What’s New – 09 Feb 2023

6 December 20232 February 2023 by Melissa

Welcome to the latest update for TEAMS

Some key changes made in this update are:

New radio buttons introduced on the Public Holidays screen
New Icons and Columns introduced on the Traininer Welcome screen
Agent Portal now has a new Commission Due Tile

IMPORTANT – How are you going with your steps for reviewing and cleaning up your data? Please see the AVETMISS countdown section below for more information. If you would like to consider our Virtual Admin (VA) service to assist you with this review and cleanup, please contact our support staff for more information.

We have also introduced a new Q&A section to our What’s New summary. Here we will provide answers to the questions that are most frequently asked about TEAMS.

NCVER Annual Student Data Submission

Have you maintained and managed your student data this year in preparation for your annual student data submission? In this post, we walk through the first two steps of what you need to do in TEAMS.

We highly recommend you start these steps now, as these are critical to future steps where the larger volume of data is and where the biggest list of errors comes from.

Public Holidays – New Radio Buttons (National or State)

We have added two new radio buttons (National and State) on the Public Holidays Screen in the system. By using these radio buttons, you will be able to manage the National level and State level holidays for your RTO.

Trainers Welcome Screen – New Icons and columns

We have added new icons Link Subjects and Link programs under the actions column on the Trainer Welcome Screen. You will also be able to new columns Total Programs and Total Subjects in the grid.

Agent Portal – Commission Due Tile

We have introduced a new Commission Due tile in the Agent Portal. This tile will give you the details about the agent commission which is due for the students.

Q&A

Do you have a TEAMS question?

Make a list of your questions, send them to our support teams and we will send you the answer and add them to our fortnightly update.

Select the read more button as here are some questions we get asked and then answers on how to do them in TEAMS.

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, 23rd February 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.

What’s New – 26th Jan 2023 – Q and A

25 January 2023 by Mani Gill

Here are some recent questions that we get asked and the answers on how to do them in TEAMS.

Questions	Answers
1. Withdrawing or Canceling a student in TEAMS?	The post will explain you how you can withdraw or cancel a student in TEAMS. To know more select the read more…
2. How do I link an Agent to an enrolment?	The post will expaine you, how to link agnet to an enrolment. To know more select the read more…

History – 26th Jan 2023

4 July 202324 January 2023 by Melissa

We hope you all are having a great start to 2023.

This update is a small update with no main changes to the front end of the system.

For your National AVETMISS 2022 student data submissions, did you know there are only 5 weeks left until the last day to have a successful data submission?

How are you going with your steps for reviewing and cleaning up your data? Please see the AVETMISS countdown section below for more information. If you would like to consider our Virtual Admin (VA) service to assist you with this review and cleanup, please contact our support staff for more information.

We have also introduced a new Q&A section to our What’s New summary. Here we will provide answers to the questions that are most frequently asked about TEAMS.

NCVER Annual Student Data Submission

Have you been maintaining and managing your student data this year in preparation for your annual student data submission? In this post, we walk through the first two steps of what you need to do in TEAMS.

We highly recommend you start these steps now, as these are critical to future steps where the larger volume of data is and where the biggest list of errors comes from.

Q&A

Do you have a TEAMS question?

Make a list of your questions, send them to our support teams and we will send you the answer and add them to our fortnightly update.

Select the read more button as here are some questions we get asked and then answers on how to do them in TEAMS.

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, 9th February 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.

Agent Details Report Columns

15 February 202310 January 2023 by Sukhchain Singh

Columns	Explanation
Agent Code	Agent’s Code entered in the system.
Agent Name	Agent’s Name entered in the system.
Agent Type	It is a user code dropdown field. One can create multiple agent types in the system and can use them while creating agents.
Comm. Paid	If the Pay Commission tick box is selected on the agent Entry screen then the report will show you Yes otherwise the report will show you No.
Commission Template	It will show the default commission template selected on the agent entry screen.
Contract Renewal Date	It will show you the Contract Expiry Date selected on the Agents entry screen > Details tab.
login	Agent login is present on the agent entry details tab. This is used as the username in the agent portal.
Agent Password	The agent admin password is present on the agent entry details tab. This is used as the password in the agent portal.
Vendor Code	Vendor Code of the Agent.
Purchase Order Amount	It will show you the Purchase Order Amount selected on the Agents entry screen > Details tab
Active	It will show you Y if the agent is active and N if the agent is inactive.
Campus	If the Agent is linked to more than one campus then this column will show you all linked campuses as comma separated. And if all campuses are linked to the agent then the system will show you “All” in the column.
Pre-deducted Commission	If the Pre-deducted Commission tick is selected for the Agent on the agent entry screen > details screen then it will show you Y otherwise It will show you N.
Charge GST	If the Charge GST tick box is selected on the Agent Entry screen then it will show you Y otherwise it will show you N.
Phone #	Agent’s Phone number.
Mobile #	Agent’s Mobile number.
Fax #	Agent’s Fax number.
Email Address	This column will show all the Email Addresses as comma separated i.e primary email, secondary, and additional email addresses.
Web Address	Website address of the Agent.
Local Address	The local Address of the Agent added on the Agent Entry screen > Local Address Tab.
Mailing Address	The Mailing Address of the Agent added on the Agent Entry screen > Local Address Tab.
Country	Country of the Agent.
Contact	This column will show you the contacts added in the burger menu on the agent entry screen.
Email Address	Email Address of the Agent
ABN	ABN details added on the Agent Entry screen.
Total Students	Total Students linked to the agent.
Total Enrolments	Total Enrolments linked to the agent.
Acct Manager	Account Manager linked to the agent on the agent entry screen.
Region	Region of the Agent.
Agent ID	This is a system-generated field

