Copyright © 2011 ish group pty ltd
Licence
This Work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Australia License.
Disclaimer
No liability for the contents of this document can be accepted. Use the concepts, examples and information at your own risk. There may be errors and inaccuracies that could be damaging to your system. Proceed with caution, and although it is highly unlikely that accidents will happen because of following advice or procedures described in this document, the author(s) do not take any responsibility for any damage claimed to be caused by doing so.
All copyrights are held by their by their respective owners, unless specifically noted otherwise. Use of a term in this document should not be regarded as affecting the validity of any trademark or service mark. Naming of particular products or brands should not be seen as endorsements.
Table of Contents
- I. Installation and setup
- II. Entering data
- III. Processes
List of Examples
- 5.1. How to cancel a class using the cogwheel
- 5.2. How to duplicate a class
- 5.3. How to use the cogwheel to contact tutors and students
- 5.4. How to create a certificate of attendance
- 6.1. How to create a Filter using Advanced Search:
- 6.2. How to bulk tag
- 7.1. How to set up a new site
- 7.2. How to set up a new Room
- 9.1. How to create a new tutor
- 10.1. Example course and classes
- 10.2. How to create a new course
- 10.3. How to "remove" a unit of competency from a class
- 10.4. Creating a VET Course
- 11.1. Example course and classes
- 11.2. How to create a new class
- 11.3. How to create sessions
- 11.4. How to create a class budget
- 11.5. Setting the VET information for a class
- 12.1. Setting up a concession for a seniors card holder
- 12.2. Creating a last minute discount for previously enrolled students.
- 12.3. How to create a concession type
- 15.1. How to use Quick Enrol to create an enrolment
- 15.2. Adding a second or subsequent enrolment
- 15.3. Adding additional students
- 15.4. Adding additional charges
- 15.5. Adding a 3rd party payer
- 15.6. Enrolling a student in credit or debt
- 15.7. What do you do if you have recorded a payment (income) without any payment actually being made?
- 15.8. How do I charge a cancellation fee after I have created the credit note for the full amount paid?
- 15.9. How do I change part of an enrolment fee to a business, and part to a student?
- 15.10. How to enrol a student with a 3rd party payer
- 15.11. How to add a company as a contact
- 15.12. How to enrol a student and Invoice a Company for the enrolment
- 15.13. How to refund a company for payment marked as received, but should have been invoiced
- 15.14. How to process a payment in
- 15.15. Example of a Payment In
- 15.16. Example of paying off a previous and current enrolment together
- 16.1. How to cancel a single enrolment
- 16.2. How to create a manual credit note
- 16.3. How to refund a student
- 19.1. How to export date range AVETMISS data
- 19.2. How to export AVETMISS for one or more classes
- 25.1. How to create tutor pay rates
- 25.2. Assigning a tutor and payrate to a class in one step
- 25.3. How to set unavailabilities for a tutor
- 25.4. Setting tutor attendance for payroll