How to Issue a Statement of Attainment in the SMS

How to Issue a Statement of Attainment in the SMS

Idea
Overview

A Statement of Attainment in the Vocational Education and Training (VET) industry is an official document that acknowledges the completion of one or more accredited units, but not a full qualification. It serves as proof that an individual has achieved specific competencies or subjects within the Australian Qualifications Framework (AQF). The Statement of Attainment is crucial as it allows individuals to receive recognition for partial completion of a course, which can be used for employment, further education, or licensing purposes. 

This tutorial will guide users on how to issue a Statement of Attainment to a student. 

Notes
Step Tutorial

Issuing Statement of Attainment

1. From the dashboard menu, go to Students > search and select the student > then go to Enrolments tab.


2. In the Student Enrolments table, select the enrolment checkbox for which you wish to issue a Statement of Attainment by ticking the box.  

If the selected enrolment has any units of competencies with final outcomes, a Statement of Attainment can be issued, and the button for Statement of Attainment will become available.



Warning
IMPORTANT: For enrolments that are Nationally Recognised Training but have at least one related unit that is NOT accredited (VET flag = No), the Unaccredited Certificate button will appear alongside the Statement of Attainment.


Conditions:
  1. If Statement of Attainment/Preview Statement of Attainment is ticked, the SOA will only display unit/s that is/are accredited (VET Flag = YES).
  2. If Unaccredited Certificate/Preview Unaccredited Certificate is ticked, the SOA will only display unit/s that is/are NOT accredited (VET Flag = NO).

InfoNOTE: For Nonaccredited Programs, ALL units will display regardless of VET Flag.

Preview a Statement of Attainment Prior to Issuance

If users would like to preview the Statement of Attainment before issuing or downloading a copy, click on the Preview Statement of Attainment button. 


This will automatically download a copy of the statement of attainment, with all the students details except the SOA Number will display as PREVIEW.

Download and Print a Statement of Attainment

To issue a physical copy of the Statement of Attainment, users can download a copy of the Statement of Attainment ready for printing. To do this, click on the Statement of Attainment button. 


This will download a copy of the Statement of Attainment similar to the Preview version, with the SOA number already filled with the actual number. 

Email a Statement of Attainment

Users also have the option to directly email a copy of the Statement of Attainment to a student, providing students a copy of their SOA as an email attachment. 

1. To issue the SOA via email, click on the Action button then click Email.


This will open the Send Student Email window. Users can compose a new message or use custom email templates if available. Complete the following fields: 

  1. Subject - Enter the email subject. 
  2. CC - Enter an email address in the carbon copy field to send a copy of the email to other required recipients. Leave blank if not required. 
  3. Issue Parchment - Select the tickbox for the Statement of Attainment to issue the SOA. This field will display as Re-issue Parchment if the parchment has already been downloaded prior to the email. Ticking this box will include the SOA as an attachment in the email. 
  4. Email body - Compose the body of the email message. Available fields can be used to customise the email content.
  5. Attach Files - Attach additional files if needed.
  6. Preview and Send Email - Click Send Email to send the email or Preview to check the email. 


Once the email is sent, a record of it will be logged under the student’s Notes tab, where it will be available for viewing.



And that’s how to issue statement of attainment (SOA) in the SMS!

 

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 the contact support via email.


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