Highlights: February 2021

We hope 2021 has been good for you so far. This highlight focuses on improvements to compliance processes, Logbooks and Elearning Enrolment management along with a number of small enhancements.

Alister Smith
Business Innovation Manager

Wisenet-Highlights_Sign Off-Alister-New Image-Colour

Major Updates

New Logbook

A new version of Logbook is being released that is designed to have a more consistent design and improve usability. The Learner Logbook is the first section to get the change so we can monitor usage and feedback before we roll it out to all other Logbook sections.

The new Logbook design also allows us to implement some exciting new features which we will be sharing soon.

Learn More? Logbook

Elearning Enrolment Management

Many customers have now transitioned to our new slick Elearning Integration. We have added a new section under Learner to view, filter and update all Elearning Enrolments. This makes it easier to manage Elearning Enrolments across all Course Offers and Learners. It is particularly useful when needing to:

  • Bulk manage Elearning Access
  • Bulk add Group(s) to Elearning Enrolments across Course Offers / Unit Offers

Learn More? How to Bulk Edit Elearning Enrolments

Minor Updates

Sales Admin Now has Reports

Sales Admin users will now see the Reports Section with a list of available Sales reports. This allows Sales Admins to get more insights into their Sales Activities. They can also subscribe to reports.

Usability Improvements

A number of pages have been updated to increase the number of records displayed on a page to reduce the number of clicks to find a record.

  • Portal > User Management section
  • Learncycles
  • Sales Contacts
  • Elearning Course
  • Elearning Enrolments
  • Auto Grade Activities

Compliance Updates

Australia

VSL and HE Updates

The TCSI transition process is well underway with all VSL and HE customers working through the GoLive steps. Some beta customers have already successfully transitioned. A number of additional changes have been made to Wisenet LRM to accommodate the new TCSI requirements.

  1. Unit of Study Loan Fee rate change to 0% when Census Date is between 01/04/2020 and 30/06/2021
    1. This includes Add new defaults, Edit and Bulk Edit features
  2. Old HEPCAT based exports to continue to report the old Loan Fee rate values (calculated on the fly)
  3. NEW Field added to Course Enrolment for VSL/HE to more accurately collect the Course Outcome data (previously derived from Course Enrolment Status)
  4. Learner > Citizenship > Effective From Date is now mandatory
  5. New Sync to TCSI options in the Learner and Connected App sections
  6. The whole TCSI Sync engine is deployed and processing TCSI records
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You can create your own custom credential templates such as, qualification certificates; statement of attainments; academic transcripts, letters of offer; and more,  with easy to use Word documents! Explore How

Wisenet-Did you miss our webinar-Banner

In August 2020 our planned roadshow went virtual. We held 7 Virtual Discovery Sessions that focused on how to successfully and efficiently use Wisenet. These sessions are a great way to fast track using all that Wisenet has to offer.

26/11/2020  24mins26secs

Learn the ins and outs from a Wisenet expert on how to effectively manage your compliance data.

See More Recordings

Highlights: 2020 Review

2020 has certainly been an interesting year. It has forced all of us to reflect on what is truly important in our personal and professional lives. An important trait is adaptability and being able to pivot with quickly changing circumstances. 

Prior to 2020, Wisenet had invested heavily in changing how we develop and deliver our product and services. We have transitioned from large periodic releases that require after hour outages to smaller zero downtime business hour releases multiple times a week. This means more updates more often.

This allows us to very quickly respond to changing demands and was vital with the huge increased demand for online education capability with our new Elearning and Website offerings.

Reflecting back on the year we identified however, that the new continuous release strategy requires changes to our release communication. Ensuring that customers are aware of new features and enhancements. And with a number of exciting new features scheduled for release early next year, we wanted to make a few improvements.

Introducing Highlights!

On a monthly basis, Highlights will provide you with information on:

  • Major/Minor product updates
  • Did you knows?
  • Webinars – past and upcoming webinars
  • plus other useful content

We will communicate new Highlights posts in Learn, via Email and on social media.

This first edition will reflect on 2020 as a whole. 

Take care and enjoy the holiday break.

Alister Smith
Business Innovation Manager

Wisenet-Highlights_Sign Off-Alister-New Image-Colour

Major Updates

New Workflows and Events

Learncycles are designed to automate processes within a Learner’s Lifecycle. The new version released in 2020 provided lots of enhancements

  • More activities: Send Email, Send SMS, Create Task, Generate uReport, Sync to Xero, Learner Access, Update Learner or Course Enrolment fields
  • Schedule: any activity can be triggered based on many Course Enrolment Date anchors
  • More sections: Learncycles are being added to other Wisenet sections. Recent additions include Elearning Rules and Auto Grade.

While many customers are using automation, we can see from our stats that some customers are banking in on these benefits.
See how Learncycle Workflows can automate your business

New Elearning Integration

Designed to largely automate Elearning Management. The first release focused on a new Moodle integration with other Elearning apps underway (Canvas). 2020 was our biggest Elearning growth year with a large number of new Moodle installs. Key benefits from the new integration:

  • Elearning Enrolment management within Wisenet
  • Sync Users, Enrolments and Groups to Elearning from Wisenet
  • Automated Elearning Enrolment Access Management
  • Automated Elearning Grades back to Wisenet (no manual grade data entry into Wisenet)
  • Custom Authentication

Reduce admin and connect your Elearning platform to Wisenet

New Website Edition

This edition was launched to simplify the website hosting and design process tailored for education providers. Tap into our bench of professional experts rather than hiring or outsourcing each individual role (graphics, content, website design, coding).

  • Beautiful websites tailored for you with your logos and content
  • Online Enquiry to Wisenet Sales
  • Online Opportunity to Wisenet Sales

Modernise your Website and link it to Wisenet

New Unlimited User Pricing

Over the past year many customers have taken advantage of the new Unlimited User pricing editions. This allows any of your staff to login to Wisenet without login count restrictions and instead you pay per Active Learner. There are many benefits to this:

  1. Unlimited Users ensures that more staff have more access. Wisenet is adding more features that benefit more staff within an education provider; for example:
    1. Sales Section
    2. Task Management
  2. Per Learner pricing scales with your business. We ride your ups and downs. This has been particularly useful for some providers with changing 2020 Learner numbers
  3. The Learner Management cost can be easily worked out and offset back to the Learner in Enrolment Fees
  4. Per Learner pricing is metered monthly ensuring more fair pricing across time. Only pay for Learners as long as they are active.

Contact Us if you would like to learn more

Minor Updates

Logbook

There have been many enhancements to logbook over the year with the biggest change coming early next year. We are in final testing of a new Logbook design. The following are already released:

  • Bulk Send Email
  • Task Board filter saving
  • Simplified Task Assigned To logic
  • Email Template Redesign
  • Improved Placeholders – New naming and options

Sales Section

  • More Sales Dashboards
  • Task Notifications for Incoming Enquiries and Opportunities
  • Add Documents to Opportunities
  • Opportunity Board filter saving

Agents

  • Agent Logbook updated to allow Generate uReport and Send Email
    • This is useful for a range of Agent documents such as Agent Contracts
    • Emails can be sent to linked Agent Contacts

Learners

  • Profile Photo enhancements and Student Cards
  • Learner Access Management enhancements
  • Learner updated record in Learner App Task and Notification

Staff

  • More fields for employee management

Compliance Updates

Australia

New Zealand

  • SDR: CREG file QUAL field now can be set from a new Unit field – Host Qualification Code
  • NZ FeesFree:
    • Eligibility Check in Learner now allows year selection
    • RPL data is only reported based on fees (no longer based on outcome codes)

South Africa

  • Localisation for South Africa
  • CHE reporting requirements have been added
Wisenet-DidYOuKnow-Icon-v1

To search for Reports with specific fields, you can use the ‘Search by Fields’ option and include the required fields separated by a comma.
For example: Course Offer Start Date, Enrolment Status, Course Code

“Great things in business are never done by one person” – Steve Jobs

Meet Ben

Sales Specialist

Wisenet-Meet the team-Ben C-Image with no border
Wisenet-Did you miss our webinar-Banner

In August 2020 our planned roadshow went virtual. We held 7 Virtual Discovery Sessions that focused on how to successfully and efficiently use Wisenet. These sessions are a great way to fast track using all that Wisenet has to offer.

