How to Create a Funded Program Instance (WA)

How to Create a Funded Program Instance (WA)

Idea
Overview

Creating a funded program instance for the state of Western Australia (WA) refers to establishing a specific educational program that receives government funding under WA's state funding schemes. This involves setting up the program within a Student Management System.

In this tutorial, we will show you a step-by-step guide on how to create it.

 

Notes
Steps Tutorial

1. To add a new Program Instance, go to Programs > select Program Instances > then click Add. 



2. Complete the Program Instance Information.

  • Select the Program* from the drop-down menu (AVETMISS tab will appear after you selected a program)
  • Enter the Program Instance Name*
  • Enter Duration* in days
  • Select Program Participation from the drop-down. This could be full-time, part-time or self-paced. 
  • Select if the Program Type* is Intake or Dynamic from the drop-down. 
  • Select if the program Requires LLN (if yes, additional fields to complete will appear)
  • Enter the number of Core Units* and Elective Units* for this program instance 
  • Select if the program instance Requires Vocational Placement/Host Employer. 
  • Select if the program instance requires to be Delivered with Partner Training Organisation (if yes, additional fields to complete will appear)

InfoNOTE: Items marked with asterisks are mandatory fields and must be completed before saving the program.

 

3. Go to AVETMISS tab and select the Reporting State. Additional fields to complete will appear.

InfoNOTE: It’s important to select the correct reporting state, as the additional fields will vary based on the state chosen.

 

AVETMISS Data

  • Select the applicable Funding Source - National. 
  • Select the Unit Delivery Mode from the drop-down. Unit Delivery Modes could be Internal, External, Workplace-based only, a combination of those delivery modes, or Not Applicable if RPL or Credit Transfer. 
  • Select if this program instance is a VET in Schools Flag.
  • Select if you would like to Divide “Resource Fee” Evenly Across Units. If YES is selected, resource fees will be divided according to the number of units in the program instance.
  • Nominal Hours
    in the Program Instance calculates from the total nominal hours of all the Units in this program instance once the units are added.
  • Select Funding Source - State Training Authority.

Once done, Click Save.

Info
NOTE:

  1. Ensure units are properly set up in the Units tab before adding them to the program instance. After adding units with nominal hours, refresh the page to populate the Nominal Hours field.
  2. Once the program instance has been saved, additional menu options will appear for the program instance. Navigate to the AVETMISS tab again.

 

4. In the AVETMISS tab, the Contract section will be available.

To have an available list of Funding Contract Name, you must have created Contracts already in the Finance Tab and set those contracts for WA. Only Contracts that are set for the specific state will appear in the drop-down options.

Once a Funding Contract has been selected, the Purchasing Contract ID field will automatically fill the contract ID you have set for this Contract. If the Funding Contract has just one Funding Schedule, the Default Funding Schedule field will default to that schedule. Otherwise, choose a funding schedule from the options available in the drop-down menu. 


Also, any Concessions included in that schedule will be displayed in the table below. Toggle the enable field to select which concession can be applied to this program instance.

InfoNOTE: The Concessions table can also be edited by clicking on the Action button. You can edit the Name and the Percentage of the concession from this table. 

 

Going back to the Contract fields, you can select if the program instance is for Apprenticeship, Traineeship, or School-Based Apprenticeship/Traineeship (SBAT) Program.

InfoNOTE: Selecting Yes to any of these fields will add a Training Plan section in the AVETMISS tab (below the Concessions table), as well as add a Training Plan tab in the Enrolment Wizard.  


Enter the Census date in the Set Census Date field. 

Once all the fields are filled in, click Update to save and update your program instance.

 

