Tag: Academic

Starters Listing Screen

Starters Listing Screen

In this article

Before You Start
How to use the Screen
Things To Note

This article describes what this screen is for, how to use it and outlines any business rules or important things to note.

 

Before You Start

This screen is only accessible from the Dashboard in TEAMS Lite; it is not available in TEAMS itself. Also, if you are logged into TEAMS Lite as a ‘trainer/teacher’ you will not have access to the Dashboard and this tile.

To understand how this tile works and what business rules the system uses to show enrolments in this screen, you must first read the article for Starters Tile and the Business Rules in this article.

When you select the link for the number against a course code listed in the Starters Tile the system will load the screen and follows the business rules below:

  • In the top header section the system will display the date range for ‘This Month’ that the enrolments in the grid have start date for.


  • The enrolments for the count will be displayed in the grid section of the screen.


If you select to navigate to this screen by selecting the link for the word ‘This Month’, in this scenario Starters, as there were no enrolments with start date for the month, then the system will open the screen.

  • In the above scenario the grid will be empty and you will need to enter a different date range for the system to search on.

How to use the Screen

This screen is a simple screen that lists all the enrolments with start date within the date range displayed on the screen. From here you can use specific functions to send Email or SMS messages to the students reminding them of their course commencement or create contact logs of notes for the enrolment.

This screen is broken into two separate sections that are:

Search Parameter section

Grid displaying Enrolment information

Each section has very simple fields of information or functionality available as follows:

Search Parameter section

Starters for: this is a date range that the system will load by default when you log into TEAMS Lite. Current month start and end date will load automatically but a user can change the dates to search more records.

For Course: this will display in a read only fashion the Course Code that you selected the number count from the Tile. If you accessed this screen from the Tile by selecting the link for the word ‘This Month’, then you will be given the option to select courses to search on.

Total started/to start: this will display in a read only fashion the total number of enrolments flagged as started out of total number of enrolments for which the start date is in the current month.

Show All Starters: this is a tick box and where it is only displaying for one course code and you have accessed the screen from the link for a number count for a course code, you can then select this tick box and it would load all the enrolments for all the course codes listed in the tile. If you accessed this screen from the Tile by selecting the link for the word ‘This Month’, then this tick box will not be available for you to use.

Grid displaying Enrolment information

This grid will display information relevant to the enrolment. Most of the information is self explanatory, such as Student #, Enrolment #, USI Number, Student Name, DOB, Gender etc. The two columns that need some explanation are:

Compliance Warnings: This column will display Yes or No based on the fact that whether this student’s data does have a compliance related issue or not i.e. any data issue related to AVETMISS, course progress, etc. If Yes is displayed in this column, then it will be a hyperlink which can be used to access the ‘Compliance Warning’ screen. For more information, please check the ‘Compliance Warning’ document for explanation.

Started: This is a tick box which can used to start or un-start a student enrolment in TEAMS

Functionality available

  1. Above the screen in the TEAMS Lite menu bar you will see an Ellipses menu as shown below:

From this menu you can chose to send Emails or SMS messages or Create a Contact Log for one or many enrolments listed in the grid section of this screen. For more information on how to do this please see the following articles:

  • Send Emails from TEAMS Lite

  • Send SMS from TEAMS Lite

  • Create Contact Logs in TEAMS Lite

2. Select the student or enrolment number link and you can navigate to the Student/Enrolment profile screen.

Things To Note

  • The system does not consider if the enrolment is flagged as started and/or finished, it will show any enrolment where it meets the above business rules for the Starters Tile and this screen.

  • The system will not consider any cancelled enrolments. If you wanted to consider them you would need to log into TEAMS and generate the Starters Report found under TEAMS > Student > General Reports II menu option.

  • Where there are no starters for the month for any courses, there would be nothing listed. To access the Starters Listing screen you can select the word ‘This Month’ and it will still take you to the listing screen.

  • If you cannot see this screen or the Starters Tile in the Dashboard it means you DO NOT have permission to them. You need to speak to your direct manager or your TEAMS Manager regarding this.

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!

Starters Tile

Starters Tile

In this article

Before You Start
Business Rules
Things To Note

This article describes how to use the Starters tile, what the business rules are for it and how to access the Starters Listing screen.