26/11/2020  24mins26secs

Learn the ins and outs from a Wisenet expert on how to effectively manage your compliance data.

See More Recordings

October 2020 Release Notes

The Wisenet team has been working in developing more new features for 2020 which also include process enhancements, compliance updates and bug fixes.

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

NEW Elearning Integration

A complete redesign to Simplify your Elearning management

Easier more transparent set up in Wisenet LRM

Elearning Courses can now map to both Course Offers and Unit Offers

Includes Enrolment Group syncing

No longer requires Learner App set up

Allows custom Authentication (eg. Office 365, Google, custom)

Automated Elearning access management

Real-time record syncing (no more cron jobs!!!).

Automated Grading back to Wisenet (see Auto Grade below)

Simpler integration troubleshooting (not that there should be many integration issues anymore)

Very easy for Wisenet to deploy future Elearning updates

Same integration model for all Elearning Apps (Moodle, Canvas etc)

Pay only for Active Elearning Learner (not users)

NEW Auto Grade

Capacity to do MORE with EASIER setup

The Auto Grade feature is designed to update Unit Enrolment Grade Fields automatically in Wisenet LRM when a final grade is received from an external Elearning application. This integration is very powerful, reduces a lot of manual data entry and improves data quality.

Each Auto Grade Activity is tracked and visible in Dashboards and in screen monitoring.

Learncycles

RECAP

Earlier this year we launched new Learncycle Workflow automation that allows Wisenet to do the heavy lifting.

Choose a trigger (on course enrolment creation) and configure the activities that you require (email, sms, ureport, sync to Xero, Enable Learner Access)

July 2020 Release Notes

The Wisenet team has been working in developing more new features for 2020 which also include process enhancements, compliance updates and bug fixes.

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

Learncycle Enhancements

Many improvements made to the look and feel of New Learncycles making it easier to set up your workflow automation

Send SMS is now available to automate as a Learncycle Activity

The VSL and HE Scheduled CAN / Invoice system now uses Learncycles. Improved design and delivery tracking.

Old Learncycles have officially been Retired

Learner App

NEW Learner Details Updated Task

A Task is created when a Learner updates their details in Learner App. This allows team to review change. This feature can be turned ON or OFF in Portal Settings.

Email and SMS Enhancements

NEW Emails can now be sent in Bulk to Learners across any Course Offer. Bulk email all active Learners.

NEW Undelivered notifications now displayed on home Dashboard

Enhancements to improve Email and SMS delivery

Other Product updates and Process enhancement

Bulk Update from Unit Offer

This feature allows users to select 1 or more Unit Offers and bulk update fields for Unit Offers, linked Unit Enrolments or both.

The new design is easier to use and is more precise to reduce human error.

February 2020 Release Notes

We at Wisenet are very excited to release the NEW Learncycles with brand new functionalities. We have also released other process enhancements, compliance updates and bug fixes.

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

NEW Learncycles

More intelligent, powerful and easier to use

Learncycles has been redesigned to deliver more powerful workflow automation.

Scheduling is now available for all activities (not just messages) and can now be set longer into the future.
Emails via Learncycles now have Reply To and Delivery Statuses.
Learncycles can be linked to many Course Offers allowing for easier management.

The new design allows for Learncycles to be extended to other LRM sections with more activities. We are seeking your feedback for automation ideas.

Introducing Lists

Lists have been introduced to group records by type.

Starting with Course Offers, Lists can be used to simplify the following:

Manage Learncycle Audience
Filter Reports
Find Similar Course Offers
and more…

Lists are useful when wanting to work with specific types of records. Example Lists: International / Short Course / Hospitality etc.

Other Product updates and Process enhancement

New Zealand Fees Free Eligibility changes

  • The FeesFree Eligibility status now supports the new values of 8, 9 and 0. The eligibility check feature in the learner section has also been updated to set this appropriately. The SDR will then report the selected value.
  • New FeesFree Export option added to the Exports section.

Agents – uReports and Emails

You can now generate uReport templates and email agents from the Agents profile. See Agent Logbook for more information.

TCSI

RECAP

In December 2019, we released the new TCSI fields for VSL and HE reporting. The TCSI Field Mapping article outlines the TCSI elements and how they map to Wisenet fields.

We recently received updates from TCSI about a delay in implementation. The new proposed date to start reporting through TCSI is May 4th, 2020.

December 2019 Release Notes

The Wisenet team has been working on developing more new features for 2019 which also include process enhancements, compliance updates and bug fixes.

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

tcsi-wisenet4

Australia ONLY: TCSI – VET Student Loans and Higher Education

Changes to VSL and HE Fields 

These field changes are in preparation for the new TCSI reporting requirements. This allows providers to be able to start collecting new data now ready for 2020 reporting.

The TCSI Field Mapping article outlines the TCSI elements and how they map to Wisenet fields

For Fee Help providers, you will need to manually enter the following fields for Fee Help Courses, due to data not being migrated automatically:

          • Course of Study (Setup under Settings > Dropdown Lists)
          • Field of Education
          • Special Course Type

New Zealand ONLY: Field Changes

Learner

  • NZ Fees Free – Removed Total Fee 2018; added Total Fee 2020 & 2021

Unit

  • Unit FCCM field and values renamed to AMFM
  • Parent Unit – This is a new option in the Unit setup that is available when the Is Unit Standard field is ticked.

Other Field Changes

Course

  • Simplified Fee Help Data (removed unnecessary fields for VSL)

Course Offer

  • Offer Code – Allows 50 characters
  • Notes – Allows 4000 characters

Unit

  • Two new fields: Is Superseded Flag and Superseded From Date

Unit Enrolment

  • Notes – Allows 4000 characters

Agent

  • New field: Primary Sales Contact (This allows assigning a Primary Sales Contact against an Agent)

Sales Contact

  • New field: Position

Learner

  • Disability: allows multiple entries with Effective From and To dates
  • Citizenship: allows multiple entries with Effective From date

Unit of Study

  • Enrolment Defaults can now be defined in Unit of Study

Unit of Study Enrolments

  • New page layout: Fields grouped by Details, Credit/RPL and Fees

Note: Refer to the Field Guidelines articles below to find the entire list of fields:

Field Guidelines: Australia

Field Guidelines: New Zealand

Xero Integration

Improved Xero Learner Sync

We have improved synchronizing learners to Xero. It’s Fast, Accurate and no more Connection issues

USI Integration

Ready in 2020

We are aware of AusKEY being decommissioned in March 2020. We are in the process of integrating with the USI Registry System via our web services. We should have this ready by early next year.

DID YOU KNOW?

SMS

In August 2019, we released the new SMS Messaging feature in Wisenet to provide you with an alternate way to communicate to your Learners. Since, we have received a multitude of positive feedback from our customers which is helping us to keep working on improving this feature to better help your needs and requirements.

August 2019 Release Notes

The Wisenet team has been working in developing more new features for 2019 which also include process enhancements, compliance updates and bug fixes.

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

SMS Messaging

An alternate mode to instantly communicate with your Learners via LRM

Available to Wisenet customers who are on our Standard and Premium Editions.

Send SMS messages directly from Wisenet without needing to sign up to your own service provider. Easily track messages delivery status in Logbook.

Personalise SMS messages with custom sender and in message placeholders.

New Zealand ONLY: EPI Report Improvements

Wisenet has simplified EPI reports and created new documentation to help users with
report generation and understanding the background logic.

Learner App

NEW Access Management

Learner App Invitations and Forgot Password Email are now sent out via the Learner Logbook which then allows you to track delivery status. The message body for these emails are hidden in Logbook for security purposes.

When a Learner now receives a Learner App invitation or a Password Reset email, they will be forced to change password as the one sent on the original invitation/email is a one-time use only.

Other Product updates and Process enhancement

Messaging from Class > Learner List

Email and SMS messages can now be sent in bulk to your Class List within Timetables.

New Elearning Connectors

If you use Cloud Assess as a Learning Management System (LMS), you can use Wisenet Elearning Connectors to sync Enrolments and Grades between Wisenet LRM and Cloud Assess.

