How to Set a Training Plan for Non-Contract Related Program Instance

Overview

This tutorial explains how to set a Training Plan for an enrolment that is not linked to any contract. This update introduces a flexible way for RTOs to manage Training Plans even when a contract is not in place. Once enabled in Super Admin, users will have access to new Training Plan options in Document Templates, Program Instance Workflows, and within Student Enrolments.

NOTE: This feature is only available if Training Plan Only is enabled in your SMS. If you’re unsure whether your account has access, please coordinate with our support team so they can check this for you.

Step Tutorial

1. Go to Administration > Templates > Documents . A new report type called Training Plan will be available. This allows the RTO to create or manage custom Training Plan templates.

2. In Programs > Program Instances > Workflows, a new tab labelled Training Plan will appear, containing a dropdown menu that displays all Document Templates with their Report Type set to Training Plan, with only templates associated with the logged-in RTO being shown.

3. When an enrolment belongs to a Program Instance that has a Training Plan set, go to Students > Enrolments and open the Action dropdown, where a Training Plan option will be available for selection, allowing the user to access or generate the assigned Training Plan for the student.

Above are the steps on how to set a training plan for non-contract related program instance.

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.

• Related Articles

• How to Set Up a Program Instance in the SMS

  Overview In the SMS a Program Instance, which serves as the different variations of your Programs, can be set up as Dynamic or Intake type. Program Instances that are set as Dynamic are useful for setting up programs that are self-paced or taken ...

• How to Create a Program for a Non-Accredited Course

  Overview Programs in the eSkilled Student Management System (SMS) refers to courses that could be a nationally accredited training programs, qualifications, part qualifications, units or modules, or non-accredited courses. Planning and setting up ...

• How to Set up Training Plans and Letter of Offers for Digital Signature

  Overview This tutorial will show you how to set documents for various parties sign documents digitally. This tutorial will apply for digital signature of Letters of Offer and Training Plans. The ability to digitally sign documents ensures that the ...

• How to Set Up Your Program Instance for VSL Report Collection

  Overview VET Student Loans is a program that helps eligible students to enrol into approved VET Courses. All VET Student Loan (VSL) providers (‘providers’) that are approved under the VET Student Loans Act 2016 are required to report data for the VSL ...

• How to Create a Program for a Qualification, Accredited Course, Unit/Modules or Skill Sets

  Overview Programs in the eSkilled Student Management System (SMS) refers to courses that could be a nationally accredited training programs, qualifications, part qualifications, units or modules, or non-accredited courses. Planning and setting up ...