New Feature Pre-Deducted – Agent Financial screen

13 April 20239 January 2023 by Sukhchain Singh

We have made some changes to the Agent Financial Details Screen where you will able to identify the Agent Payment as Pre-Deducted or Post-deducted.

Cancel Enrolment – UnAllocate Timetable

13 April 20239 January 2023 by Siddharath Dugral

We have added a new check in the system that will allow you to unallocate the timetable while canceling the enrolment.

Next of Kin Address Details – Overseas Tab

13 April 20239 January 2023 by Sukhchain Singh

We have added new address fields in the system which will allow you to add the Overseas Next Of Kin address on the Overseas screen.

What’s New – 12th Jan 2023

7 December 20239 January 2023 by Melissa

Welcome to the latest update for TEAMS

Some key changes made in this update are:

New Attendance Hours Report has been introduced under the Compliance menu
New Agent Details report has been introduced under the Marketing menu
Addition of a new column in the Application Processed Report
The overseas tab is now available for Next of kin details
You can now unallocate Timetable from enrolments
New reference field for refunds
New Pre-deducted feature on the Agent Financial Screen

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

Attendance Hours Report

We have added a new report Attendance Hours in the system

This report will show you the Attended and Absent hours for each enrolment of the student for a selected period.

Agent Details Report

We have added a new report Agent details report to the system

This report will show you every detail of the Agent such as the Agent’s Name, Agent Code, address, commissions etc.

Enrolment Status Column – Application Processed Report

We have added a new column Enrolment Status in the Application Processed Report.

You will be able to see the enrolment status such as Current, Finished and Not Yet Started.

Next of Kin Address Details – Overseas tab

We have added new address fields in the system which will allow you to add the Overseas Next Of Kin address on the Overseas screen.

Cancel Enrolment – UnAllocate Timetable

We have added a new check unallocate Timetable in the system.

You will be now able to unallocate the timetable while canceling the enrolment.

Added Reference in the refund

Now we are also displaying the reference in the refund transaction details on the student financial screen

You will be able to see the reference value entered while creating the refund and also you can print the reference value in the refund report as well.

New Feature Pre-Deducted – Agent Financial screen

We have made some changes to the Agent Financial Details Screen where you will able to identify the Agent Payment as Pre-Deducted or Post-deducted.

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, 26th January 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.

Communication Log Screen – Ability To Download Attachments

14 December 202213 December 2022 by Siddharath Dugral

We have made some changes to the Communication log screen and added the ability to download the attachments when any email was sent to a student/enrolment.

You can select the view icon for the email and then select the attachment to download the attached files.

Note: The system will allow you to download the attachments for future emails in this update.

Unstart/Unfinish Enrolments In Bulk

13 April 202312 December 2022 by Siddharath Dugral

We have introduced a new feature to Unstart/Unfinish enrolments in the system under the Starters and Finishers listing screens.

Unstart Enrolments: This feature is available under the Starters listing screen > Burger Menu > Unstart Enrolments option which allows you to Unstart the enrolments in bulk.

IMPORTANT: – In the burger menu of the Starters Listing screen, you will see an option for Unstart Enrolments. When this is selected, the system will look for the enrolments that are flagged as finished and will not allow the enrolment to be unstarted.

Note: We have also added the icons to Unstart and Unfinish enrolments under the Actions column on the Starters and finishers listing screen.
1. Red icon will allow you to unstart the enrolments.
2. Red icon will allow you to Unfinish the enrolments.

Unfinish Enrolment: This feature is available under the Finishers listing screen > Burger Menu > Unfinish Enrolment option which allows you to Unfinish the enrolments in bulk.