FEES FREE

Fees-Free Eligibility quick check

  • TEC recently launched a new service that allows an integration to check Learner Fees-Free eligibility by NSN
  • We have connected to this service allowing you to Check Eligibility from within the Edit Learner > Personal Details

EFTS

We have added two NEW Reports to assist PTEs with calculating EFTS Dollar Consumption:

  • Report #2106 EFTS Funding Rate Summary, and
  • Report #2130 Course Funding Summaries

AVETMISS

  • All AVETMISS exports will now ONLY include enrolments where the Course Enrolment For AVETMISS Export field is ticked.
    • This gives flexibility during enrolment to preset unit enrolment dates and outcomes without reporting to AVETMISS
    • The same field checks at the unit enrolment level are still in place. These are documented in Nat File Guidelines
  • The Course Enrolment For AVETMISS Export field is defaulted from the Course Offer section and can be manually changed per enrolment
  • Learncycles can be set up to auto set this to True based on a desired change in Course Enrolment Status
  • We have defaulted the Course Enrolment For AVETMISS Export field to True based on current Unit Enrolment values to prevent issues in exporting
  • This is applicable for all Australian States, including WA for RAPT reporting.
    • Note: NSW previously had this logic and is unchanged

Sales Section

RECAP

In March 2019, we released the new Sales section in Wisenet to give training providers the tools to easily manage sales contacts and opportunities. This is the foundation for future sales features that we are currently working on.

  Watch the video to Learn More

IMPROVEMENT

In the last five months we have been busy working on:

performance improvements and tweaks to the Sales section

– added Tasks to be used and linked within Sales

– improved the Sales Dashboards

June 2019 Release Notes

The Wisenet team has been working in developing more new features for 2019 which also include process enhancements, compliance updates and bug fixes.

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

Task Management

A single place to manage all your tasks with the NEW Task Board

Using the Tasks feature in Wisenet gives you a clear overview of all activities to easily organise and prioritise your work. Automate this feature to help you save time and never miss an important task.

The new Tasks section allows you to easily Search and Filter Tasks; Get a complete overview of Tasks’ Statuses, i.e. Not Started, In Progress, Pending, Completed; Drag and Drop Tasks to update status; Edit Tasks; Add new Task; and Email notifications sent to the Assigned Staff member when a Task is added or updated.

Home Dashboard

NEW Look and IMPROVED functionality

The Home Dashboard now shows a summary of Open Tasks. This eliminates the need to click around multiple tabs to view and manage all your Tasks.

Click on each of the numbers to open the Task Board filtered for that count.

If you need to view and manage all Tasks, you can click on View All Tasks from the summary section which will then open the new Tasks tab with your Task Board.

International Mobile Number

IMPROVED Mobile field

All Mobile fields in all applications (LRM, Learner App and Online Enrolment) now support International Mobile Number Country code. International code can be selected from the drop-down.

All existing mobile numbers of your applications have been automatically processed into the new format.

Other Product updates and Process enhancement

  • New USI values (Australia Only): INDIV, INTOFF, SHORT
  • File upload size increased – Total file upload size has been increased to 10MB and 5MB per file
  • Date of Birth field – Users will now be prompted with an ‘Invalid Date of Birth‘ notification if they accidentally entered the current year or, a future year, in the Date of Birth field
  • Improved filtering, sorting and paging capabilities
  • Improvements to documentation and performance
  • Enforce new mobile number format for all Mobile fields

Update Required and To Be Actioned by you if you use uReport Custom CAN Template

  • From 1st July 2019, VET Student Loan debts will be separated from other forms of HELP debts. Refer to the Explanatory Memorandum for more information on this new legislation.
  • If you make any reference to HELP debt and VET Student Loan debt in your custom CAN templates, you will need to update your template to now say VETSL debt.
  • All generic uReport templates have been updated with the correct term by Wisenet.

Sales

RECAP

In March 2019, we released our new Sales feature with a stand-alone Sales section to help you better manage and convert your Sales Enquiries into successful Sales Applications even if you do not use Wisenet LRM. This is achievable with the two new roles you can now select, being: Sales and Sales Admin.

The Sales Dashboard provides greater insights into both current and historical sales activities.

Sales Contacts is a new entity created in Sales and can be linked to a Workplace, Agent or Learner in Wisenet.

Sales Logbook has option with File Notes, Tasks and Email Messaging capability.

Opportunities – a new Opportunity section where all old records have been moved to the new Opportunity model and mapped to the correct Sales Contact.

IMPROVEMENT

In the last three months we have been busy working on:

performance improvements of the new Sales feature

– added Tasks to be used and linked within Sales

– improved the Sales Dashboards

– improved Sales Reports

Emailing Credentials with QR Codes

Benefits

Allows you to send a digital version to a Learner
Saves time with printing and manual distribution
Tracks email in Course Enrolment Logbook with delivery status
Great for all types of credentials, especially interim results, statements of attainment and short courses
QR Code makes it harder for digital documents to be forged
Employers or Training Providers can self validate credentials

See It In Action

QR Codes

If QR Code is added to a certificate template, it will be on the PDF once generated.

QR code on cert pdf
Bulk Issue Credentials

If you have multiple Learners with requested credentials, you can bulk issue credentials to save time.

bulk issue credential
Email Credentials

Choose an Email Template and choose email recipient(s), i.e. ‘Send to Learner’, ‘Learner’s Alternative Email’, ‘Other Email Addresses’.

email issued credential
Logbook Tracking

Emailed credentials are registered in the Course Enrolment’s Logbook with delivery status.

credential logbook
Certificate Validation

A digital copy with QR Code allows Learners to easily email their Credentials to Employers or other Training Organisations to validate.

validate credentials

Get Started

IMPORTANT NOTE:

  • QR Codes are available for all customers, however, please note for Training providers under NZQA (New Zealand), permission is required by the Qualification Authority before you can apply QR Codes to a Certificate.
  • Emailing credentials is only available on premium edition. Contact us for more details.
  1. If you haven’t already, start by creating a custom Credential template and ensure that you pay attention to the key design considerations
  2. Turn ON your unique QR Code access and add QR Code to Certificate
  3. Create and Edit an Email Template as this will help you standardise your communications and save time
  4. Generate and Email Credentials

March 2019 Release Notes

The Wisenet team has been working in developing a line-up of incredible new features for 2019 which also include process enhancements and compliance updates.

Bug Fixes

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

Take a peek at what we’ve released in March.

NEW Sales Section

Get the best of both worlds with the new stand-alone Sales section to help you better manage and convert your Sales Enquiries into successful Sales Applications even if you do not use Wisenet LRM.

  • Two NEW Roles: Sales Admin and Sales
  • Sales Dashboard providing greater insights into both current and historical sales activities
  • Sales Settings section – Sales Admins can edit Sales specific features such as Sales Dropdowns and Sales Email Templates
  • Sales Contacts is a new entity created in Sales and can be linked to a Workplace, Agent or Learner in Wisenet
  • Sales Logbook option with File Notes, Tasks and Email Messaging capability
  • Opportunities – a new Opportunity section where all old records have been moved to the new Opportunity model and mapped to the correct Sales Contact
  • Sales data – we have seeded the new Sales section with your previous Wisenet Sales data
  • Stay tunedmore to come soon about managing your Sales Applications!

Email Message Template Redesigned

  • Improvements to look, performance and functionality
  • Better filtering options
  • Generic Sales Email Templates
  • Sales Contact Email Templates added

Bulk Update

  • New option to bulk update Learners
    • as Is Active
    • into a Target Group
    • sync to Xero
    • Survey Status (AU Only)
    • New Fees Free fields (NZ Only)
  • The bulk update dropdown menu options have been better grouped

NEW Organisations Section

Newly added to Wisenet LRM for the purpose of managing Agents and Workplaces. Further details below about each sub-features.

