Agent Pending payment – Business Rules
Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules
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Agent Pending Payment Step 2
Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2 On the Agent Pending Payment Step 2 screen, the grid will display all… Read More »Agent Pending Payment Step 2
Agent Pending Payment
Marketing Menu > Agent Dashboard > Agent Pending Payment Pending payments for an agent refer to commissions or fees accrued by the institution but not yet disbursed to… Read More »Agent Pending Payment
Instalment Plan Entry Screen
Finance > Instalment Plans > Instalment Plan entry screen The Instalment Plan Entry screen allows you to create new instalment plans for programs. The Instalment Plan… Read More »Instalment Plan Entry Screen
Webforms
Main Dashboard > Admin > Webforms The Webforms feature in TEAMS allows you to create customised online forms to collect enquiries, applications, and information from students or agents.These forms… Read More »Webforms
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
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
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
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
AVETMISS Enrolment
Compliance > AVETMISS Dashboard > AVETMISS Enrolments The Enrolment AVETMISS Tile lists essential fields where data must be entered for VET reporting. The tile includes a calendar feature… Read More »AVETMISS Enrolment