Checklist for 2018

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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.

   Course Offer

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

 
   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.

   Course Offers

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

 
   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