Enrolment Dashboard – Financials Tile
Enrolment Dashboard > Financials Tile This tile will give you a summary of all the student’s and agent’s financial transactions. Student Tab All the financials… Read More »Enrolment Dashboard – Financials Tile
RTO agent management
Payment Due Tile
Finance > Financial Dashboard > Payment Due Tile Overview The Payment Due signifies the date by which a required payment must be submitted to meet… Read More »Payment Due Tile
Payment Received Tile
Finance > Financial Dashboard > Payment Received Tile Overview This tile offers the ability to track and monitor the fees received for individual programs within… Read More »Payment Received Tile
Marketing Dashboard
Marketing > Marketing Dashboard The Marketing Dashboard consists of various tiles providing insights into new enquiries generated from student webforms, agents, or employers. It also… Read More »Marketing Dashboard
How to enter information for a FEE HELP
Enrolment Dashboard > Enrolment Profile Tile > FEE HELP Setting Application Dashboard > Application Profile Tile > FEE HELP Setting Student Dashboard > Student Profile Tile… Read More »How to enter information for a FEE HELP
Trainer Entry Screen
Admin > Trainer > Trainer Entry The Trainer Entry Screen is used to add and manage trainers within TEAMS. Trainers play a vital role in… Read More »Trainer Entry Screen
Trainers
Admin > Trainer Overview This is the Trainer Welcome screen which will show you the list of Trainers in the grid that are Active in… Read More »Trainers
Agent Transactions
Finance > Agent Transactions Marketing > Agent Dashboard > Financials Tile > More The Agent Transaction screen allows you to manage and track all financial… Read More »Agent Transactions
How to Upload Custom Report Template in TEAMS
Admin > Report Template You can upload a Word-based custom report template into TEAMS so that your branded documents print exactly as you need them. This… Read More »How to Upload Custom Report Template in TEAMS
How to Customise Report Template in TEAMS
Admin > Report Template Overview We have five Word reports that you can customise in TEAMS: How to download the Master Template of any Report… Read More »How to Customise Report Template in TEAMS