Author: Rashmi Mehra

ESOS Schedule of Fees by Course/Study Periods – PMC

ESOS Schedule of Fees by Course/Study Periods - PMC

You can either watch the below video or read the step by step guide.​

This report is used to generate an Offer Letter with one or many proposal/s information in it. Although, it is accessible from the PMC (Prospect Marketing Centre) it can also be generated from the PC (Proposal Centre) as well.

On the report templates screen, search for report name of ESOS Schedule of Fees by Course/Study Periods you will see three entries as below:

  1. 1. ESOS Schedule of Fees by Course/Study Periods – PMC
  2. 2. ESOS Schedule of Fees by Course/Study Periods – Proposal
  3. 3. ESOS Schedule of Fees by Course/Study Periods – Student

The new merge fields have been added to the PMC & Proposal versions only. 

What’s New

We have introduced a section in the Course table to print the Course Dates i.e. proposal start and end dates.

Please have a look at the older version of the table:

Here is the new version of above table:

This new section for the course dates is optional i.e. if you don’t want to print the dates in your customised template then you can simply remove it from the table. 

Please have a look at the generated sample:

In this way, you can have the course dates in your offer letter as per your requirements.

Still having trouble?
If you’re having any difficulty or have questions that you can’t find answers here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85.
We’re happy to help!

Ignore Unit Start Date if Unit Result is CT, RPLG or RCCG

Ignore Unit Start Date if Unit Result is CT, RPLG or RCCG

You can either watch the below video or read the step by step guide.

We always try to make our TEAMS more organised for our end users and will keep improving your experience with us.

To this improvement, we have now done a change for below result types:

    • 1. Recognition of Current Competency granted (RCC Granted)
  •           2. Recognition of Prior Learning granted (RPL Granted) and
  •           3. Credit Transfer (CT). 

Earlier, TEAMS was not allowing a user to update the result date for the above result types if the result date is before the unit start date.

For all of the above three result types, now a user will be able to update the result date before the unit’s start date. Also, the system will copy the result date automatically to the start date field of that specific unit.

For example: There is an XYZ enrolment with start and end date as 04/11/2019 and 05/04/2020, for a unit whose result type is Credit Transfer (Enrolment Centre > Academic > Student Result), the unit start date of that unit is 23/12/2019 as follow:

Now on the student result screen, If you want to update the result date as 06/11/2019, then the system will allow you to do so. 

Also, upon saving the result entry screen, the system will automatically copy the result date as unit start date, which you can check on the Enrolment Subject/Module screen as follows:

Important: You need to make sure that result date is within the enrolment’s start and end date.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85.
We’re happy to help!

Final Results Transcript

Final Results Transcript

You can either watch the below video or read the step by step guide.

Final Results Transcript is used to generate graduation certificates, statement of attainment and/or record of results for student enrolments.

What’s New

Based on our client’s requirement, we have added a new merge field in the report which will populate the count of total successful units of an enrolment.

The total successful unit count also includes the below result types:

Recognition of Current Competency granted (RCC Granted)

Recognition of Prior Learning granted (RPL Granted) and

Credit Transfer (CT).

You can find the report under TEAMS > Setup > Organisation > Report Templates for customisation.

Now, search for Final Results Transcript report from the lookup from where you can download the original report template, the newly introduced merge field is at the bottom of the original report template.

You can print the new merge field wherever you want it to populate the successful unit count in your customised template.

Below is the example of an enrolment for which result has been updated as:

For the above scenario, the final result transcript report will print Total Successful Modules count as 9.

Sample of generated version is as follows:


Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

Student Centre Changes

You can watch the below video or read the step by step guide.

On the enrolment tab of the Student Centre screen, we recently made some changes which were released in the September update.

We have received some feedback related to these changes and decided to bring Course Name and Agent Name back.

Our main priority is to delight our clients and keeping that in mind, we have Course Name and Agent Name back on the enrolments tab of the Student Centre.

