Agent Financials Listing
On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing
TEAMS help guide
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
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
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
AVETMISS Enrolment
Compliance > AVETMISS Dashboard > AVETMISS Enrolments The AVETMISS Enrolment Tile highlights enrolment-level data issues that must be completed or corrected for accurate AVETMISS reporting. It provides a… Read More »AVETMISS Enrolment
Agent Payment Final Confirmation screen
Marketing > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 > Agent Payment Final Confirmation This is the payment confirmation step… Read More »Agent Payment Final Confirmation screen