Agent
Marketing > Agent Overview This is the Agent Welcome screen, which will show you the list of Agents in the grid that are Active in… Read More »Agent
Learning Management System
Short Program Listing Screen
Main Dashboard > Short Programs Tile > Short Program Listing screen Overview The Short Program Listing Screen provides a comprehensive list of students enrolled in… Read More »Short Program Listing Screen
Short Program Tile
Main Dashboard > Short Program Tile Overview The Short Program tile allows you to view the list of students enrolled in a program setup as a… Read More »Short Program Tile
Finishers Listing Screen
Main Dashboard > Finishers Tile > Finishers Listing screen Overview In the listing screen, you will see a comprehensive list of all the finished/about to… Read More »Finishers Listing Screen
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
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 the invoice date and due… 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