 

Before You Start

This tile is only accessible from the Dashboard in TEAMS Lite; it is not available in TEAMS itself. Also, if you are logged into TEAMS Lite as a ‘trainer/teacher’ you will not have access to the Dashboard and this tile.

To understand how this tile works and what the business rules the system uses to show counts for starters, you must first read the Business Rules.

Business Rules

This tile works in a similar to generating the Starters Report in TEAMS. However, instead of generating the report it gives you the information automatically in the tile to save you time. Unlike the report, the system uses a reduced set of parameters to list starters and it follows the business rules below:

  • The system looks at the campus or campuses (where you left the campus section of the login screen at All) that you logged into TEAMS Lite as.

  • When you log into TEAMS Lite the system first looks at today’s date, let’s say it is 15th Sep 2018, and it chooses the month and year from the date, so that is September 2018, and it uses this to consider as ‘This Month’ which shows in the Tile header.


  • The system then uses current month dates to find any enrolment that has a start date within the current month. The ‘Starters Tile’ shows the information related to the number of student enrolments who are either flagged as started in TEAMS or they are meant to start within the current month.

  • A student enrolment will only appear in the starters tile count if the ‘Enrolment Start Date’ falls within the current month.

  • For a course to appear on the starters tile, there must be at least one student enrolment linked to the course which has an enrolment start date in the current month regardless whether that student enrolment is flagged as started or not yet started.

  • The enrolment start date appears in the Enrolment Centre top section.

  • The system then takes all the enrolments that meet the above business rules and groups them based on course code and displays each course code in the Tile with the total count of enrolments linked to that course code that have start date in the month and calendar year, such as September 2018, as shown below:

Things To Note

  • The system does not consider if the enrolment is flagged as started or not, it will show any enrolment where it meets the above business rules only.

  • The system will not consider any cancelled enrolments. If you wanted to consider them you would need to log into TEAMS and generate the Starters Report found under TEAMS > Setup > General Reports II menu option.

  • Each Course Code listed has a number to the right hand side of it, which is the total enrolments for the month, with start date within the current month. The number is a hyperlink that opens the Starters listing screen, where you will be able to send bulk Emails or SMS to the students or enter contact logs against the enrolments.

  • Where there are no starters for the month for any courses, there would be nothing listed. To access the Starters listing screen you can select the word ‘This Month’ and it will still take you to the listing 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!

Address Columns in Student Results Listing Report

In this article

Change Introduced

This article describes the new columns introduced in the Student Results Listing Report.

Change Introduced

Following new columns have been added in the Student Results Listing Report

TEAMS > Student > Academic Reports III

Address Line 1 – This column will display Local Address Line 1 from the Student Entry screen > Address Tab.

Address Line 2 – This column will display Local Address Line 2 from the Student Entry screen > Address Tab.

Address Line 3 – This column will display Local Address Line 3 from the Student Entry screen > Address Tab.

Suburb – This column will display Local Suburb from the Student Entry screen > Address Tab.

State – This column will display Local State from the Student Entry screen > Address Tab.

Post Code – This column will display Local Post Code from the Student Entry screen > Address Tab.

For more details watch the video.

 

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!

Student Progress Report by Modules

Introduction

Student Progress Report by Modules is present under TEAMS > Student > Academic Reports III. This report is used to generate a list of student enrolments which falls during the date range period specified by the user.

Following are the parameters which are present on the report parameter screen:-

GENERAL TAB

Enrolment Between Dates – This is a date range field and a user can enter a date range for report generation. Once a date range has been entered then the system looks for any student enrolments which falls during the date range period specified by the user.

Enrolment – This is a look up option from which a user can select a specific student enrolment for which this report has to be generated.

Course Name – This is a multi-select option for which a user can select one or more campuses.

Timetable – This is a look up option from which a user can select a specific timetable/academic schedule for which this report has to be generated. The timetable listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Show Inactive Modules/Competencies and Subjects – This is a tick box and if it is selected then the Inactive Units or Subjects i.e. Transitioned Units or Subjects will also appear in the generated report.

Include Enrolments – This is a drop down option and a user can select options such as ALL, TO START, CURRENT and FINISHED. Depending upon the option selected, student enrolments will appear in the report.