Agent
  • Sales Contacts can now be added to Agents
    • Can be selected when adding a Course Enrolment
  • Agents can be grouped by Regions
Workplace
  • Positions are no longer setup against a Workplace. They are now only setup in Dropdowns and all are available for selection when adding a Position to a Learner
  • Current Learners page has been replaced with Learners page that allows filtering by Position and Position Dates. You can then navigate to Learner or even Bulk Enrol into a Course
  • Learner Position – New field added ‘Workplace Type‘ simplifying how a position is categorised as a School, Employer, Host Employer etc. This will then be used for displaying in Training Plans
  • Unused Workplaces can now be archived so they do not appear in your Workplace dropdown lists

New API

  • API is now live and known as Wisenet API with improvements to the followings:
    • API documentation
    • PATCH endpoints is more robust
    • improved validations
    • New Endpoints added for:
      • Unit Offer
      • Unit Enrolment
      • Sales Contact
      • Opportunity

Minor Improvements

  • New Field under Learner>Demographics
    • English Test Score Expiry Date
  • Online Enrolment
    • New option to choose whether to add related Unit Enrolments
      • Previously it defaulted to always add Unit Enrolments

Learn Resources NEW LOOK

We have made changes to our Learn Resource Feature pages to improve how you navigate through our resources for a better learning experience.

You can see an example of it when exploring the Sales Feature page.

We look forward to your feedback as we progressively move all resources to adapt the new look.

Old Credential process RETIRING!

NOTE: This is only applicable to you if you do not use uReport.

The old Credential process is retiring effective on Monday 1st April 2019 and we are here to help make this transition easy.

On April 1st 2019:  ALL old templates will be removed from Wisenet LRM.

Between Now & Then (IMPORTANT):

  • You should start to create uReport Templates
  • Any customers who are still using old credentials for Agent Invoice or Student Cards, or for highly customised complex credentials, are recommended to contact us, so we can convert your complex credentials into a custom uReport

AVETMISS

  • New fields:
    1. SA field under Learner Personal Details:
      • Work Ready Number (SA)
      • Sent to SSD Date (SA)
    2. National Funding options under Bulk Update Unit Enrolment>Fees & Funding
      • Code 31 International Onshore client other revenue
      • Code 32 International offshore client other revenue
    3. Study Reason option under Course Offer>Course Enrolment>Compliance
      • Code 13 To get skills for community/voluntary work
  • Updated field: Fee Exemption (VIC Only)
    1. Under Bulk Update Unit Enrolment>Fees & Funding, the old Fee Exemption field and values for waiver have been removed
      • The old Fee Exemption value codes were E, I, X or Y
    2. The old field is now replaced with a new field that captures Fee Exemption Waiver for 2019 reporting requirements
      • Data is auto migrated for Course Offer, Unit Offer and Unit Enrolment
      • The new Fee Exemption value code is set to Z for previously updated records

eCAF

  • Reports>eCAF/Progression Page
    • Resolved issue with loading eCAFs for customers with a lot of eCAFs
    • Additional columns displayed in the Enrolment Pending eCAFs table, such as:
      • Start Date
      • Enrolment Status
      • Sales Person (If not configured, leave blank)
  • Submit eCAF, updated:
    • Fee Help (Non University) eCAF type
    • Existing eCAF types
    • Validations in LRM for submitting to eCAF

SDR

  • New option in Gender field called Diverse
  • New fields:  Tip: Use the new Course Offer>Enrolments>Bulk Update Learners feature to save time setting values for these new fields 
    • Fees Free Eligibility
    • Total Fees 2018, Total Fees 2019
  • Updated field:
    • Iwi Dropdown list includes the latest definitions for 2019

Fees Free

  • Use the NEW Report 2117 in Wisenet to extract Learner and Course data for your Fees Free Monthly Data Return.

September 2018 Release Note

Purpose

This release includes process enhancements, compliance updates and new features. Please take your time to read through the notes to ensure that you can benefit from the changes.

Bug Fixes

We have exterminated several bugs in this release. If you have logged one, we will contact you personally.

“Change the way you look at things and the things you look at change.” – Wayne W.Dyer

If not already, you will notice enhancements to LRM and a new look to Learner Profile.

  • LRM pages now take up full screen
  • We are improving consistencies with look and colours
  • The Learner Profile page is more compact
  • You can now see a summary of Xero invoices on a Learner’s profile if you have Xero connected
  • If you are using Tags you will also see Tags and Agents (if any) in the Course Enrolment panel

Tags

Tags is a new feature in Wisenet which is added against Course Enrolment. It will allow you to categorise an enrolment for the purpose of identifying special traits. The purpose of why you will want to use tags is because it will help you better filter and categorise enrolments, and not only for reporting purposes but also for bulk actions.

Learn More? Tags 

Credentials

  • QR Validation Code
    • A new feature in Wisenet where you can add a QR code to your credentials or a link to your website
    • Validators (examples below) can enter the Credential Number and Last Name to validate the credential
      • An Employer validating an Employee
      • A RTO checking CT/RPL for a Learner
    • Learn More? How to use QR Code for Certificate validation 
  • Email Issued Credentials to Learners and other email addresses
    • Only available on Premium Edition
    • This feature will be turned OFF by default. Can be turned ON by Portal Admin if desired.
    • Option to setup a new Email Template specific for when emailing Credentials
    • Learn More? Email Credentials 
  • Credentials Issuing Officer list is restricted based on Staff section configuration
  • AUSTRALIA ONLY: Added additional USI warnings when Requesting a Credential for Learner(s) without a verified USI

Enhancement to Composing Emails

Email sending options have been simplified in Wisenet while improving functionality.

  • Email Templates
    • Selecting a Template now populates the subject and body
      • Therefore allowing you to check and ensure that the right template is selected
    • Templates are designed to fast track email creation. You have the flexibility to make slight adjustments to the email template content to suit specific scenarios. This means that it may provide 90% of the content and the last 10% can be filled-in unique to the situation.
  • Add placeholders directly when composing Emails
    • Allows personalisation of emails with placeholders for one off emails and not just when using a template.
  • Improvements to FromName
    • FromName is now more adequately derived based on selected ReplyTo option
    • Eg. if reply to Staff record… then the FromName will be StaffName (ProviderName)
  • These email updates are to all places where emails can be sent (individual, bulk, sending an email with generated uReport, sending survey, email issued credentials)
  • Added more recipient options for Bulk Send Email Message

Course Offer Dashboard (NEW)

We are in the process of adding dashboards to other sections of Wisenet to provide you with more insights without having to run reports.

We have started with the Course Offer Dashboard allowing us to trial our approach and obtain feedback from customers.

Learn More? Course Offer Dashboard 

Course Enrolments

  • Course Enrolments Checklists Default Values from Template
    • Allows easier setting of Template Values when adding Checklists

Unit Elements

  • New field for storing “Performance Criteria”
  • The “Element Description” now allows up to 1000 characters

Agent

  • Ability to archive an agent
    • Use the new IsArchived field
  • Only active agents will be visible in the Agent dropdown list when linking with a course enrolment
  • When linking an Agent to a Course Enrolment, the VET Commission and ELICOS Commission rates will now default from the Agent values

Online Enrolment

  • When accepting an online enrolment, Unit Enrolment field values will now default from the linked unit offer
    • Eg. New compliance standard fields
  • This is designed to save time with enrolment data entry

Active Learners

Timestamps

  • Previously logbooks, export times and credential register all displayed datetime in the Melbourne timezone
  • These pages now display the time in your local timezone
  • Reports will continue to show Melbourne datetime

          If you missed

   The following events occurred in the lead up to this release:

 May 24th 2018

Xero

  • Ability to manually resync Xero Invoices
  • Ability to manually sync a Learner to Xero
  • Automated process to sync invoices and learners to Xero
  • View Xero invoices from Learner App

 May 28th 2018

Australia FeeHelp Export Update

  • PS file – HDR Submission Date, HDR Completion Date
  • EN file – HDR Engagement Code

 May 31st 2018

SurveyMonkey

  • Added to Connected Apps page
  • Added Quality Indicator Surveys
    • Learner Engagement Survey
    • Employer Satisfaction Survey

Course Enrolment

  • Added new field eCOE Issue Date on the Course Enrolment page
  • Registration ID has been renamed to “Registration Number”

CRICOS

  • CRICOS code field has been added to the Course
  • If configured, the value will be defaulted to the course offer, upon creation

Export Changes

Auto default Delivery Mode based on Outcome

  • When Outcome is configured to RPL granted (51) or Credit Transfer (60) or RCC granted (53) we will now always default set:
    • Delivery Mode (AV7, AV8) and Predominant Delivery Mode to ‘Not Applicable’
  • When Outcome is configured to WA values of RPL granted (06) or Credit Transfer (09) or RCC granted (15) we will now always default set:
    • Delivery Mode (AV7), Delivery Mode WA1,  Delivery Mode WA2, Delivery Mode WA3 to ‘Not Applicable’

Fee Help:

  • New fields added in the Course Offer page
    • HDR Engagement Code
    • Separation Status
  • New fields added in the Course Enrolment page
    • HDR Engagement Code
    • HDR Thesis Submission Date
  • Export Update (released on 28th May)
    • PS file – HDR Submission Date, HDR Completion Date
    • EN file – HDR Engagement Code

Course Enrolment page

The following new fields have been added to the Course Enrolment page:

  • Public Trust Number
  • Unique Training Hours
  • Orientation Date

Course Offer page

New fields have been added in the Course Offer page, as Unit Offer defaults to make Course Offer and Unit Offer setup quicker:

  • Fee Assessment Category
  • Mural Attendance

SDR Export Updated

  • Added support for Total_Fee and Fees_Free_Eligible
    • The export will be the right structure however you will receive a Warning as they are currently reported as empty
  • NOTE: New Fields to be gradually added in the database throughout the year

Smart and Skilled Outcome Change Blank to 85

Does this change apply to me?

