Link Agent
Application Dashboard > Application profile Tile > Link Agent Overview The Link Agent feature allows you to associate an agent with an application and automatically calculate their commission… Read More »Link Agent
Application Dashboard > Application profile Tile > Link Agent Overview The Link Agent feature allows you to associate an agent with an application and automatically calculate their commission… Read More »Link Agent
Main Dashboard > Alerts – General Tile > Document Log – Listing Screen The Document Log screen is a feature that displays a comprehensive list… Read More »Document Log – Listing Screen
Finance> Finance Reports This section provides a list of all reports available under this menu option in the system. Each report is displayed with a… Read More »Finance Reports
Alert – General > Student Requests – Done (last 30 Days) The Student Requests Done (Last 30 Days) screen focuses on requests submitted and successfully processed within… Read More »Student requesters – Done (Last 30 Days)
Alert – General > Student Request – New Student Requests – New: option from the Alerts – General tile on the Main Dashboard serves as… Read More »Student request – New
Marketing > Marketing Dashboard > Program Tile The program tile gives information on the total count of students who studied the particular program and the… Read More »Program Tile
Academics > GTP Allocation This screen provides you with the functionality to assign Group Training Plans (GTPs) to students who are currently not assigned in… Read More »GTP Allocation
Contact logs are like notes for an RTO. TEAMS allows you to create contact logs for students, employers, and agents. You will see this option… Read More »Contact Log
Finance > Fee > +Add button The Fee Entry screen allows you to efficiently add new fees or edit existing ones in the system. To… Read More »Fee Entry Screen
Finance > Fee This screen is known as the Fee Welcome screen, and it displays a list of all active fees currently stored in your… Read More »Fee