiday Report – New Email Address Column

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We are happy to announce the latest improvement to our system—a new column has been introduced, called “Email,” specifically dedicated to displaying the student’s email address in the Student Holiday Report. With this recent addition, managing student information becomes even more comprehensive and efficient. Now, within the relevant interface, you can easily access and view the email addresses of all students, making communication and contact more convenient than ever before.

Main Dashboard Tiles Optimisation

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27 July 2023

We are thrilled to introduce an exciting new feature to the Main Dashboard, designed to simplify student management for you. With the addition of a convenient “refresh” icon accompanying the Continuing, Starters, and Finishers Tiles, you can effortlessly update and retrieve the most up-to-date data pertaining to Current Students, students who have already started, and those who have successfully completed their courses.

IMPORTANT – When you hover your cursor over the refresh icon, a tooltip will appear, displaying the date and time of the last refresh. The tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.