If you are reporting government data to NSW Smart and Skilled then you will need to follow these steps.

What’s changing

Until August 2018, NSW Smart and Skilled had a blank Outcome that was required to be set for future Unit Enrolments. This blank outcome (00 in Wisenet) is no longer allowed and is being replaced by the AVETMISS 8 Outcome 85 – Not yet Started.

How is this change being implemented in Wisenet

  • The NSW Export has been updated in Wisenet to accommodate the required Outcome changes
    • The Export process is unchanged
  • All relevant Resource Articles have been updated to refer to Outcome 85 in place of the Blank Outcome
  • Customers will need to ensure Outcome 85 is used and NOT Outcome 00 (see steps below)

IMPORTANT: Required steps to be actioned by ALL NSW Smart and Skilled Training Providers

  • Effective immediately only use Outcome 85 and NOT Outcome 00
  • Update any existing records from Outcome 00 to Outcome 85 using any Unit Enrolment Update Feature. We recommend using the Bulk Unit Outcome Update feature in Wisenet by following the steps below:

1

  1. Navigate to LRM > Learners > Enrolment Update Wizards > Bulk Unit Outcome Update 
  2. Set the following Fields:
    • Unit Vet Flag – All
    • Contract State* – NSW
    • Enrolment Status*: Select All by clicking and dragging
    • CUOR End Date*: Choose a broad date range to ensure you get all records with 00. Eg. From 01/01/2018 to 01/01/2026

Learn More? How to Bulk Update Unit Outcomes with Enrolment Wizard

2

Select the outcome code you wish to change

  • Outcome AV Code – 00 – Blank Outcome
  • Then click Apply Criteria

3

You should now see a summary of Unit Enrolments that meet your above criteria grouped by Course Offer.

  1. Select ALL of the listed Course Offers
  2. Click on Action Menu
  3. Select Bulk Update Selected Enrolments
    • Ensure you choose to update Outcome = 85

You should no longer have any Unit Enrolments with Outcome 00.

NCVER National Quarterly Reporting

NCVER National Reporting

All Registered Training Organisations (RTOs) need to collect and report AVETMISS data on all accredited training activity.  AVETMISS is a national data standard which ensures the consistency and accuracy of vocational education and training (VET) information and covers the national VET data collections:

  • the National VET Provider Collection
  • the National Apprentice and Trainee Collection
  • the National VET in Schools Collection
  • the National VET Financial Data Collection.
About Quarterly Reporting

While you are still required to do your yearly AVETMISS reporting, all RTOs now have the option to submit data to NCVER quarterly, beginning with the January to March 2018 collection period on all of the nationally recognised training activity delivered by your organisation.

It is optional to do quarterly reporting, however to reduce the hassle and stress associated with end of year reporting, we highly recommend doing your NCVER National reporting quarterly.

Learn More? AVETMISS Fact Sheet

NOTE: This is for National Collection ONLY

The benefits of reporting to NCVER quarterly are:
  • Learners will have their USI Transcripts updated more frequently with nationally recognised training appearing on USI Transcripts around six weeks after each quarterly collection period
  • The USI website will include the latest available quarterly data
  • You can add new data for your most recent quarterly activity and make corrections to previously submitted data if necessary
  • Reduces the end of year reporting stress
How does it impact your AVETMISS Export?

Wisenet will automatically export the required Collection Period data based on the date the Export is ran. Therefore, you are not required to change anything in your export process.

i.e. If you ran an Export on 16th May then Wisenet would auto export the Jan – Jun collection periods for you as the collection period window for Jan – Mar is now closed.

New Collection Periods (Optional but Recommended)

The quarterly collection periods are cumulative, which means:

  • your submission for quarter 1 will only include training activity delivered in quarter 1
  • your submission for quarter 2 must include training activity delivered in quarter 1 and 2
  • your submission for quarter 3 must include training activity delivered in quarter 1, 2 and 3
  • your submission for quarter 4 must include training activity delivered in quarter 1, 2, 3 and 4 (Annual)

The quarterly collection windows open four weeks after the end of the quarter, and remain open for a two week period. The collection periods for 2018 are:

HELP?

Read the AVETMISS Fact Sheet OR Contact the AVETMISS support team from 8.45am – 5.00pm (ACST) via one of the following methods:

New Xero Integration- Is Here

Wisenet has re-connected You to the new integration and is re-syncing Invoices. Due to Xero strict integration limits this could take up to 24-48hrs for all of your invoices to appear. Thank you for your patience.

1

Navigate to i.e. LRM > Connected Apps

2

What does this Xero change mean for you?
What Has Changed?
  • Improved Syncing Efficiency 
    • Almost instant sycning of Xero Invoice back to Wisenet
    • Learner to sync within 5 minutes (soon to be instant)
  • Invoice sync now includes Credit Notes, Over payments and Pre-payments. This is also seen on the Learner> Xero Invoice page
  • ‘View Invoice’ will option the Online Invoice instead of downloading PDF. Go to Learner Profile and select Xero Invoices
  • Easier Management
    • Improved connect, disconnect and connection error handling
    • You can now re-sync data yourself

What is the same

  • Still only able to be access by Portal Admin users only
Xero is now found within Wisenet LRM
  1. Go to Settings
  2. Side Navigation bar select Connected Apps (you will only have access to this area if you are a Portal Admin)

Wisenet has re-connected You to the new integration and is re-syncing Invoices. Due to Xero strict integration limits this could take up to 24-48hrs for all of your invoices to appear. Thank you for your patience.

1. You do not need to re-connect. Wisenet has done this for you. 
2. When will you need to resync in the future? 

You will only need to resync in the future if you experience one of the following issues:

If something isn’t quite right or you have questions please log a support and we are happy to help.

If you have a different finance system such as MYOB we are hoping to integrate at some point in the future- stay tuned.

If you have Xero but are not currently integrating with Wisenet you may be missing out.

What’s so good about Xero Integration?

  • No double entry of Learner details. You can set up an automation to sync learners to Xero on enrolment.
  • Once invoicing is completed in Xero, you can view the invoice details, including the invoice PDF in the Learner’s record by clicking on Invoices from the Left Navigation Bar in Wisenet.
  • Learner’s can also see a copy of their Invoice in the Learner App
  • Makes your life easier by having all the documention in one place- Logbooks

Want to learn more? Xero Integration

How Does Xero Integration Work?

Next Step

Learn more about Xero Integration

March 2018 Release Notes

Purpose

‘A change is as good as a holiday…’ You may have noticed that your Wisenet looks a little different. We hope you like it! We wanted to focus on improving the look and feel of Logbooks to give you the information you need sooner.

We have mentioned in the last few releases that we have been busy working on behind the scene testing and building that will assist with larger and exciting releases to come. We are nearly there! This will mean we can be more agile with product releases resulting in more new features and less downtime for you. More to come!

Bug Fixes

We have fixed several bugs in this release.  If you have logged one, we will contact you personally.

Upcoming Webinars

Logbooks: March 29th, 11am ESDT

Learn how to become more efficient and effective through utilising Tasks, Messages and uploading Documents in Logbooks.

Register Now

If you missed any of our previous webinars you can watch them at anytime.  Please go to Webinars and Videos

Changes have been made to make Logbooks more user friendly and to function more efficiently.

