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:
- Application Start Date Restriction on Public Holidays
- New Merge Field Enrolment Progress – Enrolment Letter and Warning Report
- New Column Added to Aged Debtor Report
- Send emails to all Agent addresses
- View Current timetable directly on the Enrolment Dashboard
- New Subject dropdown Added to Application Contact Log
- View Student Mobile Number on Enrolment Dashboard
- Improved Trainer Interface: Secure Access to Assigned Subjects
Application Start Date Restriction on Public Holidays
We’ve introduced a restriction that prevents Application Start Date from being set on public holidays.
This feature ensures that applications do not start on public holidays, helping to avoid scheduling conflicts and compliance issues.
When selecting a student and proceeding to the Choose Program screen, users can select an application start date. If the selected date falls on a public holiday, a popup will appear, and the Add button will be disabled to prevent processing.
For more information, please refer to the video.
New Merge Field Enrolment Progress – Enrolment Letter and Warning Report
We’ve added the Enrolment Progress merge field to the Enrolment Letter and Warning Report.
In the generated report, enrolment Progress now appears under the Fee Detail column, offering a clearer overview of a student’s academic status.
For more information, please refer to the video.
New Column Added to Aged Debtor Report
We’ve introduced a new Previous Programs column in the Aged Debtor Report.
In the generated report, you will find the previous program column, showing details for students with prior enrolments. For current students without a previous program or course, this column will remain blank.
For more information, please refer to the video.
Send emails to all Agent addresses
TEAMS now allows users to send emails to all listed agent addresses from the Agent Entry screen. To enable this, simply tick the “Send to all email addresses” checkbox and click Save.
Once enabled, users can send emails by navigating to the Enrolment Dashboard, opening the Email Log screen, entering the required details, and selecting “CC to Agent” before clicking Send.
For more information, please refer to the video.
View Timetable Directly on the Enrolment Dashboard
Users can now view the current timetable directly within the Profile Tile on the Enrolment Dashboard, eliminating the need to navigate to the Classes Screen.
Even if an enrolment has multiple timetables, only the current timetable will be displayed.
For more information, please refer to the video.
New Subject dropdown added to Application Contact Log
TEAMS has introduced a new Subject field in the Application Contact Log popup, enabling more precise subject-specific tracking.
Users can now select one or multiple subjects using checkboxes when creating a contact log. Previously, this feature was only available in the Enrolment Dashboard.
For more information, please refer to the video.
View Student Mobile Number on Enrolment Dashboard
Users can now view a student’s linked mobile number directly in the Profile Tile of the Enrolment Dashboard.
To update or edit the mobile number, simply navigate to the Student Dashboard and access the Edit Student Details screen. From there, you can update the mobile number or any other relevant details.
This update ensures a more user-friendly and efficient experience when reviewing information on the Profile Tile of the student.
For more information, please refer to the video
Improved Trainer Interface: Secure Access to Assigned Subjects
TEAMS now allows trainers to log in with their credentials and view only the enrolments and subjects assigned to them, even if it is just a single subject.
To assign a trainer, navigate to the Training Plan and Results screen via the Enrolment Dashboard and select the trainer using the dropdown menu.
This feature enhances security and efficiency by limiting access to necessary enrolments only.
For more information, please refer to the video.