Campus Name – This is a multi-select option for which a user can select one or more campuses.

Group By – This is a drop down option and a user can select how they wish to group the generated list of student enrolments i.e. By Campus Name, Course Name, etc.

Sort By 1 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Generate in CSV Mode – A new tick box ‘Generate in CSV Mode’ has been added on the Parameter screen for this report. While generating these reports, a user can tick this tick box, GENERATE and the report will be generated in .csv format.

Schedule Report Generation – 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 ‘Overnight’ or ‘Deliver By’ option. If ‘Overnight’ option is selected then the system would generate the report for the user overnight and if ‘Deliver By’ option is selected then a user has to define a date and time at 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 located.

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).

Template – A user can select the report template from this drop down. Customised report templates can be added in the Report Template screen (TEAMS > Setup > Organisation > Report Template Screen) and selected from this drop down.

ADVANCED TAB

Enrolment Type – This is a multi-select option from which a user can select one or more enrolment types for report generation. The enrolment type user code listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Once the report is generated, following are the columns which are printed in the report output:-

Student # Enrolment #
Student Name Training Location
Start Date End Date
Enrolment Outcome Status
Timetable

Student Performance Report

Introduction

 

Student Performance Report is present under TEAMS > Student > Academic Reports III. This report is used to generate a list of students based on their performance i.e. percentage of course completed.

Following are the parameters which are present on the report parameter screen:-

GENERAL TAB

Subjects or Competencies – A user can select the required radio button to generate this report based on Subjects or Competencies.

Enrolment or Result Dates or Module Start and End Dates – A user can select that how this report should be generated i.e. Enrolment Dates, Result Dates or Module Start and End Dates. Based on the option selected, the system will search for student enrolments within the specified date range accordingly.

Include Enrolments – This is a radio button option and a user can select options such as Current Students OR Finished Students OR Both. Depending upon the option selected, student enrolments will appear in the report.

Start and End Date – This is a date range field and a user can enter a date range for report generation. Once a date range has been entered then the system looks for any results/student enrolments which falls during the date range period specified by the user based on the print option selected.

Report As At Date – This is a date field and the system will look for all student results which have been marked as at the date entered by the user in this field.

Course Name – This is a drop down option for which a user can select one or more courses for report generation.

Timetable – This is a look up option from which a user can select a specific timetable/academic schedule for which this report has to be generated. The timetable listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Campus Name – This is a multi-select option for which a user can select one or more campuses.

Show Enrolments with No Enrolment Outcome – This is a tick box and if it is selected then only those student enrolments will appear for which their is no enrolment outcome linked.

Enrolment Outcome – This is a multi-select option from which a user can select one or more enrolment outcomes for report generation and only those student enrolments will appear which are linked to the selected enrolment outcome in the enrolment centre.

Show Inactive Modules/Competencies and Subjects – This is a tick box if it is selected then the Inactive Units or Subjects i.e. Transitioned Units or Subjects will also appear in the generated report.

Group By – This is a drop down option and a user can select how they wish to group the generated list of student enrolments i.e. By Campus Name, Course Name, etc.

Sort By 1 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Sort By 2 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Please Note – You cannot select same sort by option in Sort By 1 and Sort By 2. The selected option must be different.

Generate in CSV Mode – A new tick box ‘Generate in CSV Mode’ has been added on the Parameter screen for this report. While generating these reports, a user can tick this tick box, GENERATE and the report will be generated in .csv format.

Schedule Report Generation – 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 ‘Overnight’ or ‘Deliver By’ option. If ‘Overnight’ option is selected then the system would generate the report for the user overnight and if ‘Deliver By’ option is selected then a user has to define a date and time at 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 located.

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).

Template – A user can select the report template from this drop down. Customised report templates can be added in the Report Template screen (TEAMS > Setup > Organisation > Report Template Screen) and selected from this drop down.

ADVANCED TAB

Show Only AVETMISS Student Flag – This is a tick box if it is selected then only those students will appear in the report for which AVETMISS flag has been ticked in the Student Entry Screen.

