Part III. Processes
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Part III. Processes
Table of Contents
16. Processing Enrolments
Terms and Definitions
Working with Quick Enrol
Creating an enrolment with Quick Enrol
Payment
Tax invoices and enrolment confirmations
3rd Party Payments
Payments In
17. Cancellations, Transfers and Refunds
Cancelling a single enrolment
Creating a manual credit note
Manual discounts after enrolment
Using the credited amount as credit towards another enrolment
Refunding a student
Cancelling A Class
Student Transfers
18. Private Bookings and Custom Classes
Creating and Enrolling Students in a Custom Class
19. RTO Guide
Understanding how outcomes are attached to enrolments
Creating Class Training Plans
Setting and modifying outcomes
CSWE courses, classes and outcomes
VET delivery hours
VET Qualifications and other Certificates
Courses by Cluster
Traineeships and Custom Training
20. AVETMISS Reporting
What is AVETMISS?
What do I have to lodge?
AVETMISS Exports
AVETMISS FAQ
21. Reporting
Existing reports
Printed Reports in onCourse
Developing custom reports
Importing a custom report
SQL Reporting with a JDBC connector
22. Importing and exporting
Exporting
Importing
23. Sending messages
Selecting people to contact
Sending an integrated mail message
Exporting contact details for other messaging tools
Messaging opt in and opt out
Message permissions and message history
Automatic messages in onCourse
Modifying message templates
24. Discounts
Introduction to discounts
Creating effective discount strategies
How to create a discount
Accessing discounts during enrolment
Financial aspects of discounts
Example discount campaigns
Reporting on discount use
25. Accounting
Relationship between the Student and the Debtor within onCourse
Principles of Accrual Accounting
Explanation of Financial Transactions Generated by the System
Deferred Income
Assigning Account Codes within onCourse
Accessing Financial Information from onCourse
Banking and Reconciliation
26. Tutor pay
Setting standard pay rates
Class budget with Tutor pay
Confirming Attendance and exceptions
Generating Tutor pay