Program Instances
How to Create Email Workflows
Overview This tutorial will guide users through setting up automatic emails that are sent to students based on specific triggers. In the Student Management System (SMS), you can set up Email Workflows for each program instance. We will walk you ...
How to Connect SMS Program Instance Units to Multiple LMS Courses
Overview To ensure that your student's progress in the eSkilled Learning Management System (LMS) is properly synced to the SMS, setting up the connection between the LMS course and the SMS program instance units is necessary. With this connection, ...
How to Connect a Program Instance to a Single Course in the LMS
Overview To ensure that your student's progress in the eSkilled Learning Management System is properly synced to the SMS, setting up the connection between the LMS course and the SMS program instance is necessary. With this connection, your SMS will ...
How to Set Expiry Date for Enrolments and Units
Overview Welcome to this tutorial on setting expiry dates for enrolments and units in our Student Management System. Properly managing these dates ensures that students' access to courses is appropriately timed and helps maintain an organised ...
How to Preview Certificate and Statement of Attainment
Overview With the addition of the Preview Certificate/Statement of Attainment (SOA) feature, you can now quickly and conveniently review certificates directly from the Students page. This allows you to ensure that the certificates meet your standards ...
How to View Issued Certificates and Statement of Attainment (SOA)
Overview This tutorial will guide you on how to access Certificates for Qualifications, Accredited Courses, and non-accredited programs, as well as Statements of Attainment (SOAs) for both Student and Company Enrolments. Companies can now view these ...
How to Select Elective Units
Overview This tutorial will show you how to allow the selection of elective units for a Program instance. With the ability to select electives, training organisations can now offer variations in the packaging rules of their programs without creating ...
How to Customise Fees for Individual Students
OVERVIEW This tutorial will show users how to add/edit Resources and Other type fees using the Enrolment Wizard. This functionality allows the inclusion of certain fees tailored to specific students. There are two ways to edit your student's fees: 1. ...
How to Set Up Multiple Tuition Fees
Overview This tutorial will discuss how we can add multiple tuition fees for a specific program instance. A new toggle called "Allow Tuition Selection" is now available at the Program Instance level, giving us the option to display a different ...
How to Require LLN Completion Prior to Enrolling Students in LMS Courses
OVERVIEW This tutorial will show how to setup your Language, Literacy and Numeracy Assessment (LLN) as a requirement prior to enrolling students in their LMS courses. This will require students to complete the LLN Course set at the program instance ...
How to Set a Prerequisite Unit at the Program Instance Level
Overview In this tutorial, we will discuss how to set a condition at the Program Instance level where another Program Instance unit must be completed before students can access the LMS course of a Program Instance unit. By enabling this setting, it ...
How to Allow Blank Student Email Address and Password for Students
Overview In this tutorial, we will show users how to allow blank Student Email Address upon enrolment. We will walk you through on how you can set this up from the Program Instance. This feature is useful for circumstances where an RTO prefers not to ...
Deleting a Program Instance Unit with Existing Enrolments
OVERVIEW In this tutorial, we will show users how to delete a unit in a program instance that has existing enrolments. We will walk you through on how you can duplicate the program instance and delete the unit from there. We will also show how you ...
How to Add Multiple Payment Plans in a Program Instance
Overview In this tutorial, we will discuss how to add multiple payment plans in a program instance. This will be helpful if you plan to offer a wide selection of options for your students to avail themselves of your programs. NOTE: Make sure that you ...
How to Allow Other Username Within a Validated Domain for Email Workflows
Overview This tutorial will show users how to override and allow other username for email workflows. This however works if you will use the same validated email domain. This feature is essential if you want to have a different email address to appear ...
How to Select Who to Invoice on the Enrolment Form
Overview This tutorial will show you how to force the enrolment form to invoice only the student or the employer. This will be helpful if your program instance requires that only one of the two will be sent an invoice. Step Tutorial Login to the SMS. ...
How to Set Certificate Templates at the Program Instance Level
Overview In this tutorial, we'll discuss how we can set up Certificates, Certificate Re-issues, and Statements of Attainment at the Program Instance level. This is particularly relevant for program instances that use different certificate templates. ...
How to Automate Certificate Creation and Certificate Email
Overview In this tutorial, we will discuss how to automate the creation of certificates and email these certificates to students who have completed their courses. This is particularly helpful for short courses with multiple students, saving time and ...
How to Set-Up an Intake Program Instance v2.0
This tutorial is a walkthrough on how you can set-up an Intake type of program instance in your SMS. Navigation Instruction: Creating an Intake Program Instance Updating the Enrolment Form of a Program Instance Adding Program Instance Units in the ...
How to Create a Task Workflow in the SMS
Overview In this tutorial, we’ll discuss how to automate tasks within the SMS for each program instance. Tasks can be automated for every enrolment status and assigned to users in the organisation. This ensures that nothing is overlooked in the ...
Adding Program Instance Units in the SMS v2.0
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