How to Issue CAN from TEAMS

Introduction

Commonwealth Assistance Notice (CAN) can be generated from TEAMS from the following screens:-

Fee Help Loan Screen
Merges

Fee Help Loan Screen (TEAMS > Student > Enrolment Centre > Financials > Fee Help Loan Screen)

In the Fee Help Loan Screen, select ‘Issue CAN Notice‘ tick box for a Unit of Study for which you wish to generate CAN and press the PRINT button. The CAN report will be generated.

Merges (TEAMS > Marketing > Merges > Email or Mail Merge)

In Email or Mail Merge, select the radio button for ‘Enrolments’ and press NEXT. On the Standard Search tab, a new parameter has been added i.e. ‘Issue CAN Notice’. If a user ticks this tickbox, then Census Date date range parameter appears. A user can enter a date range and press NEXT. The system will search for all Enrolments with Unit of Study whose Census Date falls within the date range entered.

Select the enrolment for which you wish to generate the report and press NEXT.

Select the Commonwealth Assistance Notice template and press FINISH. Hence, the report will be generated.

If you are going to send CAN by using email merge then the above process would remain same except in the Enrolments Email Template (TEAMS > Marketing > General > Email Templates) which you create, it should contain a merge field for {CAN Table} as shown below:-

For more details watch the video below:

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!