For more information on these changes and how you can use Logbooks in your organisation see Logbooks 

These changes include:

GeneralTasksFilenoteMessaginguReportLearncycle and VSL Overnight Automation

General

  • More visual as an event Timeline
  • Improved filtering with search and by type
  • Share Filenote, uReport or Message. This allows you to share a logbook or document with someone via email. (Only available on Standard or Premium Edition)

Tasks

  • New field: Assigned By

Filenote

  • New field: Assigned To

Messaging

  • Now has Delivery Status
    • Track whether Sending, Sent, Read or Failed
  • Includes a new option to:
    • Send To: Learner’s Alternative Email
    • Users to set their email as the reply-to at the time of sending an email
      • This will not auto save back the reply into Wisenet. This will be a future feature.
  • Emails will be delivered quicker

uReport

  • Improved Generation Status
    • Better breakdown of status failures.
  • Improved uReport performance
    • Speed
    • Reliability during peak times to retry and ensure generation

At this stage Learncycles does not have the Status Feature. It will display the status as Unavailable.
The status will be an available feature in an upcoming release.

The scope importer is only available in Australia. 

Sometimes Units or Courses are updated and changed on www.training.gov.au these changes can now easily be updated in your Wisenet.

  • Can now re-sync data from TGA for a selected Course
    • Simply go into your relevant Course > Action> re-sync. This will add and update any new information including Units.
    • For more information see How to Import your Scope
  • Improvements for performance

Our main aim with the new design was to show:

  • More useful content
  • Reduce any clutter
  • Make a simpler and cleaner Wisenet

To do this we:

  • Removed top banner
  • Reduced padding in left navigation to allow more options to display
  • Replaced the word “Client” with “Learner” for consistency. Still referred to as ‘Client’ in reports

VSL

Changes made to the CAN and Invoices to better reflect layout in VSL Manual for providers 2017

New VSL Statement of Covered Fees

New requirement for VSL 2018. Sent at the beginning of enrolment. It is separate to CAN and Invoice

  • Is not part of Overnight Automation
  • Can be sent before or at the same time as first Invoice Notice
  • In uReport it is a Contract
  • Add Course Offer fields:
    • Course Fees
    • Loan Cap

VSL CAN and Invoice Template Updates

  • Included template for Statement of Covered Fee. This is a new requirement for 2018
  • Add some new fields to the template
  • Tweaked the Unit of Study list layout

Action Required

You can now log support from learn.wisenet.co

If you can’t find the solution from using the ‘search’ function you can click on log new support.

For more information see How to Log a Support Ticket

A new requirement for AVETMISS 8 is the field Survey Contact Status.

This is found under the Learner Personal Details section.

It will now be automatically defaulted to = A > Available for survey use

Learn More: AVETMISS 8

We are constantly trying to improve your ease of use in Wisenet because we understand you are very busy. With that in mind and from your feedback we have updated and created some new resources to help you with your processes and use of Wisenet.

Short Courses

If you delivery courses with only one or two units make sure you read how best to set up your delivery

 

General English

Setting up your General English Courses has a very particular rationale behind it. We have made it easy.

 

International 

Learn how to use Wisenet to meet your compliance requirements

Checklist for 2018

2018 is well underway and many organisations are already set up to make sure they are starting off on the right foot. To help with this we have created a quick checklist to ensure smooth running and to be better prepared.

   Streamline Your Processes

Now is a great time to improve processes and get things all set up for the year. Here are some ideas to get your started:

  • Use Learncycles to trigger and automate: tasks, messages, uReports. For more ideas on how Learncycles can help your organisation please Learncycle Examples or see Learncycles Main Page
  • Use messages to create standard templates when communicating with Learners
  • Use Tasks to keep up to date
  • Subscribe to key reports so you don’t forget
 
Save Time
  • The Bulk Update function allows you to update multiple records at one time. This can be done in a variety of ways. Update Start and End Dates, Outcome Codes using Gradebook for multiple learners, set defaults and more.

Explore Bulk Update

  • The Learner App can be used for Learners to see their Timetable, documents, payments and they can even edit their personal details saving Admin staff the hassle of updating records.

Introducing the Learner App

Store documents in Wisenet!

Store, record and send important information from within Wisenet!

 Student Cards

There is lots you will need to do to make sure you are set up for 2018. But to make it easier we have listed the main set up requirements and will have a webinar.

   Watch Course Offer Webinar

Make sure you have all of your Course Offers set up correctly for 2018.

Watch the Webinar
 
   Add new Contracts
 
    Copy Course Offers
  • You do not need to create new Course Offers from scratch if the information is the same. You can simply copy your Course Offer and update the relevant fields.
  • How to Copy a Course Offer
 
   AVETMISS 8 Fields
 
   Course Commencing ID
  • For Learner’s continuing their enrolment across a year their Course Commencing ID will need to be changed from a 3 to a 4 (this does not apply for 8). If this is not changed it will create errors in reporting
  • This can be completed in bulk. Bulk Update Course Commencing ID
 
   AVETMISS 8

Do you know all the new AVETMISS 8 Fields to add? There have been many changes to AVETMISS 8 and some fields you will need to Action change. If you haven’t set defaults for Course Offers and Unit Offers your new enrolments may be missing information.

Stay on top of all of your data.

These resources and reports identify any missing information and help avoid errors. 

State & National ReportingCheck Courses & UnitsCheck LearnersCheck Course EnrolmentsUpdate Outcome CodesUpdate Start & End DatesComplete EnrolmentsMissing Data or Errors

  Check Courses and Units

Please run the below reports to check all the Courses and Units of Competency details reported to the department:

  1. Run Report #443 to generate a list of all Courses delivered in Australia
  2. Run Report #446 to generate a list of all Units delivered in Australia

If any Blank Fields are identified, please follow the process on how to Edit Courses and Units

Learn More? How to Generate a Report in Wisenet

  Check Learners 

Please run Report #316 to check all the AVETMISS details for Learners’ personal and demographic details.

IMPORTANT NOTE:

You have a choice to either do either Date Filter of General Filter:

In Date Filter, Select the following:

  • COR Start Date > custom >(please select the appropriate dates)

In General Filter, Select the following:

  • COR Start Date_more than or equals_(please select the appropriate dates)

Please remember to check new AV8 field Survey Status. For more information see our AVETMISS 8 page

If any Blank Fields are identified, please follow the process on how to Edit a Learner

Learn More? How to Generate a Report in Wisenet

  Check Course Enrolments

Please run Report #299 to check the Key Course Enrolment Fields:

You have a choice to either do either Date Filter of General Filter:

In Date Filter, Select the following:

  • COR Start Date > custom >(please select the appropriate dates)

In General Filter, Select the following:

  • COR Start Date_more than or equals_(please select the appropriate dates)

In addition, please check the below Course Enrolment Fields:

  • Study Mode
  • Start and End Dates
  • Delivery Mode AV8
  • Predominant Delivery Mode
  • Qualification Issued Tick (if completed)
  • Qualification Issued Date (if completed)
  • Study Reason
  • Commencing Course ID
  • Individual Contract ID (NSW and ACT only)
  • Individual Contract ID Expiry Dates (NSW and ACT only)

Follow the link for more information regarding new AVETMISS 8

If you are required to edit any Course Enrolment Fields, please see how to Edit Course Enrolments

Learn More? How to Generate a Report in Wisenet

  Update Outcome Codes
  1. Run Report #217 for a list of Learners and outcomes
  2. Run Report #448 to generate NAT120 Data Integrity

  If required, Update Start and End Dates for Unit Enrolments

  Complete Enrolments by following the instructions in the steps below:
  1. Finalise Learner(s) that have completed or have withdrawn
  2. Generate Credential(s) for either a Course Enrolment or by Course Offers

  If you have missing information in NAT files or Errors from validations please see these resources:

There is lots you will need to do to make sure you are set up for 2018. But to make it easier we have listed the main set up requirements and will have a webinar.

   Webinar on Course Offers

Make sure you have all of your Course Offers set up correctly for 2018.

Watch now
 
   Copy Course Offers
  • You do not need to create new Course Offers from scratch if the information is the same. You can simply copy your Course Offer and update the relevant fields.
  • How to Copy a Course Offer
 
  Stay on Top of Reporting

November 2017 Release Notes

Major Release. Important Information

It has been a busy month preparing for November Release. There have been a lot of changes. Please read all details. 

