Change Introduced – Adding customised and formatted text for each course to the ESOS Schedule of Fees by Course/Study Periods

With this change, where you upload a document with the formatted text in it against a course, the system will then merge that formatted text into this report where the course is linked to it.

Change Introduced

Some clients have asked us how they can produce ‘special notes/text’ for different courses that can show in this report but also be formatted with bullet points etc.

Previously the only option you had was to use the Course Notes section in the Course/Qualification screen on the Settings tab and then use the merge field for {Course Notes} in this report. However, these course notes were merged as plain text, which was not very practical.

To make this work you must follow these steps:

Step 1 – Create a document with the text that you wish to insert in the ESOS report for a specific course.

For example, for qualification SIT60316 C – Advanced Diploma of Hospitality Management (Commercial Cookery) we want to create a word document with the formatted text as follows:

Step 2 – When you save this document you MUST make sure you save it as a Word 97 – 2004 Document as below:

Step 3 – Log into TEAMS and select TEAMS > Setup > Academic > Course and when the course screen opens use the lookup to search and find the course that you wish to upload the document against.

Step 4 – Go to the Documents tab of the Course/Qualification screen and upload your formatted document in this tab. You MUST remember to select the Document Type of Offer Letter Attachment, as shown below, when uploading your document. This will tell the system to use the text inside this document when you generate the ESOS Schedule of Fees by Course/Study Periods report for the course/qualification.

Step 5 – once you have ADDED the document to the grid, as shown below, don’t forget to select SAVE.

You need to follow the above steps for any course/qualification that you wish to insert formatted extra text into this report before you try generating the ESOS Schedule of Fees by Course/Study Periods.

How the system will merge the extra formatted text into the ESOS Schedule of Fees by Course/Study Periods

Because this report can have multiple courses/qualifications merged into it, we have set the report to merge the extra formatted text after each table that shows the course/qualification break down of fees, as shown below.

First Course

Second Course