Program Instances
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 show you how to let your students and companies access Certificates for Qualifications and Accredited Courses and other non-accredited programs, and Statements of Attainment (SOA) associated with both Student and Company ...
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 Resources and Other type fees using the Enrolment Wizard. This functionality allows the inclusion of certain fees tailored to specific students. Location in SMS: Students> Enrolments > Action button > ...
How to Set Up Multiple Tuition Fees
OVERVIEW This tutorial will show users how to add multiple tuition fees for a specific program instance. A new toggle called Allow Tuition Selection is now available at the Program Instance level, providing users with an 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, Litercy 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 show users how 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 ...
Allowing 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 ...
Allowing Other Username Within the 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 ...
Selecting 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. Navigation Instruction: Follow ...
Setting Certificate Templates at the Program Instance Level
OVERVIEW In this tutorial, we will show how users can set Certificate , Certificate Re-issue , Unaccredited Certificate , and Statement of Attainment at the Program Instance level. This is relatively applicable to programs that have a different set ...
Adding Multiple Payment Plans in your Program Instance
OVERVIEW In this tutorial, we will show how to add multiple payment plans in your program instance. When a student enrols to a program instance with different payment plans, they can select any of the payment plans that work for them. Navigation ...
Creating Email Workflows in the SMS
OVERVIEW This tutorial will show users how to set up automatic emails that will send to students based on certain triggers. In the SMS, you can set up Email Workflows in each of your program instance. We will walk you through on how you can set up ...
Automating Certificate Creation and Certificate Email
OVERVIEW In this tutorial, we will walk you through 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 ...
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 Set-Up a Dynamic Program Instance v2.0
This tutorial is a walkthrough on how you can set-up a Dynamic type of program instance in your SMS. Navigation Instruction: Creating a Dynamic Program Instance Updating the Enrolment Form of a Program Instance Adding Program Instance Units in the ...
Creating Task Workflows in the SMS
OVERVIEW In this tutorial, we will show how you can automate tasks at the program instance level in the SMS. For every enrolment status, tasks can be automatically created and assign to users within your organisation. This ensures that nothing gets ...
Adding Program Instance Units in the SMS v2.0
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Updating the Enrolment Form of a Program Instance
Navigation Instruction: A Program Instance must be added to the SMS prior to updating the enrolment form. Field How it Works Enrolment Form Type Express - This is a shortened enrolment form with just basic information required such as First Name, ...
Program Instance Units (SMS) to Multiple Courses (Units) in LMS Connectivity
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Program Instance (SMS) to Single Course in LMS Connectivity
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Setting Up a Letter of Offer in the SMS
OVERVIEW In this tutorial, we will show users how to set up a Letter of Offer in the SMS. We will walk you through what you need to enable and set up in the SMS so you can issue a Letter of Offer to your students. Note: The Letter of Offer is not ...