Author: Isha Marwaha

TEAMS Client Update December 2019

This TEAMS client update

was released on

Wednesday, 18th December 2019

What was in this Update?

With the continued effort to make TEAMS more efficient and smart for you, we always try to make changes and add new things to TEAMS. In this update, we have introduced a new tab  HR on the User Entry Screen. Now TEAMS  can manage your student’s data as well as Staff/Employee Contract Generation for your staff to make your life easy. 

Also, we have added new data entry and merge fields on the settings tab of the Package Proposal and Proposal wizard screens, for the student who identifies someone other who can receive refunded money on their behalf. The new fields are as follows:

  • Who can receive the refund?

  • Name (to receive refund)

Moreover, a new section is added in the course table to  print Course Dates i.e. proposal start and end dates in ESOS Schedule of Fees by Course/Study Periods report. The new merge fields have been added to the PMC & Proposal versions of this report only. 

We strongly recommend that you introduce a TEAMS update process where someone at your RTO regularly reads the Newsletters that we send prior to a TEAMS update, to identify the following:

Any critical changes for compliance or the system that may require you to do something in TEAMS or notify other users of TEAMS about

  • What has been changed in the system

  • What new features are being added to the system, that you and other staff may wish to use

By following this update process your business will always be up to date with what TEAMS can offer and take those new features to the relevant decision makers for review and consideration.

We will also warn you of new items (screens and processes) or changes that we have made for compliance reasons and when necessary we will mark them as urgent, where you are required to change or add something to your processes in TEAMS to meet the compliance requirements

Major Process Changes

 

General screen changes

Report Changes

The following list of reports have had changes/new additions to either their report parameter screen or new columns and/or merge fields added. 

If you have any further questions or encounter an issue, please contact our support staff on 1300 85 05 85 or support@rtosoftware.com.au

Have a great day!

TEAMS Client Update November 2019

This TEAMS client update

was released on

Wednesday, 27th November 2019

What was in this Update?

In this update, we have introduced a new notes template section for Offer Letter Conditions. A user will set them up in TEAMS and then will apply one or many to a prospect student and have them printed in the Offer Letter as bullet points.

Also, now a user will be able to update the result date before the unit’s start date for the following result types:-

  • Recognition of Current Competency granted (RCC Granted) 
  • Recognition of Prior Learning granted (RPL Granted)
  • Credit Transfer (CT)

Moreover, a new merge field “Total successful Modules” is introduced in the Final Results Transcript report which will populate the count of total successful units of an enrolment.


We strongly recommend that you introduce a TEAMS update process where someone at your RTO regularly reads the Newsletters that we send prior to a TEAMS update, to identify the following:

Any critical changes for compliance or the system that may require you to do something in TEAMS or notify other users of TEAMS about

  • What has been changed in the system
  • What new features are being added to the system, that you and other staff may wish to use

By following this update process your business will always be up to date with what TEAMS can offer and take those new features to the relevant decision makers for review and consideration.

We will also warn you of new items (screens and processes) or changes that we have made for compliance reasons and when necessary we will mark them as urgent, where you are required to change or add something to your processes in TEAMS to meet the compliance requirement.

Major Process Changes

  • Conditions for Offer Letters
    A new tab named as Prospect Conditions is introduced just after the Overseas information tab in Prospect Entry Screen.

General screen changes

Report Changes

The following list of reports have had changes/new additions to either their report parameter screen or new columns and/or merge fields added. 

If you have any further questions or encounter an issue, please contact our support staff on 1300 85 05 85 or support@rtosoftware.com.au

Have a great day!

TEAMS Client Update October 2019

This TEAMS client update

was released on

Wednesday, 2nd October 2019

What was in this Update?

Whats new

In this update, we have introduced some new columns that may assist your administration teams in regards to student’s results. You can find these new columns in Finishers Confirmation List under the TEAMS > Student > Academic > Finishers Confirmation list. Also giving priority to our client’s convenience, we have made some changes in Student Centre.

We strongly recommend that you introduce a TEAMS update process where someone at your RTO regularly reads the Newsletters that we send prior to a TEAMS update, to identify the following:

Any critical changes for compliance or the system that may require you to do something in TEAMS or notify other users of TEAMS about

  • What has been changed in the system

  • What new features are being added to the system, that you and other staff may wish to use

By following this update process your business will always be up to date with what TEAMS can offer and take those new features to the relevant decision makers for review and consideration.

We will also warn you of new items (screens and processes) or changes that we have made for compliance reasons and when necessary we will mark them as urgent, where you are required to change or add something to your processes in TEAMS to meet the compliance requirements.

Major Process & Centre Changes

Student Centre Changes

On the enrolment tab of the Student Centre screen, we have rolled back Course Name and Agent Name which were released in the September update.

https://vimeo.com/362472995/e52dc499bb

Qualification Issued Register Screen

In this screen we have renamed few columns, added new columns to make this screen more user friendly for our clients. In addition to the above, we have done some major changes in the SOA tab.

https://vimeo.com/362480100/c5be93deae

General screen changes

Finishers Confirmation List

In this list we have introduced a new column Results Ex. CT, RPLG, RCCG, so that our clients can see the results as per their requirement.

https://vimeo.com/362489585/4bcec21c40

Report Changes

The following report have had changes/new additions to either their report parameter screen or new columns and/or merge fields added.

Fee Transaction Listing Report

https://vimeo.com/362473603/af76d8cff3

If you have any further questions or encounter an issue, please contact our support staff on 1300 85 05 85 or support@rtosoftware.com.au

Have a great day!