5. To set up the enrolment form of your funded program instance, go to the Enrolment Form tab.
  1. Enrolment Form Type - Select the Enrolment Type, whether Standard or Express. Express enrolment form has less information required from the students, while the Standard enrolment form will include all details needed for AVETMISS reporting. 
  2. Accepting Enrolments - Select if the program instance is accepting enrolment.
  3. USI Required - Select if the USI is required to be provided in the enrolment form.
  4. Show Upload Document - Select if the Upload document button will show in the online enrolment form. Ticking Yes will show additional fields labeled Document Upload Description and Require Document Upload. Selecting Yes will make the document upload field a requirement before the enrolment form can be submitted. 
  5. Require Emergency Contact Details - Select if Emergency Contact details are required to be provided in the online enrolment form. Selecting YES will make the emergency contact details field a requirement before the enrolment form can be submitted. 
  6. Profile Image Upload - Select if the Profile Image Upload will be available in the enrolment form. Options are: "Show and require", "Show but not required" or "Do not show on enrolment form". 
  7. Education ID - Select if the Education ID field will be shown in the enrolment form. Options are: "Show and require", "Show but not required" or "Do not show on enrolment form". 
  8. Year Highest School Level Completed - Select if the "Year Highest School Level Completed" field will be shown in the enrolment form. Options are: "Show and require", "Show but not required" or "Do not show on enrolment form". 
  9. Residency Status - Select if the "Residency Status" field will be shown in the enrolment form. Options are: "Show and require", "Show but not required" or "Do not show on enrolment form". 
  10. Current School Level ID - Select if the "Current School Level ID" field will be shown in the enrolment form. Options are: "Show and require", "Show but not required" or "Do not show on enrolment form". 

InfoNOTE: Some of the enrolment form fields are state-reported fields and may be required by your state when doing reports for funding. Tag fields as required if these are details you need for the students to complete. 

 

6. To set up the units for your funded program instance, go to the Units tab then click New.

WarningIMPORTANT: Units should comply with the packaging rules for the program as outlined on training.gov.au.

 

Complete the unit information in the Create new entry pop-up window. 

  1. Unit Code - Select the unit from the list of available units in the drop-down menu. The units here will be the available units for the Program based on TGA.
  2. Unit Name - This will be automatically populated once you select the unit code.
  3. LMS Course - Select the associated LMS course for this unit (only available if LMS is connected to the SMS)
  4. Only Enrol After Unit - You can either select available unit from the list or leave this blank.
  5. Unit Delivery Mode - Select the delivery mode for this unit in the drop-down list.
  6. Predominant Delivery Mode - Select the predominant delivery mode for this unit. If the selected option for the Unit delivery mode is one mode only, the predominant delivery mode will default to the same delivery mode. If the Unit delivery mode has two options (eg. Workplace or Internal delivery) the Predominant delivery mode options will only show those two options in the drop-down. 
  7. Scheduled Hours - Enter the training scheduled hours for this unit. 
  8. Census Date (Days From Unit Start) - Enter the number of days from start for the Census.
  9. Delivery Mode Identifier (State 1, 2 and 3) - Select the applicable Delivery mode identifier for this unit. These fields are state reported and as such may be required depending on state rules.

Once done, click Create.
 

InfoNOTE: You can edit the unit information for this program instance by clicking on the Action button then select Edit. Once done, click Update.

 

 

7. To set up Program Fees and Payment Plans for your funded program instance, go to Financial tab then click New (this field is available for each section).

After clicking New, a pop-up window will open.

 

Program Fees

Fee Type - select from the drop-down list. Options are Tuition, Resources or Other. Select Tuition in the Fee type to set up Tuition Fees. 

Refer to your contract details and updated State rules when creating program fees. 

  1. Description - Enter a description for the fee. 
  2. Max Hours - Enter the max hours for this program. 
  3. Student Hourly Fee and Student Fee - The Student Hourly Fee is the Student Fee divided by the number of scheduled hours for the program instance, while the Student Fee is the student hourly fee multiplied by the number of scheduled hours. Entering information on one of the fields will calculate the other field based on that computation. 
  4. Funding Per Hour and Funding per Program - Input the amount based on your funding contract or the updated report. Entering information on one of the fields will calculate the other field based on that computation. 
  5. Total Program Fee - automatically calculated based on the information provided in the Student and Funding fields.
  6. GST - select whether GST Charged or GST Not Charged.

Once done, click Save. 

Set up additional fees such as Resource or Other by clicking on the New button and selecting Resource or Other in the drop-down menu. Enter a Description, Student Fee, and GST. Once done, click Save. 

Resource:


Other:


Info
NOTE:
  1. You can add multiple Tuition, Resource, and Other fees. Just click New for every instance.         
  2. To edit or delete existing program fees, click the Action button and select either edit or delete.

 


Payment Plan – Select payment plan available from the drop-down list.

Once done, click Save.

Info
NOTE:

If Payment Plans are not available in the drop-down, make sure to set up a payment plan option in the Finance tab under Payments Plan. Ensure that the Payment Plan options align with the total of the items for the Program Instance. 

 

8. Go to Schedule to create your Group for this Program Instance.


Once a group has been created, you are now ready to enrol students in your funded program instance.

You have now created a Funded Program Instance for the state of Western Australia (WA)! 

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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