  • Timetables 
  • Reports
  • AVETMISS 8
  • Credentials
  • UIP
  • End of Year AVETMISS Reporting
  • PIR Reporting
  • 20 Years of Wisenet!
  • Heaps More!

Bug Fixes

There are a stack of bug fixes in this release.  If you have logged one, we will contact you personally.

Webinar

This  month we have two webinars. If  you missed Learner App or would like to see any previous videos please go to Webinars and Videos

Upcoming Webinars 

  • November Release Overview 4th Dec Register
  • End of year Funded Data Check Webinar, 5th Dec. Register
  • End of year NCVER Data Check Webinar, 18th Jan, 2018 Register

All Countries

Improvements to Bulk Updates

Same functionality, but you will notice these changes:

Layout 

  • improved ease of use for field selection

New Fields

  • to incorporate AV8 fields and general additions

Learn more: How to Bulk Update

Timetables

Class Attendance StatusHow Attendance is now CalculatedLearner App Timetable

What has changed? 

  1. Invited changed to Enrolled
  2. Accepted changed to Attended
  3. Added Absent
  4. Added Medical Leave 
  5. Added Approved Leave

Why did we change this? 

  • Simplifies marking attendance
  • More accurate reporting
  • Will make reading attendance reports easier

What does this mean for you? 

  • Any status that was previously Accepted has been changed to Attended
  • Enrolled is NOT included in % attendance
  • Only status Attended or Absent will now be included in attendance calculations

ACTION REQUIRED!

  • Any status that is ‘Attended’ and 0% attendance and the Class Start Date in the past is now set to Absent
  • Any class where the Class Start Date is in the future the status is set to Enrolled
    • Due to these changes you must update any incorrect ‘Absent’ status to correct value.

These changes were automatically updated to align with new Status Names and reports

For more detailed information see How to Mark or Edit Attendance and Attendance Reports

Due to the changes of Attendance Status the calculation logic has also changed to reflect this.

To discover more see  How Attendance is Calculated

To reflect these changes the Timetable in the Learner App now includes the new statuses. In addition we have included the Venue and Trainer. This will allow the learner to quickly identify where their class is taking place.

Credentials

Credential Register Improvements 

  • Improved the functionality on the page for the Preview and Issue actions
    • Allows you to stay on one page rather than go back and forth. This makes it easier to follow the process
  • Changed the Issue options
    • You can now differentiate between a Final Qualification
    • Includes saving the Credential Number into the Parchment Number field in the Course Enrolment alongside the already stored Qual Issued Flag and Qual Issued Date. This is for AV8 compliance. 

Reports

The layout to the Reports page has changed. The functionality of the page has not changed we have simplified the steps to reduce confusion.

See the changes for yourself : LRM> Reports

Learn More: How to Generate a Report

What’s with the all Question Marks?

You will notice some orange question marks. These are here to give you more information. Click on them to discover more.

Australia

End of Year Reporting, Are You Ready?

As the year starts to come to an end it is important you are prepared for your end of year reporting. Luckily, Wisenet has you covered ?

Find out what you need to do and when to avoid a panic.

AVETMISS End of Year Reporting

Field Changes and Additions

We have added a number of fields to Wisenet for 2018 compliance updates and for general feature enhancements.

The following fields have been added to:

  • Specific add and edit pages
  • Any place where default values are set to save time
  • Any bulk update pages
AVETMISS 8 ReadyGeneralPIR Reporting
Action Required. All changes and updates have been recorded in our AVETMISS 8 article.

Other general field improvements have been added to:

  1. Orientation Date
    • Where: Course Enrolment
    • How to Use:
      • Used to identify when the Course has a defined Orientation Date
      • Can be reported on Letters of Offer or Welcome Letters in uReport
      • Set in Course Offer as a default value for newly created records
  2. Proposed Start and End Date
    • Where: Unit Enrolment
    • How To Use:
      • Used to define proposed dates for the Unit Enrolment. Then allows seeing the difference between proposed and actual dates.
      • Can be displayed on Training Plans
      • Will default to the Unit Offer Start and End dates on enrolment
      • Can be updated in bulk Unit Enrolment updates

Some new fields have been added for PIR

Fields Added

  • Estimated Yearly EFTSL
  • Commencing Student Identifier
  • Fee Type Indicator
    • Reported From: Course Enrolment
    • Where: Course Enrolment and Course Offer to allow for setting defaults for newly created records
    • How to Use:
      • PIR requirements
      • Bulk Update Course Enrolment actions
    • Reported From: Course Enrolment
    • Where: Course Enrolment and Course Offer to allow for setting defaults for newly created records
    • How  to Use:
      • PIR requirements
      • Bulk Update Course Enrolment actions
  • BH Broad Course Type ID
    • Reported From: Course
    • Where: Course
    • How  to Use:
      • PIR requirements

Fields Added Under Course Offer

  • Estimated Yearly EFTSL (default to Course Enrolment)
  • Commencing Student Identifier (default to Course Enrolment)
  • Fee Type Indicator (default to Course Enrolment)
  • Campus Operation Type
  • Domestic Student Fee
  • Offshore Delivery Indicator
  • Offshore Delivery Mode

Learn More: PIR 

Contracts

Contracts have changed to include Start and End date. Wisenet recommends for reporting purposes that each year a new contract is created.

Benefit: This allows you to archive old contracts. Contracts dropdown will filter to only show active contracts based on current date making it easier to find.

Learn more: Edit a Contract

AVETMISS Export Changes

The correct export version will run based on the selected year

  • AV7 will generate if 2017 or earlier is selected
  • AV8 will generate if 2018 or later is selected
  • NSW export for 2018 will be simplified and only include Smart and Skilled reporting option
    • Select 2014 to view old APL Claiming screens

New Outcome Codes

New Outcome Codes for AVETMISS 8 (AU)

  • 41 – Incomplete due to RTO closure
  • 85 – Not yet started
    • Use of ‘85 – Not yet started’ in the Outcome identifier – national field is optional; you may continue to leave this field blank if the learner has not yet commenced training activity.

Learn more: Outcome Codes

New Zealand

UIP

We have been working on updating and improving UIP integration. Customers have been individually contacted however, if you would like to learn more see UIP

Other Important Information

Holiday Period

Wisenet is closed from 23rd December and will re-open on the 8th January.

Please ensure you have all of your Support Tickets requested by Wednesday 20th 12pm.

We are committed to provide you with the best support we can and in the most efficient way.  However, please note, Wisenet support staff capacity will be less than usual during the month of December and January due to the holiday period and staff being on leave.  Be mindful when you are submitting a support ticket at the last minute.  Your lack of preparation will not be an urgency for us.  For example, if you submit a support ticket after 4.30pm requesting urgent help with reporting close to, or after the deadline has passed, your support ticket will still go in the queue as a normal ticket with normal response time.

Thank You for your proactiveness!

Celebrating 20 Years!

Celebrating 20 years of innovation in education management

This year marks the 20 year anniversary of when Co-Founders and Directors Kim Yelland and Ben Hamilton began Wisenet.  To celebrate we had a party! See more photos and read the full story of 20 Years of Wisenet.

Wisenet also marked the year with an International Learning Experience Scholarship. In conjunction with Skilling Australia this saw two apprentice chefs Alison and Ben travel to Japan to experience the Tsukifi Fish Market and skill observation at renowned kitchens Two Rooms and Ruby Jacks.

Read More:

Training Pathways: HuffPost 

Wisenet Scholarship Grant: Skilling Australia

Thank you for completing the Wisenet Resource Survey!

We really appreciated you taking the time to give us your feedback. Due to your feedback we have already made some changes to the layout of the Home Page making it less clutter and to show you the latest or most popular resources.  Over the next few months you will notice; some changes to Resources; how we communicate; more videos; and we will continue to do more of the things you love like webinars (be sure you register for them!).

As always please let us know how you are going and if you had any more suggestions.

Out with the Old and in with the New

Starting from 2018 the old help.wisenet.co will be closed and only the new learn.wisenet.co will be available for all of your resource and information requirements.

