Class listing screen
Result and Progress Tile >Training Plan and Results icon > Class listing screen To manage class allocation for student enrolments, navigate to the Training Plan… Read More »Class listing screen
RTO Software TEAMS
Campus Entry Screen – Linked Program
Campus Entry Screen> Campus Entry Burger Menu> Linked Program The Linked Programs screen displays a list of all programs associated with the selected campus. To link… Read More »Campus Entry Screen – Linked Program
Agent Financial Tile
Agent Dashboard > Agent Financial Tile The Agent Financial Tile in TEAMS provides a quick snapshot of the total financial value associated with agents based on… Read More »Agent Financial Tile
Negative Invoice and Delete Invoice
Enrolment Dashboard > Financial Tile > Negative and delete invoice A negative invoice (also known as a credit note) is a document issued to reduce or cancel a previously… Read More »Negative Invoice and Delete Invoice
What’s New – 29th Aug 2024
Welcome to the latest update for TEAMS We’re happy to announce that we have released the new update on the TEAMS site. Some key changes… Read More »What’s New – 29th Aug 2024
What’s New – 27th June 2024
Welcome to the latest update for TEAMS We’re happy to announce that we have released the new update on the TEAMS site. Some key changes… Read More »What’s New – 27th June 2024
Agent Entry Screen – Burger Menu
Marketing > Agent > + Agent > Agent Burger Menu In the Agent burger menu, you will find three additional options: Note: In Contact Information… Read More »Agent Entry Screen – Burger Menu
What’s New – 30th May 2024
Welcome to the latest update for TEAMS We’re happy to announce that we have released the new update on the TEAMS site. Some key changes… Read More »What’s New – 30th May 2024
Account Manager Entry Screen
Admin > Account Manager > + Account Manager The Account Manager Entry Screen in TEAMS is used to create or update staff records for those… Read More »Account Manager Entry Screen
Transition Process of an Enrolment
Enrolment Dashboard > Enrolment Profile Tile > Transition Icon Overview The Transition of Enrolment refers to the process of transferring a student’s enrolment from one program to another.… Read More »Transition Process of an Enrolment