Agent Search
Marketing > Agent Dashboard > Search Agent This screen will allow you to search for an agent. You can simply type the agent name, Agent… Read More »Agent Search
LMS
How to Finish Enrolments in Bulk using Finishers Listing Screen
In TEAMS, you must finish enrolments when the students have completed their studies. You do not have to manually open each enrolment and finish it,… Read More »How to Finish Enrolments in Bulk using Finishers Listing Screen
New Applicant
Marketing > New Application > New Applicant This screen allows you to add a new applicant to your RTO along with their basic details. It… Read More »New Applicant
Historical Enrolments
Student Dashboard > Enrolment and Applications Tile > Historical Enrolments Tile Overview The Historical tab on the Student Dashboard displays all past enrolments for a… Read More »Historical Enrolments
Current and Upcoming Enrolments
Student Dashboard > Enrolment and Applications Tile > Current and Upcoming Enrolments Tile Overview The Current and Upcoming tab in the Student Dashboard displays all… Read More »Current and Upcoming Enrolments
Student Details
Student Dashboard > Student Details Tile The tile will give you an overview of the basic information about a student. You can edit details, addresses,… Read More »Student Details
SMS Count
Main Dashboard > Alerts – General Tile > SMS Count SMS count alert will show you the number of SMSs that have been used by a client. The… Read More »SMS Count
Agent contracts expired
Main Dashboard > Alerts – CRICOS Tile > Agent contracts expired Overview The expired agent contracts screen will show the count of those agent contracts… Read More »Agent contracts expired
Agent Contracts Expiring (next 30 days)
Main Dashboard > Alerts – CRICOS Tile > Agent contracts expiring (next 30 days Overview: The Agent Contracts Expiring (next 30 days Tile and the… Read More »Agent Contracts Expiring (next 30 days)
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