Welcome to the latest update for TEAMS
We’re happy to announce that we will release the new TEAMS update on your site. Some key changes that will be made in this update are:
- Report Scheduler
- AI Compose Email and SMS Template Generation
- Decline Multiple Applications in bulk
- Editable dates for paid invoices
- New Paid Invoices Filter in Commission Due Report
- Automated AVETMISS Settings for VET Applications
- Automated AVETMISS and Overseas Tickbox Settings for New Applicants
- New GPA Value Merge Field Added to Certificate Report
- New Enrolment Outcome column in Receipt Report
- New Enrolment Duration Columns in Aged Debtor Report
- User Name Embedded in Reports for Enhanced Traceability
Report Scheduler
TEAMS has launched a new Report Scheduler feature that enables users to automate report generation based on a set schedule.
Accessible via the Admin menu, this tool allows users to select a report, define a start and end date, and choose whether the schedule is one-time or recurring.
All scheduled reports are generated automatically at 12:00 ACDT.
For more information, please refer to the video.
AI Compose Email and SMS Template generation
We’ve introduced AI-powered email and SMS templates to save you time and improve efficiency.
With the power of AI, you can now generate templates in a few simple steps. Simply click AI Compose when creating a new template, enter your prompt, and let the AI generate personalised content for you.
This new feature streamlines template creation, ensuring accuracy and consistency with minimal effort.
The templates come with TEAMS merge fields that allow you to personalise messages. Simply input the desired command, and the AI will take care of the rest.
For more information, please refer to the video.
Decline Multiple Applications in bulk
TEAMS has introduced a Bulk Decline feature to streamline the application management process.
This functionality enables you to efficiently decline multiple applications simultaneously, significantly reducing the time and effort required to manage large volumes of applications. With this feature, you can avoid the need to decline applications individually, making the process much quicker and more efficient.
For more information, please refer to the video.
Editable dates for paid invoices
TEAMS now offers the ability to edit the dates of paid invoices, providing greater control over your financial records.
Now, you can edit the invoice date and due date for any paid invoice. However, changes to the Fee Selection Tile are not permitted.
This update provides greater control over invoice dates, ensuring consistency in your financial records.
For more information, please refer to the video.
New Paid Invoices Filter in Commission Due Report
We’ve introduced a new filter to the Commission Due Report, allowing you to display only paid student invoices.
By selecting the Show Paid Student Invoices Only checkbox, you can easily focus on relevant data, making it simpler to generate accurate reports for agent payments.
In the generated report, the Invoice Tuition Receipt column will show amounts from paid invoices, while the Tuition Outstanding column will display any remaining balances yet to be paid.
For more information, please refer to the video.
Automated AVETMISS Settings for VET Applications
TEAMS has introduced Automated AVETMISS Settings for VET Applications.
While creating a VET program application, the system will automatically configure AVETMISS settings to ensure accurate reporting by automatically selecting the appropriate checkboxes and funding source based on the applicant’s status (onshore or offshore). These settings can be managed by navigating the AVETMISS settings screen under the Application Dashboard.
For more information, please refer to the video.
Automated AVETMISS and Overseas Tickbox Settings for New Applicants
We have added a new Overseas Setting in the Site Settings screen to simplify the applicant setup process by automatically applying the AVETMISS and Onshore/Offshore settings.
When enabled, these settings are automatically applied during the creation of new applicants. The Overseas and AVETMISS checkboxes will be pre-selected, and the Onshore/Offshore radio buttons will be automatically chosen based on the saved setting, streamlining the process, ensuring consistency, and saving time.
For more information, please refer to the video.
New GPA Value Merge Field Added to Certificate Report
The Certificates Report in TEAMS has been enhanced with the addition of a new merge field for GPA (Grade Point Average) values, offering a more comprehensive view of student academic performance.
To display the GPA Value, the subject’s result type must be set to Grading, Descriptive, or Competency. GPA is only calculated for Subjects, not for Unit of Competency (UoC).
For more information, please refer to the video.
New Enrolment Outcome column in Receipt Report
We’ve introduced a new Enrolment Outcome column in the Receipt Report.
This addition enhances the report by displaying the enrolment status, allowing for better tracking of student enrolment outcomes alongside financial transactions.
For more information, please refer to the video.
New Enrolment Duration Columns in Aged Debtor Report
We’ve introduced new columns that display the Total duration of the enrolment column in the Aged Debtor Report.
In the generated report, you will find the Study Weeks, Academic Holidays, Student Holidays, and a Total Duration column. This enhancement provides a more detailed view of each enrolment’s timeline, improving the clarity and depth of the report.
For more information, please refer to the video.
User Name Embedded in Reports for Enhanced Traceability
TEAMS has introduced a valuable new feature to enhance report personalisation, traceability, and accountability.
With this update, whenever a user downloads a generated report from the Report Dashboard, the system will automatically embed the logged-in user’s name at the beginning of the report’s file name.
This enhancement not only ensures clear identification of the individual who generated or accessed the data but also supports Audit readiness by creating a traceable report trail and reducing the risk of unauthorised sharing of sensitive information.
For more information, please refer to the video.