Class Allocation Step 2
This is the second step of the Class Allocation. This screen will allow you to allocate classes to an enrolment. Follow the steps below to… Read More »Class Allocation Step 2
April 2024
Student Management Reports
Below is a list of all the reports available under this menu option in the system. You can see the name of the report with… Read More »Student Management Reports
Bulk Results Screen
Student > Results Steps to use this screen On the Results screen, you can bulk mark results for any subjects or units of study that… Read More »Bulk Results Screen
Account Manager
Admin > Account Manager Overview The Account Manager Welcome Screen in TEAMS provides a central view of all account managers across your RTO. From here,… Read More »Account Manager
Offer Letter
An Offer Letter is a proposed confirmation of enrolment into one or many programs and what the dates and costs for the applicant are. Generally,… Read More »Offer Letter
New Application – Edit Invoices Preview
This is the Application Invoice Preview screen where you can view all the student invoices and agent invoice details, including invoice notes. You can also… Read More »New Application – Edit Invoices Preview
New Application and Edit Invoices screen
Marketing > New Application > Edit Invoices Screen This screen will allow you to edit invoices, and you can (change invoice date and due date,… Read More »New Application and Edit Invoices screen
New Application and Fee Selection
Marketing > New Application > Fee Selection This screen will allow you to select the fees for the application including (Tuition Fee, Application Fee, Material… Read More »New Application and Fee Selection
New Application and Subjects Delivery Dates
Marketing > New Application > Subjects Delivery Dates This screen will show you the Program details along with the subjects and their delivery dates. The… Read More »New Application and Subjects Delivery Dates
Enrolment Details Tile
Enrolment Dashboard > Enrolment Details Tile This tile is further divided into four sections. Each tab has its own role in this tile, which has… Read More »Enrolment Details Tile