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Getting Started: Letter of Offer

 Related Feature: Letter of Offer

A Letter of Offer (Offer Letter) is a document which outlines the Courses offered to a Learner, the study period, fees and payment schedule. You can create, customise and manage your Letter of Offer templates in Wisenet.  Generated Letters of Offer are saved against the Learner record and can be sent out as required.

Benefits
  • Design your template to automatically pick up all the course details, fee details, study period and payment schedule information
  • Apply to multiple enrolments
  • Automated function
  • Customised template
  • Easy and efficient

How does it work?

Letters of Offer require very careful setup in order to generate correctly. Please follow the steps very carefully.

Note: If you do not already have a Learner and a Course Offer added and ready in Wisenet, feel free to create a test one.

To set up your Fees and Payment Schedule you will need to use the Checklist feature.  You will need to set up your Master Checklist Items for Letter of Offer and then attach them to the relevant enrolments with appropriate fee amounts and due dates.

How to set up Letter of Offer Checklists

Once you have your Master Letter of Offer Checklist Items ready, you need to set them as default for the relevant Course Offers.

How to Set Up Enrolment Checklist Templates

A Letter Of Offer is designed to be generated for a Course Enrolment that has an Enrolment Status of ‘Enquiry’ or ‘Pending’ because it is a pre-enrolment document.  No Offer has been accepted at this stage, therefore a Learner must first be enrolled into an appropriate Course Offer.

How to Add a Course Enrolment

Note: This is optional, but you can edit the enrolment checklist values or add additional checklist items to Course Enrolments.

How to Edit Checklists

Generating a Letter of Offer is achieved using the uReport feature.  It uses Letter of Offer template documents to format and input required Letter of Offer information.

If this is the first time your company is generating Letters of Offer we recommend to first test the process using our generic templates. Then once confident with the process you can create you custom templates for live situations.

Learn how to Generate a Letter of Offer.

Once understanding the Generate Letter of Offer process you should now have a Course Enrolment with Fees and Payment Schedule set up.

This will make it easier for you to now create your custom Letter of Offer template.

How to create a Custom Letter of Offer template

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