  1. Campus – Course column has been splitted now, you will see Course Name in the Course column instead of course code. There is no change in the Campus column i.e. will still display campus code and on the tooltip it will display campus name.

  2. In addition to the above, we are displaying Agent Name under Agent column after E. Dates.

        Note: We have removed the Agent icon which was appearing under Additional Information section.

TEAMS Client Update September 2019

This TEAMS client update

was released on
Wednesday, 11th September 2019

What was in this Update?

We ask that you notify staff who use TEAMS of these changes, especially the major Process and Centre changes as the information displayed will be visually different. We have also introduced some new fields that may assist your marketing and management teams in regards to identifying types of students at your college. You can find these new fields explanation under the Package Proposal changes > Course tab.

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

  1. Student Number Searches

    From the TEAMS workplace search, Student Centre, Enrolment Centre and the Student Entry screen you will now be able to search using a student’s USI, VSN, CHESSN, LUI, TRS numbers as well as the TEAMS student number.

  2. Package Proposal Changes

    In the Package Proposal wizard we have introduced new fields for your marketing and management staff to better track the types of students that are at your college. We have also streamlined the OSHC (Course1) tab to make it more efficient in selecting a OSHC provider and a cover level so that the system will then auto-populate the required fee.

  3. Proposal Centre Changes

  4. ESOS Schedule of Fees by Course/Study periods – PMC

    New merge fields have been added to the PMC & Proposal versions.

  5. Student Centre Changes

  6. Student Result Screen – counting student progress

    In the Student Results screen as well as in the Enrolment Centre and the Student Performance report we have excluded counting CT, RPL Granted & RCC Granted as ‘to study’ modules.

  7. Merges & Template related changes

    Changes made to Email and SMS template

    Changes made to SMS Merge changes

General screen changes

 

  1. Prospects Entry Screen

    Changes made in the Details and Preferences tab.

  2. Prospect Marketing Changes

    Changes made in the Pending Proposal tab.

  3. Campus Entry Screen

    Changes made to the Settings tab

  4. Document/s Uploading Limit

    Increased the maximum document size to 20MB. Please take note of the upload processing issue in this post though.

  5. Intervention Screen

    Introduced a number of new fields to this screen along with new merge fields for them.

  6. Unsubscribe from future emails from TEAMS

    Please read this post carefully to understand how this works and where it worksfrom.

  7. New system setting for – Allow Enrolments to be started # days before enrolment start date

  8. New Action Button

    Daily Attendance screen

    Bulk Results

    Starters Confirmation list

  9. Agent Commission Payment Screen

    Introduced a new column for Student Invoice #

  10. Edit AVETMISS screen – Date Program Completed population

    New system setting to auto-populate or manually enter this date

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.

  1. Acceptance Advice Report

  2. Starters Report

  3. Rolling Periodic Attendance Report > General Tab

  4. Current Students Report

  5. Fee Transaction Listing Report

  6. Invoices Report

  7. Enrolment Mail merge Report

  8. Intervention Status Report

  9. Student Performance Report


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!

Agent Payments Report

You can either watch the below video or read the step by step guide.

You can find this report from the TEAMS > Agent > Reports menu option. This report is used to identify all the commission payments you have made within a specific date range.

New columns

We have added two new columns in the report that are:

  1. Agent Payment ref. #

  2. Bank Account

These columns have been added at the end of the report. The information that merges into these columns comes from the Agent Commission Payment entry screen as shown below:

Important: in the report parameter screen for this report, there is a dropdown for Payment Type and it has two options for:

Pre-deducted – This is where you add commission pre-deducted in a student’s receipt

Non Prededucted – This is where you have paid the agent from the agent commission payment screen above.

The only time information will be merged into these new columns is if the following conditions are met:

  • For any payment created in the Agent commission payment screen, you have entered information into those fields and

  • In the report parameter screen for this report, for the Payment Type option you have either left it as the option of All or you have selected the Non Pre-deducted option.