Category: What’s New

New Items – Report Scheduler

In this article

Change Introduced

This article is about how to use new introduced tick box ‘Schedule Report Generation’.

Change Introduced

A new functionality ‘Report Scheduler’ has been added in the reporting section of TEAMS. Now, user can schedule their reports for generation later.

All the reports which are being generated server side can be scheduled to be generated later.

A tick box for ‘Schedule Report Generation’ has been added in the report parameter screen for every report that can be generated server side. A user can tick this tick box and can select date and time on which the report has to be generated in the future.

Please Note – The time which you are entering would be the QLD time because that’s where our servers are based.

IMPORTANT – Only those reports can be scheduled for future generation which are being generated on our servers (i.e. server side). Those reports cannot be scheduled for future generation which are being generated on your computer (i.e. client side).

new-items-report-scheduler-1

new-items-report-scheduler-2

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to 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!

Changes introduced – AVETMISS Field Placement Changes

Following AVETMISS Fields have been moved from Student Entry Screen > AVETMISS Tab to Edit AVETMISS Screen in the Enrolment Centre because many of our clients have reported that the information for these fields is more enrolment specific rather than being student specific. So, all the following fields have been removed from the Student level and they have been placed at the enrolment level :-

Current Labour Status
At School
Overseas Student
Prior Educational Achievements
Any Disability
Proficiency in English
Client Industry of Employment (VIC Specific)
Client Occupation Identifier (VIC Specific)

avetmiss-field-placement-change-1

All these fields have been also been added in the Proposal as well as Enrolment Wizard so that the users can select this information while creating a proposal or a direct enrolment.

avetmiss-field-placement-change-2

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to 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!

Suburb Key Ahead Functionality

In this article

Change Introduced

This article is about the new Change introduced in the system ‘Suburb Key Ahead functionality ‘.

Change Introduced

Earlier, a user was able to search the suburb from the lookup icon OR they were allowed to manually type in the suburb which led to a lot of incorrect suburb values being created in the system.

To avoid this problem, the Suburb lookup icon has been removed and the Suburb Key Ahead functionality has been introduced by using which a user can simply start typing in the suburb name in the Suburb field and the system will automatically pick up all the matching suburbs and display them in a list, out of which a user can select the appropriate one.

This functionality has been implemented in the following screens:-

  • Agent Entry Screen

          Address Tab – Local & Mailing Address Suburbs

  • Employer Entry Screen

           Address Tab – Local & Mailing Address Suburbs
           Overseas Information Tab – International Address Suburb

  • Lead Entry Screen

         Address Tab – Local & Mailing Address Suburbs
         Overseas Information Tab – International Address Suburb

  • Accommodation Provider Entry Screen

          Address Tab – Local & Mailing Address Suburbs

  • Resource Entry Screen

          Resource Type – Teacher, OSHC, Guardian, Account 

          Manager – Contact Tab – Suburb/City of all addresses

  • User Entry Screen

           Address Tab – Local & Mailing Address Suburbs

          Next of Kin Tab – Next of Kin Address Suburb

  • Campus Entry Screen

          Address Tab – Local & Mailing Address Suburbs

  • Organisation Details Screen

          Details Tab – Local & Mailing Address Suburbs

  • Bank Account Entry Screen

          Contact Tab – Suburb/City

  • School Entry Screen

          Address Tab – Local & Mailing Address Suburbs

  • User Code Screen

          Code Type – AAC

          Address Tab – Local & Mailing  Address  Suburbs

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to 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!

New Entity – School

Introduction

A new entity for ‘School’ has been introduced in TEAMS. The screen path is TEAMS > School > General > School Entry. In this screen, a School can be created or an existing school entry can be edited in TEAMS.


Once a school is entered into the system, it can be linked to a Prospect in the Prospect Entry Screen or to a Student in the Student Entry Screen.

Prospect Entry Screen

Student Entry Screen


 
Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to 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!