Enrolment Type – This is a multi-select option from which a user can select one or more enrolment types for report generation. The enrolment type user code listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Account Manager – This is a multi-select option from which a user can select one or more account managers for which this report has to be generated and only those student enrolments will appear which are linked to the selected account manager.

Once the report is generated, following are the columns which are printed in the report output:-

Student # Enrolment #
Name Campus
Course Start Date
End Date Academic Schedule
# of Successful Results # of Unsuccessful/Not Yet Achieved Results
Results Completed Ratio Completed %age
Study Weeks Completed Total Study Weeks
Duration %age Ratio Nationality
Enrolment Outcome Purchasing Contract
Is Avetmiss Exclude from AVETMISS
Overseas VisaType
Local Address Mailing Address
Account Manager

Student Results Listings Report

Introduction

Student Results Listings Report is present under TEAMS > Student > Academic Reports III. This report is used to generate a list of results based on Enrolment Dates, Result Dates or Result Entry Dates.

Following are the parameters which are present on the report parameter screen:-

GENERAL TAB

Print Based On – A user can select that how this report should be generated i.e. Enrolment Dates, Result Dates or Result Entry Dates. Based on the option selected, the system will search for proposals within the specified date range accordingly.

Start and End Date – This is a date range field and a user can enter a date range for report generation. Once a date range has been entered then the system looks for any results which falls during the date range period specified by the user based on the print option selected.

Report As At Date – This is a date field and the system will look for all student results which have been marked as at the date entered by the user in this field.

Enrolment # – This is a look up option from which a user can select a specific student enrolment for which this report has to be generated.

Campus Name – This is a multi-select option for which a user can select one or more campuses.

Course Name – This is a drop down look up option for which a user can select one or more courses for report generation.

Module – This is a look up icon and the report will only display results for the module which has been selected.

Timetable – This is a look up option from which a user can select a specific timetable/academic schedule for which this report has to be generated. The timetable listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Session – Once the timetable is selected, the classes/sessions will load in the drop down menu. A user can select a session and the report will print only those enrolment records which are linked to the selected class or session.

Employer – This is a look up option from which a user can select a specific employer for which this report has to be generated and only those student enrolments will appear which are linked to the selected employer.

Print Modules – A user can print this report either for All modules, With Results modules, With Unsuccessful Results OR With No Results.

Show Inactive Modules/Competencies and Subjects – This is a tick box and if it is selected then the Inactive Units or Subjects i.e. Transitioned Units or Subjects will also appear in the generated report.

Print Attempt Records – This is a tick box and if it is selected then the attempt records will also appear in the generated report.

Include Enrolments – This is a drop down option and a user can select options such as ALL, TO START, CURRENT and FINISHED. Depending upon the option selected, student enrolments will appear in the report.

Group By – This is a drop down option and a user can select how they wish to group the generated list of student enrolments i.e. By Campus Name, Course Name, etc.

Sort By 1 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Sort By 2 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Please Note – You cannot select same sort by option in Sort By 1 and Sort By 2. The selected option must be different.

Generate in CSV Mode – A new tick box ‘Generate in CSV Mode’ has been added on the Parameter screen for this report. While generating these reports, a user can tick this tick box, GENERATE and the report will be generated in .csv format.

Schedule Report Generation – 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 ‘Overnight’ or ‘Deliver By’ option. If ‘Overnight’ option is selected then the system would generate the report for the user overnight and if ‘Deliver By’ option is selected then a user has to define a date and time at 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 located.

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).

Template – A user can select the report template from this drop down. Customised report templates can be added in the Report Template screen (TEAMS > Setup > Organisation > Report Template Screen) and selected from this drop down.

ADVANCED TAB

Enrolment Type – This is a multi-select option from which a user can select one or more enrolment types for report generation. The enrolment type user code listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Once the report is generated, following are the columns which are printed in the report output:-

Student # Enrolment #
Student Name Campus
Course Enrolment Type
Employer Timetable
Start Date End Date
Date of Birth Residential Post Code
Total Modules Date of Certificate Issued
Date Statement of Attainment Issued Enrolment Status
Enrolment Outcome Trainer Name
Subject Module/Competency Code
Module/Competency Name Scheduled Hours
Score Result
Result Date Module Start Date
Module End Date Points
Fee For Service Attempt No.
Attempt