Tag: changes introduced

New column for ‘Last Name’ in Prospect Student Report

In this article

Change Introduced

This article describes how to use the new column ‘Last Name’ added in the Prospect Student Report.

Change Introduced

A new column for ‘Last Name’ has been added in the Prospect Student Report

TEAMS > Marketing > Reports

which prints the Last Name of a Prospect Student.

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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 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!

Group Training Plan Screen Changes

This article is about the Group Training Plan Screen Changes

Before You Start

To reduce the amount of duplicate data entry in relation to Group Training Plans, Enrolment Subject/Module Screen and Timetable creation, we have made the following changes in the Group Training Plan screen so that when a user creates a Group Training Plan, the screen allow them to create a timetable and relevant classes as well. And then when they allocate enrolments to the Group Training Plan the system also allocates the enrolment/s to the timetable and its classes as well.

New Tabs Added

Two new tabs have been added in the Group Training Plan Screen (TEAMS>Setup> Academic>Group Training Plans) i.e. Timetables and Holiday Periods in which the Timetable creation information can be entered which is normally entered in the Academic Schedule Screen while creating a timetable.

Following new fields have been added in the Timetable Tab and a new tab for Holiday Period has been added as well:-

  • New multi-select lookups for Class Rooms, Assets and Teachers have been added. A user can select what classrooms, Teachers and/or assets they wish to link to the classes, in the same way, they would from the Timetable Wizard Step 2- Timetable Modules/Competencies.
  • A new button called Create a Class has been added and it will only be displayed once the screen is saved i.e upon Group Training Plan creation.
  • A new drop-down for Campus has been added – this identifies what campus the timetable is to link to.
  • A new drop-down for Attendance which is the same drop-down that is available in the Timetable Step 1- Timetable has been added. A user must select if they are going to mark absence or attendance for the timetable.
  • Two new read-only fields called Timetable Code & Timetable Name have been added which are system generated, Group Training Plan Code and Name are copied as Timetable Code and Timetable Name automatically upon Group Training Plan creation. Once the below process is completed the system links the timetable to the Group Training Plan.

Grid Section

On the Modules and Subjects tab, two new columns have been added :

Select– a user can select multiple modules or subjects to create a class.

Sessions– this column displays what class names the module/s or subject/s are allocated to if any.

Process for Timetable/Class Creation

Scenario: A user can select one or many modules or subjects and then select the button for Create a Class.

When they do this then the Create Class Screen that opens in Timetable Wizard Step 3- Timetable Sessions when a user selects the CLASS Button, opens.

Following information appears automatically:-

Timetable Code – Group Training Plan Code is used here
Timetable Name – Group Training Plan Name is used here
Timetable Descriptive Code – Group Training Plan Code is used here
Timetable Descriptive Name – Group Training Plan Name is used here
Timetable Start Date – the system finds the earliest module or subject start date across the entire group training plan and uses that for this date.
Timetable End Date – the system finds the greatest module or subject end date across the entire group training plan and uses that for this date.

The system will know what classrooms, modules or subjects, teachers, assets have been used in any of the classes and it sets the relevant tick boxes in Timetable Step 1- Timetable such as Schedule includes Teachers, Schedule includes Assets etc.

The system will set the timetable as active. For any other settings in Timetable Step 1- Timetable the user would have to go and set these manually from the timetable creation screen as they are not necessary in this process. If there are any holiday periods which need to be entered in the timetable, then you can add them on the Holiday Period Tab.

Once the information is there, the system would then create the relevant classes etc. for the timetable based on the information entered in the Group Training Plan Screen. Once this is done Group Training Plan Allocation screen can be used to allocate Group Training Plans as well as Timetables.

Process for Allocating Enrolments 

Users can allocate a group training plan to an enrolment in one of two screens that are:

1. Enrolment Centre > Academic button > Enrolment Subject/Modules screen.
2. Group Training Plan Allocation bulk screen that is found under the Student > Academic menu option.

From both of these screens, when a user selects a group training plan and allocates it to either one or many enrolments the system looks if a timetable has been created from the Group Training plan and if it has it allocates the timetable and it’s classes to the enrolment as well and write the classes in the Edit Sessions screen of the Enrolment Centre etc.

Please Note:- This new Group Training Plan functionality can be enabled by using a System Setting from TEAMS > Setup > Organisation > Organisation Details > System Settings > Academic Tab.

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!