October 2017 Release Notes

Purpose

Our major focus for this release is preparing for 2018 compliance.  Changes to the Learner App have been implemented which can assist with improving enrolment processes. We have also been busy testing and releasing smaller (behind the scene) features that will assist with larger and exciting releases to come.

Bug Fixes

There are a stack of bug fixes in this release.  If you have logged one, we will contact you personally.

Webinar

We are excited to bring back Wisenet Webinars as a regular feature on your calendars!

Places are limited so make sure you register to avoid missing out.

This Webinar will focus on how to get the most out of Reports. Click on the link to register.

Reports 17 Oct, 12pm AEDT

If you missed our last webinar on Learncycles you can watch the video here: Learncycle Webinar

Learner App Enhancements

  • New look and feel
  • Additional colour setting options.
  • Restructure of Learner Details section
    • Basic Tab is now called Personal 
    • ‘Old’ Personal Tab is now called Demographics 
    • Added new Fields and Panels for AU and NZ
    • Enabled editing of Fields in all sections for AU and NZ (this can be configured in your Portal Settings) 

New Learner App layout (click image to enlarge):

We have enabled the capacity for Learners to edit all Demographic fields.

Benefits

  • This has the capacity to assist with streamlining your enrolment process as Learners can complete these details later.
  • You are notified of any changes made by the Learner so you can always check the validity of these changes if required.
  • It reduces administration time as staff do not necessarily need to complete this section.

If you do not wish your Learners to have this capacity you can change the setting in your Portal How to Edit Portal Settings

Field Changes and Additions

We have added a number of fields to Wisenet for 2018 compliance updates and for general feature enhancements. More compliance changes are scheduled for later this year.

The tabs below contains a snapsot of the major changes within each of these sections.

Fee Help fields and other general field improvements have been added to:

  1. Agent
    • Added: Assigned To
      • Purpose: To associate an Agent to a Staff member
  2. Staff
    • Updated: Staff email now allows larger values
  1. Learner Personal Page
    • Added:
      • Apprenticeship Identifier
        • This is an improved field
        • This was previously captured in RefExternal. This data will be copied into the new field if the Learner has a value in the Course Enrolment > Registration ID field (Delta number)
        • Moving forward you will need to add your apprenticeship numbers to the new field Apprenticeship Identifier otherwise it will not export.
      • Survey Status
        • New AV8 field
  2. Exports
    • AV exports updated to read from new field Apprenticeship Identifier. It will no longer export the RefExternal number
  3. AVETMISS 8
  • Wisenet will continue to add the remaining fields for AVETMISS 8 over the coming months to ensure you are ready for 2018. We will continue to provide updates as they occur.

Some new fields have been added for Fee Help and we are currently working on PIR reporting which will be released soon.

  1. Learner Demographics
    • Added: Additional Entrance Criteria – New FH field
  2. Exports
    • Updated: FH Export updated to allow reporting by custom date ranges similar to VSL export

Changes have been made to various NZQA fields to assist with compliance and processes. See these pages to find them:

  1. Course
    • Added: Course Code NZQA Alternative – Improved NZ compliance
  2. Unit
    • Added: Unit Code NZQA Alternative – Improved NZ compliance
    • Updated: NZCredit value now accepts larger credit values
  3. Location
    • Added: Location Code NZQA Alternative – Improved NZ compliance
  4. Exports
    • Updated: NZQA export to reference the 3 new alternative code fields.
      • If an Alternative value is not provided it will read from the main Code value.

New LRM Layout

Purpose

We have changed some of the Navigation Tabs to better reflect your activities in Wisenet. We have looked at some of your uses for Top and Left Navigation bar  and have made these more intuitive to better reflect where you would look to find and group activities. The main areas we focused on was Settings, Sales and Reports.

Click to enlarge image

Sales

Sales has replaced CRM as this is more of an accurate reflection of activities performed in this section. It now includes:

  • Agents
  • Promotions
  • Online Enrolment
Sales Dashboard

The new Sales tab change is in preparation for new sales functionality being released later in the year

Reports

We have added Tasks. This is where you can view all Tasks in your Wisenet.

You can now only access Exports from this tab.

Settings

Organisation details

This is now in the Left Navigation Bar under Settings

Setup

This has been removed to become:

  • Dropdown Lists (was previously called Categories)
  • Checklist
  • Accred Body is removed

Sales

This is now in the Top Navigation. Along with:

  • Agents
  • Promotions
  • Online Enrolment

Message Templates

This has been renamed to be Email Templates

August 2017 Release Notes

Purpose

Our major focus for this release is our new Wisenet Resources (hint- you’re currently in it!). In addition to this we have centered our attention for this month on applying feedback from You, our customers. Although, we could not include all of your feedback for this release we are excited to bring you these changes.

Bug Fixes

There are a stack of bug fixes in this release.  If you have logged one, we will contact you personally.

Webinar

We are excited to bring back Wisenet Webinars as a regular feature on your calendars!

Last month we discussed Learncycles and Moodle Connector. If you missed the session we will shortly be releasing the video for Learncycles.

Stay tuned for dates for our next Webinars on Course Offers and Reports.

Wisenet Resources is Live!

We have been busy working on creating the new Wisenet Resources for quite some time and are excited to finally be able to share it with you!  

Here are just some of the improvements you will see:

  • Search and navigation
  • New layout and structure
  • How To’s. Restructured and rewritten articles for easier to follow steps
  • Journeys. These are a guided articles that take you on an entire process through Wisenet.
  • Notices. Keep up to date with latest Wisenet and Industry news.

What does this mean for you?

  • Less time spent learning and more time spent using Wisenet
  • Reduced time spent finding an answer
  • Improved use and knowledge of Wisenet
  • You can focus on the more important things like growing your business.

Still to come

As you can imagine consolidating over 1000 pages takes time. Some of the resources are still linked to our old Help Centre. We appreciate your patience while we move these across. We were just excited and wanted you to start using the new Learning Resources as soon as possible. We are still working on bringing you more:

  • Videos
  • Articles
  • Journeys

What do You need to do?

The old Help Centre will still be available for a few weeks but we suggest you:

  • Watch this video on how to use the new Resources
  • Update any Wisenet Resource bookmarks
  • Let us know what you think by telling us in a Support Ticket. You can call it ‘Wisenet Resources Feedback’

Happy Exploring! 

Clients becoming Learners

You will notice that the tab Clients is now Learners (Clients). We are starting to transition to Learners as it is more inclusive terminology in Vocational Education.

People being trained vary in relationship with the training providers as they can be referred to as: Trainees, apprentices, students, employees any more.

We have chosen the term Learner as it applies to all types and it is also being used more frequently by the governing bodies.

We started to use Learner with the Learner App and we will be continuing to update our resources to reference Learner.

  • Due to this, please start to use Learner in Wisenet Resources when searching for How To’s etc. If you type Student or Client it will still show results however, using Learner will be more accurate.

Improved security for Generated Credentials

  • After a Credential has been generated/issued and has been converted to a PDF the editing features have now been locked.
  • This was added to increase security to prevent any editing of the PDF document.
  • Now only printing is available.
  • To view this see the Security Properties of the issued PDF (not in Wisenet but in the generated PDF). A screen shot of this is shown here.

Client IsActive Option

  • This action allows you to set a Client to be Active or Inactive. You can easily identify which Learner has completed their studies. When marked as No it prevents any changes to be made to that Learner record. This gives you confidence that records cannot be altered for auditing purposes.
  • This is action is not available for Trainers of Guest access
  • You can still reactivate the Learner and set to  Is Active = YES.  
  • You can find this on the Client Profile Page

eCAF

Last month we released eCAF submission and progression forms. We have continued to improve this feature by:

  • Allowing access to Users and not just Admin.
  • Automatic sync with Learners’ TFN into Wisenet when they submit their eCAF. This will be a huge time saver for your staff.

RAPT

The Course Fee for Western Australia must report the Total Fee and not the Hourly Fee. There is special logic for how this is exported to assist with data entry. If it is not entered in correctly you will have errors in your exports. 

Learn More: Learner Tuition/ Unit Fees

Credit Counts and EFTS

In the Client Unit Enrolment page under Unit Progress Summary we have:

  • Added Credit Counts for easy viewing
  • Included Total Withdrawn or RPL EFTS
  • Improved the Total Remaining EFTS by excluding Withdrawn or RPL from the total